Summary
Overview
Work History
Education
Skills
Affiliation
Timeline
Generic
Jovelyn Clavo Español

Jovelyn Clavo Español

Team Leader/Senior Tax Accountant
Hemorsa

Summary

Experienced accounting and finance professional with a strong background in the preparation of Financial Statements and Income Tax Returns for sole traders, partnerships, trusts, and companies. Proficient in preparing Fringe Benefit Returns, BAS, IAS, and other compliance requirements, as well as developing tax planning strategies. Skilled in using various accounting software including Xero, MYOB, Reckon, QuickBooks, HandiLedger, Infrasys, Legato System, Fidelio System, and Microsoft Office applications. Adept at lodging returns through Xero Practice Manager, HandiTax, and the ATO Portal, with solid knowledge of ATO systems and functions.

Demonstrated ability to manage accounts, process payroll, prepare payment summaries, and conduct cost control and analysis, particularly in the food and beverage sector. Proven leadership experience in reviewing team members’ work, providing training from basic to advanced levels, participating in recruitment, and conducting performance reviews. Recognized for strong communication and interpersonal skills, effective cash handling, and a commitment to promoting robust controls and risk management. Highly adaptable, enthusiastic team player who thrives during peak periods and is eager to learn and share knowledge to drive team success.

Overview

15
15
years of professional experience
4
4
years of post-secondary education

Work History

Technical Lead

Foresight Offshoring Inc
05.2024 - Current
  • Company Overview: Bentleys QLD
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Managing Team Members
  • Doing training end to end for non-experienced new Team members
  • Bentleys QLD

Senior Accountant

Philippine Transglobal Solutions Inc.
06.2023 - 05.2024
  • Company Overview: PT Business Advisory Pty Ltd
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Managing Team Members
  • Doing training end to end for non-experienced new Team members
  • PT Business Advisory Pty Ltd

Senior Accountant

Werkout Pty Ltd
11.2022 - 06.2023
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Managing Team Members
  • Doing training end to end for non-experienced new Team members

Senior Accountant

Staff Domain Inc.
10.2021 - 11.2022
  • Company Overview: RDV Business Solutions
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Contribute strategies on the preparation of the Tax Planning.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Managing Team Members
  • Doing training end to end for non-experienced new Team members
  • RDV Business Solutions

Senior Accountant

Talent Bridge Pty Ltd
06.2021 - 10.2021
  • Company Overview: Todd Hedges Pty Ltd
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Contribute strategies on the preparation of the Tax Planning.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Todd Hedges Pty Ltd

Senior Accountant/Team Leader

TOA Global Inc
10.2020 - 06.2021
  • Company Overview: Grubers Beckett Pty Ltd
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Contribute strategies on the preparation of the Tax Planning.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Managing Team Members
  • Doing training end to end for non-experienced new Team members
  • Grubers Beckett Pty Ltd

Senior Accountant

Emapta Versatile Services Inc.
06.2017 - 10.2020
  • Company Overview: Prosperity Advisers Group
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Contribute strategies on the preparation of the Tax Planning.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Managing Team Members
  • Doing training end to end for non-experienced new Team members.
  • Prosperity Advisers Group

Senior Accountant

DBA Global Shared Services Inc.
02.2015 - 06.2017
  • Preparation of FS and Tax Returns for Sole Traders, Partnership, Trust, and Companies.
  • Preparation and lodgment of BASs, IAS and other compliance matters.
  • Account Management.
  • Preparation and lodgment of Payment Summaries.
  • Payroll processing.
  • Communicating directly to the client (usually SMEs), answering their queries and giving them financial advice for the betterment of their business.
  • Addressing client’s request and concerns.
  • Preparation and presentation of trainings for the whole Team to share tips and tricks, when needed
  • Managing Team Members
  • Doing training end to end for non-experienced new Team members.

Internal Auditor

Subic Bay Yacht Club Inc.
11.2014 - 02.2015
  • Main priority is to make sure any issues that affects the survival and the prosperity of the club are dealt with.
  • Govern internal processes.
  • Contributes strategies on how to improve systems and processes.
  • Provide reports to stakeholders to ensure effective business management.
  • Prepares reports to highlight issues and problems and distributing them to the relevant people (daily, weekly, monthly, annually)
  • Resets Opera System daily.

Cost Accountant

Anvaya Cove
11.2013 - 06.2014
  • Company Overview: Golf & Sports Club
  • Establishment of Club’ restaurant’s food & beverage menu’s SRP.
  • Costing Banquet events and other club functions.
  • Inventory Management in food, beverage, and non food products. Doing physical inventory every 15th, end of the month and spot checking.
  • Contributes in strategies in the cost analysis and improvements to get even more low costs % on food, beverages and non food products.
  • Working with Infrasys and Legato System.
  • Implementing good inventory management.
  • Supervising staff during functions to secure all guests and expenses are accounted accordingly.
  • Supervising F&B department, Kitchen department, and Housekeeping department as need as part of controls.
  • Reporting and accounting of all employees’ meals consumption and coordination with payroll staff to properly deduct against their salaries.
  • Proper implementation of waste management and documentation.
  • Golf & Sports Club

Cost Accountant/Accounts Payable

Subic Bay Yacht Club Inc.
04.2013 - 11.2013
  • Costing Banquet events and other club functions.
  • Inventory Management in food, beverage, and non food products. Doing physical inventory every 15th, end of the month and spot checking.
  • Contributes in strategies in the cost analysis and improvements to get even more low costs % on food, beverages and non food products.
  • Working with Infrasys and Legato System.
  • Implementing good inventory management.
  • Supervising staff during functions to secure all guests and expenses are accounted accordingly.
  • Supervising F&B department, Kitchen department, and Housekeeping department as need as part of controls.
  • Reporting and accounting of all employees’ meals consumption and coordination with payroll staff to properly deduct against their salaries.
  • Proper implementation of waste management and documentation.
  • Handles receipts and validate all payment request with or without Purchase Orders.
  • Ensure 3-way matching (invoice, DR and PO) for every transaction with P.O.
  • Coordination with the Finance Department.
  • Handling of nearly expired items and doing some promotions to dispose it as early as possible.

Consultant / Front Desk Officer

Atrium Salon and Spa
06.2013 - 11.2013
  • Providing feedback and financial advice to the owner
  • Do suggestive selling to our clients
  • Preparation of Sales Report

Service Crew/Cashier

McDonald’s Olongapo Magsaysay and McDonald’s Ayala Harbor Point
12.2010 - 04.2023
  • Operating cash register (Point of Sale)
  • Ensure that the content of the cash drawer matches sales accurately.
  • Provide customers with a quick and accurate service and show sensitivity to their individual needs both from behind as well as in the dining area.
  • Contributes zero customer complaint, zero cashiering error, maximum of 75 seconds cashiering time and 100% customer’s satisfaction.
  • Contributed excellent Mystery Shopper feedback.
  • Part of the Local Store Marketing in selling and Party celebrations.
  • Cleaning the restaurant and completing other assigned tasks
  • Ensure compliance with all the quality standards, principles guidelines, and policies of McDonalds.

Front Office Clerk/Event Staff

Olongapo City Convention Center
06.2009
  • Attending client inquiries about function halls.
  • Help them decide what function room suits theirs specific event
  • Answering phone calls
  • Provide support to the OIC
  • Helping them organize function room for the events.

Education

BACHELOR OF SCIENCE IN ACCOUNTANCY -

Mondriaan Aura College
01.2015 - 01.2016

BACHELOR OF SCIENCE IN ACCOUNTING TECHNOLOGY - undefined

Mondriaan Aura College
01.2012 - 01.2013

Eight Honorable Mention -

Gordon Heights National High School
01.2008 - 01.2009

Achiever Awardee - undefined

Mabayuan Elementary School
01.2004 - 01.2005

Skills

Document management

Team supervision

Team motivation

Problem-solving

Teamwork and collaboration

Work planning

Affiliation

Rotaract Club of Downtown Olongapo II, President, RY2023-RY2024, 2016

Timeline

Technical Lead

Foresight Offshoring Inc
05.2024 - Current

Senior Accountant

Philippine Transglobal Solutions Inc.
06.2023 - 05.2024

Senior Accountant

Werkout Pty Ltd
11.2022 - 06.2023

Senior Accountant

Staff Domain Inc.
10.2021 - 11.2022

Senior Accountant

Talent Bridge Pty Ltd
06.2021 - 10.2021

Senior Accountant/Team Leader

TOA Global Inc
10.2020 - 06.2021

Senior Accountant

Emapta Versatile Services Inc.
06.2017 - 10.2020

Senior Accountant

DBA Global Shared Services Inc.
02.2015 - 06.2017

BACHELOR OF SCIENCE IN ACCOUNTANCY -

Mondriaan Aura College
01.2015 - 01.2016

Internal Auditor

Subic Bay Yacht Club Inc.
11.2014 - 02.2015

Cost Accountant

Anvaya Cove
11.2013 - 06.2014

Consultant / Front Desk Officer

Atrium Salon and Spa
06.2013 - 11.2013

Cost Accountant/Accounts Payable

Subic Bay Yacht Club Inc.
04.2013 - 11.2013

BACHELOR OF SCIENCE IN ACCOUNTING TECHNOLOGY - undefined

Mondriaan Aura College
01.2012 - 01.2013

Service Crew/Cashier

McDonald’s Olongapo Magsaysay and McDonald’s Ayala Harbor Point
12.2010 - 04.2023

Front Office Clerk/Event Staff

Olongapo City Convention Center
06.2009

Eight Honorable Mention -

Gordon Heights National High School
01.2008 - 01.2009

Achiever Awardee - undefined

Mabayuan Elementary School
01.2004 - 01.2005
Jovelyn Clavo EspañolTeam Leader/Senior Tax Accountant