Workflow Automation Specialist
Aprio Philippines Inc.
April 25, 2022 - March 30, 2023
•Onboard new clients
•Setup, cleanup and catch up clients' accounting books
•Transition client account to recurring team
•Communicate with client various needed items to complete onboarding
US Sales Tax Accountant
TOA Global Inc. / September 1, 2020 - April 22, 2022
Client Name: TaxValet
•Prepare and submit sales tax filings.
•Monitor clients’ tax collection variances.
•Provide assistance to resolve time-critical issues.
•Assist with special client projects like submitting late or amended sales tax returns, managing audits, and updating clients' company information with the states.
•Create and update internal documentation, workflows and processes.
Senior Analyst
TOA Global Inc. / February 18, 2019 – August 28, 2020
Client Name: Scalefactor Inc.
1. Designation: Studio Accountant
• Performs monitoring of accruals, prepayments, and depreciation/amortizations.
• Constantly communicating with client for customer-related concerns especially audit adjustments.
• Prepare monthly bank and other account reconciliations depending on availed services
• Performs monthly financial close, including Sales Monitoring, Deferred Revenue Accounting, Consolidation and Home Office-Branch Accounting.
• Analyze and review financial statements and recommend necessary adjustments
2. Designation: Onboarding Technical Specialist
• Clean-up accounting books for new customers including classification of historical transactions, creating adjustment entries to tie out to prior year Tax Return and reconciliation of Balance Sheet and Profit and Loss Statement
• Work closely with customers to identify gaps and issues within their accounting and finance processes and documentation
• Analyze and review the profit and loss statement through the identification of trends and outliers
• Identify discrepancies and reconciliation issues within the balance sheet and determine the most efficient resolution
• Assess and improve customer processes to increase efficiencies and improve financial reporting and business analytics
• Perform quality controls for customer deliverables. Attention to details is a must to ensure the high quality standards client sets for customer financials.
“My Filipino specialist who is absolutely amazing..go get your OFS today!”
Eden Einav
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