Hire top-tier Investment Accounting experts

Professional ExperienceProject Manager2023 - 2024Website Design, Development and Data Entry• Overseeing web design projects• Managing web development tasks• Handling data and inventory management• Using Figma for design work• Utilizing UsePastel for feedback and collaboration• Managing projects with ClickUp• Using Hubspot for client relationship management• Operating Shopify for e-commerce solutions• Conducting c

Client Communication. Handling initial client inquiries, schedule appointments, and follow up on client requests.Most tasks of the day involve answering phone calls, responding to emails and managing the adviser’s calendar.Document Preparation. Assist in preparing client reports, financial plans, presentations, and other documents.Mostly, my job is more on the Research Team specifically, managing client’s Investments and Super. This mightinvolve formatting documents, proofreading and ensur

Are you looking for a trustworthy and experienced partner to manage your bookkeeping and accounting needs, I'm here to help. With a focus on accuracy and efficiency, I specialize in eCommerce, Real Estate & Restaurant Bookkeeping. My commitment is to support you in reaching your financial goals with genuine dedication and care.I can provide comprehensive support for all your financial needs. * Daily bookkeeping tasks like tracking transactions *

Hello, I'm Martin Gonzales, 25 years old living in the Philippines. I'm a certified Xero advisor & Xero Payroll. I'm proficient in using Xero and Hubdoc applications including familiarity with the Australian GST, payroll process and tax lodging via Xero. I got hands on experience from BookSenz / Omega One consultants which is a bookkeeping and BAS/IAS lodging business provider in Australia, while I was employed there. I do have a background understandin

Accounting AssociateAccounting AssistantVersatile BookkeeperQuickBooks Certified ProAdvisorXero Certified AdvisorHi there! I’m a reliable bookkeeper/accountant with almost a decade of experience. With a certification in Xero and four (4) years of expertise in both QuickBooks and Excel, I’m here to provide your esteemed organization with top-notch support.Services Offered: Setup and Maintenance:•Xero/QuickBooks Setup: Configure and mai

Has 2 years of experience in end-to-end recruitment, and has handled requisitions in Human Resources, Digital Marketing, Finance, Sales, Volume, and Technology. I have successfully recruited local talent. Previously, I worked in one of the largest BPO companies in the Philippines. Now, I serve as a human resource associate and talent acquisition for an offshore/staffing Australian company.Requisitions handled: (Levels vary from mid to senior manager)

Certification:Certified Bookkeeper, 2023Xero Advisor Certified, 2023Certified Quickbooks ProAdvisor, 2024ASSIGN CONSULTING LLCPresentCorporate Staff AccountantBookkeeping (AR/AP)AR/AP agingIntercompany ReconciliationCash and AR ReconciliationUpdating Prepaid Insurance ScheduleDAYFORCE2023-2024Accounting Specialist IIBookkeeping (AR/AP)AR/AP agingPreparation of Revenue ReportGLOBAL-ESTATE RESORTS INC.2019-2023Sr.

Certified Xero Advisor and a Certified Quickbooks Proadvisor- extensive experience in bank reconciliation for bank accounts, credit card and paypal using Xero and Quickbooks- - broad knowledge and skills in recording billings, invoices for clients and vendors with strong management of Accounts Receivable and Accounts Payable- strong skills in Financial Analysis for Balance Sheet, Income Statements and Cash Flow Statement using Xero and Quickbooks- 15 years of wo

• Oracle Financials• Quickbooks• Envisual• Financial Accounting• AP & AR expertise• Investment Accounting• VAT• Bookkeeping• Problem solving• Reporting & Presentation• Good financial analysis• Microsoft Office Applications• Canva• Communication Skills• Detail-oriented• Adaptable• Customer service• Remarkable ability to handle pressure and challenging situations• Ability to accept and learn

• Execute all day-to-day finance and accounting responsibilities of the company, including month end financial statements (income statement, balance sheet, etc.) and closings of client accounts.• Reconcile bank accounts.• Roll-forwards of cash and accounts receivable.• Provide input to internal staff, including guidance on correcting entries.• Complete data entry and collect transaction details for incoming and outgoing bank accounts to QuickBooks accounting software.• Prepare comparative Financ