Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Professional Development
Software
Certification
Timeline
Generic

MUNEES KV

Associate Accounting advisory
Kerala

Summary

Accomplished Accounting Advisor with 1+ years of client-facing experience, specializing in full-cycle accounting and tax/VAT compliance. Delivered tailored financial solutions to 35+ clients, improving operational efficiency by 40% and reducing errors by 30%. ACCA candidate with expertise in Xero, QuickBooks, and process automation.

Overview

2
2
years of professional experience
6
6
years of post-secondary education
1
1
Certification
3
3
Languages

Work History

Associate Accounting Advisor

Finanshels
05.2024 - Current
  • Client Management: Directly advised 20+ clients on tax compliance and financial strategy, achieving 95% satisfaction through personalized solutions
  • Process Optimization: Executed Xero/QuickBooks integrations for 20+ SMEs, cutting monthly closing time by 25% and improving reporting accuracy by 35%
  • Compliance Leadership: Managed VAT/CT filings for 20+ SME in client assets with 100% regulatory compliance across 50+ submissions
  • Automation: Spearheaded Zapier-based email workflows, decreasing manual data entry by 60% for cross-functional teams
  • Accelerated month-end closing efficiency through the adoption of standardized procedures and checklists.

Audit Assurance (Virtual Program)

KPMG
05.2023 - 05.2023
  • Gained practical exposure to audit and assurance processes through simulated real-world scenarios, enhancing my understanding of financial auditing practices.
  • Developed proficiency in applying major accounting standards like IFRS and GAAP, focusing on compliance and financial accuracy in audits.
  • Enhanced data analysis skills by working with financial data, learning to identify discrepancies, assess risks, and ensure financial integrity.
  • Improved professional ethics knowledge, understanding the importance of ethical standards in auditing to maintain transparency and integrity.

Education

ACCA Certification - Accounting And Finance

Association of Chartered Certified Accountants
United Kingdom
06.2021 - 09.2025

Bachelor of Commerce - Finance

University of Calicut
Calicut
06.2023 - 06.2025

Skills

  • Advanced Excel
  • VLOOKUP
  • PivotTables
  • Google Sheets
  • Financial statement preparation
  • Accounting and bookkeeping
  • Tax return filing
  • Bank reconciliation
  • Accounting software proficiency

Websites

Accomplishments

  • Client Service Enhancement: Developed and implemented a custom tracker for UAE clients, streamlining their financial oversight and enhancing reporting efficiency.
  • Automation Innovation: Created an automated email system for client communications, reducing response times and improving customer satisfaction by ensuring timely and consistent communication.
  • VAT Compliance Mastery: Successfully managed VAT filings for all UAE-based clients, ensuring 100% compliance with local VAT regulations and optimizing VAT returns.
  • Corporate Tax Registration: Guided over 10 UAE companies through the CT registration process, ensuring timely and accurate submissions, which minimized potential penalties.

Professional Development

  • Advanced Client Dealing, 2024 - Enhanced skills in managing client relationships, understanding client needs, and delivering tailored solutions to maximize client satisfaction and business outcomes.
  • Xero Certification Program, 2024 - Mastered the use of Xero for bookkeeping, invoicing, bank reconciliation, and financial reporting, ensuring proficiency in cloud-based accounting practices.
  • Financial Analysis Techniques, 2024 - Gained expertise in analyzing financial statements, performing ratio analysis, and forecasting to provide strategic business insights.
  • Advanced Excel for Accountants, 2024 - Developed advanced skills in Excel, including pivot tables, VLOOKUP, and macros, to streamline financial data analysis and reporting.
  • VAT Filing and Compliance, 2024 - Gained expertise in managing VAT filings, ensuring compliance with current regulations, and optimizing VAT returns for businesses to minimize payable VAT.
  • CT Registration Process, 2024 - Developed a comprehensive understanding of the Corporate Tax (CT) registration process, guiding businesses through the necessary steps for registration and compliance.

Software

Xero

Zoho

Wafeq

Zapier

Google sheets

Excel

Hubdoc

Certification

Xero Advisor Certification – Xero.

Timeline

Associate Accounting Advisor

Finanshels
05.2024 - Current

Bachelor of Commerce - Finance

University of Calicut
06.2023 - 06.2025

Audit Assurance (Virtual Program)

KPMG
05.2023 - 05.2023

ACCA Certification - Accounting And Finance

Association of Chartered Certified Accountants
06.2021 - 09.2025
MUNEES KVAssociate Accounting advisory