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CPA * Auditor * Quickbooks Advanced ProAdvisor * Bookkeeper

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EXPECTED SALARY
more than Php 100,000.00/month
( $1,886 USD )
EDUCATIONAL ATTAINMENT
Bachelor of Science in Accountancy
AVAILABILITY
20 hrs/wk
( $21.80 USD/hr )
EXPERIENCE OVERVIEW
 17 years in Financial Accounting and Audit; 4 years in Stock Trading
BASIC INFORMATION
Age:
42
Gender:
Female
Location:
Pasay City
Tests Taken:
IQ
Score:  131

DISC
Dominance:21%
Influence:7%
Steadiness:28%
Compliance:44%

English
 C2(Advanced/Mastery)
Last Active:
December 22nd, 2022 (42 days ago)
Member Since:
May 28th, 2017
SKILL SUMMARY

Upgrade to see actual info is a CPA, CIA, and CFE with more than 17 years of combined experience in financial accounting, financial audit, and internal audit. She has worked for two Big 4 accounting firms (Deloitte and PwC) and has served clients across multiple industries and geographies (including USA, UK, UAE, Singapore, and Hong Kong). As an accountant, she helps small and midsize businesses maintain accurate and complete financial records, prepare fairly stated financial reports, and improve the design and operating effectiveness of internal controls. 

Upgrade to see actual info is also a Certified Securities Specialist with more than 5 years of experience in stock trading. As a stock trader, she can do fundamental analysis and technical analysis. She considers market sentiment and risk management in making investment decisions. With her knowledge, skills, and experience in trading the stock market, she can help clients become profitable with their investments. Aside from stocks, she also trades crypto and forex and is familiar with eToro and Binance.

SPECIALIZATION:
*ACCOUNTING / BOOKKEEPING*
* Categorize and post day-to-day transactions
* Invoicing and recording payments from customers (Managing Accounts Receivable)
* Recording bills and issuing checks to vendors (Managing Accounts Payable)
* Financial Statements and Management Reports Preparation   
- Balance Sheet / Statement of Financial Position
- Profit & Loss Statement / Statement of Activity (by month/class/location)
- Statement of Changes in Equity   
- Cash Flow Statement
- Actuals vs. Budget
* Financial Analysis 
* Bank Reconciliation
* Credit Card Reconciliation
* Accounts Receivable Aging Analysis
* Accounts Payable Aging Analysis
* Inventory Management
* Posting of Adjusting Journal Entries
* Setting up and running payroll
* Reviewing the work completed by other teaUpgrade to see actual infombers
* Books clean-up
*1099 calculation and filing
* CRM and Quickbooks Reconciliation
* Month-end close 
* Quickbooks Onboarding

* FINANCIAL AUDIT / INTERNAL AUDIT*
* Sarbanes-Oxley (SOX) 404 Compliance Audit / Internal Controls
* Test of Controls - on various processes such as:   
- Financial Close and Reporting   
- HR/Hire-to-Retire (Payroll)
- Order to Cash (Revenue / Accounts Receivable)   
- Procure to Pay (Accounts Payable)
- Fixed Assets
* Substantive Testing    
- Substantive Analytical Procedures   
- Test of Details

*STOCK TRADING*
* Fundamental Analysis
* Technical Analysis
* Risk Management

SOFTWARE KNOWLEDGE:
* Knowledgeable in Quickbooks Online and Quickbooks Desktop
* Proficient in MS Excel, Microsoft Word, and Microsoft Powerpoint
* Familiar with Dropbox, Google Spreadsheet, and Google Document.
* Experienced in Sage 50, Expensify, Shopify, Stripe, Neon, OneSaas, TeamWork, TSheets, Little Green Light, Canva, Trello, WooCommerce, Asana, Slack, Gusto, Bloomerang, Intuit Payroll, Wise, MS Teams, Bill Pay, Vidyard, Nord VPN, LastPass, etc.

SOFT SKILLS:
* Great attention to detail 
* Fast learner
* Highly analytical
* Strong problem-solving skills
* Reliable
* Can work independently or as part of a team

Other services: Equity Research, Investment Research, Internet Research, Social Media Management, and Facebook Group Moderation.

CERTIFICATIONS:
* Certified Public Accountant (CPA) - Philippines 
* Certified Internal Auditor (CIA) 
* Certified Fraud Examiner (CFE) 
* Certified Advanced Quickbooks Online ProAdvisor (US, Canada, and Asia)
* Certified Securities Specialist (CSS) 

Availability: Open to a part-time or full-time job, day or mid-shift schedule (between 3:00am to 11:00am EST).
Rate: minimum USD25/hour depending on the responsibilities
If you are interested in working with Upgrade to see actual info, please message her directly on onlinejobs.ph.

WORKER SKILLS
TOP SKILLS
  • Data Entry
  • Email Management
  • Excel
  • Quality Assurance
  • Speaking
  • Writing
  • Accounting
  • Bookkeeping
  • Financial Analysis
  • Payroll
  • Quickbooks
  • Community Forum Moderation
  • Social Media Moderation

Office & Admin (Virtual Assistant)
SKILL RATING
  • Admin Assistant
  • Data Entry
  • Email Management
  • Excel
  • Quality Assurance
  • Research

English
SKILL RATING
  • Speaking
  • Writing

Sales and Marketing
SKILL RATING
  • Affiliate Marketing

Finance & Management
EXPERIENCE

I have more than 17 years of combined experience in Financial Accounting, Financial Audit, and Internal Audit.

SKILL RATING
  • Accounting
  • Bookkeeping
  • Financial Analysis
  • Inventory Management
  • Investment Researching
  • Payroll
  • Quickbooks
  • Tax Preparation

Customer Service & Admin Support
SKILL RATING
  • Community Forum Moderation
  • Social Media Moderation

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