EDGARDO S. OLAN-OLAN
Accounting & Finance Specialist
Malabon City
Summary
Accomplished Accounting and Finance Professional with 9+ years of experience specializing in financial reporting, tax compliance, accounts receivable/payable, and credit & collection management across the insurance and construction industries. Demonstrates strong analytical skills, regulatory knowledge, and the ability to streamline financial processes while ensuring full compliance with BIR and other governing bodies. Proven track record in enhancing collection efficiency, strengthening client relationships, and supporting organizational financial stability. Adept in modern accounting systems and committed to continuous professional development.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Disbursement & Collection Specialist
Philippines First Insurance Co., Inc.
05.2024 - Current
- Issued and distributed Invoices and Statements of Account (SOA) to intermediaries, ensuring accuracy, transparency, and timely collection follow-ups.
- Proactively identified and managed delinquent accounts by closely monitoring premium payments, analyzing overdue balances, and flagging high-risk policyholders for immediate follow-up and collection action.
- Conducted monthly meetings with internal departments (such as Accounting, Underwriting, and Sales) to review and resolve problematic or disputed accounts, ensuring proper coordination and resolution.
- Held monthly reconciliation and invoicing meetings with intermediaries to ensure record accuracy and improve collection efficiency.
- Prepared and submitted accurate monthly collection reports to management, providing insights that supported decision-making and cash flow monitoring.
- Built strong customer relationships, contributing to higher payment compliance and client retention.
- Supported continuous improvement initiatives in collection processes to align with company financial goals and operational standards.
Accounting Officer – Tax Compliance / Accounts Payable
Philippines First Insurance Co., Inc.
09.2019 - 03.2024
- Filed and paid monthly/quarterly BIR remittances (Business Tax & Income Tax)
- Prepared and submit VAT Summary Lists, Alphalist of Payees, and SAWT.
- Conducted compliance reviews of broker and agent rates, avoiding potential regulatory penalties.
- Verified and processed invoices ensuring accuracy, completeness and adherence to tax regulations.
- Audited company disbursements and validated documentation, ensuring alignment with financial policies and tax regulations.
- Actively pursued continuous learning by attending BIR and SEC-related seminars, keeping the company updated on regulatory changes.
Accounting Assistant – Accounts Receivable
Metrotech Steel Industries Inc.
02.2017 - 08.2019
- Processed accounts and incoming payments in line with accounting standards.
- Prepare sales invoices, billing statements, and official receipts
- Resolved client billing disputes effectively, improving collection turnaround times.
- Prepared monthly collection and aging reports to support cash flow planning.
- Reconciled receivable accounts, ensuring accurate posting of payments and minimizing discrepancies.
Accounting Associate
Cogent Business Solutions Inc.
07.2016 - 12.2016
- Bookkeeping
- Tax compliance and payroll remittances including statutory benefits.
- Prepared draft Financial Statements
- Bank Reconciliations.
On-the-Job Training – Credit & Collection Department
B2B Cargo Care Corporation
Education
Bachelor of Science - Management Accounting
City of Malabon University
01-2016
High School - undefined
Longos National High School
01-2011
Skills
- Accounts Receivable & Payable Management
- Credit & Collections Strategy
- Client Negotiation & Conflict Resolution
- Financial & Tax Compliance (BIR, Insurance Commission)
- Financial Reporting & Analysis
- Proficiency in MS Excel, Spreadsheets and Word
- Knowledgeable in GENIISYS, XERO, QuickBooks, MYOB
Affiliations
- Junior Philippine Institute of Accountants (JPIA), City of Malabon University (2012–2016)
- Longos Scholarship Program – Malabon City (2012–2016)
Certification
L2 Xero Certified Professional – Completion ID 14297897
Timeline
Disbursement & Collection Specialist
Philippines First Insurance Co., Inc.
05.2024 - Current
Accounting Officer – Tax Compliance / Accounts Payable
Philippines First Insurance Co., Inc.
09.2019 - 03.2024
Accounting Assistant – Accounts Receivable
Metrotech Steel Industries Inc.
02.2017 - 08.2019
Accounting Associate
Cogent Business Solutions Inc.
07.2016 - 12.2016
On-the-Job Training – Credit & Collection Department
B2B Cargo Care Corporation
High School - undefined
Longos National High School
Bachelor of Science - Management Accounting
City of Malabon University
TRAININGS & SEMINARS
- Basic Excel Training – Lift Off Consulting (March 2026)
- Aze Vektor Global Training Corporation – (November 2025)
- Effective Collection Technique – Insurance Institute for Asia & Pacific (November 2025)
- Basic Customer Service Program – Lift Off Consulting (July 2025)
- Understanding Withholding Taxes – ZALAMEA (February 2022)
- Avoiding SEC fines and penalties on Financial Reporting - ZALAMEA (August 2021)
- Refresher on SEC Financial Reporting – ZALAMEA (June 2021)
- Utilizing the Tax Incentives under the Create Law - ZALAMEA (April 2021)
- Relevant BIR TAX Updates – ZALAMEA (February 2021)
- AML/CFT Training Workshop – BSP (November 2019)
- Large Taxpayers – Quarterly Tax Updates, BIR National Office (September 2019)