Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Timeline
Generic
JHON JOSHUA MADRID

JHON JOSHUA MADRID

Lipa City

Summary

Prepare and file tax returns for individuals, businesses, and trusts. Analyze financial records to ensure accuracy and compliance with tax regulations. Research and interpret tax laws and regulations to provide accurate advice to clients.

Tax professional with strong expertise in tax compliance, preparation, and analysis. Adept at navigating complex tax regulations and providing strategic solutions to optimize tax liabilities. Focused on team collaboration and consistently achieving results in dynamic environments. Highly reliable with strong analytical skills, attention to detail, and adaptability to changing needs.

Overview

9
9
years of professional experience

Work History

1099 TAX SPECIALIST

IQ BACKOFFICE INC.
11.2022 - Current
  • Researching tax laws
  • Assisting in IRS and state audits
  • Gathering information and explaining options for best practice to clients
  • Preparing quarterly and annual tax compliance
  • Preparing federal and state income tax
  • Ensuring that tax returns are filed in accordance with tax authorities

ACCOUNTS PAYABLE SPECIALIST

IQ BACKOFFICE INC.
06.2022 - Current
  • Handling accounts payable for separate entities and vendors
  • Establishing and maintaining relationships with new and existing vendors
  • Ensuring bills and payroll are paid in a timely and accurate manner while adhering to departmental procedures
  • Managing accounts payable using accounting software and other programs
  • Comparing purchase orders, prices, terms of payment and other charges
  • Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling books of accounts

Treasury Analyst

Qpax Traffic Systems Inc
03.2022 - 06.2022
  • Implemented automation solutions for various treasury functions, enhancing accuracy while reducing manual workload demands on staff members.
  • Handled cash flow, debit and interest schedules and bank accounts.
  • Presented forecasting and financial reports to corporate executives and clients.
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.

BOOKKEEPER I

Card SME Bank Inc., A Thrift Bank
06.2020 - 03.2022


  • Keeping track of bank daily transaction
  • Sending out invoices and managing the account receivable ledger
  • Handlings the account payable ledger
  • Preparing for the book of account for the accountant


Customer Service Officer

Card SME Bank Inc., A Thrift Bank
11.2019 - 06.2020
  • Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.

Cash Custodian

Card SME Bank Inc., A Thrift Bank
06.2019 - 11.2019
  • Served as a reliable resource for coworkers, sharing expertise in cash custodian duties and offering assistance when needed.
  • Maintained accurate records of all transactions, assisting with financial audits and reporting requirements.
  • Reduced discrepancies in cash balances by conducting thorough daily reconciliations and promptly addressing any issues found.
  • Assisted customers with various transactions, providing exceptional service while adhering to strict security protocols.

Bank Teller

Card SME Bank Inc., A Thrift Bank
01.2018 - 06.2019
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

Account Officer

Card SME Bank., A Thrift Bank
03.2017 - 01.2018
  • Developed strong relationships with clients by promptly addressing inquiries or concerns related to their accounts.
  • Enhanced accuracy in account reconciliations by closely reviewing transactions for discrepancies or errors before finalizing financial statements.
  • Responded to requests for information and resolved issues quickly.
  • Increased client satisfaction by providing timely and accurate financial reports.

Audit Accountant

Philippine Seven Corporation
05.2016 - 02.2017
  • Conducted regular training sessions for staff members on updated accounting standards and best practices to ensure continued compliance.
  • Reduced risk exposure by performing thorough fraud investigations and recommending preventive measures.
  • Collaborated with cross-functional teams to improve overall operational performance and address key audit findings.
  • Coordinated effectively with external auditors during year-end audits to facilitate smooth handovers between teams.

Education

Bachelor of Science - BUSINESS ADMINISTRATION MAJOR IN FINANCIAL MANAGEMENT

BATANGAS STATE UNIVERSITY
Malvar, Batangas
04.2016

Skills

  • Strong interpersonal & communication skills
  • MS Office Suite
  • WPM: 90
  • Ability to work collaboratively as part of a team
  • Problem Solving
  • Leadership
  • Meticulous attention to detail
  • Excellent Organizational skills
  • Poised under pressure

Hobbies and Interests

  • Theater
  • Environmental conservation
  • Art
  • Hiking
  • Fishing
  • Travel

Languages

English
Upper intermediate (B2)

Timeline

1099 TAX SPECIALIST

IQ BACKOFFICE INC.
11.2022 - Current

ACCOUNTS PAYABLE SPECIALIST

IQ BACKOFFICE INC.
06.2022 - Current

Treasury Analyst

Qpax Traffic Systems Inc
03.2022 - 06.2022

BOOKKEEPER I

Card SME Bank Inc., A Thrift Bank
06.2020 - 03.2022

Customer Service Officer

Card SME Bank Inc., A Thrift Bank
11.2019 - 06.2020

Cash Custodian

Card SME Bank Inc., A Thrift Bank
06.2019 - 11.2019

Bank Teller

Card SME Bank Inc., A Thrift Bank
01.2018 - 06.2019

Account Officer

Card SME Bank., A Thrift Bank
03.2017 - 01.2018

Audit Accountant

Philippine Seven Corporation
05.2016 - 02.2017

Bachelor of Science - BUSINESS ADMINISTRATION MAJOR IN FINANCIAL MANAGEMENT

BATANGAS STATE UNIVERSITY
JHON JOSHUA MADRID