JOY CANUEL
Freelance Bookkeeper
La Trinidad
Summary
Highly organized and dependable candidate with a positive attitude, adept at managing multiple priorities. Eager to take on additional responsibilities to help achieve team goals in a remote role. Possessing strong problem-solving abilities, a willingness to learn, and excellent communication skills. Prepared to make valuable contributions to team success and drive positive outcomes. Proven track record of efficiently handling multiple tasks in fast-paced environments. Recognized for proactive approach in identifying and addressing issues, focusing on process optimization and supporting team objectives. Ready to tackle new challenges and advance organizational goals with dedication and enthusiasm.
Overview
25
25
years of professional experience
1
1
Certification
3
3
Languages
4
4
years of post-secondary education
Work History
Self Employed
JCC Bookkeeping and Accounting Solutions
05.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Worked effectively in fast-paced environments.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Strengthened communication skills through regular interactions with others.
- Learned and adapted quickly to new technology and software applications.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Paid attention to detail while completing assignments.
- Resolved problems, improved operations and provided exceptional service.
- Proved successful working within tight deadlines and a fast-paced environment.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Court Financial Aid Accounting Head / Bookkeeper Operations Branch Accountant
Supreme Court of the Philippines
01.2023 - 03.2025
- Monitor Cash Flows of the company, record sales and disbursements, prepare monthly taxes, payrolls, accounts payables and government payables employee's contributions and accounts receivables.
- Coordinate to Government providers or financial institutions patients support.
- Attend meetings, seminars, workshops needed.
- Monitor sales movement and check inventories barcoding, prizes of products, monitor operational sales and marketing strategies.
- Sustain product availabilities and prepare orders of products.
- Coordinate and assist the Store manager for any concerns, attend Seminars, meetings and trainings.
- Simplified complex accounting issues by creating easy-to-understand reports for non-financial stakeholders.
- Conducted regular reviews of internal controls to safeguard company assets from potential fraud risks.
- Improved inventory management practices by introducing more accurate tracking methods and reducing discrepancies between records and physical counts.
- Enhanced internal control systems for more efficient financial reporting and decisionmaking.
- Proactively identified areas for cost reduction, implementing changes that resulted in significant savings without compromising quality or service levels.
- Improved financial accuracy by implementing new accounting software and streamlining processes.
Church Financial Committee Head Administrator
Metro Baguio Christian Church, Inc/ICOC-Baguio
01.2010 - 06.2024
- Prepare Yearly budget, Check Correctness of Church Collections and Expenses, Prepare Bank Reconciliation, Prepare and file taxes needed, Prepare Financial Statements, monitor the needs of the Church leadership, attend leadership meetings, workshops, and conferences.
- Oversaw budget management for the committee, optimizing resource allocation for maximum impact.
- Created documentation and developed and conducted training.
- Built and managed teams comprised of internal and external resources.
- Organized high-level events and conferences, raising awareness about the organization''s mission and initiatives among key industry professionals.
- Spearheaded fundraising campaigns that significantly increased revenue streams supporting organizational programs.
- Utilized data-driven insights from various sources such as surveys or evaluations to inform decision-making processes and improve committee operations.
- Identified, leveraged, and monetized capabilities that solved challenges.
Financial Advisor and Personal Secretary
AIA-PHILAM Insurance Company
01.2008 - 01.2010
- Assist agents' productivity, monitor and check the accuracy of clients' information.
- Develop and implement effective sales strategies to attract potential clients.
- Evaluate clients' insurance needs and recommend suitable policies.
- Handle policy renewals and ensure all clients' insurance coverage stays current.
- Meet regularly with clients to discuss any changes in insurance coverage.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Collaborated with team members to streamline processes and improve overall client experience.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients in achieving their financial objectives by recommending appropriate insurance coverages.
- Streamlined client onboarding process, ensuring smooth transition to our financial management services.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
- Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual risk profiles.
- Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
- Advised clients on tax-efficient investment strategies, optimizing their financial outcomes.
- Provided estate planning advice, assisting clients in securing their financial legacy.
- Increased client retention rates with personalized communication and regular portfolio reviews.
Accounting Bookkeeper
Baguio Growers International Marketing Corporations
01.2005 - 01.2008
- Monitor Cash Flows of the company, record sales and disbursements, conduct monthly inventories, prepare monthly taxes, payrolls, accounts payables and government payables employee's contributions and accounts receivables.
- Release check payments, Monitor and conduct inventories monthly.
- Matched purchase orders with invoices and recorded necessary information.
- Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
- Processed journal entries, guaranteeing accurate reflection of company finances within the general ledger system.
- Maintained and processed invoices, deposits, and money logs.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Maintained accurate financial records, ensuring compliance with regulatory requirements and company policies.
- Maintained up-to-date knowledge of accounting regulations, applying best practices when executing daily bookkeeping tasks.
- Assisted in the preparation of monthly financial reports, highlighting key performance indicators for management review.
- Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers.
- Collaborated with external auditors, facilitating a smooth audit process by providing necessary documentation and addressing inquiries.
- Reduced errors in financial reporting through meticulous attention to detail and thorough data analysis.
- Simplified tax filing process by organizing relevant documents and liaising with tax professionals throughout the year.
- Posted daily receipts and payments in accordance with corporate protocols.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Completed tax forms in compliance with legal regulations.
- Reconciled and corrected issues with financial records.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Handled day-to-day accounting processes to drive financial accuracy.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Bookkeeper
Univac Development Inc. and SuperValue Inc.
01.2003 - 01.2004
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Enhanced operational efficiency by automating routine bookkeeping tasks.
- Improved tax preparation efficiency, organized and reviewed all relevant financial documents.
- Optimized payroll processing for accuracy, ensuring all employees were paid promptly and correctly.
- Optimized financial data accuracy, conducted thorough checks and balances.
- Maintained compliance with tax laws, ensuring timely filing of all required documents.
- Entered figures using 10-key calculator to compute data quickly.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Completed tax forms in compliance with legal regulations.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Accounting Bookkeeper
Starlite Ferry, Inc.
01.2000 - 01.2001
- Record sales and disbursements, prepare monthly taxes, payrolls, accounts payables and government payables employee's contributions and accounts receivables.
- Process payments and release payrolls and government payables.
- Monitor Cash Flows of the company, monitor and record sales and disbursements, conduct physical inventory of supplies and merchandise.
- Purchase merchandise of ferries and ready stocks for distributions to different boats/ferries.
- Improved cash flow management by closely monitoring accounts receivable and promptly following up on overdue invoices.
- Enhanced internal controls by regularly reconciling bank statements and verifying transaction accuracy.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing.
- Inspected account books and recorded transactions.
- Maintained accurate financial records, ensuring compliance with regulatory requirements and company policies.
- Matched purchase orders with invoices and recorded necessary information.
- Maintained up-to-date knowledge of accounting regulations, applying best practices when executing daily bookkeeping tasks.
- Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
- Assisted in the preparation of monthly financial reports, highlighting key performance indicators for management review.
- Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers.
- Collaborated with external auditors, facilitating a smooth audit process by providing necessary documentation and addressing inquiries.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reconciled and corrected issues with financial records.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Handled day-to-day accounting processes to drive financial accuracy.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
Education
Bachelor of Science - Accountancy
University of Northern Philippines
Candon Branch, Province Of Ilocos Sur 06.1995 - 04.1999
Master of Online Accounting Software - Accounting Software
The Bookkeepers Secret Academy
Province Of Pampanga, Philippines 04.2001 -
Skills
Leadership abilities
Certification
Master class QBO & Xero Accounting Software, The Bookkeepers Secret Academy, 03/01/23
Timeline
Self Employed
JCC Bookkeeping and Accounting Solutions
05.2024 - Current
Court Financial Aid Accounting Head / Bookkeeper Operations Branch Accountant
Supreme Court of the Philippines
01.2023 - 03.2025
Church Financial Committee Head Administrator
Metro Baguio Christian Church, Inc/ICOC-Baguio
01.2010 - 06.2024
Financial Advisor and Personal Secretary
AIA-PHILAM Insurance Company
01.2008 - 01.2010
Accounting Bookkeeper
Baguio Growers International Marketing Corporations
01.2005 - 01.2008
Bookkeeper
Univac Development Inc. and SuperValue Inc.
01.2003 - 01.2004
Master of Online Accounting Software - Accounting Software
The Bookkeepers Secret Academy
04.2001 -
Accounting Bookkeeper
Starlite Ferry, Inc.
01.2000 - 01.2001
Bachelor of Science - Accountancy
University of Northern Philippines
06.1995 - 04.1999
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