Xero
Aileen Cruz Escartin, CPA, RCA
Account Manager / Senior Accountant
Limay,BAN
Summary
A seasoned Certified Public Accountant (CPA) with over 13 years of professional experience in accounting, financial and statutory reporting. Recently served as an Account Manager for assigned premium client portfolio in Sleek Tech Pte. Ltd. offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
15
15
years of professional experience
3
3
Certifications
Work History
Account Manager
BMG Outsourcing Inc. (Sleek Tech Pte. Ltd.)
12.2024 - 01.2026
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Delivered all functions as Senior Accountant (e.g. day to day transaction recording, financial and statutory compliance reporting, etc.)
Senior Accountant
BMG Outsourcing, Inc. (Sleek Tech Pte. Ltd.)
03.2023 - 12.2024
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Prepared quarterly GST reports.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Provided timely and accurate financial reporting to senior management, enabling informed decision-making based on reliable data.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.
- Facilitated training for junior accountants in GAAP standards, elevating overall departmental compliance.
- Prepared working papers, reports and supporting documentation for audit findings.
Business Analyst
Petron Corporation
12.2021 - 03.2023
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
- Streamlined operations management with effective communication and collaboration across cross-functional teams.
- Streamlined report generation processes, significantly reducing time spent on monthly performance analysis.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Refinery Plant Accountant - Production Statement
Petron Corporation
01.2019 - 12.2021
- Handled Inventory Management System of Petron Refining Division
- Facilitated effective communication between the accounting team and plant management on financial matters, fostering a collaborative working environment.
- Supported internal auditors during audits, providing necessary documentation and explanations to ensure compliance with regulatory requirements.
- Supported continuous improvement efforts within the finance function by identifying opportunities to automate manual processes and enhance existing systems.
- Provided valuable insights to senior management by preparing timely financial reports and analyses on plant performance metrics.
- Developed standard operating procedures for accounting processes, increasing efficiency and reducing errors.
Powerplant Accountant
Petron Corporation
01.2018 - 01.2019
- Handled day-to-day accounting processes of Petron Powerplant to drive financial accuracy.
- Gathered financial information, prepared documents, and closed books.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
Payables Accountant
Petron Corporation
08.2017 - 01.2018
- Managed vendor inquiries professionally, ensuring timely resolution of any issues while maintaining a high level of customer service.
- Reduced late payment penalties by diligently monitoring due dates and prioritizing vendor payments.
- Ensured accurate financial reporting by maintaining up-to-date accounts payable ledgers and schedules.
- Safeguarded company resources by thoroughly reviewing expense bills for compliance with policies and guidelines.
- Participated on the development of Centralized Bills Management System to ensure and track timely payment of bills
Accounting Clerk
Petron Corporation
07.2012 - 08.2017
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Input high volume of monthly invoices with consistent accuracy.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
- Maintained accounting records utilizing in-house systems.
Applications Specialist - MS Dynamics NAV
Infosoft International Solutions Inc.
06.2011 - 06.2012
- Provided training and support to end-users, ensuring smooth adoption of new technologies.
- Contributed to sales growth by demonstrating product expertise during client presentations and negotiations.
- Increased customer satisfaction ratings through prompt resolution of technical issues via phone, email, or onsite assistance.
- Assisted in the development of product documentation, creating easy-to-follow user guides and manuals.
- Implemented efficient processes to reduce application response times and improve overall performance.
Education
BS - Accountancy
Philippine School of Business Administration
Manila01.2010
Skills
Account management
Data analytics
Documentation and reporting
Client meetings
Management collaboration
Business process optimization
Teamwork and collaboration
Client relationship management
Business development
Accomplishments
- Xero Advisor
- Xero Payroll
Software
Slack
Quickbooks
Hubdoc
Dext
Microsoft Office
Certification
Professional Regulatory Commission, Certified Public Accountant, 0141727
Personal Information
- ID Type: Certified Public Accountant
- ID Number: 0141727
Timeline
Account Manager
BMG Outsourcing Inc. (Sleek Tech Pte. Ltd.)
12.2024 - 01.2026
Senior Accountant
BMG Outsourcing, Inc. (Sleek Tech Pte. Ltd.)
03.2023 - 12.2024
Business Analyst
Petron Corporation
12.2021 - 03.2023
Refinery Plant Accountant - Production Statement
Petron Corporation
01.2019 - 12.2021
Powerplant Accountant
Petron Corporation
01.2018 - 01.2019
Payables Accountant
Petron Corporation
08.2017 - 01.2018
Accounting Clerk
Petron Corporation
07.2012 - 08.2017
Applications Specialist - MS Dynamics NAV
Infosoft International Solutions Inc.
06.2011 - 06.2012
BS - Accountancy
Philippine School of Business Administration