Michael J.
Mid-Level Finance Specialist
Open to offersNew to PlatformAbout
Michael J. L. is a seasoned Accountant and Financial Analyst known for his expertise in bookkeeping, management accounts, and tax compliance. Holding an MBA from Columban College and a B.S. in Financial Management from Gordon College, he has substantial international experience, particularly servicing clients in the UK and Canada. At ScaleUP Services, Michael delivered pivotal financial insights through monthly management reports, as well as managing VAT and corporate tax declarations for Canadian clientele. His adeptness with software such as Xero, QuickBooks, and Fathom has enabled him to excel in financial modeling and management reporting. As a former Account Executive at Woya Digital, Michael's responsibilities included comprehensive financial analyses and asset maintenance. He has demonstrated expertise in inventory management, cost control, and financial planning throughout his career, particularly as a Cost Controller at Sam’s Pizza in the Philippines. A certified bookkeeper and Xero advisor, Michael has continuously leveraged his skills to optimize financial practices and generate actionable business insights.
Experience
Account Executive
Woya Digital · 2024 — 2026Engage with customers and suppliers regarding invoice-related inquiries. Process accounts with Dext using Xero and QuickBooks, perform bank reconciliations, and allocate accounts payable for weekly payment runs. Oversee monthly supplier statements and balance sheet reconciliations, along with journal postings in both Xero and QuickBooks. Maintain fixed asset records in Xero and process VAT returns to HMRC.Finance Specialist & Senior Bookkeeper
ScaleUP Services · 2023 — 2024Create monthly management and forecast reports using Fathom. Process bills and sales invoices in Dext through QuickBooks and Xero. Conduct monthly bookkeeping, bank reconciliation, and declare sales tax and corporate tax to Revenue Quebec. Prepare year-end accounts and workpapers, along with T2 financial statements in iFirm. Respond to inquiries from suppliers and customers and monitor outstanding sales invoices. Maintain statements of accounts for customers, along with intercompany and software reconciliations.Accountant
Intelligent Outsourcing Inc. · 2022 — 2023Handle invoice queries from customers and suppliers. Process accounts, perform bank reconciliations, and manage journal postings in Xero and QuickBooks. Prepare monthly supplier statements and conduct reconciliations for accounts receivable and payable. Create year-end work paper packs and draft annual financial statements using Taxfiler. Monitor order fulfillment and maintain inventory records using Unleashed.Cost Controller / Accountant
Sam’s Pizza · 2019 — 2021Compute cost of goods sold and generate financial reports to support management decisions. Analyze variances between actual and budgeted costs, participate in compiling financial statements, and assist in cash flow forecasting. Conduct inventory counts and maintain detailed records throughout the accounting cycle.Teacher
Gordon College · 2017 — 2018Instruct courses in Business Finance, Basic Accounting, and Entrepreneurship. Analyze thesis reports and feasibility studies, providing feedback and recommendations to students. Develop educational content and maintain records of student performance while preparing periodic progress reports.
Skills & Expertise
Education
- Master’s in Business Administration (MBA)Columban College · 2018 — 2020
- B.S. in Financial ManagementGordon College · 2012 — 2017