Thanks for visiting my Linkedin profile!As an accomplished accountant with over 1 year of experience, I have developed a keen eye for detail and a passion for accuracy in financial reporting. I am proficient in using accounting software such as QuickBooks and Xero, and I am comfortable working with large sets of data. I am also proficient in Microsoft Office applications and have excellent communication skills.
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Junior AccountantCentral Asia Bpo Mar 2022 - Jun 2023- Records daily/monthly financial transactions for clients in Hong Kong, China, Paris - Reconciles Bank and Credit Card transactions- Posts monthly accruals, amortization, depreciation and adjusting entries- Performs month-end balance sheet reconciliation and ensures that there are supporting documents that would validate the accuracy of the balances of the reporting date
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Senior ParaplannerVirtual Business Partners Pty. Ltd. Feb 2020 - Mar 2022- Preparing high-quality advice documents and reviewing recommendations to align with client financial goals, risk tolerance and investment objectives- Conducting in-depth research and analysis to support financial advisors in delivering comprehensive financial planning advice using XPLAN- Ensuring accurate and up-to-date client records for the maintenance of financial information, investment portfolios and other relevant data -
ParaplannerVirtual Business Partners Pty. Ltd. Jan 2020 - Apr 2021
Jamie Juan Education Details
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Management Accounting
Frequently Asked Questions about Jamie Juan
What is Jamie Juan's role at the current company?
Jamie Juan's current role is Junior Accountant | Quickbooks Certified.
What schools did Jamie Juan attend?
Jamie Juan attended University Of San Carlos.
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