Jerry M.
Senior Financial Accountant
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Jerry M. is a seasoned Accountant with over eight years of expertise in the field, specializing in delivering comprehensive accounting solutions that promote financial clarity and compliance. Proficient in General Accounting and with recognized expertise in Accounts Payable & Receivable and Account Reconciliation, Jerry integrates advanced knowledge of systems like Xero, QuickBooks Online, and SAP to drive efficient financial processes. He currently serves as a Senior Accountant at Achen Henderson CPAs in Calgary, Alberta, where he develops bespoke systems for financial monitoring and compliance, enhancing client trust and operational efficiency. His professional journey includes significant stints at Asia Pro Outsourcing OPC and Gatchallan Tangalin & Co., CPAs, where he strengthened financial integrity and facilitated audit processes. Jerry holds a BS in Accountancy from the International School of Asia and the Pacific and is certified in Xero, QuickBooks, and advanced e-commerce accounting practices.
Experience
Senior Accountant
Achen Henderson CPAs · 2024 — PresentDeveloped customized systems to align with client structures and preferences, ensuring efficient bookkeeping practices and compliance. Managed complete bookkeeping processes using XERO and QuickBooks Online, enhancing data processing and account reconciliation. Prepared GST/HST reconciliations, income tax dues, and year-end financial working papers, ensuring accurate tax accounting. Reconciled trust accounts and generated law society compliance reports for legal clients, fostering regulatory adherence. Maintained client communications with a consistent response time while presenting financial reports in meetings to aid client understanding and informed decision-making.Trainee
Cloudstaff · 2023 — 2023Participated in training covering Australian culture and communication, entity structure, registration, and taxation. Assisted in setting up new organizations in Xero, focusing on account charting and tax data relevant to various industries. Conducted bank and credit card reconciliations, invoicing, billing, and payroll data entry processing. Managed superannuation obligations and drafted activity statements for review. Generated financial reports including Balance Sheets and Income Statements, while gaining familiarity with the ATO portal.External Staff Accountant II
Asia Pro Outsourcing OPC · 2020 — 2023Prepared and analyzed financial statements using SAP to ensure compliance with EU standards. Reconciled discrepancies in accounts to uphold data integrity and facilitate month-end and year-end closings. Collaborated with teams to enhance accounting workflows and reduce errors. Reviewed journal entries in SAP to maintain internal controls and ensure adherence to policies. Provided documentation for external audits, responding to auditor inquiries to ensure compliance.Audit Associate II
Gatchallan Tangalin & Co., CPAs · 2018 — 2019Analyzed and recorded financial transactions according to GAAP, ensuring accuracy and compliance. Conducted financial audits to evaluate internal controls, identify discrepancies, and recommend improvements. Prepared monthly and quarterly financial reports, including Balance Sheets and Cash Flow Statements, to provide insights for management. Ensured compliance with tax regulations and reporting requirements to mitigate penalty risks.
Skills & Expertise
Education
- BS AccountancyInternational School of Asia and the Pacific · 2013 — 2017