Summary
Overview
Work History
Education
Skills
Certification
Websites
References
Timeline
Generic

Alex Necole Romales

Bacolod City

Summary

Detail-oriented and dependable professional with strong organizational and multitasking skills. Proven track record in workflow optimization, technical support, and cross-functional coordination to improve team efficiency and collaboration. Skilled in document management, bookkeeping, HR processes, and executive support, with hands-on experience in tools like QuickBooks Online, Zapier, G Suite, and Microsoft Office. Committed to continuous growth while contributing meaningful improvements to business operations and client service delivery.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Operations Assistant

Insight Matters LLC
Remote - Wyoming
10.2024 - Current
  • Managed and enhanced ClickUp setups, implementing changes to streamline workflows and boost efficiency.
  • Served as technical support lead, guiding teams and clients in troubleshooting technical issues.
  • Coordinated cross-team efforts for Insight Matters, maintaining documentation and managing resources.
  • Handled internal operations by updating SOPs and identifying areas for process improvement.
  • Documented workflows into user-friendly guides, conducting regular check-ins to ensure compliance.
  • Led automation initiatives to simplify recurring tasks and reduce manual workload.
  • Administered access to company tools, including updates and troubleshooting of login credentials.
  • Oversaw daily Financial Operations tasks, supporting client onboarding with finance-related workflows.

Executive Assistant

Zenex Partners Inc.
Remote - Santa Clara, California
01.2022 - 10.2024
  • Coordinated conferences and monthly meetings to enhance organizational efficiency.
  • Managed executive calendars, scheduling appointments and optimizing travel arrangements.
  • Processed travel expenses and reimbursements for executive team with precision.
  • Conducted research and analyzed data to generate detailed business reports.
  • Facilitated training and onboarding for incoming office staff, ensuring smooth transitions.
  • Handled confidential information with discretion and professionalism.
  • Updated spreadsheets and databases to track and report on performance data.
  • Streamlined operations by prioritizing tasks, boosting senior management productivity.

Accounting and Compliance Specialist

Zenex Partners Inc.
Remote - Santa Clara, California
07.2021 - 10.2024
  • Created invoices and followed up on receivables to ensure timely payments.
  • Processed payments for payables, maintaining accurate financial records.
  • Prepared company-wide employee incentives to enhance staff motivation.
  • Recorded payroll and generated reports to support financial accuracy.
  • Communicated with clients and vendors regarding accounting-related inquiries.
  • Reviewed and updated compliance policies to ensure adherence to applicable laws.
  • Conducted quality reviews to identify workflow and communication issues.
  • Managed quality programs aimed at reducing overdue compliance activities.

EDiscovery Data Analyst

Blackstone Discovery
Remote - San Francisco, California
09.2020 - 02.2021
  • Processed raw data for team and counsel review, ensuring accuracy and completeness.
  • Prepared processed data for production, facilitating smooth workflow transitions.
  • Unitized large documents to enhance accessibility and organization.
  • Executed search terms on processed data and generated comprehensive reports.
  • Managed production of counsel-selected documents for client release.
  • Maintained security and confidentiality of documents and data within designated area.

Bookkeeper

Hikinex
Remote - San Francisco, California
08.2019 - 09.2020
  • Executed invoice creation and follow-up on receivables to enhance cash flow.
  • Conducted bank and credit card reconciliation to maintain accurate financial records.
  • Prepared company-wide employee incentives to boost morale and retention.
  • Recorded payroll and generated reports to ensure compliance with regulations.

Intern

Commission On Audit - City Of Bacolod Government
Bacolod City, Western Visayas
04.2018 - 05.2018
  • Conducted research, compiled data, and generated timely reports for stakeholders.
  • Analyzed problems collaboratively with teams to develop effective solutions.
  • Interacted with individuals via phone, email, and in-person to convey essential information.
  • Sorted and organized files, spreadsheets, and reports to enhance accessibility.

Education

Bachelor of Science - Accounting Technology

University of Saint La Salle
Bacolod City, Negros Occidental, Philippines
03.2019

Skills

  • Document review and policy analysis
  • Information gathering
  • Microsoft Office and Google Suite
  • Report preparation and data verification
  • Accounting and compliance management
  • Timekeeping and HR administration
  • QuickBooks Online and Billcom
  • Workflow optimization and process improvement
  • Technical support and software administration
  • Documentation management and team coordination
  • Effective communication skills
  • Problem solving and critical thinking

Certification

  • National Institute of Accounting Technicians CAT Level 1 Certified Bookkeeper Exam 2017 Passer;
  • Civil Service Exam (Professional) March 2019 Passer
  • Relativity One Certified Pro

References

References available upon request.

Timeline

Operations Assistant

Insight Matters LLC
10.2024 - Current

Executive Assistant

Zenex Partners Inc.
01.2022 - 10.2024

Accounting and Compliance Specialist

Zenex Partners Inc.
07.2021 - 10.2024

EDiscovery Data Analyst

Blackstone Discovery
09.2020 - 02.2021

Bookkeeper

Hikinex
08.2019 - 09.2020

Intern

Commission On Audit - City Of Bacolod Government
04.2018 - 05.2018

Bachelor of Science - Accounting Technology

University of Saint La Salle

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Alex Necole Romales