ANNALYN

PH CPA * Auditor * Quickbooks Advanced ProAdvisor

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Overview

Looking for full-time work (8 hours/day)

at $30.00/hour ($5,280.00/month)

Bachelor of Science in Accountancy

Last Active

January 30th, 2024 (59 days ago)

Member Since

May 28th, 2017

Profile Description

A Competent, Reliable, and Trustworthy Accountant / Auditor

Upgrade to see actual info is a Certified Public Accountant (PH CPA), Certified Internal Auditor (CIA), and Certified Fraud Examiner (CFE) with more than 18 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 MT4, 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 Report
* 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
* Initial Audit
* Non-profit accounting

* 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, Upgrade to see actual info, Thread Payroll, 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 of US$25/hour depending on the responsibilities
If you are interested in working with Upgrade to see actual info, please message her directly at onlinejobs.ph.

Top Skills

Accounting

Accounting » Bookkeeping

Office and Administration » Data Entry

Other Skills

Accounting » Quickbooks

Human Resources » Payroll

Customer Support » Phone Support » English Speaking

Accounting » Financial Accounting » Financial Analysis

E-Commerce » Inventory Management » Quality Control

Professional Services » Management Services » Inventory Management

Customer Support » Social Media Moderation

Customer Support » Forum/Community Moderation

Office and Administration » Microsoft Excel

Accounting » Tax Preparation

Office and Administration » Email Management

Accounting » Investment Accounting » Investment Research

Basic Information

Age
Not Specified
Gender
Female
Website
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Address
Pasay City
Tests Taken
IQ
Score:  131
DISC
Dominance: 21%
Influence: 7%
Steadiness: 28%
Compliance: 44%
English
C2(Advanced/Mastery)
Uploaded ID
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