Mariz Santos

Accounting professional with over five years of experience supporting Australian and local clients across SMSF accounting, accounts receivable, and general accounting functions. Currently working as an SMSF Accountant, preparing financial statements, tax returns, and compliance documentation, while processing fund transactions and ensuring adherence to ATO and ASIC requirements using Xero, Class, NowInfinity, and ATO Portal. Brings strong experience in billing, reconciliations, AR management, and financial reporting, with a proven ability to manage high-volume workloads, resolve discrepancies, and meet strict deadlines.

Known for accuracy, efficiency, and delivering compliant, high-quality outputs in fast-paced, client-focused environments.

SMSF Accountant & Admin Support - TOA Global Clark

(2023-03)

Australian Client

• Prepare annual financial statements, tax returns, and compliance documentation for SMSFs
• Process fund transactions including contributions, pensions, and investments
• Assist senior accountants and client managers with reporting and financial analysis
• Handle ASIC administration including annual statements, forms preparation, and lodgements
• Manage ATO Portal tasks such as reviewing lodgements, debts, and client records
• Prepare and send client documents via DocuSign
• Perform client onboarding, maintain accurate records, and manage document workflows
• Utilize Xero, NowInfinity, Monday.com, and other platforms to support operations

Senior Accounts Receivable (AR) Accountant - Transnational Aviation Support Services Inc.

(2022-01 - 2023-03)

• Managed billing operations for 14 airline stations
• Generated invoices, Statements of Accounts, and Official Receipts
• Performed account reconciliations and maintained AR records
• Monitored AR aging and ensured timely collection of payments
• Investigated and resolved billing discrepancies with clients and station heads
• Produced monthly financial and management reports
• Filed BIR returns and supported financial compliance requirements

Accounting Staff - Laus Group of Companies – Haima Dau

(2020-09 - 2022-01)

• Prepared financial reports including bank reconciliations and financial statements
• Assisted in budgeting, forecasting, and financial planning
• Maintained accurate accounting records and ensured data integrity
• Supported month-end and year-end closing processes and monthly inventory

ESL Teacher - Global Standard

(2019-07 - 2019-11)

• Taught Basic English to international students
• Developed learning materials and visual aids to improve communication skills

Bachelor of Science - Accountancy - Jose C. Feliciano College Foundation (2019 - 2020)

Bachelor of Science - Accounting Technology - Mabalacat City College (2015 - 2019)