Accounting System

ROBERTO F. TOBIAS

Mobile Phone No.: 201-***-****; E-mail: *******@*****.***

SUMMARY OF QUALIFICATIONS

A Philippines CPA with most recent job as an Accountant in a not-for-profit

organization and has experience in public accounting in New York. Has

Philippine work experience as Accountant, Auditor, and as Budget Officer in

a bank and as Project Leader and Systems Analyst/Programmer in the

Information Technology field. Experienced in easily learning new software,

make improvements in their application, and train other users. Had used and

optimized Sage MIP, Fund EZ, Quickbooks and MS Office including MS Access.

Personable, team-player, has excellent oral and written communications

skills, and can easily adapt with new business environments.

CURRENT PROFESSIONAL EXPERIENCE

Association for Energy Affordability, Inc. October 2,

2006 to March 4, 2013

105 Bruckner Blvd., Bronx, NY 10454

Accountant

Most recent duties and responsibilities:

. Administered compensation data and ensures that payroll provider

(Advantage Payroll Systems, Inc. (APSI)) generates accurate processing

of payroll bi-weekly;

. Administered pension plan (401-K) contributions and loan payments and

ensures that transmittal of data to Portfolio manager (Mass Mutual) is

done accurately every bi-weekly pay period;

. Generated reports for analyses purposes from APSI;

. Maintained access to bank accounts online and generate data as needed;

. Assisted the CFO and coordinates with programmer in development of

automated journal entry preparation for payroll;

. Worked with auditors in completion of financial audit and preparation

of Form 990;

. Started and administered the firm's TransitChek program

Prior duties and accomplishments:

. Enhanced operational efficiency with addition of new modules in MIP,

namely, Accounts Receivable, Bank Reconciliation, and Forms Designer;

. Used and enhanced the Accounts Payable module to prepare checks for

vendors and monitor and resolve related issues;

. Set up the Accounts Receivable module and handled billing and

collection journal entries;

. Record journal entries and ensure the accuracy of information through

periodic reconciliation on accounts;

. Performed System administration functions in MIP;

. Trained new accounting staff and officers in the use of MIP;

. Updated MIP accounting software periodically;

. Set up a new online collection process that benefited the firm with

faster and more efficient cash flow

A. F. Paredes & Co., CPA's January 2005 to

September 2006

250 Stelton Road, #8, Piscataway, NJ 08854

Auditor

. Conducted field work including, but not limited to, understanding the

systems and processes of organizations under review, reviewing systems

of internal control, examining and analyzing accounting and other

operational records, conducting compliance and substantive testing,

conducting interviews, making inquiries, etc.;

. Formulated findings and recommendations and prepared audit reports;

. Discussed audit findings and recommendations with key officers of

organizations under audit;

. Performed bookkeeping functions for various clients;

. Prepared Form 990 and compiled books of accounts for various clients;

. Kept abreast with industry news and standards and with regulations

applicable to organizations under audit.

Resume of Roberto F. Tobias (continuation):

Conrad A. Payabyab, CPA July 2002 to December

2004

22-37 123 Street, College Point, NY 11356

Accountant / Auditor

Performed duties same as at A. F. Paredes & Co., CPA's;

SPECIAL SEMINAR

Sage University - Budget Module

Accounts Receivable Reporting and Billing

Modules

A. F. Paredes and Co., CPA's - Effects of Sarbanes-Oxley Law on Non-

profit Organizations

May 2005

EDUCATION

Araullo University, Cabanatuan City, Philippines B.S. in Commerce, major

in Accounting 1977 - 1981

Attended various trainings and seminars in Business and Information

Technology

Finished 3 semesters of Law School in 1998 - 2000

PHILIPPINE WORK EXPERIENCE

Intertel Marketing Inc. 2001 - 2002

(a telecommunications firm engaged in development of Internet-based job

match service)

Accounting and Systems Consultant

. Enhanced the use of the accounting software of the company and saved

costs as a consequence;

. Took charge of general accounting and screened and trained new

Accountant;

. Left for the USA after six (6) months in this firm.

United Coconut Planters Bank 1996 - 2001

Branch Operation Officer (position equivalent to Branch Accountant) 2000 -

2001

. Planned, organized, directed, coordinated and controlled the

activities of branch accounting and operation;

. Responsible for accurate and efficient maintenance of the branch's

books of accounts.

Budget Officer - Corporate Planning Department 1999

. Prepared corporate budget from raw inputs from top management's

strategic planning session;

. Worked closely with senior management of different units on

preparation of action plan and budget.

Project Leader - Information Technology Department 1996 - 1998

. Implemented Lotus Notes (communications software) for top and middle

management;

. Conducted user training and provided technical support;

. Set up and implemented a Point-of-Sale system for corporate use;

. Evaluated different software and hardware for the Point-of-Sale

system.

Questronix Corporation 1995 - 1996

(an IBM hardware reseller and software development company)

Project Leader

. Designed financial systems;

. Oversaw preparation of technical specifications, programming, and

systems testing.

Resume of Roberto F. Tobias (continuation):

Traders Royal Bank 1982 - 1995

Network Administrator 1994 - 1995

. Managed and controlled systems resources in a distributed computing

environment in OpenVMS operating system using DEC Relational Database

Management System;

. Monitored and controlled use of system resources by on-line branches,

applications programmers, and operations staff;

. Enforced system security and ensured integrity of system data;

. Performed primary duties of Database Administrator and Data

Communications Analyst.

Senior Analyst/Programmer 1990 - 1994

. Implemented in several branches a Checking and Savings Accounts

system;

. Designed the Time Deposit, Special Savings Deposit, and Points

Generation Systems for stand-alone personal computer application and

wrote and maintained all programs for the three systems;

. Wrote and maintained several programs using COBOL and Mantis in IBM

mainframe for the Budget and the Personnel Management Information

Systems.

. Maintained programs using COBOL in NIXDORF and DEC MicroVAX mini-

computers for Current and Savings Accounts (CASA) system.

. Conducted a series of seminars for the installation, data conversion,

and daily operation of Time Deposit System for officers and staff of

the bank's nationwide branches.

. Conducted training and supervision of users of stand-alone and

centralized (on- line) CASA systems in different branches of the bank.

Audit Examiner 1985 - 1989

. Performed audit functions in the Loans and Discounts section of the

Main Branch in preparation to assisting Senior Examiners in audit of

the Bank's branches.

. Prepared and analyzed reconciliation statements of branches of the

bank and of demand deposits maintained in several foreign banks.

. Made follow-ups and recommended action on "unresponded" transactions.

. Audited daily transactions of the CASA section of the Main branch.

Messenger 1982 -1984

. Prepared rediscounting documents for submission to the Central Bank of

the Philippines (CBP).

. Acted as bank representative.

. Negotiated and talked with officers and staff of CBP.

. Promoted to next position upon passing CPA board examination.

Contact this candidate