Joanna Marie Lim

 Lead engagements, which include planning executing, directing, and completing financial audits
 Acquire a working knowledge of the client’s business
 Proactively interact with key client’s management to gather information, resolve problems, and make
recommendations for business and process improvements
 Delegates tasks to staff while maintaining accountability to influence outcomes, problems, and constraints
 Provides responsive, timely, valued, and high-quality service to the needs of clients and team members
 Manages multiple priorities; plans and organizes work flow; monitors progress and meets deadlines
 Research and analyze financial statement and audit related issues.
 Identifies issues and problems in engagements; appropriately proposes sound solutions

 Develops and applies technical knowledge in engagements
 Reports progress of work to colleagues and engagement supervisors
 Uses recent guidance and standards, team insights, related research, and curiosity to solve problems
 Engages client personnel; demonstrates understanding of the client's business and tax environments
 Completes assigned work well within budgeted time
 Seeks tasks and jobs to develop and advance learning and experience
GOODWORKS MERCHANDISE
▪ A local retail company of agricultural products and machineries

 Preparing monthly financial statements
 Monitor the efficient flow of funds/cash payment to suppliers, employee’s payroll, petty cash expense and
bank transactions, according to company policies and banking laws
 Improves financial status by analyzing; monitoring variances; identifying trends; recommending actions to
management
 Complies with local legal requirements by studying requirements; enforcing adherence to requirements and
preparing tax reports
 Inventory management
 Process payroll in a timely manner

 Recording day to day financial transactions and completing the posting process.
 Maintains historical records by filing documents.
 Prepare quarterly and monthly tax returns
 Contributes to team effort by accomplishing related results as needed.

 Maintain and reconcile subsidiary and general ledgers.
 Prepares financial reports by collecting, analyzing, and summarizing account information.
 Comply with local, state, and federal government reporting requirement
 Provide clerical and administrative support to management as requested