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Juna W. | Elance
 
176985602337900
Last Sign-in: Sep 13, 2014

Juna W.

CPA
   United States
  |   Norwalk, CT

Overview

Minimum Hourly Rate $27

A highly experienced Philippine Certified Public Accountant and Connecticut CPA with full technical knowledge in the whole accounting spectrum. I have 9 years of experience including Auditing, BPO Accounting including the application of US GAAP.

Please refer to my service description for all services I provide.

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May 17, 2012|Accounting|$0|Completed

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Skills (6)

Tested
Netsuite
Advanced Microsoft Excel
QuickBooks
GL Accounting Systems
Lacerte Accounting
ADP Easypay

Service Description

My expertise covers the following services:
1. Financial Statement Preparation
o Balance Sheet,
o Statement of Operations/Income Statement/Profit and Loss
o Statement of Cash Flows
o Statement of Changes of Capital and Retained Earnings
2. Bookkeeping including General Ledger Account Analysis
3. Budgeting/Forecasting
4. Bank Statement Reconciliation
5. Financial / Business Planning
6. Financial Ratio Analysis
7. Payroll Processing (After-the Fact Payroll and Live Payroll with ADP and Paychex)
8. Data Entry. Also includes converting PDF Files to excel/word version
9. Personal Property Filings
10. State filings such as Annual Reports, Report of Activities for Events
11. Unclaimed Property Holder Reporting (Saved my last job $125,000 interests and penalties for voluntary filing Unclaimed Properties to California, Texas, Massachusetts, Maryland and New York States).
12. 1099-Misc and W2-G Federal Filings


I am a technology savvy accountant and enjoy learning use of new accounting softwares. I am currently an expert on the following accounting softwares and Applications:
1. Netsuite
2. Quickbooks
3. Quicken
4. JD Edwards
5. Lacerte Accounting
6. Peachtree
7. Turbotax
8. Microsoft Excel- Pivot Tables, Vlookup(Hlookup), Charts, Financial Formulas


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Employment

LogicSource, Inc
Accounting Manager
2013 - Present
┐ Responsible for monthly and year-end close including financial statement preparation, financial reporting/analysis, monthly management reports, account reconciliations, and accompanying...
LogicSource, Inc.
Senior Accountant
2012 - Present
1. Preparation of Monthly Financial Statements and Reports including Presentation Reports for Board of Directors Meeting 2. Preparation of journal entries in support of month-end closing process 3....
The Leukemia & Lymphoma Society, Inc.
Staff Accountant
2008 - 2012
1. Journalizing and posting daily cash receipts for the home office and its 66 branches 2. Bank reconciliation for several bank accounts(minimum of 13 bank accounts) including General Disbursement...
Seven-Seven Global Services, Inc.
Lead Accountant & Finance Officer
2005 - 2008
Responsibilities as Finance Officer: ┐ Managed and oversaw the monthly bank reconciliation of all bank accounts of Seven Seven Corporate Group ┐ Prepared billing reports including monthly...
Philippine National Bank General Insurers Inc
Compliance Specialist
2004 - 2005
┐ Supports the Deputy Officer in the handling of the Company┐s compliance program ┐ Researches regulatory developments and questions relating to insurance industry and propose revisions to the...
Manabat, Amper & Delgado (Deloitte Philippines)
Tax Associate & Financial Auditor
2002 - 2004
Responsibilities as an Audit & Assurance Services- Auditor: ┐ Examines financial statements and related records of clients applying the Generally Accepted Accounting Principles which includes...

Education

University of the Cordilleras
Bachelor of Science in Accountancy
1998 - 2001

Keywords

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Identity
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jgpwilliams
Type
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Member Since
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Juna W. | Elance

Juna W.