Summary
Overview
Work History
Education
Skills
Accounting Skills
Timeline
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JUVELIN LEGORIO

North York,ON

Summary

Accounting professional with a proven record at Fuelogic, Inc., achieving a 250% revenue increase through strategic financial management. Expertise in tax preparation and compliance, ensuring high levels of client satisfaction. Skilled in financial reporting and adept at problem-solving in dynamic environments.

Overview

14
14
years of professional experience

Work History

Junior Tax Advisor

TaxCall Canada
01.2024 - Current
  • Delivered comprehensive tax advice on investments, deductions, credits, and compliance matters to clients.
  • Analyzed client financial information for adherence to federal, state, and local regulations.
  • Assisted in preparation of complex tax returns for individuals, businesses, and trusts.
  • Drafted responses to notices from taxing authorities regarding discrepancies in filings.
  • Conducted client interviews to gather essential documentation for tax preparation.
  • Developed professional relationships with clients to foster repeat business and referrals.

Marketing Intern

Techocan International Co., Ltd.
08.2023 - 09.2023
  • Facilitated preparation of marketing campaigns and promotions for enhanced outreach.
  • Executed clerical tasks, including answering phone calls and organizing documents.
  • Aided management in overseeing company social media presence to boost engagement.

Accounting Manager

Fuelogic, Inc.
Cebu, Philippines
01.2014 - 01.2019
  • Oversaw company operations, driving improvements in sales, marketing, and accounting functions.
  • Established pricing strategy that elevated monthly revenue from $250,000 to $875,000.
  • Implemented cost-saving measures in accounting to enhance financial efficiency.
  • Managed Accounts Payable and Accounts Receivable for timely processing.
  • Prepared monthly, quarterly, and annual financial statements per generally accepted accounting principles.
  • Maintained confidentiality of financial accounts to safeguard sensitive information.
  • Delivered exceptional customer satisfaction, resulting in growth of valued customer base.
  • Assisted in developing budgeting processes for increased forecasting accuracy.

Accounting Assistant

Fuelogic, Inc.
Cebu, Philippines
01.2011 - 01.2014
  • Managed vendor relationships by ensuring timely payments and resolving disputes.
  • Prepared daily cash flow statements for management review to inform financial decisions.
  • Processed daily bank deposits and receipts, maintaining accurate financial records.
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Maintained general ledger system, ensuring precise recording of all financial transactions.
  • Conducted account analysis and reconciliations for bank statements and inter-company accounts.
  • Executed various accounting, finance, and administrative tasks to support operations.

Education

Diploma - Business and Digital Marketing Management

CDI College
North York, On
09-2023

Diploma - Accounting and Payroll Administration

CDI College
North York, On
09-2021

Bachelor of Science - Management Accounting

University of Cebu
Cebu, Philippines
03-2011

Skills

  • Accounting software expertise (SAGE 50; QuickBooks; TurboTax; Studio Tax Enterprise)
  • Financial reporting
  • Cash flow management
  • Budgeting
  • Bank reconciliation
  • Tax preparation and compliance
  • Financial analysis
  • Client relationship management
  • Communication skills
  • Problem solving
  • Critical thinking
  • Time management
  • Customer service

Accounting Skills

  • Knowledge in Accounting Software (SAGE 50; QUICKBOOKS; TURBOTAX)
  • Hands on experience in setting up accounts and transactions in SAGE 50 and QUICKBOOKS
  • Excellent knowledge in Bookkeeping and Financial Accounting
  • Proficient in preparing Financial Reports, Cash flow, Budgeting, Bank Reconciliation

Timeline

Junior Tax Advisor

TaxCall Canada
01.2024 - Current

Marketing Intern

Techocan International Co., Ltd.
08.2023 - 09.2023

Accounting Manager

Fuelogic, Inc.
01.2014 - 01.2019

Accounting Assistant

Fuelogic, Inc.
01.2011 - 01.2014

Diploma - Business and Digital Marketing Management

CDI College

Diploma - Accounting and Payroll Administration

CDI College

Bachelor of Science - Management Accounting

University of Cebu
JUVELIN LEGORIO