Certified Public Accountant with 14 years of progressive experience in financial reporting, analyzing, bookkeeping, bank reconciliation, auditing, budgeting, management consultation and tax compliance.Proven expertise in developing accounting systems, ensuring regulatory compliance, and driving strategic financial planning. Adept at managing, streamlining process to improve accuracy and efficiency, and providing actionable insights to support executive decision-making. Strong background in corporate accounting, external audits, and financial analysis across diverse industries. Committed to maintaining the highest standards of integrity, accuracy, and professionalism.
PROFESSIONAL SKILLS
Certified Public Account ant- 14 years
Bookkeeping /Accounting - 20 years
Financial Reporting/Analysis - 20 years
Customer Service / Email Management - 20 years
Tax Preparer and Filling - 14 years
Payroll Processing - 2 years
MYOB/Peachtree - 10 years
Quickbooks ProAdvance -2 years
SOFTWARE PROFECIENCY
QuickBooks
MYOB
Peachtree
Easy Accounting
Proconnect
Microsoft Office
PROFESSIONAL SERVICES
Financial Data Entry: Provide precise and timely input of financial transactions to maintain up-to-date and accurate records, enhancing overall financial transparency.
Bank Reconciliation: Preparing reconciling bank statements to ensure consistency in financial records, helping to identify discrepancies early and improve financial accuracy.
Financial Reporting: Generate monthly and quarterly financial reports, including income statements and balance sheets, to support strategic decision-making for business growth.
Accounts Payable/Receivable Management: Help manage invoices and collections to maintain healthy cash flow, ensuring timely payments and contributing to financial stability.
Expense Tracking: Facilitate the tracking and categorization of expenses to assist in budgeting and financial planning, enabling better resource allocation.Payroll Assistance: Support payroll processing and maintain employee records, ensuring accurate and timely compensation while promoting employee satisfaction.
External Auditor - Examines the financial statements to ascertain whether they are in conformity with generally accepted principles. Assist in registration with various government agency like Securities and Exchange Commission, Bureau of Internal Revenue, Social Security System, Philippine Health Insurance Corporation, Home Development Mutual Fund and processing of business permit with Local Government Unit. Communications with current and prospective clients.
CLIENT INDUSTRIES
*Trading/Retail
*Shipping
*Manufacturing
*Brokerage
*Management
*Consultation
*Manpower Services
*Recruitment Agency
*Foundation
*Catering
*Training Center
*Property and Development Co.
*Marketing
*Phamaceutical
PROFESSIONAL TRAININGS
*QuickBooks Online Advanced Certification Training: Data Stratification
*Managing Sales Tax in QuickBooks Online
*QuickBooks Payroll Basics
*Welcome to QuickBooks Online Accountant
*Work Smarter with QuickBooks Online Advanced
*QuickBooks Online ProAdvisor Certification Training: Getting Started
*QuickBooks Online ProAdvisor Certification Training: Accountant Dashboard
*QuickBooks Online ProAdvisor Certification Training: Transaction Activities
*QuickBooks Online ProAdvisor Certification Training: Reporting
*QuickBooks Online ProAdvisor Certification Training: Transaction Center
*QuickBooks Online ProAdvisor Certification Training: Period-end ActivitiesEasy *Pay Enterprise Basic Modules Training (Payroll)
PROFESSIONAL EXPERIENCES
JCDJCP AND ASSOCIATES
MANAGING PARTNER
October 21, 2013 - September 30, 2025
Provides various accounting services, bookkeeping, bank and accounts reconciliation, audit engagements, taxation, business consultancy and business registration. Maintain accurate transaction categorization, account and bank reconciliations, and financial records, prepare and analyze financial statements, ensuring accuracy, identifying variances and providing insights to support in decision making.Assist in registration with various government agency like Securities and Exchange Commission, Bureau of Internal Revenue, Social Security System, Philippine Health Insurance Corporation, Home Development Mutual Fund and Local Government Unit-Business Permit. Examines the financial statements to ascertain whether they are in conformity with generally accepted accounting -----------munications to current and prospective -----------GRAM MICRO PHILIPPINES, INC.Vendor Reconciliation SpecialistAUGUST 20, 2012-OCTOBER 18, 2013Prepare Vendor Reconciliation StatementPerform review, research, and resolve open vendor statements.Build good working relationships with key vendor contacts to actively reduce items needing to be charged backed by vendot.Identify areas of improvement within the processes.LOPEZ & CO., CPA’SAssociate AuditorAugust 9, 2011 to July 6, 2012Identifying and assessing the risks of material misstatement through understanding the entity and its environmentPlanning an audit and examines the financial statements.
AWARDS AND CERTIFICATIONS
1. Certified Public Accountant
2. Certified QuickBooks Online ProAdvisor
3. Accredited External Auditor
4. Accredited Tax Practitioner
5. Civil Service Eligibility - Professional
ACCOMPLISHMENTS
1. During my stay with China Shipping Manila Agency Inc., I was promoted from Accounting Staff to Team Leader AP Section
2. In May 2011, I passed the Certified Public Accountant Licensure Examination
3. In my first year as an Audit Associate I was assigned with 25 audit clients from different industries and I finished the audit on time.
4. In JCDJCDP and Associates we never failed any audit season, we accomplished everything on time.
