Jeffrey Jimeno
Mississauga
Summary
Dedicated and accomplished accounting professional with over 10 years of experience in the field. Possessing a Bachelor of Accounting and a Postgraduate Diploma in Business Management, complemented by certification as a QuickBooks Certified ProAdvisor. Demonstrated proficiency in financial analysis, budgeting, and accounts management. Adept at translating complex financial data into actionable insights to drive strategic decision-making. Excel in meticulous management of financial records, with 10 years of expertise in full-cycle bookkeeping, including reconciliation, AP & AR management, and financial statement preparation. Skilled in leveraging advanced software tools such as Excel, Word, and PowerPoint to deliver comprehensive reports and presentations. Extensive experience in tax preparation for both individuals and businesses, encompassing tax return filing and HST/GST compliance. Committed to ongoing professional development and excellence in ensuring organizational success through meticulous financial management and regulatory compliance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Finance Administrator
Avion Technologist, Inc.
03.2024 - Current
- Managed vendor relationships, ensuring prompt responses to inquiries and resolving disputes.
- Coordinated with other departments as needed for approval or clarification on invoiced items, promoting effective cross-functional collaboration throughout the organization.
- Processed check disbursements, EFT/ACH and reconciled related ledger.
- Reduced late payment fees through timely and accurate invoice management.
- Maintained strong working relationships with suppliers, fostering a positive rapport that facilitated smooth communication channels during negotiations or issue resolution efforts.
- Supported month-end closing procedures by reconciling accounts receivable ledgers and preparing aging reports for management review.
- Improved invoice accuracy by thoroughly reviewing billing data before issuing final statements.
- Reduced outstanding debts through consistent follow-up on overdue invoices and negotiating payment plans.
- Increased efficiency by automating routine tasks, such as generating reports and sending reminders for overdue payments.
- Improved cash flow management through timely invoicing, collections, and payment processing.
- Enhanced financial accuracy by regularly reconciling company accounts and producing accurate financial reports.
- Assisted in the development of annual budgets through careful analysis of historical data and projected future expenses.
- Prepared comprehensive reports for management''s review, highlighting key findings from completed reconciliations and relevant recommendations for improvement measures.
- Maintained payroll information by calculating, collecting, and entering data.
- Updated employee files with new details such as changes in address or salary levels.
- Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
- Maintained employee confidence and protected payroll operations by keeping information confidential.
Financial Sales Representative
Momentum Financial Services Group (National Money Mart) Canada
11.2022 - 03.2024
- Promoted and sold financial products and services, such as Installment Loans, Payday Loans, and insurance policies
- Educated clients on the features, benefits, and risks of various financial products
- Created customized financial plans and strategies tailored to clients' individual goals and risk profiles
- Provided recommendations on asset allocation and portfolio diversification
- Ensured compliance with financial industry regulations and internal policies
- Maintained accurate records of client interactions and transactions
- Set and worked toward sales targets and revenue goals
- Monitored and tracked progress toward meeting financial targets
- Provided exceptional customer service by addressing client inquiries, resolving issues, and handling account management
- Collaborated with other financial professionals, such as financial advisors, analysts, and portfolio managers, to provide comprehensive financial solutions
- Built and maintained strong client relationships through effective communication and trust-building
- Understood clients' financial goals, objectives, and risk tolerance.
- Maximized revenue potential by identifying cross-selling opportunities for additional products and services.
Staff Accountant
Ali Syed CPA Professional Corporation
06.2023 - 02.2024
- Maintain accurate financial records for clients, ensuring compliance with Canadian accounting principles and regulations
- Perform comprehensive bookkeeping tasks and reconcile accounts to uphold accuracy and regulatory standards
- Analyze financial data to formulate recommendations and prepare detailed financial statements and reports
- Collaborate on tax return preparation for individuals and businesses (T1,T2,T4, T5 & HST) staying updated on Canadian tax laws
- Develop budgets and financial forecasts, monitoring performance and providing strategic recommendations
- Maintained accurate records of client interactions and transactions
- Stay informed about changes in accounting standards and compliance requirements
- Leverage advanced proficiency in accounting software for efficient data management and reporting
- Prepare for and participate in financial audits to ensure accuracy and compliance
- Provide valuable support in various administrative capacities, including marketing efforts and research tasks.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Budget Officer (Promoted)
Pangasinan III Electric Cooperative
04.2020 - 07.2022
- Analyzed financial statements, including income statements, balance sheets, and cash flow statements
- Prepared financial reports, forecasts, and variance analyses to track performance against budgets and financial targets
- Collaborated with departments to develop and managed budgets and forecasts
- Monitored budget performance and recommended adjustments as necessary
- Built and maintained financial models to assess the impact of various financial scenarios and investment opportunities
- Analyzed and controlled costs within the organization, identifying areas for potential cost savings or efficiency improvements
- Conducted research on industry trends, competitors, and market conditions to provide insights for decision-making
- Ensured compliance with financial regulations and reporting requirements
- Prepared financial statements and reports in accordance with Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS)
- Prepared and delivered financial presentations to senior management and stakeholders
- Communicated complex financial concepts in a clear and understandable manner
- Collected and analyzed financial data to identify trends and insights
- Used financial software and tools for data analysis and reporting.
Senior Bookkeeper
Pangasinan III Electric Cooperative
07.2017 - 04.2020
- Analyzed financial statements, including income statements, balance sheets, and cash flow statements
- Prepared financial reports, forecasts, and variance analyses to track performance against budgets and financial targets
- Collaborated with departments to develop and managed budgets and forecasts
- Monitored budget performance and recommended adjustments as necessary
- Built and maintained financial models to assess the impact of various financial scenarios and investment opportunities
- Analyzed and controlled costs within the organization, identifying areas for potential cost savings or efficiency improvements
- Conducted research on industry trends, competitors, and market conditions to provide insights for decision-making
- Ensured compliance with financial regulations and reporting requirements
- Prepared financial statements and reports in accordance with Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS)
- Prepared and delivered financial presentations to senior management and stakeholders
- Communicated complex financial concepts in a clear and understandable manner
- Collected and analyzed financial data to identify trends and insights
- Used financial software and tools for data analysis and reporting.
Accountant
DaSallas
12.2014 - 07.2017
- Gathered financial information, prepared documents, and closed books
- Created budgets and forecasts for the management group to meet regular accounting deadlines
- Collaborated with the purchasing department to reconcile vendor invoices and facilitate payments
- Overhauled process for year-end inventory audits to improve accuracy
- Proactively researched technical tax issues related to consulting projects
- Tracked financial progress by creating quarterly and yearly balance sheets
- Completed daily cash functions like account tracking, payroll, wage allocations, budgeting, donating, and all cash and banking reconciliations
- Prepared documents, reports, and presentations for executives and board members using advanced software proficiencies
- Identified and investigated variances in financial plans and forecasts.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Education
POSTGRADUATE DIPLOMA IN BUSINESS MANAGEMENT - INTERNATIONAL BUSINESS (PGDM) -
Lambton College of Mississauga
Mississauga, ON04.2024
BACHELOR OF ACCOUNTING (BAcc) -
NJ Valdez Colleges Foundation (NJVCF)
Pangasinan, Philippines04.2016
ASSOCIATE IN INFORMATION TECHNOLOGY -
Pangasinan State University
Urdaneta City, Pangasinan04.2011
Skills
- QuickBooks for Accountant / Intuit QuickBooks Desktop
- Xero Tax Cycle
- Xero Accounting Software
- Microsoft Excel proficiency
- Month-end closings
- Bank Reconciliation
- Discrepancy investigations
- Accounts receivable management
- Invoice Preparation
- Deposit processing
- Transaction monitoring
- Payroll Processing
Certification
- Certified QuickBooks ProAdvisor
- Associate Member of the Association of Certified Fraud Examiners
- Philippines License Financial Advisor
Timeline
Finance Administrator
Avion Technologist, Inc.
03.2024 - Current
Staff Accountant
Ali Syed CPA Professional Corporation
06.2023 - 02.2024
Financial Sales Representative
Momentum Financial Services Group (National Money Mart) Canada
11.2022 - 03.2024
Budget Officer (Promoted)
Pangasinan III Electric Cooperative
04.2020 - 07.2022
Senior Bookkeeper
Pangasinan III Electric Cooperative
07.2017 - 04.2020
Accountant
DaSallas
12.2014 - 07.2017
POSTGRADUATE DIPLOMA IN BUSINESS MANAGEMENT - INTERNATIONAL BUSINESS (PGDM) -
Lambton College of Mississauga
BACHELOR OF ACCOUNTING (BAcc) -
NJ Valdez Colleges Foundation (NJVCF)
ASSOCIATE IN INFORMATION TECHNOLOGY -
Pangasinan State University
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