WILSON J. CARLOS
SMRIMAcc, RBP, CTT, CAT, RCA, MICB, CB
OBJECTIVE
To obtain a reputable job that fits my qualifications where I can learn and
enhance my knowledge and skills that will lead to my personal, professional
development and to the attainment of your company’s vision and mission.
Contact Information
Lot 19, Block 160, 31st C
Street, Madapdap Rest. Center,
Brgy. Dapdap, Mabalacat City,
Pampanga
EDUCATIONAL ATTAINMENT
Graduate Studies :
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Master in Business Administration
Tarlac State University
Romulo Boulevard, Tarlac City
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S.Y 2013–In Progress (Thesis in Progress)
Titles/Certifications
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Senior Member, Royal
Institute of Management
Accountants, Singapore
Registered Business
Professional (Topnotcher;
Rank 2)
Certified Tax Technician
Certified Accounting
Technician
Registered Cost
Accountant
Member of the Institute of
Certified Bookkeepers
(United Kingdom)
Certified Bookkeper
Hubdoc Certified
XERO Partner
XERO Advisor Certified
XERO Migration Certified
XERO Payroll Certified
Tertiary
:
Bachelor of Science in Accountancy
St. Thomas More College-Clark
New York St. Villa Sol Subd., Angeles City
S.Y-
Bachelor of Science in Business Administration
Major in Management Accounting
Systems Plus College Foundation
Balibago, Angeles City
S.Y- (Academic and Provincial Scholar)
Secondary
:
Madapdap Rest. High School
Madapdap Rest. Center Dapdap, Mabalacat,Pampanga
S.Y- (Class Valedictorian)
Primary
:
Bacolor Central Elementary School
Madapdap Rest. Center Dapdap, Mabalacat,Pampanga
S.Y- (Class Valedictorian)
EMPLOYMENT HISTORY
Employer
:
Intogreat Solutions Philippines
Position
:
Accounting and Tax Coach / Consultant
Inclusive Date
:
September 2022 – Present
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Conducts necessary training programs including the basic accounting
modules and upskilling for team members and new hires. Assist the
training team in developing and updating of training modules for the
learning and upskilling of team members.
Help the team members, teach and coach them to understand Australian
Taxation, Australian GST, General Financial Planning (RG146),
Accounting for Non Accountants and equip them how to prepare
IAS/BAS (Business Activity Statements), CTR (Company Tax Return),
ITR (Individual Tax Return) for their clients.
Assists in concerns of the outsourced accountants regarding payroll,
PAYGW, Payroll Tax, FBT, Superannuation and SMSF, New Zealand
Taxation, New Zealand GST etc.
Coach accountants to use Xero, Xero Practice Manager (XPM),
MYOB, Quickbooks Online and other softwares used in the business
such as Hubdoc, Tanda, Asana etc. for bookkeeping tasks and
reconciliations
Provides coaching and feedback to the team members for skills
validation.
Maintain a relevant repository of reusable training materials
Submit training compliance and reports regularly or as per required.
Identify, coordinate and implement initiatives related to learning and
floor support
Writing Content of courses to be offered in CERT IV in Accounting
and Bookkeeing, BAS Certification and some Diploma courses in
Accounting in Australia
Coordinate and lead project with Philippine Institute of Certified Public
Accountants (PICPA) and Professional Regulations Commission (PRC)
for courses offered to be accredited and merits CPD points for
professional accountants.
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Attend necessary training for professional growth and experience
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Identify and perform other projects and duties as required
Supports the TL in the performance of their duties;
Manage the works/ output of Junior and Intermediate Accountants
Conduct onboarding of new employees
Continuous improvement on processes and organizational development
of the company
Create contents and deck used for training of the team
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Employer
:
Dexterous Group Pty Ltd
Position
:
Senior Accountant / L&OD Officer / Trainer
Inclusive Date
:
March 2022 – August 2022
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Supports the CM in the performance of their duties;
Manage the works/ output of Junior and Intermediate Accountants
Conduct onboarding of new employees
Continuous improvement on processes and organizational development
of the company
Create contents and deck used for training of the team
Accurately enters all transactions
daily/weekly/monthly into accounting system;
Uploads supporting evidence for all transactions entered;
Performs bank reconciliations for all client bank accounts;
Preparation of payroll for multiple entities on a weekly basis;
Preparation of monthly or Quarterly PAYGW, PAYGI or Business
Activity Statements including fully reconciled VoB workpapers;
Prepares Annual Employee Payment Summaries;
Preparation of quarterly superannuation returns for
all entities as required;
Monitor and ensure compliance with all statutory deadlines and
submission of returns for clients by the deadline;
Reconciles subsidiary ledger accounts with main general
ledger account;
Reconciles general ledger accounts with external records (eg ATO
integrated client account, super and payroll tax);
Employer
:
Xact Accounting Pty. Ltd.
Position
:
Senior Accountant
Inclusive Date
:
July 2021 – December 2021
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Supports the TL and OM in the performance of their duties;
Accurately enters all transactions
daily/weekly/monthly into accounting system;
Uploads supporting evidence for all transactions entered;
Performs bank reconciliations for all client bank accounts;
Preparation of payroll for multiple entities on a weekly basis;
Preparation of monthly or Quarterly PAYGW, PAYGI or Business
Activity Statements including fully reconciled VoB workpapers;
Prepares Annual Employee Payment Summaries;
Preparation of quarterly superannuation returns for
all entities as required;
Monitor and ensure compliance with all statutory deadlines and
submission of returns for clients by the deadline;
Reconciles subsidiary ledger accounts with main general
ledger account;
Reconciles general ledger accounts with external records (eg ATO
integrated client account, super and payroll tax);
Able to competently prepare a fully reconciled VoB
Promptly informs the Team Leader of any issues with accounts
Maintains and builds a supportive and effective team culture;
Upholds and promotes the firm’s values;
Maintains the highest ethical and professional standards;
Employer
:
TOA Global
Position
:
Accounting Trainer / Content Writer
Inclusive Date
:
February 2020 – June 2021
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Conducts necessary training programs including the basic accounting
modules and upskilling for team members and new hires. Assist the
training team in developing and updating of training modules for the
learning and upskilling of team members.
Help the team members, teach and coach them to understand Australian
Taxation, Australian GST, General Financial Planning (RG146),
Accounting for Non Accountants and equip them how to prepare
IAS/BAS (Business Activity Statements), CTR (Company Tax Return),
ITR (Individual Tax Return) for their clients.
Assists in concerns of the outsourced accountants regarding payroll,
PAYGW, Payroll Tax, FBT, Superannuation and SMSF, New Zealand
Taxation, New Zealand GST etc.
Coach accountants to use Xero, Xero Practice Manager (XPM),
MYOB, Quickbooks Online and other softwares used in the business
such as Hubdoc, Tanda, Asana etc. for bookkeeping tasks and
reconciliations
Provides coaching and feedback to the team members for skills
validation.
Maintain a relevant repository of reusable training materials
Submit training compliance and reports regularly or as per required.
Identify, coordinate and implement initiatives related to learning and
floor support
Writing Content of courses to be offered in CERT IV in Accounting
and Bookkeeing, BAS Certification and some Diploma courses in
Accounting in Australia
Coordinate and lead project with Philippine Institute of Certified Public
Accountants (PICPA) and Professional Regulations Commission (PRC)
for courses offered to be accredited and merits CPD points for
professional accountants.
Attend necessary training for professional growth and experience
Identify and perform other projects and duties as required
Employer
:
VirBuPro Client Advisory Services
Position
:
Owner / Manager
Speaker on Xero Workshop, Author of Module in Xero Workshop
Inclusive Date
March 2019 – Present
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Conducts workshops, seminars, and webinars on how to use Xero in
business
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Perform client engagements in migrating of the business to Xero
Employer
:
My Drone Services Corp.
Address
:
Unit 33 I-J, Philexcel Business Park
MA Roxas Hiway, Clark Freeport Zone, Pampanga
Position
:
Chief Accountant
Inclusive Date
:
July 2017 – January 2020
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Review and process expense reports
Compile and analyze financial information to prepare financial
statements including monthly and annual accounts
Ensure financial records are maintained in compliance with accepted
policies and procedures
Make certain all financial reporting deadlines are met
Prepare financial management reports
Establish and monitor the implementation and maintenance of
accounting control procedures
Resolve accounting discrepancies and irregularities
Continuous management and support of budget and forecast activities
Monitor and support taxation requirements
Develop and maintain financial databases
Prepare for financial audit and coordinate the audit process
Oversee accurate and appropriate recording and analysis of revenues
and expenses
Evaluate and advise on business operations including revenue and
expenditure trends, financial commitments and future revenues.
Collect and analyze financial information to recommend or develop
efficient use of resources and procedures, provide strategic
recommendations and maintain solutions to business and financial
problems
Ensure compliance with relevant laws and regulations and integrity of
financial data
Employer
:
Colegio De Sebastian
Address
:
Mac Arthur Highway, Brgy. San Isidro,
City of San Fernando, Pampanga
Position
:
College Instructor
Inclusive Date
:
June 2016 – March 2017
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Teaching Accounting and Management subjects, specifically Basic
Accounting, Mathematics of Investment, Business Math, Business
Statistics, Principles of Management, Principles of Marketing,
Compensation Administration, Production Management, Distribution
Management, General Math, Statistics and Probability.
Employer
:
Mabalacat City College
Address
:
Dolores, Mabalacat City, Pampanga
Position
:
College Instructor / Student Council Adviser
Inclusive Date
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June 2015 – April 2016
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Teaching Accounting and Management subjects, specifically Basic
Accounting, Mathematics of Investment, Business Math, Principles of
Management, Principles of Marketing, Basic Economics with Land
Reform and Taxation.
Company
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Invictus Food Products Corporation
Address
:
Invictus Business Complex, Brgy. Del Rosario,
City of San Fernando, Pampanga
Position
:
Internal Auditor
Accounting Supervisor
Inclusive Date
:
January 2014 – May 2015
As Internal Auditor
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Audit the whole process of the company (Invictus Food Products
Corporation) which includes assessment of internal controls, whether
they are implemented or not.
Audit certain Accounting Areas which includes; Payroll, Accounts
Payable, Inventory, Shipment/ Trucking, Trainee Allowance, Petty
Cash.
Investigation of errors and other risk factors
Reporting of findings and recommendations to the owner or to the Board.
As Accounting Supervisor
• Supervise the work of Accounting Staffs (Inventory, Sales, Payroll,
Accounts Payable, Accounts Receivable) including the reports for this
area.
• Responsible for BIR Matters (Monthly VAT (2550M and 2550Q),
1601E, 1601C), Legal Matters, Meeting with Accounting Firm etc.
• Prepare Monthly Expense Report
• Prepare Petty Cash Report
• Prepare Schedule of Sales and Purchases to be declared in BIR
• Prepare Statement of Account of Distributors
• Prepare Attendance of Officers and Admin in Payroll
• Prepare Checks for Trainee and On Call Allowances of Employees
• Follow up Concerns to the Branch Managers of Branches
• Conduct Monthly Physical Inventory
• Application/renewal of licenses from the government agencies
• Other Supervisory Functions
Employer
:
Systems Plus College Foundation
Address
:
Angeles City
Position
:
College Instructor
Inclusive Date
:
July 2012 – October 2013
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Teaching Accounting and Management subjects, specifically Basic
Accounting, Hospitality Accounting, Business Finance, Mathematics of
Investment, Principles of Management, Principles of Marketing, Basic
Economics with Land Reform and Taxation.
ACHIEVEMENTS/ CERTIFICATIONS/ ELIGIBILITY
➢ XERO Partner
➢ XERO Advisor Certified
➢ XERO Migration Certified
➢ XERO Payroll Certified
➢ Certified Tax Technician – Passer (Feb. 25, 2017)
➢ Registered Business Professional -Topnotcher, Rank #2 (November 05, 2016)
➢ Certified Accounting Technician (CAT) – Level 3 Passer
(Payroll and Tax Accounting [Sept. 24, 2016])
➢ Certified Accounting Technician (Registered Cost Accountant) Level 2 Passer (Cost Accounting and Managerial Accounting [July 09, 2016])
➢ Certified Accounting Technician (Certified Bookkeeper)-Level 1 Passer
(Practical Accounting [Feb. 13, 2016])
➢ Civil Service Eligibility Examination-Professional Level Passer (Oct. 23, 2016)
➢ Certified Bookkeeper (TESDA NCIII (Bookkeeping) Passer)-October 2012
AFFILIATIONS/ORGANIZATIONS
❖ Senior Member of Royal Institute of Management Accountants, Singapore (2022-Present)
❖ Primary Leader at Hills of Glory International Christian Center Inc. (2019-Present)
❖ Auditor of SPCF Alumni Association Inc. (2018-Present)
❖ Member Chartered Association of Marketing and Business Professionals & JA Philippines
(2017-Present)
❖ Member Philippine Association of Certified Tax Technicians (2017-Present)
❖ Member of Institute of Certified Bookkeepers (ICB) of United Kingdom (2016-Present)
❖ Member of National Institute of Accounting Technicians (NIAT) Philippines
(2016-Present)
SEMINARS ATTENDED
❖ Law on NIRC Taxes and Real Property Tax
St. Thomas More College-Clark (Feb. 11, 2017)
❖ Tax Practice – Accomplishing of BIR Forms
St. Thomas More College-Clark (Feb. 18, 2017)
❖ The Bookkeepers Summit 2016
SMX Convention Center, SM Aura Premier, Taguig City (October 22, 2016)
❖ 2nd Annual Industry Forum 2016
Systems Plus College Foundation, Balibago, Angeles City (August 19, 2016)
❖ Establishing a New Norm in Business Research
Tarlac State University, Romulo Boulevard, Tarlac City (April 02, 2016)
❖ Developing a Culture of Research & Extension for Higher Education Institutions
(HEIs) in Region 3
Azzuro Hotel, Balibago, Angeles City, Pampanga (November 20, 2015)
❖ Revolutionizing Higher Education through Accreditation
Yonek Function Hall, Mabiga, Mabalacat City, Pampanga (November 06, 2015)
❖ Code of Ethics of Public Officials and Employees/ Professional Act
Yonek Function Hall, Mabiga, Mabalacat City, Pampanga (November 06, 2015)
❖ Seminar Workshop on Construction of Table of Specification and Rubric
Construction - Mabalacat City College, Rizal St., Dolores, Mabalacat City, Pampanga
(September 21, 2015)
❖ 1st Regional Business Forum “Building Careers, Molding Competitive Professionals”
Tarlac State University, Romulo Boulevard, Tarlac City (August 03, 2013)
❖ Leadership Training Seminar, The One Piece Edition. “Survive the Odds, Test Your
Potentials, Discover The Treasures of Being a Leader”
Fiona’s Farm, La Paz, Magalang, Pampanga (July 6-7, 2013)
❖ Leadership and Management Skills, Human and Public Relations Communication
Skills
Systems Plus College Foundation (May 20, 2013)
❖ Personality Development
Systems Plus College Foundation (May 21, 2013)
❖ Instructional Materials/Modules Development
Systems Plus College Foundation (May 22, 2013)
❖ Work Ethics, Functions of a Teacher, Classroom Management, E-Learning,
Education and Technology, Reading Strategies
Systems Plus College Foundation (May 23, 2013)
CHARACTER REFERENCES:
Mr. Genesis Z. Macapagal, RPsy,MSPsy
Head of People and Culture
Mabalacat City College- /-
Dr. Ramon T. Quito, CPA
Proprietor
RTQ Accounting Firm-
Mr. Gener Manaloto, CPA
Accounting Trainer
TOA Global Academy-
I hereby certify that the above information is true and correct with the best of my
knowledge and ideals.
Wilson J. Carlos
Applicant
