Daniella Marie Trespeces
ACCOUNTANT
Iloilo City
Summary
Experienced in financial reporting and customer service, specializing in preparing comprehensive monthly and annual financial statements for various industries, including real estate, mall, hotel, and shipping. Expertise also extends to crafting management communication reports. Entrusted with managing timely submission of monthly tax requirements and maintaining accurate annual books of account. Hands-on experience with computerized accounting systems like SAP, as well as CRM platforms such as Compass and Keller Williams. Leverage these tools to ensure efficient and precise financial processes for organizations.
Finance Analyst with 3 years of financial reporting and analysis experience. Applies advanced financial analysis, forecasting and modeling skills to translate analysis into practical results. Strong understanding and knowledge of accounting principles and accounting software with emphasis in business finance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Junior Finance Analyst
La Filipina Uygongco Corporation
08.2022 - 02.2025
- Prepared monthly and annual financial statements with accuracy and attention to detail and tax submissions at La Filipina Uy Gongco Group of Companies (Real Estate, Mall, Hotel and Shipping Business Unit), utilizing SAP ECC and SAP S/4 Hana for efficient accounting processes
- Managed monthly tax submissions to ensure compliance with regulatory requirements
- Utilized SAP ECC and SAP S/4 Hana for efficient maintenance of annual books of account
- Maintained compliance with all relevant regulations by staying up-to-date on industry-specific laws and accounting practices.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Improved financial operations with careful, in-depth analysis and proactive recommendations for improvement.
- Prepare and Forecast budget for Business Units
Virtual Assistant - Freelance
Cyberbacker Inc.
03.2022 - 05.2022
- Assisted US based client with social media management and lead generation, prepared newsletters, and scheduled meetings using CRM tools like Keller Williams and Compass
- Managed client's social media accounts, increasing engagement and lead generation by 20%
- Streamlined client's meeting scheduling process, resulting in a 15% increase in productivity
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Set up virtual Zoom meetings, invited guests and disseminated agendas.
- Elevated client experience by providing timely customer support via phone calls, emails, and live chat platforms.
Intern
Panpacific Food Services Inc
12.2021 - 03.2022
- Conducted 300 hrs
- Internship at Panpacific Food Services Inc in Iloilo, Western Visayas, Philippines
- Prepared and analyzed receipts from food panda and grab for account reconciliation
- Daily reconciliation of receipt discount soft copy vs actual receipt for accuracy
- Developed skills in data analysis, financial reconciliation, and attention to detail
Customer Service Representative
Inspiro Inc.
03.2021 - 11.2021
- Assisted US-based customers with inquiries regarding their debit accounts, providing exceptional customer service for a financial institution
- Handled inbound calls efficiently, resolving customer issues promptly and professionally
- Utilized strong communication skills to ensure customer satisfaction and maintain a positive relationship with clients
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Responded to customer requests for products, services, and company information.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Education
Bachelor of Science - Accountancy
Hua Siong College of Iloilo
Iloilo City, Province Of Iloilo, Philippines 04.2001 -
Skills
- Operational Efficiency Enhancement
- Proficient in Budget Preparation and forecast
- Strategic Financial Planning
- Financial statement analysis
- Critical thinking skills
- Excellent communication skills
- Strong interpersonal skills
- Results-Oriented
- Experienced with Microsoft Office Suite
Extra-Curricular Activities
Iloilo Federation of Junior Philippine Institute of Accountants, Vice President for Finance Asia World Model United Nation, 4th Honorable mention Delegate of Slovak Republic
Certification
Civil Service Eligibility
Timeline
Junior Finance Analyst
La Filipina Uygongco Corporation
08.2022 - 02.2025
Civil Service Eligibility
06-2022
Virtual Assistant - Freelance
Cyberbacker Inc.
03.2022 - 05.2022
Intern
Panpacific Food Services Inc
12.2021 - 03.2022
Customer Service Representative
Inspiro Inc.
03.2021 - 11.2021
Bachelor of Science - Accountancy
Hua Siong College of Iloilo
04.2001 -
Similar Profiles
PRIMITIVA CASAPRIMITIVA CASA
PURCHASING EXECUTIVE at Total (Philippines) CorporationPURCHASING EXECUTIVE at Total (Philippines) Corporation
Lenard Jay HalladoLenard Jay Hallado
Office Administrative Assistant at Filipina Hybrid Corn SeedsOffice Administrative Assistant at Filipina Hybrid Corn Seeds
Melanie MojicaMelanie Mojica
Mental Health Worker 1 at Telecare Corporation, La Casa (MHRC)Mental Health Worker 1 at Telecare Corporation, La Casa (MHRC)