Senior Accountant at Peter Holtz CPA (2026-05 – 2026-07)
- Team Leadership & Client Management: Managed and mentored a team of 3 accounting technicians delivering full-cycle bookkeeping for a portfolio of 63 SMB client accounts, maintaining 100% on-time delivery against firm quality standards.
- Financial Review & Quality Control: Performed final reviews of month-end closes, general ledger coding, bank reconciliations, accruals, prepaid amortization schedules, depreciation, payroll entries, and sales tax journal entries across QuickBooks Online (QBO) and Xero.
- Executive Reporting & Stakeholder Relations: Led weekly operational status meetings and presented monthly financial statements and deliverable reports to the firm owner; facilitated client meetings that strengthened partner trust and retention.
- Workforce & Operations Management: Administered team workflows in Sprout, approving overtime, leave, schedule changes, and attendance certificates to keep resourcing balanced across the team.
Senior Accountant at Rbox International | HerculesRx (2025-09 – 2026-03)
- NetSuite Financial Operations: Directed full-cycle Accounts Payable, Accounts Receivable, and invoicing workflows within Oracle NetSuite, maintaining accurate vendor and customer master data across all transaction flows.
- Month-End Close Execution: Performed complex monthly bank reconciliations, posted adjusting journal entries, and generated balance sheet and profit & loss (P&L) reports to support timely month-end close cycles.
- Compliance & Deliverable QA: Reviewed team-prepared financial and management reports for accuracy and internal compliance prior to distribution to executive leadership.
US Auditor at ConnectOS | Gerstle, Rosen & Goldenberg PA (2023-11 – 2025-02)
- Audit Testing & Documentation: Executed substantive testing procedures and assembled standardized audit working papers for condominium association audits in full compliance with U.S. Generally Accepted Auditing Standards (GAAS).
- Risk & Controls Assessment: Evaluated client internal control environments and financial records to identify risk areas, variance anomalies, and potential reporting discrepancies.
Senior In-Charge at Grant Thornton Philippines (2022-06 – 2023-07)
- Audit Engagement Management: Led end-to-end financial statement audit engagements, supervising audit associates and reviewing complex working papers for adherence to Philippine Financial Reporting Standards (PFRS).
- Client & Executive Communication: Served as primary point of contact for client executive teams, resolving audit queries, managing deliverable timelines, and streamlining field audit operations.
US Tax Preparer at 1-800 Accountant (2020-02 – 2022-05)
- US Tax Return Preparation: Prepared multi-entity U.S. federal and state tax returns using Lacerte tax software, including Forms 1040, 1041, 1065, 1120, and 1120S with Schedules A, B, C, D, and E.
- Regulatory Compliance: Ensured accuracy and adherence to IRS regulations and state tax codes for New York-based individual, corporate, and trust/estate clients.
Audit Associate at PwC Philippines (2019-07 – 2020-01)
- Core Financial Auditing: Performed substantive audit procedures, analytical reviews, and general ledger testing under PFRS to support audit opinion formulation on client financial statements.
- Working Paper Management: Developed detailed audit working papers documenting procedures, test samples, and evidence gathered throughout each engagement.
Associate at Deloitte (2018-04 – 2018-09)
- Technical Accounting Advisory: Supported IFRS 16 (Leases) implementation projects by reviewing and analyzing client lease agreements to establish compliant accounting treatments.
- Financial Modeling: Built accounting models to calculate lease liability and right-of-use (ROU) asset balances, supporting client transitions to the new international reporting framework.
