NENITA B. JUAREZ
Richmond Hill,NY
Summary
Detail-oriented and results-driven financial professional with over 15 years of experience in tax analysis, bookkeeping, payroll management, and relationship banking. Proven track record of exceeding branch targets, managing high-volume accounts, and successfully leading teams of up to 20 personnel.
Overview
35
35
years of professional experience
Work History
Bookkeeping/ Payroll / POD Manager
1800ACCOUNTANT
01.2014 - Current
- Directly manage a team of 10-20 employees and contractors, overseeing daily operations and professional development.
- Review and finalize bookkeeping records to ensure 100% accuracy before delivering financial statements to clients.
- Proactively resolve client issues and manage complex accounting inquiries to ensure high satisfaction rates.
Tax Analyst / Support Accountant
1800ACCOUNTANT
01.2014 - Current
- Managed a diverse portfolio of 30–50 bookkeeping and payroll clients.
- Provided expert tax and bookkeeping advice via daily consultations, serving as a primary point of contact.
- Prepared 500+ tax returns, including forms 1040, 1120S, 1120, and 1065.
Relationship Officer / Acting Business Manager
PHILIPPINE NATIONAL BANK
01.1991 - 01.2008
- Spearheaded marketing initiatives to acquire new clients and expand the branch's portfolio.
- Consistently met and exceeded branch performance targets through strategic planning.
- Successfully increased the branch’s total deposit level through proactive client relationship management.
- Led and supervised a team of 15 staff members to achieve operational excellence.
Financial Account Specialist / Acting Loan Credit Officer / Acting Accountant
PHILIPPINE NATIONAL BANK
01.1991 - 01.2008
- Managed 6,000 savings and current accounts, overseeing 200–350 transactions daily.
- Maintained a portfolio of 50 loan clients, ensuring high levels of service and regulatory compliance.
- Eliminated 100% of past-due accounts by implementing effective debt restructuring strategies.
- Facilitated the sale of 85% of bank-acquired properties within the portfolio.
- Prepared critical financial documentation, including daily trial balances and comprehensive annual reports.
Cash Clerk / Bank Teller / Remittance Accounts Specialist
PHILIPPINE NATIONAL BANK
01.1991 - 01.2008
- Onboarded 10–20 new clients daily, delivering exceptional customer service.
- Managed daily posting of subsidiary ledgers for accounts receivable and accounts payable.
- Efficiently processed 50–100 bank transactions per day.
- Responsible for managing daily cash flows ranging from Php 500K to Php 3.0M.
Education
BBA - Management
University of The Philippines
Tacloban City, Philippines04-1991
BS - Accounting
CUNY - Hunter College
New York, NY01-2015
Associate of Applied Sciences - Accounting
CUNY - Borough of Manhattan Community College
New York, NY01.2012
Skills
- Accounting & Tax: Tax Preparation (1040, 1120S, 1120, 1065), Bookkeeping, Payroll Management, Financial Reporting, Trial Balances
- Banking: Relationship Management, Loan Credit Analysis, Debt Restructuring, Cash Management
- Software & Leadership: QuickBooks Online, Team Management (up to 20 people), Strategic Planning, Process Improvement
Timeline
Bookkeeping/ Payroll / POD Manager
1800ACCOUNTANT
01.2014 - Current
Tax Analyst / Support Accountant
1800ACCOUNTANT
01.2014 - Current
Relationship Officer / Acting Business Manager
PHILIPPINE NATIONAL BANK
01.1991 - 01.2008
Financial Account Specialist / Acting Loan Credit Officer / Acting Accountant
PHILIPPINE NATIONAL BANK
01.1991 - 01.2008
Cash Clerk / Bank Teller / Remittance Accounts Specialist
PHILIPPINE NATIONAL BANK
01.1991 - 01.2008
BBA - Management
University of The Philippines
BS - Accounting
CUNY - Hunter College
Associate of Applied Sciences - Accounting
CUNY - Borough of Manhattan Community College