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Jovert Jun Mutia is listed as Accountant | Licensed Financial Advisor at A N & Associates Chartered Accountants, based in Philippines. AeroLeads shows a matched LinkedIn profile for Jovert Jun Mutia.
Jovert Jun Mutia previously worked as Accountant at A N & Associates Chartered Accountants and Financial Advisor at Insular Life Assurance Co., Ltd.. Jovert Jun Mutia holds Bachelor Of Science In Accountancy from University Of Mindanao.
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With extensive experience in Xero and hands-on proficiency with MYOB and QuickBooks, I bring a unique blend of skills to contribute to the success of the organizations I will work with. In my current role as an AU Bookkeeper and having served as a local bookkeeper in the Philippines for two years, along with my position as a licensed financial advisor, I specialize in meticulously reconciling financial records, managing billing, and invoicing. Additionally, I skillfully prepare Business Activity Statements (BAS) and Instalment Activity Statements (IAS). My experience extends to preparing accurate tax returns for various entities, including companies, partnerships, trusts, SMSFs, and individuals. I have a proven track record in handling diverse tax scenarios and excel in effective communication with ATO, ASIC, and clients. In the Philippines, I played a pivotal role in facilitating business registration, renewals, and operations, ensuring strict compliance with regulatory requirements and legal obligations. I also have a proven track record of preparing tax returns for individuals, such as professionals and non-VAT clients. My commitment to precision, compliance, and impactful communication, combined with my credentials as a licensed financial advisor, positions me as a valuable asset to any forward-thinking team. I am enthusiastic about the opportunity to contribute my skills and dedication to the success of the organizations I will work with.
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Philippines
• Main Fund Custodian• Reconciliation (Xero, MYOB, and QuickBooks)• Billing and Invoicing• Payroll• BAS preparation• IAS preparation• Tax returns for Company, SMSF, Trust, and Individuals• Data Entry• Communicate with various agencies (ATO, ASIC, etc) and clients to find solutions and clarify accounting-related issues, procedures, and policies
Philippines
Understand the client’s financial goals and then assist in creating strategies to achieve them. To do so, I understand, analyze market trends, and provide sound financial advice based on various financial indicators.Other Responsibilities:• Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.• Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.• Profiles customers and deliver recommendations to ensure these needs are met.• Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.• Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.• Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
D.5 Diajade Bldg. N. Torres Bo Obero, Davao City
• Provide assistance to auditors and accountants• Perform accounting, administrative, and bookkeeping duties• Execute the necessary bookkeeping tasks, such as data entry, reconciling of accounts, as well as preparing accounting reports and facts in accordance with enacted processes and guidelines. • Responsible for preparing the tax return filings of all Non-Vat Single Prop and Professional Clients• Communicate with various agencies and clients to find solutions and clarify accounting-related issues, procedures, and policies.
Activities and Societies: SHS Representative - Student Body Organization Vice President - Red Cross Youth SHS MATSHigh Honors Mercury Drug.
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Jovert Jun Mutia works for A N & Associates Chartered Accountants.
Jovert Jun Mutia is listed as Accountant | Licensed Financial Advisor at A N & Associates Chartered Accountants.
Jovert Jun Mutia is based in Philippines while working with A N & Associates Chartered Accountants.
Jovert Jun Mutia has worked for A N & Associates Chartered Accountants, Insular Life Assurance Co., Ltd., and Snowland Realty And Accounting Firm.
You can use AeroLeads to view verified contact signals for Jovert Jun Mutia at A N & Associates Chartered Accountants, including work email, phone, and LinkedIn data when available.
Jovert Jun Mutia holds Bachelor Of Science In Accountancy from University Of Mindanao.
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