Detail-oriented accountant with 4+ years of experience in various fields of the accounting industry. A former Tax Associate who is responsible for preparing tax returns for private businesses in New Zealand and Australian SMSF clients. Well-versed in using several accounting systems such as Xero, Netsuite, Class, and Infor. I am currently working as Finance Specialist, delivering accurate and functional managerial reports monthly as well as timely legal compliance.
Overview
6
6
years of professional experience
Work History
SMSF Accountant
TOA Global Inc
Mandaluyong City, Metro Manila, Philippines
04.2024 - Current
Handled day-to-day accounting processes to drive financial accuracy.
Gathered financial information, prepared documents, and closed books.
Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
Provided journal entries and performed accounting on accrual basis.
Compiled general ledger entries on short schedule with 100% accuracy.
Prepared working papers, reports and supporting documentation for audit findings.
Developed financial models to assess and analyze financial performance of clients.
Tracked funds, prepared deposits and reconciled accounts.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Finance Specialist
Wilcon Corporation
Quezon City
07.2021 - 04.2024
Reviewed and submitted financial documentation and reports to support business financial goals and objectives.
Introduced software tools and process improvements to mitigate loss and drive operational growth.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Reduced financial risk with thorough analysis of potential investments and market trends.
Reduced process discrepancies through measured implementation of performance reporting and data systems.
Contacted customers to immediately find resolutions for escalated issues.
Formulated financial data and analysis to support risk management and made recommendations to management.
Prepared comprehensive annual reports highlighting key financial metrics and achievements for stakeholders'' review.
Increased cash flow by optimizing accounts receivable and payable processes.
Tax Analyst
PwC SDC Manila
Pasig City
07.2018 - 08.2020
Analyzed tax issues and made recommendations for remediation to management.
Responded to taxpayer questions and helped individuals complete and file tax documentation.
Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Mitigated risks associated with audits by maintaining thorough records and supporting documentation for all reported figures.
Assisted in budget planning by accurately forecasting future tax expenses based on historical data and current legislation.
Participated in due diligence processes related to mergers or acquisitions, evaluating potential impacts on a company's existing tax structure.