JOLISSA VINEKAR
Summary
Resourceful accounting professional with over half a decade of experience in audit preparation and reporting. stellar hands-on experience with bank audits and maintaining audited files. Financial expertise in providing services related to tax planning and audit optimization.
Robust with advanced audit software like CaseWare to improve operations and reporting. My knowledge and experience from ICAI are crucial for minimizing tax burdens and ensuring financial success in a complex and dynamic tax environment. Recognized for driving continuous improvement, ensuring compliance with the tax code, and optimizing high yields.
Overview
6
6
years of professional experience
Work History
Staff Accountant
Peel CPA Professional Corporation
09.2023 - 12.2023
- Collaborated with the audit team to input data, track progress, and generate reports within the CaseWare platform
- Assisted in ensuring that audit procedures adhered to industry standards, regulatory requirements, and the firm's internal guidelines
- Prepared and processed journal entries to record in the general ledger and maintain consistent documentation.
- Helped with the preparation of year-end and statutory accounts to compare past reports and evaluate the financial health of the company.
Accounts and Tax Assistant
Kumar Mhatre & Co
03.2021 - 12.2022
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Processed payments and documents such as invoices, journal vouchers, and statements.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Taxation and Audit Assistant
Valerian Rodrigues & Co.
04.2018 - 03.2021
- Analyzed financial documents to accurately reflect client information on tax returns
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Making reports and PowerPoints for corporations explaining their taxation pitfalls
- Completed audits in accordance with regulations and procedures. Reviewed general ledger transactions to identify errors or irregular entries.
- Performed extensive assessments of assets, liabilities, and equity to verify accuracy in financial reports.
Education
Post-Graduate Diploma - Professional Accounting Practice
Humber College
Toronto, ON01.2023
Bachelor's in commerce -
Vartak, UNIVERSITY OF MUMBAI
01.2018
Skills
- Microsoft Excel
- Tax Compliance
- MS Office 365
- CaseWare Software: Audit
- Power BI
- Auditing
- Bookkeeping
- Interpersonal
- Adaptability
- Emotional Intelligence
Examinations
- Common Proficiency test (CPT), 12/01/16, Institute of Chartered Accountant of India
- Intermediate Examination (IPC) Group I, 11/01/17, Indian institute of chartered accountant (ICAI)
- Intermediate Examination (IPC) Group II, 05/01/18, Indian institute of chartered accountant (ICAI)
- Final Chartered Accountant Examination Attempted (Final CA), 11/01/20
Timeline
Staff Accountant
Peel CPA Professional Corporation
09.2023 - 12.2023
Accounts and Tax Assistant
Kumar Mhatre & Co
03.2021 - 12.2022
Taxation and Audit Assistant
Valerian Rodrigues & Co.
04.2018 - 03.2021
Post-Graduate Diploma - Professional Accounting Practice
Humber College
Bachelor's in commerce -
Vartak, UNIVERSITY OF MUMBAI
Similar Profiles
Jason (Zijun) WuJason (Zijun) Wu
Intern at B&E CPA Professional CorporationIntern at B&E CPA Professional Corporation
Dennis SongDennis Song
Staff Accountant at Yanchen Fu CPA Professional CorporationStaff Accountant at Yanchen Fu CPA Professional Corporation
Harsh VoraHarsh Vora
Assistant Accountant at KS Professional Corporation (CPA Firm)Assistant Accountant at KS Professional Corporation (CPA Firm)
Crystal LewisCrystal Lewis
STAFF ACCOUNTANT at Premier Real Estate Management IncSTAFF ACCOUNTANT at Premier Real Estate Management Inc
Amanda HittAmanda Hitt
Staff Accountant at Thomas, Head & GreisenStaff Accountant at Thomas, Head & Greisen