Steve Taleon Yulo
Bacolod City, Province of Negros Occidental
Summary
Versatile Accountant and Manager with a proven track record at Isla Bank, enhancing financial accuracy and driving business growth. Expert in QuickBooks and adept at team leadership, I've significantly improved reporting accuracy and customer satisfaction. Skilled in reconciling accounts and strategic planning, my approach has consistently optimized financial performance.
Experienced with financial analysis and reporting, ensuring accuracy and compliance. Utilizes knowledge of accounting software and financial regulations to streamline processes. Strong understanding of financial data analysis, budgeting, and tax preparation.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Accountant
American From Prosper Texas USA
04.2021 - 07.2021
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- These are all done using quickbooks
Manager
Isla Bank
02.2012 - 01.2020
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Controlled costs to keep business operating within budget and increase profits.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Accountant
Isla Bank
09.2007 - 01.2012
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
Education
Bachelor of Science - Nursing
West Negros University
Bacolod City, Province Of Negros Occidental, Philippines04-2009
Bachelor of Science - Accounting
University of Negros Occidental-Recoletos
Bacolod City, Province Of Negros Occidental, Philippines03-1986
Skills
- Accounting and bookkeeping
- Customer service
- Accounts payable and receivable
- Team leadership
- Bank reconciliation
- Decision-making
- Verbal and written communication
- Computer skills - excel, word, quickbooks
Certification
- Enrolled Agent (EA) - Internal Revenue Service.
- QuickBooks ProAdvisor Certification – Intuit QuickBooks.
- CPA - Philippine License
Timeline
Accountant
American From Prosper Texas USA
04.2021 - 07.2021
Manager
Isla Bank
02.2012 - 01.2020
Accountant
Isla Bank
09.2007 - 01.2012
Bachelor of Science - Nursing
West Negros University
Bachelor of Science - Accounting
University of Negros Occidental-Recoletos
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