CHRISTIAN XAVIER PEREZ
San Fernando, Province Of Pampanga,PAM
Summary
A dedicated accountant with 6 years of experience in end-to-end monthly and yearly accounting for a diverse range of U.S. clients, including law firms, property management companies, and startups. Committed to optimizing financial processes while prioritizing client needs and ensuring smooth, accurate accounting operations.
Overview
6
6
years of professional experience
Work History
Accounting Officer
Montgomery Pacific Corporation
01.2026 - Current
- Identifies and communicates issues and exceptions with the team and recommends appropriate action plans to address them and prevent the recurrence of errors.
- Develops and manages processes to ensure that transaction processing and reviews are performed accurately and in a timely manner.
- Handles complex, non-routine, and technical accounting tasks beyond the associates’ knowledge and skill level.
- Assists and guides associates in regular accounting functions such as bank reconciliation, accounts receivable and accounts payable monitoring, and bookkeeping.
- Performs other tasks assigned by management with trust and confidence.
- Take ownership/accountability of client accounts by ensuring that the following functions are handled cautiously and in a timely manner and timely coordination reports, recommendations, feedback, etc., to Seniors and contact person.
Lead Associate
Montgomery Pacific Corporation
01.2022 - 12.2025
- Perform accounting functions, including bank reconciliation, monitoring accounts receivable and accounts payable, bookkeeping tasks, preparation of financial statements and supporting schedules, as well as providing assistance during client audits.
- Prepare a concise overview of the company’s financial performance, including a review of revenue, expenses, and profit margins.
- Ensure timely and effective communication with clients, including following up on client deliverables.
- Assist in the preparation of special reports, such as AR aging, Cash Reports, Trust Account reports, 1099 reporting, and tax submissions.
- Communicate issues and exceptions, and recommend appropriate actions to resolve them.
- Review documents and transactions to ensure they are processed accurately and in a timely manner.
- Direct and train associates, review their work, and ensure that procedures are followed correctly.
Accounting Associate
Montgomery Pacific Corporation (MontPac)
01.2020 - 12.2021
- Process payables and receivables, ensuring all transactions are accurately recorded in the system and that payments are properly tracked and applied.
- Maintain client communication by addressing inquiries and providing updates on payment statuses and outstanding bills.
- Perform daily bank reconciliations to ensure that all deposits, withdrawals, and transactions are accurately reflected in the company’s financial records.
- Prepare and issue billing invoices to clients, ensuring accuracy in amounts and compliance with payment terms.
- Assist with the month-end accounting process and reporting, meticulously reviewing all transactions to ensure they are properly documented before the books are officially closed, contributing to the accuracy and completeness of financial statements.
Education
Bachelor of Science - Accountancy
Colegio De Sebastian
01-2019
Bachelor of Science - Accounting Technology
Holy Angel University
01-2018
Skills
- QuickBooks Online/Desktop
- Billcom
- Justworks
- Microsoft Office
- Google Sheets
- Keeper
- ProLaw
- Financial Cents
- Clio
- Gusto
- ADP
- 7shifts
Timeline
Accounting Officer
Montgomery Pacific Corporation
01.2026 - Current
Lead Associate
Montgomery Pacific Corporation
01.2022 - 12.2025
Accounting Associate
Montgomery Pacific Corporation (MontPac)
01.2020 - 12.2021
Bachelor of Science - Accounting Technology
Holy Angel University
Bachelor of Science - Accountancy
Colegio De Sebastian