Joana R.
Mid-Level Accountant Specialist
Open to offersNew to PlatformAbout
Joana R. is an accomplished Accountant with over a decade of extensive experience in audit, tax, and full-cycle accounting. She specializes in managing complex financial operations, including month- and year-end closings, financial reporting, reconciliations, and US GAAP compliance. As a certified expert in platforms like QuickBooks Online, SAP, and Xero, Joana has effectively collaborated with U.S. CEOs and business owners across multiple industries, such as e-commerce, healthcare, and automotive, to optimize their accounting processes. She has led significant accounting functions, notably at Botkeeper Inc. and JH & Co., managing client portfolios with precision and agility. Her adeptness in tools like Gusto and Bill.com enhances her ability to handle payroll transactions and manage intricate accounting workflows. Joana's education in Accountancy from Tomas Del Rosario College provides a strong foundation for her analytical and problem-solving capabilities, enabling her to deliver clear financial insights that empower business growth.
Experience
SENIOR BOOKKEEPER
JH & CO. · 2026 — 2026Oversaw full-cycle bookkeeping for multi-entity clients, handling bank and credit card categorization, reconciliations, and journal entries to ensure accurate month-end reporting. Generated bills and invoices through QuickBooks Online, and facilitated bill payments and customer receipts while supporting accounts payable workflows with Bill.com. Monitored intercompany transactions and ensured proper tagging of classes, customers, and vendors.US ACCOUNTANT
Peter Holtz CPA, Inc. · 2025 — 2026Handled full-cycle accounting for clients across various industries, including e-commerce and healthcare. Managed daily sales reconciliation from platforms like Shopify and Amazon, ensuring data accuracy during bank and credit card reconciliations. Prepared and filed sales tax returns and maintained compliance with US GAAP.SENIOR ACCOUNTANT II
Botkeeper Inc. · 2021 — 2025Managed comprehensive accounting processes including transaction coding, financial statement preparation, and performed accounts payable, accounts receivable, and payroll verification among other financial tasks. Conducted month-end closings and reviewed Balance Sheets, Income Statements, Cash Flow, and aging reports while ensuring audit readiness.ACCOUNTING SUPERVISOR
Toyota Bataan Inc. · 2019 — 2021Supervised daily accounting functions such as cash advances, expense reports, and departmental billings to adhere to company policies. Prepared tax returns for the Bureau of Internal Revenue and ensured compliance regarding vehicle release documentation.BUDGETING STAFF
Provincial Budget Office of Bataan · 2017 — 2019Prepared and analyzed Statements of Appropriations and submitted financial reports for government oversight. Assisted in cash flow forecasting and allocation planning while ensuring compliance with government regulations through thorough review of contracts.VEHICLE SALES ACCOUNTANT
Toyota Bataan Inc. · 2017 — 2019Oversaw full-cycle accounting for vehicle sales and finance transactions using SAP. Prepared Dealer Incentive Reports and reconciled key accounts, while ensuring accurate revenue recognition and compliance with accounting standards.ACCOUNTING OFFICER
Ramelvi & Center for Applied Capital Skills · 2015 — 2016Managed full accounting operations for two entities, ensuring compliance with accounting standards. Responsibilities included preparing financial statements, processing VAT returns, and maintaining comprehensive working papers for audits.
Skills & Expertise
Education
- Bachelor of Science in AccountancyTomas Del Rosario College · 2010 — 2014
- Secondary EducationTomas Del Rosario College · 2004 — 2008