Financial Analyst/Accountant/Unit Manager 

Overview

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

at $10.00/hour ($1,760.00/month)

Bachelors degree

Last Active

February 12th, 2025 (5 days ago)

Member Since

June 19th, 2015

Profile Description

PRIMARY SKILLS · Comprehensive knowledge of various accounting processes and activities.· Bookkeeping Processes.· Filing of Income Tax Return (Philippines and US).· Preparing and Analyzing Financial Statements.· Experienced in using QuickBooks extensively for accounting tasks.· Knowledgeable in Internal Auditing· Project Management· People Management    Technical Skills: · Proficient in Microsoft Office applications· Proficient in Internet applications· Proficient in using SAP (· Proficient in Tax Pro Accounting System· Proficient in Vertex Tax Accounting System· Experienced in Rent Manager System Transferable Skills: l Demonstrated ability to manage change and maintain flexibility in challenging environmentsl Excellent interpersonal and communication skillsl Strong desire for learning with high stress tolerance and a deep commitment to workl Proven effective leadership abilitiesl Sociable and able to work well within a teaml Detail-oriented with strong analytical skillsl Focused on meeting Service Level Agreements (SLA)l Goal-driven and responsiblel Honest and trustworthyl Capable of working independentlyl Good salesperson with strong people-oriented skills  WORK EXPERIENCES: Sunlife of Canada Phil.  Inc.Unit Manager (Upgrade to see actual info)Responsibilities:Team Leadership and Management:l Recruit, train, and mentor financial advisors.l Conduct regular teaUpgrade to see actual infoetings and performance reviews.l Develop strategies to achieve team sales targets.l Provide guidance and support to teaUpgrade to see actual infombers on sales techniques and product knowledge.Sales Management:l Set sales targets and monitor progress.l Develop and implement sales plans to meet company goals.l Analyze sales data and market trends to identify opportunities for growth.Client Relationship Management:l Ensure high levels of client satisfaction and retention.l Address client concerns and provide solutions promptly.l Maintain strong relationships with key clients and Upgrade to see actual infopliance and Reporting:l Ensure that all teaUpgrade to see actual infombers adhere to regulatory requirements and company policies.l Prepare and submit regular reports on team performance and sales activities.l Conduct audits and assessments to ensure compliance with industry standards.Sunlife of Canada Phil.  Inc.FinancialAdvisorResponsibilities (Upgrade to see actual info)Client Consultation:l Meet with clients to understand their financial goals and needs.l Provide personalized financial advice and solutions.l Explain the features and benefits of various financial products and services.Financial Planning:l Develop comprehensive financial plans tailored to clients' objectives.l Offer investment advice, retirement planning, insurance, and wealth management services.l Review and update financial plans regularly to reflect changes in clients' circumstances.Sales and Marketing:l Promote Sun Life’s products and services to potential clients.l Conduct seminars and workshops on financial planning.l Utilize various marketing strategies to attract new clients and retain existing ones.Client Relationship Management:l Maintain ongoing communication with clients to ensure their financial needs are met.l Address client inquiries and provide timely solutions.l Foster long-term relationships with clients to build trust and Upgrade to see actual infopliance and Continuous Learning:l Stay updated with industry regulations and product knowledge.l Ensure all advice and transactions comply with legal and regulatory requirements.l Participate in continuous professional development and training programs. Johnson and Johnson InternationalFixed Asset Accountant (Upgrade to see actual info) l Responsible in managing the overall fixed assets books based on MRC’s assigned.l Responsible is reviewing and approving budgets and purchase requisitions for the different projects and purchases made by the company.l Ensuring that all approvals are complete and Capital and Expense appropriation are correct.l Responsible in creating Capital and Expense Internal Order and setting up budget in the system.l Responsible in approving corporate spending review and approval.l Responsible in setting up budget capital/expense in SAP Atlas System.l Responsible in resolving issues and related to fixed assets transactions and adjustment to corporate ledger.l Reporting monthly Fixed Assets Financial Statement movement and status.l Ensure that all opco’s concern and inquiry are being addressed on a timely manner.l Ensure that all issues encountered during the reconciliations of expenses and capital budget are being communicated to our Opcos’ in the United States.  Deutsche Knowledge Services Pte Ltd.(Deutsche Bank Group) Analyst (2013) Responsibilities:l Asia Pacific Region (Indirect Tax Processor):l Responsible in the quarterly MIS reporting of indirect taxes across Asia Pacific region to finance directors for the proper substantiation of specific indirect taxes.l Prepares monthly reporting of United Kingdom and Singapore Indirect Tax Travel Expenses.l Prepares monthly reporting of Australia and Singapore Offshore Indirect Tax transactions for VAT reclaim of DB AG entities not based in Australia and Singapore.l Prepare monthly reporting of Singapore Brokerage Cash and Options Indirect Tax transactionsl Proactively manages and coordinates team supplies requisition needsl Responsible for scheduling and coordinating teaUpgrade to see actual infoetings and logistics  Deutsche Knowledge Services Pte Ltd.(Deutsche Bank Group) (Upgrade to see actual info)Financial Analyst( Corporate Tax)(Upgrade to see actual info)Responsibilities:  Asia Pacific Region (Indirect Tax Processor):l Responsible in the quarterly MIS reporting of indirect taxes across Asia Pacific region to finance directors for the proper substantiation of specific indirect taxes.l Prepares monthly reporting of United Kingdom and Singapore Indirect Tax Travel Expenses.l Prepares monthly reporting of Australia and Singapore Offshore Indirect Tax transactions for VAT reclaim of DB AG entities not based in Australia and Singapore.l Prepares monthly reporting of Singapore Brokerage Cash and Options Indirect Tax transactions US Corporate Tax Processor:l Responsible for Corporate tax requirements both for head office and regulatory reporting purposes of DB entities in the Americas region.l Performs monthly tax accounts analysis to ensure that differences between book and tax reserves can be explained and substantiated.l Performs monthly tax provision of assigned entities and preparation of journal entries for booking by DBOI finance team.l Reconciles monthly book and tax reserves and provides reconciliation support to US Tax accounts for MRP purposes.l Prepares Tax Workbooks of assigned legal entities for head office reporting.l Prepares annual tax returns for Corporations/Partnerships/Trust/LLCs, including tax return extension.l Prepares annual state and local tax returns, including quarterly estimated tax payments.l Non-RTB activities within Corporate Tax:l Acts as the team’s POC for the preparation and submission of the monthly KPI report, including rag commentary.l Actively participates in post mortem discussions by raising relevant production issues and providing suggestions for resolution.l Actively participates and provides inputs to change initiatives around reporting changes and controls and process review.l Provides inputs to supervisors and team lead when assessing the adequacy of Key Control Points (KCPs) and Quality Assurance (QA) checklist.l Supports the supervisors in the FTE analysis and regular review of the team’s capacity/workload.l Act as a team’s POC in Fostering activities and Fostering budgets.l Acts as a team’s lead to social activities within the work stream and DKS as a whole. American Family Communities, LLC (2015)-Online Job, USA Based Employer.Account Receivable AccountantResponsibilities: l Responsible in posting customer payments to Rent Manager.l Responsible in verifying real check owners (names and signature), extracted from Earth Class Mail.l Responsible in searching lost check/lost payments.l Responsible in adjusting and correcting customer accounts error in Rent Manager.l Act’s as the primary approver of valid bills/invoices to be paid through avid exchange and import to Rent Manager for final payment using company checking account or savings account.l Responsible in daily reconciliation and substations of account receivables and AR breaks in Pay lease, Rent Manager and company’s bank account per property.l Performs day to day reconciliation of online payments credited to companies bank account.l Responsible in paying credit card purchases of Community Managers through phone whenever they run out of balance of their own company credit card.l Responsible in posting Charges to customers account in rent Manager.l Responsible in computing and posting of utility charges such as water, electricity, gas, sewer and any other charges w/c is due to customer in Rent Manager.l Responsible in computing and posting of utility tax charges in Rent Manager.