Kathleen Joy Tigno
Accounting
Quezon City, Metro Manila
Summary
Years of immersion in the accounting domain have cultivated a profound comprehension of financial management across various sectors and industries. This journey has equipped with the expertise to optimize financial operations for success while upholding strict compliance with Philippine regulations.
Overview
9
9
years of professional experience
14
14
years of post-secondary education
Work History
Sr. Accounting Officer
BTI Payments Philippines, Inc.
Makati City
09.2023 - Current
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Review financial records, documents, and other relevant information to assess tax liabilities and identify potential discrepancies.
- Provide guidance and assistance to taxpayers regarding tax laws, regulations, and filing requirements.
- Stay updated on changes to tax laws, regulations, and procedures, and participate in training programs and professional development activities.
- Compiling relevant information, including official tax documents, announcements, and interpretations, for reference.
- Analyzing how tax updates may impact the organization's tax liabilities and reporting requirement.
- Drafting clear and concise internal memos summarizing the key points of tax updates, their significance, and any actions required by the organization.
- Processing loans payables, allowances, rentals, and other payables accurately and efficiently.
- Assisting with month-end and year-end closing processes, including accruals, reconciliations, and reporting.
- Identify Accruals: Review transactions and expenses incurred during the month that have not yet been recorded in the accounting records.
- Prepare Journal Entries: Record the accrual entries in the accounting system using double-entry bookkeeping principles. Typically, accruals involve debiting an expense account and crediting a liability account.
- Ensure that the accrual entries are reviewed and approved by authorized personnel within the organization, such as accounting managers or financial controllers.
- Adjustment for Accuracy: Make any necessary adjustments to the accrual amounts to ensure they accurately reflect the expenses incurred during the period. This may involve revising estimates based on additional information or changes in circumstances.
- Participating in audits and providing documentation and support as required.
Revenue and Accounts Receivable Associate
Century Peak Cement Manufacturing Corporation
03.2022 - 08.2023
- Prepare customer invoices based on accounting procedures; Research and investigate discrepancies in invoices to determine the accuracy of charges;
- Match payments to invoice numbers or sales orders; Confirm sales is properly recorded by ensuring monthly cutoffs are adhered to, products are shipped, invoiced;
- Maintain all pertinent documentation needed to properly invoice the customer including P.O.'s, VAT, ship to and bill to information, etc.;
- Gather and verify invoices for appropriate documentation prior to payment;
- Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared;
- Handle customer inquiries regarding billing issues; Support the company in optimizing our financial transactions and systems by performing reconciliation of payments and customer accounts;
- Communicate discrepancies to management team, identify slowpaying customers, and recommend collection candidates;
- Prepare audit schedules relating to sales and accounts receivable, and assist the auditors in their inquiries;
- Assist in streamlining the accounts receivable process by identifying areas for performance improvement;
- Develop and generate monthly reporting metrics and routine revenue reporting by sector, location, product, and industry reports, metrics and value-added analyses to support the local management for regular business analyses;
- Prepare analytical and ratio analyses relevant to A/R so management can gain a better understanding of how collection efforts are progressing;
- Ensures proper recognition and accounting of revenue and accounts receivables in accordance with Philippine Financial Reporting Standards;
- Preparation of ad hoc tasks as requested by the line supervisor/manager
Accounts Payable Associate
Century Peak Cement Manufacturing Corporation
Makati City
03.2022 - 08.2023
- Verify invoices against purchase orders and ensure goods or services were received before issuing payment to vendors;
- Clarify any questionable invoice items, prices or receiving signatures; Assemble and review invoices to be completed for payment;
- Post business transactions, process invoices, verify financial data for use in maintaining accounts payable records;
- Control expenses by receiving, processing, verifying, and reconciling invoices;
- Ensure accurate charging expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries;
- Keep track of all expenditures, including payroll, purchase orders, invoices, statements, etc.;
- Ensuring bills and payroll are paid in a timely and accurate manner while adhering to departmental procedures;
- Practice effective monitoring to ensure payments are made to vendors in a timely manner;
- Verify vendor accounts by reconciling monthly statements and related transactions;
- Reconcile processed work by verifying entries and comparing system reports to balances;
- Maintain historical records, such as copies of vouchers, invoices or correspondence necessary for files;
- Prepare analyses of accounts and producing monthly reports;
- Prepare audit schedules relating to expenditures and accounts payable, and assist the auditors in their inquiries;
- Ensures proper recognition and accounting of expenses and accounts payable in accordance with Philippine Financial Reporting Standards;
- Preparation of ad hoc tasks as requested by the line supervisor/manager
Tax Associate
Century Peak Cement Manufacturing Corporation
3 2022 - 08.2023
- Ensure compliance with all local and national laws by accurately determining the tax amounts due and preparing and filing annual returns;
- Maintain thorough tax records for the organization, compiling reports on expenditures, payroll, and revenue;
- Keep tax liability at a minimum by leveraging deductions, exemptions, and high-level knowledge of tax laws;
- Educate team members and clients on forthcoming policy changes, technical financial concepts, and best practices;
- Maintain comprehensive tax records and financial data for institutional use and audits;
- Meet strict deadlines to avoid late fees and penalties; Collaborate with team members in communicating tax strategies to coworkers in other departments;
- Maintain accurate database of tax records, and manage electronic bookkeeping software;
- Remain up to date on industry developments and tax law changes; Preparation of ad hoc tasks as requested by the line supervisor/manager
Accounting Assistant / Sales & Marketing Associate
PaduArts Advertising
06.2021 - 12.2023
- Update daily sales report /petty cash/expenses/inventory/cash flow; Answering phone and email inquiries;
- Follow up payments from clients; Prepare submission of monthly EWT - 0619E;
- Prepare submission of income tax return; Prepare monthly compensation tax - 1601C;
- Prepare submission quarterly 2551Q; Prepare and Submit Alphalist annually 1604C & 1601E;
- Photo editing using Photoshop/Corel Draw Suite 2021 for promotion of company;
- Timekeeping;
- Prepare purchase order/purchase requisition;
- Issuing receipts to clients upon payment;
- Prepare price quotation;
- Enquire/Purchase materials from different suppliers for projects;
- Monitoring of Inventory
Accounting Assistant
North Pole Medical Care And Diagnostic Center Inc.
01.2020 - 06.2021
- Prepare checks and vouchers for all payables;
- Submit taxes thru e-BIR forms (0619E/2550M);
- Monitoring of Checks;
- Prepare purchase order; Bank Reconciliation;
- Prepare Cash Flow
Accounting Assistant
Metro North Medical Center & Hospital, Inc.
06.2016 - 06.2021
- Daily Check Voucher Preparation: Prepare check vouchers and payments for various expenses including professional fees, reader's fees, patient refunds, petty cash, salaries, etc.
- Cash Professional Fee Recording: Ensure cash professional fee payments are recorded in the Cash PF ledger to prevent double payments.
- Check Disbursement Book Management: Post vouchers to the Check Disbursement Book and file them after release.
- Monitoring Cleared Checks: Monitor the Security Bank Disbursement (SBD) to track cleared checks for accurate cash position reporting.
- Monthly Reporting: Provide monthly reports on cancelled and replaced checks, and submit the Check Disbursement Book report to the Chief Accountant.
- BIR Tax Compliance: Encode tax information for submission, including monthly payments (0619E/1601C, 2550M) and quarterly submissions (1601EQ/2550Q), as well as annual submissions (1604-CF, 1604E).
- Alphalist and Withholding Tax Submission: Submit Monthly Alphalist of Payees (MAP), Summary Alphalist of Withholding Tax (SAWT), and other required attachments electronically.
- Ancillary and Finance Meeting Reports: Prepare monthly reports for Ancillary and Finance Meetings.
- Inventory Management: Conduct monthly inventory checks.
- Credit Note/Memo Processing: Process credit notes or memos for adjustments or refunds.
- Cash Advance Monitoring: Monitor cash advances to ensure timely liquidation.
- Journal Voucher Preparation: Prepare journal vouchers for liquidation purposes.
- Filing Documents: File vouchers (JV) and BIR tax documents for record-keeping.
- Monthly Doctor Incentives: Prepare monthly incentives for doctors, typically in the form of gift checks.
Internship
Department Of Finance
10.2015 - 02.2016
- Receiving and Releasing documents.
- Preparing Journal Entry Voucher (JEV);
- Preparing Financial Reports (i.e
- Advances to Officers and Employees Account).
- Preparing Certification (i.e
- Certification of No unliquidated cash advance
Education
Bachelor of Science in Business Administration - Major in Financial Management -
University of The East - Manila Campus
Metro Manila 06.2012 - 05.2016
Primary - Secondary -
Springfield School of Novaliches
Quezon City, Philippines 06.2002 - 05.2012
Skills
Basic VBA
Netsuite
Acumatica
Sage 50
Data Entry
Organizational Skills
Sales and Marketing
Photoshop
Advertising
Basic VBA
Documentation and Reports
Microsoft Office
Extracurricular Activities
Community Outreach Volunteer at Share Joy Share Wander, We, a nonprofit group comprised of kindhearted volunteers, who want to pursue a cause in sharing happiness and giving hope to the indigenous and underprivileged communities around the Philippines through our active solicitation, sharing of in-kind donations, and fun-filled activities. For around four years of our continuous pursuit of this cause, we have served as a trustworthy partner of our generous sponsors from various walks of life.
References
Available upon request
Timeline
Sr. Accounting Officer
BTI Payments Philippines, Inc.
09.2023 - Current
Revenue and Accounts Receivable Associate
Century Peak Cement Manufacturing Corporation
03.2022 - 08.2023
Accounts Payable Associate
Century Peak Cement Manufacturing Corporation
03.2022 - 08.2023
Accounting Assistant / Sales & Marketing Associate
PaduArts Advertising
06.2021 - 12.2023
Accounting Assistant
North Pole Medical Care And Diagnostic Center Inc.
01.2020 - 06.2021
Accounting Assistant
Metro North Medical Center & Hospital, Inc.
06.2016 - 06.2021
Internship
Department Of Finance
10.2015 - 02.2016
Bachelor of Science in Business Administration - Major in Financial Management -
University of The East - Manila Campus
06.2012 - 05.2016
Primary - Secondary -
Springfield School of Novaliches
06.2002 - 05.2012
Tax Associate
Century Peak Cement Manufacturing Corporation
3 2022 - 08.2023