Customer Service Manager

M AR IZEL SECUYA-DE CASTRO, CPA

Cell: 619-***-**** - Email: *********@*****.***

Accomplished Staff Accountant with excellent record in taking on responsibilities and work on it with

p rofessionalism and passion; coupled with logical thinking and diplomatic communication skills. Possess great

technical skills in accounting and taxes and able to provide direction and focus for project completion through the

capacity for detailed follow-through, evaluation and prioritizing work tasks. Strong interpersonal and

communication skills, along with great leadership abilities that can effectively guide and/or direct people into

actions towards achieving company’s goals with optimum productivity.

Staff Accountant

CWGBS, L LP – San Diego, CA

E XPER I E NCES

Jun 2007 to Apr 2009

A mid-sized CPA fi rm that caters to thousands of clients from their individual to

Chart of Accounts set-up

business tax return needs; tax planning to their compilation, review and audit needs;

Journal Ent ries

Adjusting Journal Ent r ies payroll needs and many more accounting, tax and consulting services.

•

Monthly Close

Compilation – P repared monthly, quarterly, semi yearly or yearly accounting - from bank

Compilation

reconciliation, posting journal entries to reviewing financials and finalizing it for manager’s

Financial Review

review, partners review and submission to clients.

Financial Reporting

•

Financial Analysis Tax Preparation – Spearheaded the preparation of at least 100 tax clients for their

Presentation of Financials I ndividual, Partnership and Corporation tax needs throughout the year.

•

Auditing

Audit – M anage to audit a number of fieldworks and comprehensively prepared audit

Accounts Payable

reports for my own audit clients as well as for our lead audit partner.

Accounts Receivable

• Thoroughly worked on special projects assigned like research on some accounting and tax

Fixed Assets

Inventory matters requested by our partners; prepared payroll returns; prepared sales tax returns;

All other FS Accounts worked with IRS, FTB and other agencies on client’s behalf.

Cash Flow Analysis

Due Diligence Staff Accountant

Payroll ; 1099’s

EWI Holdings, Inc. – San Diego, CA

Sales & Use Tax

Mar 2006 to Jan 2007

Process Improvement

A computer software industry that provides payment processing services for prepaid and

cash payment transactions.

SOFTWARE/CO MP U TE

• ACCOUNTS PAYABLE: Coordinated and posted purchases from $1K TO $500K in almost

R SKI L LS

daily basis. Processed inventory items payment request made by other department; daily

postings of non-inventory items; run updated unpaid bills accounts every week for approval

Microsoft Excel

and check printing by accounting manager. Resolved AP-related issues timely.

(Strong Excel background)

• CASH: Weekly and monthly reconciliation of 4 bank accounts with a running balance from

M icrosoft Office

$50K to $1M. Also responsible in handling petty cash.

Creative Solutions

•

QuickBooks F I NANC IAL CLOSING: P repared monthly and year end financials and gather them into a

Lacerte monthly closing book which includes statements and schedules of Cash, A/R, A/P, Fixed

Pro Series

Assets, Inventory, and other important journal entries.

Type 50 wpm/10 key expert

• OTHERS: A nalysis and reconciliation of balance sheet and revenue and expense accounts as

assigned. Weekly cash projection required by CFO. Analysis of vendor agreements when

necessary. Reconcile transactions in Paygo (serves as our subsidiary ledger) to information

E D UCAT IO N

we have in QB, investigate differences and resolve issues.

• Primarily assigned to convert QuickBooks 2002 to 2006 - convert all transactions from the

Graduate: Bachelor of Science in

old to the new QuickBooks with extensive use of excel, importing and exporting files.

Accountancy

• EWI Holdings was bought by Safeway Company and took the San Diego office to San

Ateneo de Davao University F rancisco, hence the job and the San Diego office was slowly eliminated.

In ternationally Accredited

School

Enroll in Tax Classes/ Full time review for CPA Exams

Top 3 best schools in Philippines

Dec 2004 to Feb 2006

Network Validations Analyst

Acceris Communications - San Diego, CA Aug

2003 to Nov 2004

A broad based Communications Company, serving residential, small and medium-sized

business and large enterprise customers.

• Audited, analyzed and reconciled invoices received from vendors, against our system.

D isputed incorrect invoices. Follow-up disputes and held conference calls with vendors when

necessary.

• Extensive use of Microsoft Excel. Sometimes uses Microsoft Access and FoxPro.

• Decided to pursue my CPA designation so I quit this job to be a full time mom and at the

same time taking courses on taxation and full-time review for CPA exams.

Associate Accountant

I mage Staffing- San Diego,

CA Aug 2002 to Jan

2003

A consulting assignment in a government office.

• Worked on closeout audit and project reconciliation with minimum supervision;

Reconciliation output has been used as a standard by my supervisor to my co-workers;

p rovides training to my co-workers on how to trace data for reconciliation.

• The assignment ended due to my maternity leave.

M AR IZEL

S ECUYA-DE

CASTRO,

CPA

*********@*****.***

PERSONAL SKI L LS

Fast learner; Detail Oriented

Organized; Team Player

Effective communications skills

Excellent customer service

Strengths in t raining, supervising

and managing personnel

Effective leadership skills

Warm, supportive colleague but

k nows where to draw the line

between work and personal in a

company setting

Strong multi-tasking skills;

Abili ty to meet deadlines

…and much more

AFF I L IAT IO NS

Member, CalCPA

Treasurer, Toastmaster’s Int’l

AWARDS

Graduate with Second Honors

f rom Elementary to High School

Received numerous awards on

Achievements, Leadership; Team

B uilding and Academic Excellence

Handled high ranking positions

f rom Treasurer to President on

every campus, church and

community organizations involved

w ith

CAREER P LANS

To finish my CMA exams

To enroll in MBA Studies

To join and/or enroll in seminars

a nd trainings to continually hone

my skills in accounting, tax and

other non-technical subjects.

Contact this candidate