Summary
Overview
Work History
Education
Skills
Work Availability
Certification
Timeline
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Jean Diane Jovelo

Jean Diane Jovelo

Certified Public Accountant
Manapla,Negros Occidental, Philippines

Summary

Accomplished CPA committed to helping businesses achieve financial success. Expertise in books clean up, reconciliations and financial analysis. Detail-oriented and tech-savvy professional proficient in Quickbooks Pro and Online.

Overview

3
3
Certifications
7
7
years of post-secondary education
4
4
years of professional experience

Work History

Financial Analyst

EthicsPro Accounting LLC
Heber City, Utah
11.2020 - 01.2021
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Improved financial status by analyzing results, monitoring variances and recommending actions to the President and CEO.
  • Diminished financial discrepancies and managed monetary transactions, including deposits and credit card transactions.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Complied with all established policies and performed bank reconciliations, accounts payable/receivable, invoicing, billing, collections, 2020 Annual balance records, vendor payments and profit and loss statements for 6 clients.
  • Increased customer satisfaction by filing PPP Loan applications effectively and resolving issues promptly.
  • Organized and carried out efficient month-end, quarterly and year-end processes.

Chief Accountant

Philippine Sugar Research Institute Foundation Inc
02.2018 - 05.2020
  • Spearheaded the team that allowed the company to be granted 5 years NGO accreditation status, SRA accredited civic society organization and renewal of Tax exemption certificate.
  • Prepared accounts for industry audits and supported audit process.
  • Performed advanced reviews of business operational trends and expected obligations to prepare accurate forecasts.
  • Set up and improved accounting systems and processes to meet business needs and maximize effectiveness of operations.
  • Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Wrote financial statements and consolidations after reconciling general ledger accounts.
  • Calculated tax owed, prepared and submitted returns and upheld compliance with all applicable laws.
  • Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
  • Oversaw team of 5 accounting staff.
  • Enhanced budget administration by reviewing expense and production reports, leveraging knowledge to strengthen controls and improve transparency.
  • Created annual budgets worth over P 35,000,000 for 8 different departments.
  • Reviewed budgets, including capital appropriations and operating budgets, and communicated findings to senior management.
  • Assisted team members in transitioning from Customized Accounting Software to Quickbooks Online through extensive training and one-on-one support.

Head Accountant

05.2017 - 02.2018
  • Government Employees Multi-Purpose Cooperative of Silay City Created accounting guidelines for timely financial reporting and up to date financial documents Defined and implemented the financial formula and analysis for the new business segments in personal loans.

Junior Accountant

Roxas Cruz Tagle & Co
12.2016 - 05.2017
  • Performed audit procedures to various organizations in various industries based on Philippines Auditing Standards, IAS and IFRS.

Education

Master - Business Administration

University of St. La Salle Bacolod
08.2018 - Current

Bachelor of Science - Accountancy

University of St. La Salle Bacolod
01.2012 - 01.2016

Skills

GAAP and statutory reporting

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Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification

Certificate for SAP

Timeline

Financial Analyst

EthicsPro Accounting LLC
11.2020 - 01.2021

Master - Business Administration

University of St. La Salle Bacolod
08.2018 - Current

Chief Accountant

Philippine Sugar Research Institute Foundation Inc
02.2018 - 05.2020

Head Accountant

05.2017 - 02.2018

Junior Accountant

Roxas Cruz Tagle & Co
12.2016 - 05.2017

Bachelor of Science - Accountancy

University of St. La Salle Bacolod
01.2012 - 01.2016

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Jean Diane JoveloCertified Public Accountant