Summary
Overview
Work History
Skills
Education and Certifications
Profile Snapshot
Timeline
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JACOB VARGHESE

Cambridge,ON

Summary

An organized, result-oriented, and accomplished external audit professional with a passion to learn and grow, having over a decade of experience working with professional services firms in Canada, UAE and India. Demonstrating in-depth knowledge and understanding of external audits, IFRS, ASPE, internal control, compilation, and review assignments at a managerial level.

Overview

13
13
years of professional experience

Work History

Senior Accountant

Adams and Miles LLP
10.2022 - Current
  • Lead complex assurance engagements and worked as a team, supervised the work executed by junior staff of For profit and Not-for-profit clients
  • Worked extensively on review, compilation and notice to reader engagements
  • Prepared personal and corporate tax returns for small businesses
  • Applied the theoretical knowledge in ASPE, CAS and Income taxes with a strong desire to complete the academic qualification
  • Improved documentation by adding effective reconciliations and analysis

Manager - Audit

Kreston Menon
01.2021 - 07.2022
  • Lead a team of up to twelve professionals from trainees to assistant managers
  • Planned, managed, and executed all aspects of external audit engagements for enterprises from preparation of budgets and audit planning memorandum to preparation of deliverables
  • Assisted partners in delivering presentations at Board meetings
  • Propose appropriate and value-added solutions to clients based on their objectives
  • Identified job-related issues and provided effective and efficient resolutions to any arising issues.
  • Accomplished multiple tasks within established timeframes.

Assistant Manager - Audit

Kreston Menon
01.2019 - 12.2020
  • Planned and supervised completion of audit engagements according to the set deadlines
  • Performed meticulous review of financial statements, working papers and Management reports ensuring technical accuracy and compliance with IFRS and delivery expectations
  • Direct participation in audit field work for complex sections and supporting the audit team
  • Ensured a friendly work environment and bridging the gap between auditors and directors
  • Functioned as a coach to the team members delivering trainings and inhouse sessions to foster their professional development.
  • Supervised day-to-day operations to meet performance, quality and service expectations.

Senior Auditor

Morison UAE
03.2015 - 12.2018
  • Performing public audit assignments in compliance with IFRS and ISA of clients of diverse sizes and sectors
  • Audit planning and completion of fieldwork in the desired timeline
  • Supervision over work of junior team members
  • Documentation of audit files and reporting to the Manager
  • Serving clients based on their urgency and managing the client relationship.

Auditor

Morison UAE
03.2013 - 02.2015
  • Performing public audit assignments in compliance with IFRS and ISA of clients of diverse sizes and sectors
  • Audit planning and completion of fieldwork in the desired timeline
  • Supervision over work of junior team members
  • Documentation of audit files and reporting to the Manager
  • Serving clients based on their urgency and managing the client relationship.

Engagement Auditor

Ernst and Young
, India
06.2011 - 12.2012
  • Designing and performing substantive tests generated for each of the significant accounts at the planning phase and tailoring the audit approach in response to any further risks identified.
  • Supervision, review and finalization of an assurance engagement along with close liaison with the client’s
    management;
  • Acting as team leader at various engagements, assigning, supervising and reviewing work and handling
    daily on the job issues, proper coordination of onshore and offshore team members of EY in Middle East
    region.
  • Ensure compliance of the Audit methodology for the task performed and recommended non-compliance
    noted to the audit teams.

Skills

  • Client service and multiple client engagement skills, resourceful in timely completion of assignments, under pressure
  • Motivating with good leadership qualities, strong managerial and effective delegation skills
  • Effective planner, efficient and target organized
  • Proactive, adaptive learner and hardworking
  • Highly trustworthy, discreet, and ethical
  • Audit preparation

Education and Certifications

  • Certified Public Accountant Ontario – at CFE level (awaiting results)
  • Certified Fraud Examiner (ACFE), 2024
  • Certificate Course in Forensic Accounting and Fraud Detection (FAFD) (ICAI), 2015
  • Fellow Chartered Accountant – Institute of Chartered Accountants of India (ICAI), 2012
  • Bachelor Of Commerce – Mahatma Gandhi University - India, 2009

Profile Snapshot

Audit and accounting exposure primarily into public and private manufacturing, contracting, retail and service sector companies., Working towards CPA designation., Proficiency in designing and implementing plans and procedures for work management with ability to achieve goals within the organization., Deep insight and knowledge of firm audit tools like CaseWare; ERP applications like SAP, Microsoft Dynamics, QuickBooks, Tally; Expert knowledge in using MS office applications like Excel, PowerPoint, and Word.

Timeline

Senior Accountant

Adams and Miles LLP
10.2022 - Current

Manager - Audit

Kreston Menon
01.2021 - 07.2022

Assistant Manager - Audit

Kreston Menon
01.2019 - 12.2020

Senior Auditor

Morison UAE
03.2015 - 12.2018

Auditor

Morison UAE
03.2013 - 02.2015

Engagement Auditor

Ernst and Young
06.2011 - 12.2012

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JACOB VARGHESE