Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Shalu Mary Joseph

Kottayam

Summary

  • To be a part of work environment where I can derive professional and personal work acknowledgement of my skills and to win through the challenges of mastering new skills through constant learning.
  • 5+ years of experience in the field of Accounting , Taxation , Audit & Finance.
  • Independently manage accounting encompassing preparation, reconciliation statements leading to finalization of accounts, preparation of Balance Sheet, Profit & Loss Account along with schedules.
  • Exposure to working in SAP HANA, SAP, Blackline, ECP, Onestream and Tally Accounting packages.
  • Good communication , analytical , organizational and management skills.

Overview

8
8
years of professional experience

Work History

Financial Analyst

RTX
Bengaluru , India
02.2025 - Current
  • Analyzed financial data to support business decision-making processes.
  • Preparation of monthly reconciliations for more than 20 GLs.
  • Preparation of journals on month end close.
  • Review and analysis of GLs during book close to understand the nature and trend of transactions accounted.
  • Preparation and Analysis of Bank reconciliation.
  • Consolidation of financial information in OneStream.

Record to Report Operations Analyst

Accenture
Bengaluru
05.2022 - 02.2025
  • Preparation of Journals during month end for Net Pay, Tax and Pension payments, journals for relocation expenses of employees along with workings, incentives and bonus accrual bookings, accruals and expense booking for the month as provided by operations team towards payroll, cross charge entries and other adhoc journals requested by clients.
  • Preparation of monthly reconciliation for net pay, receivable, tax liability and pension.
  • Supporting client working by substantiation raised in the form of tickets during complaince season.
  • Handling 75+ tickets on a monthly basis raised by cash team to clear payroll related open items in cash books.
  • Review of reconciliations prepared by other team members.
  • Knowledge transfer for new resources and conducting regular PKT.
  • Improve process with excel formulas and improved control checks to avoid errors.
  • Handling regular communications with clients in understanding the needs and requirements.
  • Process documentations.
  • Facilitated cross-functional meetings to discuss process improvements and strategies.
  • Evaluated existing processes and recommended enhancements for better performance.
  • Handling of Audit Queries.

Audit Assistant

Shenoy & Associates
Kottayam
01.2021 - 03.2022
  • Tax Audit
  • Income Tax Return Filing
  • KVAT Audit
  • GST Retun Filing
  • TDS calculation and return filing
  • Internal Audit
  • Bank Audit
  • Preparation of financial statements
  • Book keeping of small and medium sized organizations
  • Preparation of project report for Mudra Loan.

Article Assistant

Reji John & Co, Chartered Accountants
Kottayam
05.2017 - 05.2020
  • Various Audits and other works under the guidance of principal.
  • Attend assessments & Appeals in relation to KVAT, GST and Income Tax including representation before authorities.
  • Income Tax and Company Audit.
  • Draft partnership deed.
  • Registration(IT, GST, KVAT, TDS).
  • Statutory Audit for bank.
  • Preparation of financial statements of Pvt Ltd Company.

Education

CA Final -

The Institute of Chartered Accountants of India
08.2025

Bachelor of Commerce -

Indira Gandhi National Open University
01.2020

XII Standard -

Board of Higher Secondary Education
01.2015

X Standard -

ICSE Board
01.2013

Skills

  • Financial analysis
  • Process improvement
  • Client communication
  • Team collaboration
  • Documentation skills
  • Microsoft Excel
  • Account reconciliation
  • Accounting software( SAP HANA, ECP, Blackline, OneStream,Tally)

Accomplishments

  • Received client appreciation for simplifying Employee Receivable Reconciliation.
  • Implemented idea to simplify vacation accrual files which saved around 14 hours of time in a year.
  • Investigated and cleared open items around 24.4 mil USD.
  • Streamlined the cash tickets process by implementing decision matrix.
  • Received Encore and Star of Business Award.

Languages

  • English
  • Malayalam
  • Tamil
  • Kannada

Timeline

Financial Analyst

RTX
02.2025 - Current

Record to Report Operations Analyst

Accenture
05.2022 - 02.2025

Audit Assistant

Shenoy & Associates
01.2021 - 03.2022

Article Assistant

Reji John & Co, Chartered Accountants
05.2017 - 05.2020

CA Final -

The Institute of Chartered Accountants of India

Bachelor of Commerce -

Indira Gandhi National Open University

XII Standard -

Board of Higher Secondary Education

X Standard -

ICSE Board

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Shalu Mary Joseph