CPA & MBA | Senior Accountant & Financial Analyst | FP&A, Bookkeeping & Excel/AI Automation
ABOUT ME / SUMMARY
Hi! I am a Certified Public Accountant (CPA) and MBA with over 13 years of enterprise accounting, financial analysis, and FP&A experience. I have worked with major global financial institutions, including S&P Dow Jones Indices and Deutsche Knowledge Services.
I specialize in helping businesses go beyond basic bookkeeping. Whether you run an e-commerce brand, a growing agency, or an established business, I take full ownership of your numbers—ensuring your financial statements are accurate, compliant, and structured to guide real commercial decisions.
I don't just input data; I analyze profit drivers, pressure-test financial models, and build efficient automation workflows to save you time and eliminate financial leaks.
CORE SERVICES OFFERED
• Full-Cycle Accounting & Financial Close: Month-end, quarter-end, and year-end close management.
• Financial Statement Preparation: Accurate P&L, Balance Sheet, and Cash Flow reports under US GAAP or IFRS standards.
• Financial Modeling & FP&A: Budgeting, forecasting, variance analysis, and SKU/channel profitability breakdowns.
• Clean-Up & Reconciliations: High-volume bank, general ledger, and revenue reconciliations.
• Contract & Legal Document Review: Analyzing revenue-share agreements and complex financial documents.
• Process Automation: Leveraging Advanced Excel, Python, Power BI, Tableau, Microsoft Copilot, and Alteryx to streamline financial reporting.
TECHNICAL & SYSTEM SKILLS
• Accounting & ERP Systems: SAP, Oracle, and easily adaptable to QuickBooks Online, Xero, or
MYOB.
• Advanced Spreadsheets: Advanced Excel formulas, Think-Cell, Google Sheets.
• Automation & AI Tools: Microsoft Copilot (Agent creation), Python basics, Alteryx workflows.
WHY WORK WITH ME?
1. Enterprise-Grade Quality: Over a decade of experience maintaining institutional standards for multinational corporations.
2. Flexible Time Zone Overlap: Based in Taguig City, Philippines (GMT+8). I can easily align with US, UK/European, or Australian business hours.
3. Independent & Dependable: I take true ownership of my tasks and deliver consistently without needing constant hand-holding.
AVAILABILITY & ENGAGEMENT
• Role Types: Part-Time, Full-Time, or Project-Based Remote Engagements.
• Availability: Ready to start immediately.
Feel free to send me a message to discuss how I can support your business goals!
