Summary
Overview
Work History
Education
Skills
Websites
Certification
Additional Background
Overall Professional Summary
Continuing Professional Development
Professional Memberships
Timeline
Generic
JEORGENZON A. FERALDO, CPA AIPA IFA

JEORGENZON A. FERALDO, CPA AIPA IFA

Redfern

Summary

Accounting professional with a Bachelor of Science in Business Administration (Internal Auditing) from ACCA-accredited FEU, CPA Australia Associate Member (ASA), and near-completion of ACCA Certified Accounting Technician (CAT) qualification. Provisional member of CA ANZ and internationally affiliated with IPA (AIPA) and IFA (AFA). Experienced in banking, finance, audit, and compliance, with strong attention to detail, accuracy, and regulatory adherence. Vocational training and work in Early Childhood Education have strengthened leadership, communication, and compliance skills. Adaptable, ethical, and results-driven, leveraging dual expertise to uphold integrity and deliver meaningful impact across financial and education sectors.

Overview

7
7
years of professional experience
8
8
years of post-secondary education
1
1
Certification

Work History

VA-Product Specialist

Valyou Furniture
Las Vegas
01.2022 - 01.2023
  • Assisted customers in choosing furniture by sharing product knowledge and making recommendations based on their needs and preferences
  • Delivered high-quality customer service in showroom and online inquiries, ensuring a positive shopping experience
  • Demonstrated product features, materials, and functionality to support informed purchasing decisions
  • Processed sales transactions and maintained accurate sales records using POS and internal systems
  • Coordinated with the warehouse and logistics team regarding product availability, orders, and delivery schedules
  • Handled customer follow-ups, order tracking, and after-sales support professionally
  • Maintained showroom presentation, merchandising displays, and product organization
  • Addressed customer concerns, returns, and service issues in line with company policies
  • Supported inventory monitoring and stock updates to ensure product availability
  • Collaborated with team members to meet sales targets and operational goals

Universal Banker

Citibank NA
01.2017 - 01.2021
  • Provided customer service support for account inquiries, banking requests, and general service concerns
  • Verified and updated customer information and documentation in accordance with KYC and compliance requirements
  • Assisted clients with account servicing, documentation processing, and system updates
  • Maintained accurate customer records while ensuring confidentiality and data privacy standards
  • Performed administrative and operational support to ensure smooth branch and service operations
  • Handled client communication professionally, including follow-ups and service coordination
  • Supported internal compliance checks and documentation review in line with banking policies
  • Resolved customer issues and escalations in a timely and professional manner
  • Coordinated with internal departments to address customer requests and operational matters
  • Ensured adherence to internal procedures, regulatory policies, and service quality standards
  • PROFESSIONAL AWARD: CITI EXCELLENCE AWARDEE 2017

Financial Analyst

Smart Communications Inc.
Makati City
01.2016 - 12.2016
  • Assisted in the preparation and analysis of financial reports, schedules, and accounting records
  • Performed account reconciliations and verified financial data for accuracy and completeness
  • Supported month-end closing activities including journal entries and documentation review
  • Monitored expenses and budget variances, providing basic analysis to support financial decisions
  • Maintained organized financial records, invoices, and supporting documents in compliance with company policies
  • Coordinated with internal departments to gather financial data and resolve discrepancies
  • Assisted in audit preparation by compiling reports, schedules, and required documentation
  • Ensured compliance with accounting standards, internal controls, and company procedures
  • Used accounting systems and spreadsheets to track transactions and generate reports
  • Supported the finance team with administrative and accounting-related tasks as required.

Education

Professional Accounting Qualification

Association of Chartered Certified Accountants
01.2018 - 03.2026

Bachelor of Science - Business Administration, Major in Internal Auditing

Far Eastern University
Philippines

Diploma - Early Childhood Education and Care (CHC50121)

Southern Institute of Early Learning & Leadership Sydney
Sydney, Australia

Certificate III - Early Childhood Education and Care (CHC30121)

New Era Institute
Windsor, NSW, Australia

Skills

  • Financial Analysis
  • Accounting Support
  • Audit
  • Compliance
  • KYC
  • Customer Management
  • Stakeholder Management
  • Operational Support
  • Administrative Support
  • Data Accuracy
  • Record Management
  • Cross-Functional Coordination
  • Sales
  • Client Advisory
  • Problem Solving
  • Issue Resolution

Certification

  • First Aid, CPR, Asthma & Anaphylaxis
  • Child Protection Training - Completed
  • Working With Children Check (WWCC) NSW
  • National Police Check/AFP
  • CPA Australia Membership (ASA) ID:30162230
  • Institute of Public Accountants (AIPA) ID: 373396
  • Institute of Financial Accountants (AFA) ID:299203

Additional Background

Various Early Learning Centres, Australia, Working Towards Early Childhood Teacher (ECT), CSA Level 5 Educator, 01/01/23 - Present, Planned and implemented developmentally appropriate programs aligned with EYLF, Developed and maintained observations, learning stories, and educational programming, Supported children's holistic development through play-based learning, Ensured compliance with NQS, EYLF, and centre policies and procedures, Maintained a safe, inclusive, and nurturing environment for all children, Built strong relationships with children, families, and team members, Applied positive behavior guidance strategies in daily practice, Monitored and documented children's progress and development, Supported Centre Directors in strategic planning and continuous improvement, Assisted in policy implementation and compliance practices, Helped coordinate staff schedules and daily room operations, Contributed to team collaboration, audits, and quality improvement processes, Collaborated with educators across different rooms to align routines, programming, and daily practices, ensuring smooth transitions and consistency for children, Coordinated with cross-room educators to align routines, learning programs, and implementation strategies, supporting smooth transitions and continuity of care for children, Built strong, respectful relationships with children and families, fostering trust and open communication, Communicated children's progress, development, and daily experiences with families in a clear and supportive manner, Shared observations and assessments with families, providing constructive feedback and guidance to support each child's development, Worked in partnership with families to address individual needs and enhance learning outcomes, Established strong partnerships with children and families, effectively communicating observations, assessments, and developmental feedback to support individual learning outcomes, Reported incidents and concerns to management and relevant authorities in accordance with centre policies and regulatory requirements, Ensured mandatory reporting obligations were met for any suspected child abuse or misconduct, Maintained accurate documentation of incidents and actions taken for compliance and audit purposes, Collaborated with management and external bodies to investigate and resolve incidents, prioritizing child safety and wellbeing, Maintained accurate documentation of incidents and actions taken for compliance and audit purposes

Overall Professional Summary

I have built my career across two distinct professions - accounting & childcare - yet the common denominator guiding both is a commitment to strong regulation and strict compliance. As an Accountant I bring expertise in financial analysis, audit, and governance. In the childcare sector, I apply the same principles to support directors and teams in implementing policies, ensuring safety, and fostering inclusive, well-governed learning environments. Adaptable, ethical, and leadership-focused, I leverage my transferable skills to uphold integrity, drive compliance, and create meaningful impact across diverse professional settings. Ultimately, a true Accountant is not defined by the field we work in, but by the principles and values we uphold every day.

Continuing Professional Development

  • CPA Australia & IPA refresher courses: Professional Ethics, Taxation, Financial Reporting, Corporate Governance, Audit & Assurance
  • Association of Chartered Certified Accountants: ACCA Foundations in Professionalism module - Completed

Professional Memberships

  • CPA Australia, Associate Member (ASA), Completing 4 CPA Program subjects toward full CPA designation
  • ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS (ACCA), Certified Accounting Technician (CAT), Student Member, Study completed, work experience and ethics requirement in progress, 4 exemptions awarded
  • CHARTERED ACCOUNTANTS AUSTRALIA AND NEW ZEALAND (CA ANZ), Provisional Member, Program in progress (longer-term pathway)
  • INSTITUTE OF PUBLIC ACCOUNTANTS (IPA), AUSTRALIA, Associate Member (AIPA)
  • INSTITUTE OF FINANCIAL ACCOUNTANTS, UK, Associate Member (AFA)

Timeline

VA-Product Specialist

Valyou Furniture
01.2022 - 01.2023

Professional Accounting Qualification

Association of Chartered Certified Accountants
01.2018 - 03.2026

Universal Banker

Citibank NA
01.2017 - 01.2021

Financial Analyst

Smart Communications Inc.
01.2016 - 12.2016

Bachelor of Science - Business Administration, Major in Internal Auditing

Far Eastern University

Diploma - Early Childhood Education and Care (CHC50121)

Southern Institute of Early Learning & Leadership Sydney

Certificate III - Early Childhood Education and Care (CHC30121)

New Era Institute
JEORGENZON A. FERALDO, CPA AIPA IFA