SUSANA UGALDO
Accountant Manager
#20 Bicol St. Barangay Payatas, Quezon CIty, Metro Manila
Summary
Goal-focused Accountant with record of accurate reporting and budget management. Offering 13 years of experience handling finances for numerous locations. Processed payroll, budgets, reports, audits, journals, expenditures and payments. Diligently maintains latest training on tax regulations and legal issues impacting financial operations.
Overview
35
35
years of professional experience
3
3
Languages
Work History
Accountant Manager
MATTNATSUMER CONSUMER GOODS TRADING
Quezon City
12.2018 - Current
- Established financial status by developing and implementing systems for collecting, analyzing, verifying and reporting financial information.
- Enforced and established proper accounting methods, policies and principles.
- Achieved accounting operational objectives by contributing accounting information and recommendations to strategic plans and preparing and completing action plans.
- Met accounting financial objectives by forecasting requirements, preparing annual budgets and scheduling expenditures.
EXTERNAL ACCOUNTANT
VRT BRILLIANT MINERAL OIL
QUEZON CITY
08.2016 - Current
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
External Accountant
7MG HAULING SERVICES PHILS. CORPORATION
Quezon City
08.2014 - 05.2023
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Evaluated and improved financial records to make important business decisions.
- Prepared and filed tax forms to meet needs of customers.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
External Accountant
JOANNA ROSE HANDBAGS
Quezon City
12.1992 - 12.2018
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
Barangay Treasurer
BARANGAY PAYATAS
Quezon CIty
12.2013 - 12.2016
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Executed financial due diligence tasks on daily basis to maintain optimal company finances.
- Planned and managed annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
- Advised management regarding significant expenditures to keep operations in line with budget limitations.
Accountant
FAIRFIELD IMPORT EXPORT & TRADING CORP. & JUANMIG TRADING CORP.
Manila City
12.2010 - 12.2012
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
Teacher and Coordinator
CREATIVE IMAGE FOUNDATION
Quezon City
05.2001 - 12.2008
- Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies.
- Supported student physical, mental, and social development using classroom games and activities.
- Incorporated exciting and engaging activities to achieve student participation and hands-on learning.
- Graded and evaluated student assignments, papers, and course work.
Bookkeeper
MEIYU TECHNOLOGY CORPORATION
Mandaluyong City
07.1988 - 07.1998
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Maintained and processed invoices, deposits, and money logs.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Reported financial data and updated financial records in ledgers and journals.
Education
Bachelor of Science - Accounting And Business Management
PHILIPPINE SCHOOL OF BUSINESS ADMINISTRATION
R. Papa St. Manila City, Metro Manila 04.1979 - 04.1983
Bachelor of Accountancy - Education Units
MARIKINA INSTITUTE OF TECHNOLOGY
Marikina City, Metro Manila 04.2020 - 04.2021
Master of Arts - Mathematics
RIZAL UNIVERSITY STATE
Rizal CIty, Metro Manila 06.2019 - 04.2022
Skills
Closing procedures
Bank account reconciliations
Tax law knowledge
Month-end reporting
Budget projections
Budget Management
Financial auditing
Payroll Processing
Audits
Financial statements expertise
Bookkeeping
Meticulous attention to detail
Invoicing
Accomplishments
Board Passer - Teacher
Affiliations
BBMP KAPATIRAN (QC) 2023
BBM TIGERS QC BALUARTE 2023
INDAY PARA SA BAYAN (NCR) 2021-PRESENT
HAMMER NCR 80 EAGLES CLUB 2022 PRESENT
SOUTHERN LUZON EAGLES CLUB 12 2018-PRESENT
RAINBOW RANGERS 2014 – PRESENT
GUARDIANS REFORM ADVOCACY 2015 - PRESENT
& COOPERATION TOWARDS
ECONOMIC PROSPERITY (GRACE) INC.
Timeline
Bachelor of Accountancy - Education Units
MARIKINA INSTITUTE OF TECHNOLOGY
04.2020 - 04.2021
Accountant Manager
MATTNATSUMER CONSUMER GOODS TRADING
12.2018 - Current
EXTERNAL ACCOUNTANT
VRT BRILLIANT MINERAL OIL
08.2016 - Current
External Accountant
7MG HAULING SERVICES PHILS. CORPORATION
08.2014 - 05.2023
Barangay Treasurer
BARANGAY PAYATAS
12.2013 - 12.2016
Accountant
FAIRFIELD IMPORT EXPORT & TRADING CORP. & JUANMIG TRADING CORP.
12.2010 - 12.2012
Teacher and Coordinator
CREATIVE IMAGE FOUNDATION
05.2001 - 12.2008
External Accountant
JOANNA ROSE HANDBAGS
12.1992 - 12.2018
Bookkeeper
MEIYU TECHNOLOGY CORPORATION
07.1988 - 07.1998
Bachelor of Science - Accounting And Business Management
PHILIPPINE SCHOOL OF BUSINESS ADMINISTRATION
04.1979 - 04.1983
Master of Arts - Mathematics
RIZAL UNIVERSITY STATE
06.2019 - 04.2022