Joanna Marie M. Wuthrich
Certified Public Accountant
Paranaque
Summary
Proactive Certified Public Accountant with 13+ years of experience in bookkeeping, treasury and audit. Detail-oriented team player with strong leadership skills. Looking for opportunity to further enhance analytical and bookkeeping skills using modern accounting and integrated solutions while contributing to the success of the organization.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
2
2
Certificates
Work History
Accountant - Work From Home, Full Time
Connectt Total Business Solutions
Nelson Bay
11.2017 - 06.2023
- Processed bank reconciliations, set up bank feed, import bank statements, cash coding and bank rules
- Created sales invoices and collected payments from debtors
- Handled bill payments to suppliers using Hubdoc and Dext
- Processed payroll including employee’s set up, calculation of payrates, penalties and allowances as per Fairwork Award classification, paid parental leave, final pay, annual wage increases, government grants such as Jobkeeper and Jobmaker
- Used Deputy and Zenshifts
- Processed Superannuation including but not limited to set up of default fund, enrollment, monthly reconciliations and batch payments
- Processed Icare renewal with declaration of actual wages
- Prepared IAS and BAS including but not limited to review coding of the gst transactions, reconciliation of ICA account, checked payroll amounts, created a bill or invoice for payable or refund, send statement via sign now
- Performed end of financial year tasks such as STP filing, TPAR and completion of workpapers
- Prepared accurate monthly and quarterly financial statements for executive review and regulatory compliance
- Created and maintained financial notes and database for data entry, tracking and reporting
- Files and receipts were kept organized and easily searchable
- Communicated proactively and promptly directly with clients, suppliers and employees
- Consistently treat client needs as priority
- Developed and implemented various procedures to improve accounting processes using Karbon and Loom
- Completed and maintained up to date Xero payroll and advisor certifications
- Interviewed and trained new team members for their first three months with the company
- Managed the social media platform of the company (Facebook and Instagram) by posting relevant updates, eg
- ATO announcements and company’s highlights
- Organized yearly company team building in the Philippines.
Accountant
VFP Business Support Services, Inc
Pasig City
05.2014 - 07.2016
- Maintained the daily accounting system of the US-based clients
- Documented financial transactions by entering account information into QuickBooks and Autostar systems
- Summarized current financial status by gathering information; preparing balance sheet, profit and loss statement, and other reports
- Reconciled financial discrepancies by collecting and analyzing accounting data;
- Preserved customer confidence and protects operations by keeping financial information confidential
- Trained 4 employees on established practices and accounting protocols to eliminate workflow snarls and tracking concerns.
Asst. Corporate Treasurer
WinAce Holdings Phils., Inc
Makati City
01.2009 - 11.2013
- Assisted the Corporate Treasurer in cash management activities - receipts, disbursements, investments and performance against budget - of various subsidiaries
- Managed daily cash balances to ensure the cash flow is adequate
- Forecasted cash flows and anticipated challenges arising from shortage or surplus
- Prepared annual budget, monitored budgetary performance and recommended modifications as needed
- Supervised work of 3 junior staffs
- Liaised with bankers and investors in maintaining positive working relationships
- Kept up to date with financial and industry developments.
Associate Auditor
Sycip Gorres Velayo & Co, Ernst& Young Global
Makati City
01.2007 - 01.2009
- Technically contributed to assurance engagements, developed a working knowledge of engagement objectives as well as planned audit approach and performed specific audit procedures
- Exhibited knowledge in IFRS and the primary accounting framework used in the preparation of the financial reports subject to assurance engagements
- Demonstrated an understanding of internal controls concepts including how to document the processes, and test the controls therein (as necessary), and identifying internal control deficiencies
- Executed audit procedures such as obtaining evidential documents, understanding financial performance and measurement concepts, including, but not limited to, review of business operations, completion and evaluation of the results of analytical review, understanding and application of the principles in the valuation of financial instruments and impairment testing
- Generated client correspondence, memoranda, worksheets, working papers, reports, and deliver formal presentations that apply appropriate styles, conventions and protocols
- Determined that delivered work is of high quality and is reviewed by next-level reviewer
- Collaborated with clients to clarify issues and opportunities related to area of responsibility
- Consistently treat client needs as a priority, while respecting professional and legal standards.
Education
Bachelor of Science - Accounting
University of The Philippines Visayas
06.2000 - 05.2005
Skills
Accounting Automation Software (Xero, Intuit Quickbooks, Myob)undefined
Certification
CPA - Certified Public Accountant
Timeline
Accountant - Work From Home, Full Time
Connectt Total Business Solutions
11.2017 - 06.2023
Accountant
VFP Business Support Services, Inc
05.2014 - 07.2016
Asst. Corporate Treasurer
WinAce Holdings Phils., Inc
01.2009 - 11.2013
Associate Auditor
Sycip Gorres Velayo & Co, Ernst& Young Global
01.2007 - 01.2009
Bachelor of Science - Accounting
University of The Philippines Visayas
06.2000 - 05.2005
CPA - Certified Public Accountant
Xero Payroll and Advisor certifications
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