Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Monu Jacob Mathew

Nanaimo,Canada

Summary

Analytical MBA candidate with professional qualifications in accounting, tax compliance, and advanced Excel skills. Seeking a finance-related co-op position to apply financial expertise, project management abilities, and proficiency in Microsoft Office, including advanced Excel.

Overview

7
7
years of professional experience

Work History

Cashier (Part-time)

Real Canadian Superstore
02.2023 - Current
  • Efficiently addressed customer issues, ensuring satisfaction
  • Managed customer complaints effectively
  • Delivered quality service, meeting all customer requirements
  • Completed various tasks assigned by the manager, creating value for the customer.

Associate

Vishnu Rajendran & Co, Chartered Accountants
10.2021 - 07.2022
  • Improved financial processes, controls, and reporting accuracy based on accounting, audit, and tax findings
  • Managed multiple client engagements, delivering high-quality results within tight deadlines
  • Proficient in financial software and advanced Excel functions for streamlined processes and enhanced data analysis.

Associate

K. S. Ramamurthy & CO, Chartered Accountants
08.2019 - 09.2021
  • Implemented process improvements based on accounting cum audit findings, enhancing internal controls, risk management, and financial reporting accuracy
  • Demonstrated excellent communication skills, effectively presenting audit findings to clients and management, facilitating understanding, and driving informed decision-making
  • Maintained up-to-date knowledge of accounting principles, auditing standards, and industry trends, ensuring the delivery of accurate and relevant financial insights to clients
  • Contributed to the professional development of team members through mentoring and training, resulting in a skilled and motivated workforce capable of delivering exceptional audit services.

Articled Assistant

K. S. Ramamurthy & CO, Chartered Accountants
08.2016 - 07.2019
  • Compiling accurate and well-organized financial statements summarizing clients' current financial status, including balance sheets, profit and loss statements, and other relevant reports
  • Proficiently preparing tax returns for companies, partnership firms, small businesses, and individual clients, ensuring compliance with tax laws and regulations
  • Reviewing and assessing the appropriateness of audit evidence for expenses, revenues, capital asset additions, accounts payable, accounts receivable, and prepaid expenses
  • Developing technical skills in various areas such as compilations, reviews, audits, bookkeeping, and tax practices.

Education

Master of Business Administration (MBA) -

Vancouver Island University
05.2024

Completed Three Years of Article ship Training as Per Requirements of -

The Institute of Chartered Accountants of India
07.2019

Integrated Professional Competency Course (IPCC) -

ICAI
11.2016

Bachelor Of Commerce (B.COM)- Financial Systems -

PSG CAS
04.2016

Skills

  • Financial statement preparation
  • Tax compliance (corporate, individual & small businesses)
  • Advanced Excel skills (including Macros and VBA coding)
  • Financial analysis
  • Project management
  • Client relationship management
  • Data Interpretation
  • Process Optimization

Websites

Timeline

Cashier (Part-time)

Real Canadian Superstore
02.2023 - Current

Associate

Vishnu Rajendran & Co, Chartered Accountants
10.2021 - 07.2022

Associate

K. S. Ramamurthy & CO, Chartered Accountants
08.2019 - 09.2021

Articled Assistant

K. S. Ramamurthy & CO, Chartered Accountants
08.2016 - 07.2019

Master of Business Administration (MBA) -

Vancouver Island University

Completed Three Years of Article ship Training as Per Requirements of -

The Institute of Chartered Accountants of India

Integrated Professional Competency Course (IPCC) -

ICAI

Bachelor Of Commerce (B.COM)- Financial Systems -

PSG CAS

Similar Profiles

CREATE PROFILE
Monu Jacob Mathew