In This Blog:
The Australian tax system—like any other in the world—is complex and multi-layered.
Aside from the computation of taxes, there are also compliance obligations and deadlines that can sometimes be overwhelming for even the most experienced business owner.
From income tax to goods and services tax (GST) and other levies, understanding the basics is essential for effectively managing your fiscal responsibilities.
Keep reading to gain a clearer understanding of the key components of taxation in Australia and how they might affect your business operations.
How Does Tax Work in Australia
In Australia, taxation plays a role in sustaining the public services and infrastructure that businesses rely on daily.
Understanding these tax components leads to compliance that optimises your business’s financial strategy.
Income Tax
Income tax is the Australian government’s main source of revenue, which is derived from:
- Individuals
- Businesses
- Various other entities that operate for profit within the country
Understanding the different tax brackets, rates, and thresholds is important as this enables you to:
- Allocate your finances efficiently
- Take advantage of any applicable tax relief or allowances
- Avoid penalties associated with non-compliance
As your business grows, so will your tax obligations, so it helps to cultivate a basic understanding of one of the most fundamental concepts: the Goods and Services Tax (GST).
Goods and Services Tax (GST)
GST is a 10% tax on most goods, services, and other items sold or consumed in Australia.
All businesses that meet the minimum annual income threshold are required to register for GST.
Proper understanding and management of GST can help prevent costly errors in tax reporting, such as:
- Understanding what counts as a GST credit
- How to issue tax invoices
- When to report earnings
Additionally, accurate GST tracking simplifies the process of claiming your GST credits.
This means you can effectively recover the GST paid on business-related expenses during your tax filings, reducing the overall cost of goods and services sold.
That being said, let’s take a look at another kind of business taxation you’re bound to run into when you make profits off selling assets instead of goods and services—the Capital Gains Tax (CGT).
Capital Gains Tax (CGT)
Capital Gains Tax (CGT) applies when you sell an asset, such as property, shares, or part of a business, and make a profit from the sale.
Understanding how CGT factors into your tax obligations is important.
Calculating capital gains involves determining the difference between what it cost you to acquire an asset and the profit you received when you sold it off.
Strategic planning can include timing the sale of assets to minimize tax liabilities or taking advantage of CGT discounts and exemptions.
Staying compliant requires accurate record-keeping and timely reporting of any gains or losses in your tax returns.
Beyond managing profits from asset sales, it is equally vital to understand how you can reduce your taxable income through various deductions and credits.
Common Tax Deductions and Credits
Tax deductions and credits are one of the most effective ways to reduce your overall tax liability.
By understanding the deductions and credits available and how you can apply them, businesses and individuals can significantly lower the amount of tax they owe each year.
From work-related expenses to specific tax offsets, these financial benefits are designed to provide relief in various areas.
Work-Related Deductions
For many professionals, work-related deductions are a key area where they can achieve significant tax savings.
To illustrate, you can claim deductions for expenses directly related to how you earn your income, including:
- Travel costs
- Purchase of uniforms
- Additional training or upskilling expenses
To maximise these deductions, it is important to maintain thorough documentation such as:
- Receipts
- Bills
- Travel logs
- Work-related activities
Understanding the eligibility criteria for these deductions enable you to make claims that are legitimate and comply with Australian Tax Office (ATO) guidelines.
You may also want to consider potential deductions related to investment and property, which brings us to the next section.
Investment and Property Deductions
If you own investment properties, you can leverage various deductions to significantly reduce your taxable income.
Key deductions include:
- Interest on loans used to buy or improve your property
- Maintenance costs
- Depreciation of assets like furniture and fixtures within the property
For landlords, understanding how to calculate depreciation can be particularly valuable if you want to save thousands in taxable income.
These property-related deductions require you to keep detailed records to support your claims, including:
- Purchase receipts
- Loan agreements
- Repair bills
Navigating these deductions correctly guarantees compliance and increases the value of your investment returns.
You can also explore how specific tax offsets and credits can further reduce your financial burden.
Tax Offsets and Credits
The Australian tax system offers various offsets and credits designed to reduce the amount of tax you pay.
For example, the low-income tax offset (LITO) provides a reduction in payable taxes for eligible low-income earners, enhancing their financial well-being.
Additionally, seniors and pensioners may qualify for the seniors and pensioners tax offset (SAPTO), which also significantly lowers tax liabilities.
These tax reliefs are designed to support individuals and businesses in various life stages and economic situations for a fairer taxation system.
However, tax laws are generally complex and to maximise your rights under them, seeking professional tax help is recommended.
Seeking Professional Tax Help
Understanding tax laws, offsets, and deductions can be tedious and time-consuming, and getting it wrong can be costly.
This is why many business owners turn to accredited tax advisors or accountants to stay compliant and to better optimise their tax position.
Choosing a Tax Advisor
Selecting the right tax advisor starts with looking up candidates that are fully accredited by relevant Australian accounting or tax bodies.
These qualifications guarantee that the advisor has 1.) adequate knowledge to do the job and 2.) adheres to professional standards.
Additionally, it helps to choose someone with experience in your specific industry or with businesses similar in size and structure to yours.
These professionals can provide strategic, free advice tailored to your business’s unique circumstances.
As you consider the benefits of engaging a tax professional, think about the broader impacts on your business.
Benefits of Professional Tax Assistance
Professional tax assistance offers a range of advantages for any business.
With an expert’s help, you can maximise your deductions and take advantage of all applicable tax allowance and programs available.
This level of detailed attention helps you significantly reduce your overall tax liability.
Furthermore, professional advisors provide personalised tax planning advice, helping you make strategic decisions.
Tax professionals also keep your business compliant with Australian tax laws, which can be particularly complex and subject to frequent changes.
This compliance safeguards your business against costly legal issues and penalties, providing peace of mind.
FAQ
Here are some frequently asked questions about the Australian tax system:
What is the deadline for filing taxes in Australia?
The standard deadline for filing individual tax returns in Australia is October 31st for the previous financial year, which ends on June 30th. However, if you are using a registered tax agent for your tax preparation and lodgement, you might be eligible for a later deadline. Thus, it’s important to engage with a tax professional early if you need or want to benefit from extended deadlines.
Can I file my taxes online?
Yes, individuals and businesses in Australia can file their taxes online through the Australian Taxation Office’s (ATO) myTax platform. This network is accessible through the ATO website and allows users to submit their tax returns easily and securely. Additionally, most tax agents offer online services, providing another convenient option for managing and submitting your tax returns electronically.
What happens if I make a mistake on my tax return?
If you realize that you’ve made a mistake on your tax return, it is important to address it promptly. The ATO allows taxpayers to amend their tax returns to correct errors or omissions. Depending on the nature of the mistake, amendments can often be made online via myTax or through your tax agent. If the error results in a higher tax liability, you may have to pay a penalty; however, addressing the mistake quickly can help minimize the amount incurred.
Wrapping Up
With the right tools and guidance, finding your way around the Australian tax system gets easier.
Remember, whether you are a seasoned business owner or are filing your taxes for the first time, leveraging professional tax advice and support from accredited advisors is invaluable.
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Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $11.52/hr
Jamessa
Candidate ID: 443816
ADVANCED
-
Xero Accounting, Financial Accounting, Bookkeeping, Bank Reconciliation...
INTERMEDIATE
-
SAP Accounting...
Median Rate
$11.52
$12.95
if $1 = PHP52
$15.72
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 11.52 per hour or $USD 998.82 per month
Full Time: $USD 11.52 per hour or $USD 1997.65 per month
Remote Staff Recruiter Comments
- Jam is a Certified Public Accountant with 5+ years of experience in SaaS accounting, financial reporting, bookkeeping, and external audit. Her first job was in an accounting firm as an Audit Associate. She also joined an outsourcing company as an Associate Accountant where she provided her services to several Au-based SMEs (salon, retail, consulting). Her most recent employment was as a Finance Analyst in an Australian SaaS company.
- Her previous employment exposed her to Australian accounting and bookkeeping, with some key responsibilities such as:
- Manual journal preparation
- Invoicing
- Bank reconciliation
- Payroll
- Accounts payable management
- Accounts receivable management
- Tax return preparation
- IAS and BAS lodgment to ATO Portal
- Inventory management
- Variance analysis
- Month-end reporting
- She is adept with several applications like Xero, SAP, Stripe, Shopify, SaaS Optics/Maxio, Unleashed, Asana, Trello, Slack, Skype, AirCall, Microsoft Office Apps (Excel, Word, PowerPoint, Outlook, Teams), Google Workspace (Spreadsheets, OneDrive), Receiptbank, and Hubdoc.
- She is currently attending Law school and can start anytime.
- She is amenable to a day shift, part-time or full-time position.
Strongest Behaviors
- Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Jamessa will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.
Employment History
FINANCE ANALYST
Industry:
Computer / Information Technology (Software)
Employment Period:
February 2020 to August 2023 (42 Months)
Duties and Responsibilities:
August 2021 - September 2023
- Reviewed general ledger accounts for monthly and year-end reports.
- Posted accounting journals in Xero and SAP, including intercompany recharges.
- Performed variance analysis – analyzed actual performance against operating plan, interpreted results.
- Prepared order reports, SaaS revenue, sales attainment, and KPI reports for the leadership team.
- Compiled data and reports for year-end audit requirements.
- Reconciled recurring revenue of software subscription services, including unbilled and accrued revenue.
- Completed inventory reports, managed revenue recognition, and performed gross profit analysis.
February 2020 - August 2021
- Performed daily bank and credit card reconciliations.
- Monitored accounts receivable and chased payments from customers.
- Managed a purchase order and inventory process.
- Handled accounts payable and processed payments to suppliers.
- Monitored general ledger accounts, which included monthly accruals and prepayments amortizations.
- Ran the finance email, responded to customers and suppliers.
ASSOCIATE ACCOUNTANT
Industry:
Accounting / Audit / Tax
Employment Period:
February 2019 to December 2019 (9 Months)
Duties and Responsibilities:
- Prepared manual journals, invoices, bank reconciliation, payroll, and other general accounting tasks for multiple Australian SME clients.
- Tracked invoices through Receiptbank and Hubdoc and processed payment to suppliers.
- Conducted month-end review and prepared management reports.
- Prepared tax returns for lodgment to the Australian Tax Office.
- Monitored workflow and tasks through project management tools.
AUDIT ASSOCIATE
Industry:
Accounting / Audit / Tax
Employment Period:
November 2017 to November 2018 (11 Months)
Duties and Responsibilities:
- Prepared audited financial statements for multiple entities.
- Tested the effectiveness of internal control of clients by completing walkthroughs, analyzing results, and recommending corrective actions.
- Applied accounting principles, standards & regulatory requirements.
- Documented audit procedures by completing cross-referenced working papers.
Finance Analyst
Industry:
Employment Period:
August 2021 to September 2023 (25 Months)
Duties and Responsibilities:
Outsourced Accountant
Industry:
Employment Period:
February 2020 to August 2021 (18 Months)
Duties and Responsibilities:
Audit Associate
Industry:
Employment Period:
December 2017 to November 2018 (11 Months)
Duties and Responsibilities:
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Management Accounting
Graduation Date:
May 26, 2017
Located In:
Philippines
License and Certification: :
Certified Public Accountant
Field of Study:
Major:
Graduation Date:
February 1, 2024
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Accountancy
Graduation Date:
January 1, 2017
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Management Accounting
Graduation Date:
January 1, 2016
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Xero Accounting, Financial Accounting, Bookkeeping, Bank Reconciliation, Accounts Receivable Management, Accounts Payable Management, Inventory Management, Financial Statements, Variance Analysis, Metrics Management,
INTERMEDIATE ★★
-
SAP Accounting
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/results
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core i5
- Operating System: Windows 11
All-inclusive Rate: USD $8.43/hr
Lorely
Candidate ID: 442981
ADVANCED
-
Microsoft Office, Google Docs, Email Handling, Customer Handling...
INTERMEDIATE
-
SAP, Bank Reconciliation, Vendor Management, Order Management...
Median Rate
$8.43
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.49 per hour or $USD 649.51 per month
Remote Staff Recruiter Comments
- Billing and Collections
- Bank Reconciliation
- Invoice processing
- Journal entries
- Inventory
- Account Receivables and Account Payables
- Email management
- Data entry
- ERP
- Peachtree
- Quickbooks
- Xero
- Google Workspace
- Microsoft Office
Predictive Index Profile - Artisan
https://www.predictiveindex.com/reference-profile/artisan/
Strongest Behaviors
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and coworkers. Doesn’t easily change.
Lorely is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.
Employment History
Buyer II
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2021 to April 2022 (14 Months)
Duties and Responsibilities:
- Backlog Buyer
- Order Management
- Coordinating with Inside Sales and Vendors
Billing and Collection Officer
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2019 to January 2021 (23 Months)
Duties and Responsibilities:
- Billing and sending invoices to client
- Coordinating with Globe and Smart
- Handling client queries / Resolving disputes
- Informing and reminding clients about their outstanding balances
- Posting of payments to QuickBooks
- Managing online store
Branch Coordinator
Industry:
General & Wholesale Trading
Employment Period:
June 2016 to September 2018 (26 Months)
Duties and Responsibilities:
- Preparation of the Daily Sales and Collection Report for the day.
- Handling of cash and/or checks received
- Preparation of Sales Subsidiary Journal and Collection Journal
- Tagging of service calls received and coordinating with service engineers
- Preparation of TCP Billings
- Inventory Control and Management
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Financial Management
Graduation Date:
January 1, 2016
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Microsoft Office, Google Docs, Email Handling, Customer Handling, Bookkeeping, Xero Accounting, QuickBooks, Accounts Receivable Management, Accounts Payable Management, Billing, Collections,
INTERMEDIATE ★★
-
SAPBank ReconciliationVendor ManagementOrder Management
Work at Home Capabilities:
- Internet Bandwidth: 15 Mbps
- Working Environment: Shared Room
- Speed Test Result: Download: 2.70, Upload: 8.00
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Asus
- Processor: Inter Core i3 10th Gen
- Operating System: Windows 10
All-inclusive Rate: USD $8.43/hr
Rochel
Candidate ID: 442006
ADVANCED
-
Administrative Skills, Financial Accounting, Data Entry, Invoicing...
INTERMEDIATE
-
QuickBooks, Xero, AppFolio, SAP Accounting...
Median Rate
$8.43
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.43 per hour or $USD 730.75 per month
Full Time: $USD 8.43 per hour or $USD 1461.50 per month
Remote Staff Recruiter Comments
- Roch is a Commerce graduate and has been working for 16 years now. In 2016, she transitioned to remote work where she provided her services to US, AU, and UK-based clients in real estate, fitness, and finance industries, respectively. Her most recent job was as an on-call Transaction Coordinator for a US-based real estate company.
- She is proficient in supporting the following:
- Bookkeeping
- Data entry
- Accounts payable management
- Accounts receivable management
- Invoice processing
- Property Listing
- Database management
- Bank reconciliation using Xero
- Roch also had the opportunity to support customers and perform some admin tasks such as email management, research, data entry, social media management, and a little project management.
- With her local employment, she did timekeeping and payroll, along with 201 file record-keeping.
- She used software and applications such as Xero, QuickBooks Desktop, AppFolio, SAP, Oracle, Zeevou, Google Workspace (Drive, Spreadsheets), Asana, Microsoft Office Apps (Outlook, Excel, Word, PowerPoint), Slack, WhatsApp, Asana, Trello, and PT Minder.
- She can start anytime.
- She is amenable to working in any time zone for either part-time or full-time roles
Strongest Behaviors
- Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
- Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
Rochel Arabelle is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.
With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Rochel Arabelle plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
General Executive Assistant
Industry:
Property / Real Estate
Employment Period:
July 2019 to March 2021 (20 Months)
Duties and Responsibilities:
- Manage and create Finance Report
- Accounts Receivable process and reports
- Accounts Payable process and reports
- Create and process Invoices and Billings
- Basic Auditing and Reconciliation
- Email management (handled inquiries )
- Social media management ( create and manage postings)
- Manage Property listing
- Research / Data Entry
Bookkeeper / Bill Entry
Industry:
Accounting / Audit / Tax
Employment Period:
November 2019 to February 2020 (2 Months)
Duties and Responsibilities:
- Allocation and post of transaction bills
- Process / verify / check Invoices and Bills
- Maintain and update client's details
CSR / Loan Virtual Assistant
Industry:
Banking / Financial Services
Employment Period:
September 2017 to August 2018 (11 Months)
Duties and Responsibilities:
- Manage and analyze client's Bank Statement and Credit File reports
- Email management
- Client's verification and update/monitor client's details
Admin / Personal Assistant
Industry:
Grooming / Beauty / Fitness
Employment Period:
October 2016 to January 2018 (15 Months)
Duties and Responsibilities:
- Manage and create Finance Report
- Accounts Receivable process and reports
- Accounts Payable process and reports
- Create and process Invoices and Billings
- Basic Auditing and Reconciliation
- Email management (handled inquiries )
- Social media management ( create and manage postings)
- Monitor and update client's progress and profiling
- Research and admin tasks
- Engaged in business planning for business growth
Real Estate Virtual Assistant
Industry:
Property / Real Estate
Employment Period:
January 2016 to August 2016 (7 Months)
Duties and Responsibilities:
- Process Invoices and Research
- Email management / Update lead's files
- Maintain and update lead's report
- Create Marketing materials / Flyers
- Email management
- Checking property bookings and guests inquiries
Finance and Accounting Specialist
Industry:
Others
Employment Period:
April 2006 to September 2019 (161 Months)
Duties and Responsibilities:
- Admin tasks
- Email Management task
- Invoicing
- Finance Reports
- Cash allocation
- AR and AP process
- HR roles (recruitment / maintaining and updating 201 files )
- Real Estate tasks
Accounts Payable Assistant
Industry:
Manufacturing / Production
Employment Period:
April 2020 to October 2023 (42 Months)
Duties and Responsibilities:
- Manage and monitor AR and AP on the Supplier’s Account
- Accounts Payable process and reports
- Accounts Receivable process and reports
- Create, verify, and process Invoices and Billings
- Check ETA for deliveries related to time frame
- Monitor product deliveries related to any discrepancies
- Email management (handled supplier's inquiries )
- Chasing supplier's for payments and Invoices
- Research, reports, and admin tasks
Transaction Coordinator | Admin VA
Industry:
Property / Real Estate
Employment Period:
September 2023 to October 2023 (1 Months)
Duties and Responsibilities:
- Dealt with creation and contract offers
- Manage, monitor, and update leads
- Social media posting of available properties
- Email Management for inquires
Education History
Field of Study:
Commerce
Major:
Business Management
Graduation Date:
January 1, 2006
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Skills, Financial Accounting, Data Entry, Invoicing, Customer Handling, Personal Assistance, Bookkeeping, Billing, Real Estate, Accounts Payable Management, Accounts Receivable Management,
INTERMEDIATE ★★
-
QuickBooks, Xero, AppFolio, SAP AccountingCRMOracleAsanaTrello
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/13977832367
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: N/A
- Processor: Intel Core i3
- Operating System: Windows 10
All-inclusive Rate: USD $20.15/hr
Tamara
Candidate ID: 438647
ADVANCED
-
Accounting, Xero Accounting...
INTERMEDIATE
-
Bookkeeping, General Accounting, Oracle, Technical Support...
Median Rate
$20.15
$23.16
if $1 = PHP52
$28.99
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 20.15 per hour or $USD 3492.37 per month
Remote Staff Recruiter Comments
- Ara is a graduate of Accountancy and has been working since 2014. She has 7 years of relevant Australian accounting experience in a bookkeeping firm, where she worked with up to 20 clients in the hospitality, landscaping, real estate, and equipment industries, among others, and presently, in a photography studio based in Melbourne as a Senior Management Accountant.
- She is an expert in the following:
- Accounts Receivable Management: Managing the company's receivables; Following up on outstanding customer payments
- Accounts Payable Management: Managing the company's payables and ensuring timely payment to suppliers and vendors; Managing supplier relationships and negotiations
- Payroll: Managing the payroll process; Handling payroll tax and superannuation payments
- Bookkeeping: Utilizing Xero Software and Dext to maintain accurate and up-to-date financial records; Conducting regular reviews of the general ledger
- Cash flow Projections: Developing and maintaining cash flow forecasting models; Analyzing cash inflows and outflows to predict future cash positions
- Budgeting and Forecasting: Collaborating with relevant stakeholders to develop annual budgets; Monitoring and analyzing actual performance against budgeted targets
- Financial Reporting: Preparing timely and accurate financial statements, including profit and loss statements, balance sheets, and cash flow statements; Presenting financial reports to CEOs and stakeholders
- Compliance: BAS, IAS, Payroll tax preparation; GST reporting
- She has been exposed to tax preparation and would want to learn more about it, ideally via first-hand experience.
- She received numerous certifications like:
- Certified Accounting Technician - Level 3
- Xero Certified
- Certified Bookkeeper
- Certified Management Accountants - Australia
- She used several applications and software such as Fathom, Xero, Microsoft Office Apps (Excel Word, Teams, Outlook), Employment Hero, Stripe, AfterPay, Dext, Slack, and PayPal.
- She is amenable to working in a full-time, day shift role after a 60-day notice.
Strongest Behaviors
- Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.
- Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.
Tamara Paula is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
With experience and/or training, Tamara Paula will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Tamara Paula is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
Senior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
March 2017 to June 2021 (50 Months)
Duties and Responsibilities:
- Using Dext integrated with the client’s Xero account to record bills and receipts
- Ensuring all data captured by Dext matches the details in the tax invoices and receipts
- Setting up supplier rules in Dext
- Reconciliation of supplier Statement of Accounts with Xero records
- Updating Supplier contact and financial details
- Importing of invoices from client’s chosen invoicing add-on to Xero
- Ensuring all data from the add-on is imported to Xero
- Sending out of payment reminders and Statement of Accounts to clients’ customers
- Planning and identifying of bills to be paid each supplier payment run
- Creating batch payment in Xero and uploading ABA files to the clients’ bank account for authorization
- Reconciliation of existing bank accounts and credit cards in Xero based on agreed upon bookkeeping schedule
- Setting up new bank accounts and credit cards in Xero to ensure bank feeds are active
- Ensuring bills and invoices are tagged to the correct tracking category
- Recording of Hire Purchases based on documents provided
- Recording of Insurance Premium Funding based on documents provided
- Maintenance of Fixed Asset Register as per agreement with Accountant
- Managing accounts mailbox
- Integrating new add-ons to Xero
- Creating Templates in Xero – Email, Branding Themes
- Sending weekly updates and queries to the clients to ensure all outstanding items will be reconciled the next scheduled bookkeeping
- Reviewing of Profit and Loss figures
- Reviewing of Balance Sheet figures
- Reconciliation of Intercompany Balances for Group of Companies
- Reviewing and Monitoring Accruals, Prepayments and HP Interests
- Posting manual journals for Accruals, Prepayments and HP Interests
- Monthly Depreciation Run as per agreement with the Accountant
- Creating custom reports in Xero based on the clients’ need and requests
- Publishing and issuing Management Reports
- Setting up new employees in Xero
- Setting up new pay items in Xero
- Creating Employee Groups for tracking categories
- Processing of payroll based on approved timesheets
- Sending out reports to client per pay event
- Sending or Uploading the payment run’s ABA file
- Filing STP each pay event
- Setting up Auto super payments in Xero
- Ensuring super payments are made on time
- Review, Reconciliation, Preparation and Lodgment of clients’ Activity Statements (Monthly, Instalment and Quarterly)
- Review, Reconciliation, Preparation and Lodgment of clients’ Payment Summaries
- Review, Reconciliation, Preparation and Lodgment of clients’ Taxable Payment Annual Report
- Ensuring that the ATOICA account matches clients’ figures
- Ensuring all compliance requirements are lodged on time
- Liaising with Accountants in preparing tax returns
- Actively attending regular meetings with clients
- Suggesting and Implementing process improvement
- Email and Phone support to all clients
- Educating clients on Xero features
Accounting software: Xero
Accounting Assistant
Industry:
Property / Real Estate
Employment Period:
October 2016 to March 2017 (5 Months)
Duties and Responsibilities:
- Recording of paper bills received from local suppliers
- Scanning, Filing and Recording of employee expense claims
- Petty Cash Fund replenishment for Philippine Entity
- Weekly supplier payment run for Philippine Entity
- Preparation and Issuance of checks to suppliers
- Filing of 1601-E and 1601-C to BIR monthly
- Allocation of Payments for multi-currency bank accounts
- Weekly reporting Aged Account Receivables
- Clearing of Aged Account Receivables
Location: Philippines
Accounting software: Netsuite
Accounts Payable Specialist
Industry:
Construction / Building / Engineering
Employment Period:
July 2014 to October 2016 (27 Months)
Duties and Responsibilities:
(January 2016 – October 2016)
Middle East and Africa – Abu Dhabi and Fujairah
- Responsible for Cash Application, Netting and Bank Reconciliation
- Maintaining and posting of Accruals and Prepayments Schedules
- Issuing of Intercompany Recharge Invoices and Intercompany Receivable Statement of Account
- Profit and Loss and Balance Sheet Allocation
- Fixed Asset Register Maintenance
- Preparation of Balance Sheet Schedules
(July 2014 – January 2016)
Middle East and Africa
- Intercompany and Trade Invoice Processing
- First-level issue resolver
- Reconciliation of Trade Statement of Account
- Clearing of logged invoices
- Maintaining of Shared Service Center Mailbox
- Answers queries and concerns from Trade Vendors
Accounting software: Oracle
Technical Support Representative - Dish Network (Internship)
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2013 to January 2014 (2 Months)
Duties and Responsibilities:
- Answers queries and concerns from clients
Senior Management Accountant
Industry:
Exhibitions / Event management / MICE
Employment Period:
July 2021 to April 2024 (33 Months)
Duties and Responsibilities:
Accounts Receivable Management
- Monitoring and managing the company's receivables.
- Following up on outstanding customer payments.
- Resolving any disputes or issues related to accounts receivable.
- Managing the company's payables and ensuring timely payment to suppliers and vendors.
- Managing supplier relationships and negotiations.
- Verifying and processing invoices and expense claims.
- Conducting regular reconciliations of accounts payable.
- Managing the payroll process, including employee data maintenance, timesheet processing, and calculation of wages with the use of Employment Hero.
- Ensuring compliance with employment laws and regulations.
- Handling payroll tax and superannuation payments.
- Providing support and assistance to employees regarding payroll queries.
- Utilizing Xero Software and Dext for maintaining accurate and up-to-date financial records.
- Conducting regular reviews of the general ledger.
- Collaborating with other departments to ensure accurate and complete financial data.
- Developing and maintaining cashflow forecasting models.
- Analyzing cash inflows and outflows to predict future cash positions.
- Identifying potential cashflow gaps or surpluses.
- Providing recommendations to optimize cashflow management.
- Collaborating with relevant stakeholders to develop annual budgets.
- Monitoring and analyzing actual performance against budgeted targets.
- Conducting periodic financial forecasts to assess future financial performance.
- Developing financial models using Excel and other tools to support decision making processes.
- Utilizing Fathom for comprehensive financial reporting and analysis.
- Creating Analysis Dashboards using Excel
- Preparing timely and accurate financial statements, including profit and loss statements, balance sheets, and cashflow statements.
- Presenting financial reports to CEOs and stakeholders.
- Ensuring compliance with accounting standards and regulations.
- Compiling and preparing the Business Activity Statement (BAS), Instalment Activity Statement (IAS), and Payroll Tax in accordance with tax regulations.
- Ensuring accurate reporting of GST (Goods and Services Tax) and other tax obligations.
- Submitting BAS, IAS, Superannuation, STP and Payroll Tax filings within the specified deadlines.
- Handling any other finance-related tasks as required, providing support and expertise to address specific needs that may arise.
Location: Melbourne, AU
Accounting software: Xero
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
January 1, 2014
Located In:
Philippines
License and Certification: :
- Certified Accounting Technician
- Certified Bookkeeper
- Institute of Certified Management Accountants (ICMA) Australia
Skills
ADVANCED ★★★
-
AccountingXero Accounting
INTERMEDIATE ★★
-
BookkeepingGeneral AccountingOracleTechnical SupportXero
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/16188998339
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: N/A
- Processor: AMD Ryzen 5
- Operating System: Windows 11
All-inclusive Rate: USD $9.37/hr
Randy
Candidate ID: 435195
ADVANCED
-
Collections, Account Validation, Account Management, Accounting Reconciliation...
INTERMEDIATE
-
Credit Management, Bookkeeping, QuickBooks, Data Collection...
Median Rate
$9.37
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.90 per hour or $USD 771.37 per month
Full Time: $USD 9.37 per hour or $USD 1623.97 per month
Remote Staff Recruiter Comments
- Mark has worked for 8 years catering to clients in the US, Canada, and Australia.
- He started working last 2014 as a Customer Service Representative/Appointment Setter for 2 years where he was exposed to sales. He was a top agent and eventually got promoted to manager.
- For the past six years, he has competently supported the following tasks:
- accounts receivables
- accounts payables
- bank reconciliation
- payment processing
- invoicing
- He is confident that he has strengthened his skills in customer service and leadership capabilities.
- He is available to start immediately.
https://www.predictiveindex.com/reference-profile/maverick/
Strongest Behaviors
- Proactivity in driving to reach goals while moving at a faster-than-average pace. Inquisitive about the world.
- Eager for results, drive is for swift implementation. Works best in fast-paced environments offering a variety of activities, rather than routines.
- Flexible approach to “the book” often bends the rules and does things their own way. An innovative, "outside the box" thinker who is undaunted by failure.
A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.
Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. This individual is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. They talk briskly, with assurance and conviction and are a stimulating influence on others, while being direct, determined and flexible.
Employment History
Campaign Sales Agent 2
Industry:
Travel / Tourism
Employment Period:
May 2014 to December 2016 (31 Months)
Duties and Responsibilities:
- Cold calling leads
- Mining leads
- Getting all information needed to for them to attend a presentation
- Follow up with customer to remind them their appointment with us Accomplishments
- Exceeds all metrics
- Top agent for 13 months consecutively
- Salary increase
- Promoted to Senior Agent
Senior Collections Specialist
Industry:
Banking / Financial Services
Employment Period:
December 2016 to March 2020 (38 Months)
Duties and Responsibilities:
- Analyze customer accounts to determine whether it is considered delinquent
- Assist customers in finding a way to meet financial obligations without getting further behind
- Place phone calls to customer to remind them of payments and account balance
- Supervised a team if one of the supervisors is on leave
- Support a team in terms of product knowledge Accomplishment
- Meet and exceeds metrics and KPIs
- Consistent in getting salary increase
- Consistent in getting incentives
- Promoted to Senior Specialist
Credit and Collections Specialist
Industry:
Accounting / Audit / Tax
Employment Period:
March 2020 to May 2022 (25 Months)
Duties and Responsibilities:
- Monitor accounts to identify outstanding debts
- Investigate historical data for each debt or bill
- Find and contact clients to ask about their overdue payments
- Take actions to encourage timely debt payments
- Process payments and refunds
- Resolve billing and customer credit issue
- Update account status records and collection effort
- Report on collection activity and accounts receivable status
- Admin task
- Customer service orientation and negotiation skills
- Handling Escalation calls Accomplishment
- Meet and exceeds metrics and KPIs
Finance Admin
Industry:
Healthcare / Medical
Employment Period:
May 2022 to January 2025 (32 Months)
Duties and Responsibilities:
- Responsible for preparing Invoice on a daily, weekly, and monthly basis
- Accountable for chasing payment for the outstanding balance ○ Uploading Invoice in an Accounting System
- Prepare Statements of account on a weekly basis
- Reconcile if the customer has a dispute or query with pricing
- Responsible for processing payments from customers
- Upload Invoices on both CSKU and QBO
- Manage email box for account payable
- Manage RHO transactions for employee
- Audit Intl invoices
- Preparing reports for AP
Education History
Field of Study:
Education/Teaching/Training
Major:
Major in English
Graduation Date:
May 11, 2020
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Collections, Account Validation, Account Management, Accounting Reconciliation, Accounts Payable Management, Accounts Receivable Management, Administrative Skills, Administrative Support, B2B, B2B Calling, Billing, Payment Processing, Invoicing,
INTERMEDIATE ★★
-
Credit ManagementBookkeepingQuickBooksData CollectionData Entry
Work at Home Capabilities:
- Internet Bandwidth: 100 Mbps and above
- Working Environment: Private Room
- Speed Test Result: Download: 171.13, Upload: 190.72
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Infinix
- Processor: AMD Ryzen 3 3200G with Radeon Vega Graphics 3.60 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $12.18/hr
Jelly
Candidate ID: 433709
ADVANCED
-
Accounting, Bank Reconciliation, Xero Accounting, QuickBooks...
INTERMEDIATE
-
Bookkeeping, General Accounting, Salesforce CRM, NetSuite...
Median Rate
$12.18
$13.73
if $1 = PHP52
$16.73
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 12.18 per hour or $USD 2111.37 per month
Remote Staff Recruiter Comments
- Jel has a Bachelor's Degree in Business Administration, majoring in Financial Managerial Accounting. She has been working for 7 years within financial, rental, and software development companies where she held roles such as Bookkeeper, Billing Specialist, Executive Assistant, HR Administrator, Revenue Specialist, Internal Auditor, and Finance Officer.
- She adeptly performed the following financial activities:
- Weekly and semi-monthly payroll
- Accounts Payable/Accounts Receivable Management
- Bank reconciliation
- Revenue reporting
- Invoicing
- Collections
- Bills, Payments, Managing past due accounts
- In 2020, she shifted to remote work and provided her services to Australian and US-based clients.
- She is proficient with a variety of tools like QuickBooks, Xero, NetSuite, Sage, Salesforce, Zoho, MYOB, Microsoft Office Apps (Outlook, Teams, Excel), and Google Workspace.
-
- She prefers working the day shift and is open to any part-time or full-time positions.
Strongest Behaviors
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
Jelly Marie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Jelly Marie, who takes responsibilities very seriously.
Employment History
Revenue Specialist
Industry:
Banking / Financial Services
Employment Period:
July 2020 to February 2022 (18 Months)
Duties and Responsibilities:
- Provides training to staff engaged in billing data entry and related charge
- Capture/reconciliation activities to ensure procedures are understood and within accurate charges Booked are timely, appropriate, accurate, complete and properly documented.
- Analysis and troubleshooting for charge capture / missing charge resolution and denial.
- Collects and reviews documents such as Contracts and Requirements of the Clients
- Perform daily reconciliations by comparing Accounting activities
- Performs specialized duties requiring thorough knowledge of customer billing or collections
- Helping the operations for answering inquires of the clients Audit Salesforce
- Create and Update Annual Recurring Report
- Reconcile All business Accounts - Receivable Transactions
- Submit Revenue Monthly Report
- Assists in performing quality control duties
General Accounting Associate
Industry:
Hotel / Hospitality
Employment Period:
October 2018 to May 2020 (18 Months)
Duties and Responsibilities:
- Accounts Receivable - Aging every Friday, Assist and Guide Account Receivable (If needed) Monitor A/R aging, Preparing Billing if necessary, Posting AR Aging, Preparing A/R employee daily, Substitute the Account Receivable Staff in absence.
- Accounts Payable - Checking the request for payments, Emails request for payments ( If necessary) Checking the transmittal, Counter check if all monthly reports of A/P are posted yet, Substitute the Account Payable Staff in Absence.
- Bookkeeping - Checking the purchasing fund (Liquidation), Posting purchasing fund to Prime System, Posting request for payment to prime for Deliveries, Posting green vouchers to prime, Close advances to supplier, Preparing comparative revenue, Close advances subject for Liquidation.
- Month End Report - Preparing month end adjustment - refer to PNL Checklist, edit Budgets & last year Profit and Loss, Preparing consolidated PNL, Preparing cash flow, Posting & finalized various COS, Posting & finalized Inter transfer, Review Profit & Loss and generate.
Finance Officer
Industry:
Construction / Building / Engineering
Employment Period:
May 2017 to April 2018 (10 Months)
Duties and Responsibilities:
- Reports directly to the Finance Controller.
- Responsible for managing records and receipts, reconciling daily, weekly and monthly transactions.
- Managing Accounts Payable such as, preparing checks for the Supplier's payments, Coordinate with the Suppliers for any descrepancies and discount negotiations
- Preparing weekly salary of Project-based and On-Call employees
- Preparing by monthly salary of Office-based employees & Process Bank Transfers
- Processing of expense claims, reimbursement and deductions
- Process Governmental mandated contribution such as Tax, SSS, and Phil Health
Billing and AR Specialist
Industry:
Computer / Information Technology (Software)
Employment Period:
May 2022 to February 2023 (9 Months)
Duties and Responsibilities:
- Processing of Orders in Salesforce CPQ and generating Invoices
- Creating Invoices and credit memos for APAC - Australia & Corp - New York
- Updating Customer Files in Salesforces & Xero Audit Salesforce Invoices versus Xero Invoices
- Sending Invoices and Payment reminders to the Clients
- Keeping in touch as needed for the collections
- Coordinate with Executive Accounts and Accounts Mangers for both APAC - Australia & Corp - New York
- Create Quarterly Billing Tracker
- Create and Monitor Accounts Receivable Aging Business
- Banks Reconciliation Monthly report such as Annual Recurring Revenue Reports and Customer's List Reports for both APAC - Australia & Corp - New York
Accountant
Industry:
Property / Real Estate
Employment Period:
February 2023 to May 2026 (39 Months)
Duties and Responsibilities:
Account Receivable Accountant
Industry:
Science & Technology
Employment Period:
May 2022 to February 2023 (9 Months)
Duties and Responsibilities:
Admin Team Lead Bookkeeper - Project Based
Industry:
Consumer Products / FMCG
Employment Period:
April 2022 to December 2024 (32 Months)
Duties and Responsibilities:
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Financial Managerial Accounting
Graduation Date:
January 1, 2012
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 1970
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Business Studies/Administration/Management
Major:
Business Administration
Graduation Date:
March 12, 2027
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Accounting, Bank Reconciliation, Xero Accounting, QuickBooks, Slack,
INTERMEDIATE ★★
-
Bookkeeping, General AccountingSalesforce CRMNetSuiteAppFolioNEXUS
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Dell
- Processor: Intel(R) Core (TM) i7-3540M CPU @ 3.00 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $13.12/hr
Ruel
Candidate ID: 433594
ADVANCED
-
Microsoft Office, General Accounting, Financial Management...
INTERMEDIATE
-
Business Analysis...
Median Rate
$13.12
$14.84
if $1 = PHP52
$18.17
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 13.12 per hour or $USD 2273.84 per month
Remote Staff Recruiter Comments
- Ruel is Certified Public Accountant with 33 years of experience in Financial/Accounting/Credit and Collection in an ERP Environment.
- Has a solid background in accounting, costing and budgeting rendered in a multi-national and manufacturing companies.
- Had extensive knowledge in SAP and JD Edwards ERP Financial modules.
- Been the champion of CO Module of SAP (HANA version) from the most recent job.
- He was able to support multinational companies over the years which include companies for the following:
- manufacturing and shipping industries
- music industry
- auditing (ERP solution)
- IT consultancy firm
- He is ready to start immediately.
Employment History
SENIOR FINANCE AND ACCOUNTING MANAGER
Industry:
Manufacturing / Production
Employment Period:
October 2003 to September 2021 (215 Months)
Duties and Responsibilities:
- Led company's Annual Operating Plan (AOP) and Forecasts - Total and per Specie
- Led the Operations of Accounting Team (12 pax)
- Led the Operations of Treasury and Credit and collection Team (12 pax)
- Drove Financial Analytics
- Influenced cross-functions to ensure execution of plans in accordance with AOP
- Performed sensitivity analysis for variations in pricing, cost structures and business models
- Supported distributor contract negotiations and supplier agreement reviews
- Led BIR examinations defense team
- Ensured compliance of all government statutory requirements
- Enabled timely monthly management reporting & analysis
- Designed, systematized business processes
- Led Annual External Audit
- Handled CO (Control) module of SAP ERP system
CONSULTING MANAGER
Industry:
Employment Period:
August 2001 to October 2003 (26 Months)
Duties and Responsibilities:
- Designed and implemented the accounting system of the company
- Planned, directed and controlled all activities of the accounting and administration department
- Prepared management reports and analyzed pertinent financial statements and accounting reports
- Signed Checks
- Prepared Project Proposals
- Rendered support as needed by existing clients
- Performed Pre-Sales Activities
- Managed JDE Projects for Financial systems
- Implemented ERP Packages - JDE Financials
- Conducted Business Process Reviews
MANAGER
Industry:
Computer / Information Technology (Software)
Employment Period:
April 2000 to July 2001 (15 Months)
Duties and Responsibilities:
- Implemented ERP packages - Financials
- Conducted JDE User Trainings for Clients
- Performed Business Process Reviews
- Documented System and User Guides
ACCOUNTING MANAGER
Industry:
Entertainment / Media
Employment Period:
August 1996 to April 2000 (44 Months)
Duties and Responsibilities:
- Planned, directed and controlled all activities of the accounting department
- Prepared management reports and analyzed pertinent financial statements and accounting reports
- Configured JDE financial structure and reports
- Conducted user training for JDE Financial Modules (AP, AR, GL)
- Prepared ad hoc reports using FASTR and Dreamwriter
- Ensured basic controls are operating properly
- Prepared/analyzed account reconciliation reports
- Check Signatory
ACCOUNTING MANAGER
Industry:
Manufacturing / Production
Employment Period:
February 1990 to August 1996 (78 Months)
Duties and Responsibilities:
- Planned, directed and controlled all activities of the accounting department
- Prepared management reports and analyzed pertinent financial statements and accounting reports
- Prepared requirements needed for the establishment of new companies
- Established a standard costing for all the product
- Prepared variance analysis on the actual unit cost against the standard unit cost
- Established computerized costing system of products
- Prepared price quotations to all customers
Education History
Field of Study:
Commerce
Major:
Accounting
Graduation Date:
January 1, 1989
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Microsoft Office, General Accounting, Financial Management,
INTERMEDIATE ★★
-
Business Analysis
Work at Home Capabilities:
- Internet Bandwidth: 100 Mbps and above
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: DSL
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: AMD Ryzen7
- Operating System: Windows 10
All-inclusive Rate: USD $8.71/hr
Katrina
Candidate ID: 432523
ADVANCED
-
Accounting, Account Management, Bookkeeping, QuickBooks...
INTERMEDIATE
-
Digital Marketing, Salesforce CRM, Trello, Xero...
Median Rate
$8.71
$9.63
if $1 = PHP52
$11.39
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 8.71 per hour or $USD 1510.24 per month
Remote Staff Recruiter Comments
In this role, she has been instrumental in financial review and analysis, ensuring the accuracy and compliance of client financial statements, and delivering actionable insights. She has effectively standardized accounting workflows using Notion, contributing to both team efficiency and client satisfaction. Her proactive approach in overseeing high-volume transaction management and payroll processing highlights her keen attention to detail and process integrity.
Key Competencies:
- Technical Expertise: Proficient in accounting software (QuickBooks, Salesforce, SAP), financial statement preparation, and multi-state sales tax compliance.
- Process Optimization: Adept at documenting and streamlining workflows, contributing to knowledge sharing and operational consistency.
- Team Leadership: Strong mentoring skills, effectively training new employees on systems and best practices.
- Client Management: Exceptional at onboarding, maintaining communication, and addressing client concerns, ensuring satisfaction and compliance.
- Attention to Detail: Demonstrates accuracy in managing high-volume transactions, reconciliations, and regulatory reporting.
- She is able to start immediately.
Strongest Behaviors
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-dened team for which they produce high-quality output and decisions.
- Unhurried and deliberate, stable and will do things using the established process; nds it dicult to change these systems.
- Dependable, consistent and needs familiar environments and coworkers to be most productive.
- Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
Katrina is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Katrina Marie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Katrina Marie is unselsh, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously. Does things the established or conventional way, and will make changes only when convinced, with hard evidence, that the new way will be better. In rolling out new changes, Katrina Marie will be very tactical, thinking through exactly how it should be done, creating a complete plan, and having solutions to possible pitfalls. Decisions will be equally well thought-out.
Employment History
Accounting Intern
Industry:
Non-Profit Organisation / Social Services / NGO
Employment Period:
October 2021 to April 2022 (6 Months)
Duties and Responsibilities:
- Assist with Accounts Receivable and Account Payable activities
- Retrieve, review and route audit documentations request
- Process payments received against invoices and review aging reports
- Route invoices to appropriate individuals for approval and create vendor files
- Assist in establishing tables of accounts and assigning entries to proper accounts
- Assist in developing, implementing, maintaining records in accounting system (QuickBooks)
- Assist in computing taxes owed and preparing tax returns, ensuring compliance with payment, reporting, or other tax requirements
- Collaborate with accounting and bookkeeping personnel to complete general department administrative work
- Maintain confidentiality with organization and client information
Loans Assistant
Industry:
Government / Defence
Employment Period:
July 2019 to July 2021 (24 Months)
Duties and Responsibilities:
- Responsible for processing loans and mortgage documents for newly approved housing loan application.
- Verifying vital documents prior to loan take-out and transmitting them to custodian.
- Addressing borrowers’ queries regarding their application.
- Monitoring vital documents status.
Tutor
Industry:
Education
Employment Period:
September 2018 to July 2019 (10 Months)
Duties and Responsibilities:
- I engaged in interactive conversation with Japanese students aimed at developing their comfortable English speaking skills.
Accounts Receivable Associate
Industry:
Property / Real Estate
Employment Period:
November 2016 to July 2018 (20 Months)
Duties and Responsibilities:
- Responsible for billing clients of their monthly equities, transfer charges, real property tax and records transaction in SAP Business One.
- Uploading term sheets unto SAP to create buyers' code in order to record transactions.
- Calculating real property tax based on tax declaration and tax summary.
- Addressing client concerns regarding their accounts and real property tax.
- Assisted in transition from SAP Business One to SAP All in One which is more complex and sophisticated platform catering to the Company's growth and expansion.
- Functions as a part of Accounts Receivable team to come up with monthly reports on receivables, cancelled accounts, delinquent accounts and delayed payments etc.
- Follow up on dues by contacting clients via email, mobile phone and agents.
- Assisting BIR on requests on required documents for equities, transfer charges and other transactions.
- Assisting external auditors on annual audit concerns.
Accounting Associate
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2022 to June 2023 (16 Months)
Duties and Responsibilities:
- Ensured all payments were properly scanned, documented, and backed up with corresponding supporting records (e.g., receipts, confirmations) for audit compliance and transparency.
- Assisted with Accounts Receivable functions using Salesforce and QuickBooks Online, including invoice generation, tracking, and follow-up.
- Sent timely payment confirmations to clients upon closure of invoices in QuickBooks to maintain clear communication and accurate records.
- Drafted and distributed new client service agreements during onboarding, and maintained secure records of signed contracts for future reference.
- Acted as a first point of contact for client queries and concerns, delivering prompt and professional resolution to maintain strong client relationships.
Senior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
July 2023 to June 2025 (22 Months)
Duties and Responsibilities:
- Financial Review & Analysis: Conduct in-depth reviews of client financial statements to ensure accuracy, compliance, and actionable insights for decision-making.
- Client Onboarding: Verify and validate client onboarding documents, ensuring completeness, correctness, and adherence to internal policies.
- Process Documentation: Create and maintain Accounting Standard Operating Procedures (SOPs) using Notion to standardize workflows and drive operational efficiency.
- Training & Team Support: Train and onboard new employees on internal tools, accounting systems, and process best practices to ensure consistent team performance.
- Project & Task Management: Oversee task delegation and completion using Asana, ensuring alignment with timelines and strategic goals.
- Tracked, categorized, and managed high-volume bank and credit card transactions with accuracy and efficiency.
- Performed monthly reconciliations for bank, credit card, and checking accounts, ensuring timely and error-free reporting. •
- Processed payroll via Gusto, integrating time and sales data from Clover, Homebase, and other platforms to ensure accurate compensation and compliance.
- Prepared, analyzed, and distributed monthly Financial Statements for a portfolio of over 30 clients across various industries.
- Filed monthly and quarterly multi-state sales tax returns, staying up to date on jurisdictional requirements and deadlines.
- Led onboarding clean-up efforts by reviewing historical data, correcting discrepancies, and setting up streamlined workflows.
- Organized and maintained client financial records in Google Drive for audit-readiness and team collaboration.
- Actively documented accounting processes and procedures to support knowledge sharing, standardization, and scalability.
Accountant
Industry:
Employment Period:
July 2023 to April 2025 (21 Months)
Duties and Responsibilities:
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accounting Technology
Graduation Date:
March 21, 2015
Located In:
Philippines
License and Certification: :
Australian Taxation: Business Activity Statement, Installment Activity Statement, Income Tax Return
Australian Taxation: Individual Tax Return
Career Service Professional Eligibility
Field of Study:
Finance/Accountancy/Banking
Major:
Management Accounting
Graduation Date:
March 28, 2016
Located In:
Philippines
License and Certification: :
Certificate IV in Accounting and Bookkeeping AB2 Institute of Accounting
Xero Advisor Certified
QuickBooks Certified ProAdvisor
Buildum
Skills
ADVANCED ★★★
-
Accounting, Account Management, Bookkeeping, QuickBooks, Google Apps, Social Media Management, SAP Accounting, Microsoft Office, Microsoft Excel,
INTERMEDIATE ★★
-
Digital MarketingSalesforce CRMTrelloXeroAustralian GST
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12654296848
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core 5
- Operating System: Windows 10
All-inclusive Rate: USD $9.37/hr
Jonalyn
Candidate ID: 431738
ADVANCED
-
JD Edwards, Xero, Office 365, Skype...
INTERMEDIATE
-
IFCA, Trello, Accounts Payable Management, Accounts Receivable Management...
Median Rate
$9.37
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.37 per hour or $USD 811.98 per month
Full Time: $USD 9.37 per hour or $USD 1623.97 per month
Remote Staff Recruiter Comments
- Jona is a Certified Public Accountant with 10 years of relevant experience. She was employed within the BPO, accounting firm, and real estate industries in progressive roles. She showcased her expertise in different accounting functions to clients based in Australia and Singapore. In addition, she also provided consulting services to local clients for 2 years where she got exposed to royalty reporting for a real estate client.
- She is proficient in supporting, but not limited to, the following:
- General Accounting
- Reporting Analysis
- Budgeting
- Taxation
- Bookkeeping
- Accounting Reconciliation
- She used numerous applications and software such as JDE, Xero, IFCA Property Plus, QuickBooks Desktop, SAP, MS Excel, MYOB, Sleek ERP, Dext/Receipt System, HubDoc, Zendesk, Front, Slack, and MS 365.
- She is a certified Xero Advisor.
- She can start immediately, prefers the day shift, and is open to either a part-time or full-time position.
Strongest Behaviors
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
- Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
- Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
Jonalyn is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.
Jonalyn strives to make sure that things get done right, and is often placed in positions of control and trust. Given the necessary guidelines, will carry out responsibilities authoritatively and firmly. Has a sense of urgency and works and functions, in general, at a faster-than-average pace, making decisions quickly as long as they are the kind of decisions that can be made in support of accepted policies.
Employment History
Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2017 to November 2021 (54 Months)
Duties and Responsibilities:
- Develop and analyze reporting and financial modeling for project operations and budgets
- Review the budget and actual project financial summary presentation tables and charts
- Analyze and post general ledger journals for projects as required
- Monitor project invoices, payables, receivables and costs associated with each project
- Review weekly project revenues and costs against prior week’s data for any anomalies
- Provide project managers with timely project financial reports, budgets and forecasts
- Ensure project cash flow by generating, auditing and sending invoices to clients in a timely manner
- Map the project budget to the Accounting Software chart of accounts and update general ledger accounts within said budget
- Process payroll costs allocation and other related costs to appropriate projects
- Perform project accounting for all non-Project Financial Summary projects using standardized margins until the project has been completed
- Oversee and supervise one of company’s branch (Datatel)
- Suggested and amended the chart of accounts and some financial reporting requirements in conformity with the main office
- Review and approved draft entries in Xero system
- Monitor and make sure that all transactions related for the month have been entered in Xero system before closing accounting period
- Supervise and evaluate the work of my team
Project Accountant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2016 to April 2017 (8 Months)
Duties and Responsibilities:
• Export, update and review monthly project actual revenues, costs, outstanding purchase order/commitments, supplier payments and customer receipts from the JDE software in the project financials
• Work with the Project Manager to update the individual variations, both revenues and costs to the original agreed scope of work and budget
• Update JDE with the new monthly forecast and run the profit recognition process and check that the financial results from JDE match the financial results in the project financial summary
• Update the rolling 15-month forecast report, and review presentation tables and charts for review meeting
• Perform other assigned tasks within my capabilities
Finance
Industry:
Property / Real Estate
Employment Period:
April 2013 to July 2016 (39 Months)
Duties and Responsibilities:
- Cash Flow Management/budgeting
- Monitor and analyze budget versus actual expenses
- Accounting - ensure that income targets are met and current ratio (not less than 1) and DE ratio (not more than 3) are compliant to debt covenants
- Funding - ensure the funding plans are implemented. Loans are released on time
- Preparation of financial projections of the whole company
- Ensure that expenses are within the budget and still align with the agreed targets
- Preparation of financial projections for the company
- Help and recommend in setting plans for comprehensive funding strategies for each project funding requirements
- Supervise and evaluate the work of Project Finance Officer
- Involved in the strategic planning and in the conceptualization of future projects
- Perform other functions required by CFO and COO
- Perform additional function as Accounting Supervisor from January 2016 to April 2016:
- Monitor and analyze accounting data and produce financial reports or statements
- Recommend cash disbursements by verifying check amounts against invoices
- Ensure that all general ledger accounts are reconciled to subsidiary records
- Guide other departments by interpreting accounting policies and procedures
- Ensure the accuracy and timely processing of accounting transactions, and timely reporting of monthly financial information
- Approve ledger entries by auditing transactions
- Help in the development and implementation of new database accounting system
Payroll Tax Practitioner
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2012 to February 2013 (6 Months)
Duties and Responsibilities:
- Maintain payroll records in Payroll system and update systems that support payroll processing
- Reconcile client weekly and quarterly payroll
- Ensure accuracy of net pay and process remittance payments
- Communicate or respond to queries for any payroll delivery questions/changes
- Provide the client with support and data for any internal and external audits
- Ensure compliance to the client's existing standards, GAAP and other applicable laws
- Develop and keep current complete process documentation including flow charts with key control points, process narratives and desk procedures
- Update client employee's tax forms including W2 Form
- Perform other duties that may be assigned by the manager
Internal Auditor
Industry:
Construction / Building / Engineering
Employment Period:
December 2010 to July 2012 (19 Months)
Duties and Responsibilities:
- Conducts cash audit and review the monthly summarized liquidation by the Finance Officer for Tagaytay City and Bontoc Branch Office
- Monitor the cost of construction materials and verify payment to major suppliers
- Check and validate that all petty cash released are properly disbursed
- Responsible in monitoring the collection from clients and government projects
- Conducts the checking of payroll
- Perform other duties that may be assigned by the Owner/Manager
Public Accountant & Tax Practitioner
Industry:
Accounting / Audit / Tax
Employment Period:
February 2020 to April 2022 (26 Months)
Duties and Responsibilities:
- Supports small businesses and individuals with tax and financial statement
- Organize and file income tax returns and documents for clients
- Assess business and financial transactions and prepare accurate reports
- Help develop and implement effective accounting policies and processes
- Monitor bookkeeping activities regularly
- Help in reconciliation and review of client’s accounts
- Respond to tax and accounting related issues
Senior Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
April 2022 to May 2023 (13 Months)
Duties and Responsibilities:
- In charge of the day-to-day financial transactions and complete posting processes, verify if transactions are recorded correctly in the ledger, perform partial check of posting processes, and perform bank reconciliation.
- In charge of maintaining full sets of books for a portfolio of clients including bank reconciliations, fixed assets register, raising journals and preparing financial reports in Xero accounting system
- Preparing Unaudited Financial Statements, SG GST quarterly submissions, and payroll support for Singapore clients
- Working with diverse range of clients from small to large companies with various range of industries
- Understand and adhere to financial regulations and legislation under Singapore Financial Reporting Standards (SFRS)
- Work with internal stakeholders and third-party consultants on the specifications
- Assisting the portfolio lead in providing CFO services to our clients which include Financial Planning and Analysis
- Managing a team of bookkeepers and portfolios of clients
- Other ad-hoc accounting related duties as requested by the Management
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
April 17, 2010
Located In:
Philippines
License and Certification: :
Certified Public Accountant
Skills
ADVANCED ★★★
-
JD Edwards, Xero, Office 365, Skype, General Accounting, Reporting Analysis, Budgeting, Taxation, Bookkeeping, Accounting, Accounting Reconciliation, Critical Thinking, Time Management,
INTERMEDIATE ★★
-
IFCATrelloAccounts Payable ManagementAccounts Receivable Management
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15293095844
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: LENOVO Ideapad Slim 3
- Processor: 11th Gen Intel(R) Core(TM) i5-1135G7 @ 2.40GHz 2.42 GHz
- Operating System: Windows 11
All-inclusive Rate: USD $8.43/hr
Jessah
Candidate ID: 431519
ADVANCED
-
Bank Reconciliation, Accounts Payable Management, Accounts Receivable Management, AppFolio...
INTERMEDIATE
-
Auditing, QuickBooks, Xero...
Median Rate
$8.43
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.43 per hour or $USD 730.75 per month
Remote Staff Recruiter Comments
- Mae is a Highly efficient and self-motivated Accountant with 4 years of proven meaningful experience in accounting and remote bookkeeping.
- She is able to focus on tasks with minimal supervision, versatile and well rounded with different accounting software such as AppFolio, QuickBooks, Xero, and Spreadsheet.
- She is a Certified Public Accountant
- She is also a Xero Certified Advisor and Quickbooks Pro Advisor
- She has done reconciliation of bank accounts in QuickBooks Online. She does monthly Reconciliation of bank accounts in AppFolio.She also do Financial Statements Review.
- She can start with one week notice
Predictive Index Behavioral Profile- Individualist
Strongest Behaviors
- Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
- Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
- Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.
- Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
Jessah Mae Joyce is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.
Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.
Employment History
Accountant I
Industry:
Government / Defence
Employment Period:
September 2017 to December 2020 (38 Months)
Duties and Responsibilities:
Freelance Bookkeeper/Accountant
Industry:
Accounting / Audit / Tax
Employment Period:
December 2020 to August 2025 (55 Months)
Duties and Responsibilities:
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
January 1, 2016
Located In:
Philippines
License and Certification: :
- Certified Public Accountant
- Quickbooks Online Pro Advisor
- Xero Certified Advisor
Skills
ADVANCED ★★★
-
Bank Reconciliation, Accounts Payable Management, Accounts Receivable Management, AppFolio,
INTERMEDIATE ★★
-
AuditingQuickBooksXero
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: Download: 4.79, Upload: 16.75
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Lenovo
- Processor: Intel Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $6.56/hr
Jennylyn
Candidate ID: 430770
ADVANCED
-
Loans Processing, Credit Analysis, Payroll Processing...
INTERMEDIATE
-
Ariba, JD Edwards, MYOB...
Median Rate
$6.56
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 6.56 per hour or $USD 1136.56 per month
Remote Staff Recruiter Comments
- Jen has been working since 2012 and has handled roles such as Customer service Representative, Accounts payable helpdesk, Senior Loan processor, and Document Registration/ Credit Officer within BPO, Insurance, Loan, and Mortgage industries.
- She honed her skills in Customer Service, Admin support, She honed her skills, in the end, to end loan processing from lodgment through to settlement, Credit assessor, Loan approval, Bank statement Analysis, creating new customer records, Document preparation, Ensuring of Pre Settlement Documents, Disbursement of pricing matrix.
- She worked with US and Australian clients and brokers.
- Well versed with the following software tools:
- Mercury- 4 years
- Apply Online
- Encompass
- MS Excel
- CRM
- She can start Immediately.
Employment History
DOCUMENT REGISTRATION SPECIALISTS
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
December 2020 to December 2021 (12 Months)
Duties and Responsibilities:
- Handle US based account Mortgage
- Review URLA1003 (Application Form), and Appraisal Report compare to AUS listed.
- Review all documents from Encompass in E-Folder indicate reviewed button to signal investor
- Condition missed documents, need update or any question regarding submission of documents thru Encompass
- Prepare Income Calculation Worksheet for Self Employed, S-Corp, Partnership, Retired, SSN income, Salary Base and for UW to Review and Approve
- Input flood certificate information to encompass and Condition if missing
- Order Mavent and Data Verify.
- Review the documents and indicate any issues needing for further review by the Underwriter
SENIOR LOAN PROCESSOR
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2016 to April 2020 (44 Months)
Duties and Responsibilities:
- Create new customer/loan records via mercury, meteor and loanworks
- Ensuring fact find, supporting docs, application form, 100Ps are completed properly and signed
- Preparation of various documents such discharge forms, Credit Checklist, ApplyOnline forms and Lenders Checklist
- Ensuring of Pre Settlement Documents are correct before submitting to Solicitors
- Disburse Pricing Matrix from time to time for the margin, delivery rates, and commission
ACCOUNTS PAYABLE HELPDESK
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
April 2015 to July 2016 (15 Months)
Duties and Responsibilities:
- Data Entry invoice in Ariba, JDE and Oracle
- Answer Phone Calls related to Collection of Payment and Cheque Deposit
- Prepare detailed reports using SAP software
- POC Officer for the entire team
- Handling communications with clients and vendors via phone, and email.
VA Mortgage Broker Assistant
Industry:
Banking / Financial Services
Employment Period:
March 2024 to February 2025 (10 Months)
Duties and Responsibilities:
- Data entry in applyonline
- Data entry in Flex
- Submitting Loans to Lender
- Call different lenders such as ANZ, NAB, WBC and more for follow ups and settlements
- Administrative tasks that the broker required such as preparing discharge forms, contact clients for a follow up on missing documents, send credit guide and application form for new clients, create record of new clients etc.
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Management
Graduation Date:
January 1, 2015
Located In:
Philippines
License and Certification: :
- Deans Lister in Year 2013 to 2015
Skills
ADVANCED ★★★
-
Loans ProcessingCredit AnalysisPayroll Processing
INTERMEDIATE ★★
-
AribaJD EdwardsMYOB
Work at Home Capabilities:
- Internet Bandwidth: 10 Mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: HP
- Processor: Intel Core i7
- Operating System: Windows 10
All-inclusive Rate: USD $11.71/hr
Danilo
Candidate ID: 429547
ADVANCED
-
Microsoft, Oracle, Analytical Skills, Reporting Analysis...
INTERMEDIATE
-
QuickBooks Pro, SAP Accounting, MYOB, Sage...
Median Rate
$11.71
$13.18
if $1 = PHP52
$16.00
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 11.71 per hour or $USD 2030.14 per month
Remote Staff Recruiter Comments
- Danny, a Certified Public Accountant, has been working for 25 years, specializing in finance and accounting. He worked overseas and decided to stay in the country to spend time with his family. Some of the industries he was employed in were healthcare, BPO, repair and maintenance services, and marine.
- He was a Remote Contractor for a year to an Au-based sports company where he got exposed to GST, BAS, and the preparation of requested documents/data for ITR.
- He is offering bookkeeping and accounting consultancy to local small and medium business owners.
- With 25+ years of experience, he became proficient in performing the following:
- Financial Reporting
- Financial Analysis
- Accounting
- Bookkeeping
- Accounts Receivables
- Accounts Payables
- Inventory Management
- Fixed Asset Management
- General Ledger
- Account Reconciliation
- Bank Reconciliation
- He is also an adept user of QuickBooks, Xero, SAP. JD Edwards, Oracle, Excel, Hyperion, MS Apps (Excel, Word, Sway), and Stripe.
- He is a Certified Real Estate Salesperson.
- He holds a degree in Accounting.
- He is amenable to start immediately to any full-time, day shift role.
Strongest Behaviors
- Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
- Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
Danilo is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.
Danilo is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.
Employment History
Staff FP&A Analyst
Industry:
Repair and Maintenance Services
Employment Period:
August 2008 to February 2019 (125 Months)
Duties and Responsibilities:
- Played a stellar role in month end closing of books and completion of process on time
- Reviewed current month transactions in line with the budget, estimates and target.
- Ensured for regular monthly booking of depreciation, prepayments and accruals.
- Ensured for proper revenue recognition and cost accumulation.
- Ensured effective preparation of:
- Monthly financial package for review and deliberation with SCM/MF and meet deadline
- Operating plans (SII) adjust as required prior to finalization and meet deadline
- Efficiently conducted weekly Bullet Train reviews with operations
- Lead on plans or projects to keep expenses at minimum
- Significantly reviewed account reconciliation and met internal deadline
- Lead the quarterly pre-close review with SMF.
- Essayed a key role in delivering other internal customers' requirement and meeting deadlines
- Five year actual sales and margin report.
- Five year actual Variable and Base(Admin) Costs.
- Headcount movement for the last five years.
- Account detailed transactions.
- Collaborated with operations and support teams in process simplifications and full controllership implementation.
- Payroll system and clock in/out system.
- Electronic expense claims.
- Electronic banking system on payables and other payments.
- Implementation of SAP system.
AR Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2006 to August 2008 (27 Months)
Duties and Responsibilities:
- Essayed a key role in driving cash and reducing receivables
- Carried out:
- Monthly AR review and report forecast and tracking for follow ups
- Weekly meeting with 5 collectors and distribute customer accounts and follow ups
- Handled customer payment follow up focused on aged receivables
Accountant
Industry:
Healthcare / Medical
Employment Period:
January 1989 to November 2000 (142 Months)
Duties and Responsibilities:
- Played a stellar role in job costing and invoicing.
- Carried out:
- Sales and CM reporting that showed percentage range from 30% to 40% with estimated volume range from $5MM to $7MM per annum
- Ad hoc costs analysis
- Comparative analysis by year/ product/ elements of cost and identified factors of increase and decrease
Accounting Specialist
Industry:
Repair and Maintenance Services
Employment Period:
January 2001 to May 2006 (64 Months)
Duties and Responsibilities:
- Played a stellar role in monthly billing and closing of books and completion of process on time
- Carried out:
- Sales and CM reporting that showed percentage range from 30% to 40% with estimated volume of $7M per annum
- Ad hoc costs analysis
- Comparative analysis by year/ product/ elements of cost and identified factors of increase and decrease
- Played support role in proposal and bid preparation.
- Compilation of required information.
- Completion of proposal and bid package and documentation
Bookkeeper/Accountant
Industry:
Employment Period:
January 2019 to November 2023 (58 Months)
Duties and Responsibilities:
- Assists local small and medium business
- Updates journals and books
- Filing of BIR taxes in behalf of the client
Freelance Accountant
Industry:
Marine / Aquaculture
Employment Period:
December 2021 to June 2022 (6 Months)
Duties and Responsibilities:
- General accounting
- Updates journals and books
- Monitors incoming inquiries via email
- Follow up receivable collections
Senior Bookkeeper
Industry:
Sports
Employment Period:
June 2022 to June 2023 (12 Months)
Duties and Responsibilities:
- Bank Reconciliations
- Performs daily bank reconciliations across 3 entities
- Accounts Payable
- Process bills in Xero, procure appropriate approvals, control against duplicate payments, batch up bills for payment and load to bank account for payment
- Digitally files received bills relating to team trusts and communicates proactively with trustee for their payment
- Identify and create repeat or one-off intercompany payables between our group entities and arrange payment thereof
- Processing employee reimbursements as required
- Maintains subledgers of liabilities for gift vouchers, and special arrangements with corporate partners
- Analyzing, planning and reporting on forecasted cash flow to proactively plan payables
- Prize monies
- Periodic management of prize money pay-out including calculation and reconciliation
- Preparation of communications emails
- Compile Stripe credits for processing and reconcile implementation by external provider
- Accounts Receivables
- Reconcile Shopify & Stripe sales orders, refunds, fees receivables
- Manually generate sales invoices for subscription fees receivable from trustee
- Identify and invoice group companies for expenses incurred through intercompany arrangements
- Assists compile, control and report upon aged debtors and failed payments recovery
- Collaborate with customer service to facilitate failed payments recovery process improvements
- Digital Inventory Stock Take
- Maintain the timely reconciliation and recording of ownership units owned by TRL in each horse racing team trust
- Asset purchases and sales
- Record the recognition of purchases and sales of horses
- BAS review and preparation for lodgment
- Record GST tax codes correctly
- Loans
- Independently calculate and generate invoicing for interest on intercompany loans
- Share Capital Accounting & Ownership Registers
- Accounting for changes in share and option ownership changes
- Maintenance of share and options capital register
- Other
- Comfortable managing processes autonomously without on-going supervision
- Able to manage self to to deadlines and quality standards
- Performs reconciliation of own work to assure entries are recorded accurately
- Adheres positively to company standards, feedback and embraces organizational change
- Managing multiple Gmail inboxes (there are three)
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Commerce & Accounting
Graduation Date:
January 2, 1980
Located In:
Philippines
License and Certification: :
- Certified Public Accountant
- Training on Controllership and Six Sigma (Green Belt) Certification
Skills
ADVANCED ★★★
-
Microsoft, Oracle, Analytical Skills, Reporting Analysis, JD Edwards, Inventory Management, Cost Accounting, Sales operations, Asset Management, Pivot table, Macro Skills, Bookkeeping, Financial Analysis,
INTERMEDIATE ★★
-
QuickBooks ProSAP AccountingMYOBSage
Work at Home Capabilities:
- Internet Bandwidth: 25 Mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/12640013127
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Aus
- Processor: Intel Core i5
- Operating System: Windows 11
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Darren Aragon is a multifaceted writer with a background in Information Technology, beginning his career in research at Pen Qatar and transitioning through customer service to a significant role at Absolute Service, Inc. His journey into freelance writing in 2021 has seen him excel across various niches, showcasing his adaptability and deep understanding of audience engagement.
