GRACE GUPIT
Executive Virtual Assistant - Finance, Administration And Compliance
Cabuyao City
Summary
Qualified professional with strong background in finance, insurance administration and compliance management. Successfully managed financial operations and streamlined administrative processes to enhance efficiency. Demonstrated expertise in different line of businesses and effective team leadership. Bringing 10 years of experience in the Healthcare, Retail, Insurance Industries.
Overview
9
9
years of professional experience
Work History
Compliance Officer
Healthcare Business
11.2025 - Current
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Handled Commission Complaints
- Developed comprehensive policy and programs to increase employee awareness of compliance requirements and expectations.
- Managed relationships with regulators, maintaining open lines of communication to ensure transparent operations.
- Evaluated new regulations for potential impact on business operations, taking proactive measures to ensure readiness for implementation.
Finance & Administration Manager
Healthcare Business
01.2023 - 11.2025
- Developed and implemented streamlined procurement and invoicing Process. Eg: Invoice Template the Suppliers can use, Procurement Invoice Follow Up Process.
- Provide regular updates to COO, CEO and Regional Managers on task progress and departmental performance.
- Conduct weekly meetings with Australian accountants to ensure account accuracy.
- Serve as the key liaison for clients and suppliers, addressing concerns and inquiries.
- Monitors Admin, Finance, Invoices & Recruitment Shared Inboxes with more than 100 emails responded/actioned daily.
- Worked closely with Australians - CFO, Accountants, and Finance Administrators to ensure proper account reconciliation.
- Compliance Officer - Oversaw compliance checking, including tracking due diligence documentation from third-party vendors to ensure compliance with Services Australia regulations and Aged Care Quality and Safety Commission legislation.
- Debt Management - Working with the Australian Accountants and CEO to ensure client debtors are being contacted to collect payments and endorsement to Debt Collector, Accountant to Write Off, Etc. are discussed.
- Conducts Phone Calls with Clients and Supplier as needed.
- Used Accounting Softwares: Xero and Payrix
- HCP and NDIS (Australia)
Client Wellbeing Specialist
Healthcare Business
04.2021 - 01.2023
- Managed healthcare package clients, ensuring personalized support and assistance.
- Conducted regular courtesy check-ins to assess client satisfaction and needs. Conducted 80-100 calls per day.
- Coordinated client concerns and escalations with management.
- Worked closely with the Scheduling Department to optimize daily and weekly rosters.
- Assisted with inbound client and non-client calls, providing high-level support.
- Incharge of arranging Subcontracted services eg. Gardening, Occupational Therapy Assessment, Etc. for the Clients
- HCP and NDIS (Australia)
Senior Process Executive - Process Trainer & Training Manager
Cognizant Technology Solutions Inc.
04.2017 - 04.2021
- Started as Customer Service Representative.
- Incharge of Online (Inbound, Escalations and Outbound Calls) and offline tasks (Email and Social Media Response Team) for US retail company.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
- Promoted as Process Specific Trainer- Handled New Hire Classes and Process Knowledge Retention.
- Conducts Training need analysis and Quality Improvement Plan for the Team
- Handled Inbound Calls for Personal Property and Auto Insurance Based in the US (Travelers)
Education
SECONDARY SCHOOL -
Gulod National High School
Cabuyao, Laguna01-2014
BS IN TOURISM MANAGEMENT - undefined
Philippine Women's University
CDCEC - Calamba, Laguna01-2016
Skills
Excel Automation (Macro)
Problem-Solving
Critical Thinking
Flexibility
Training
- Train the Trainer Certification
- Instructional Design Training
- Assertive Communication Skill
- Excel Automation Training
- Company Security Training
Timeline
Compliance Officer
Healthcare Business
11.2025 - Current
Finance & Administration Manager
Healthcare Business
01.2023 - 11.2025
Client Wellbeing Specialist
Healthcare Business
04.2021 - 01.2023
Senior Process Executive - Process Trainer & Training Manager
Cognizant Technology Solutions Inc.
04.2017 - 04.2021
BS IN TOURISM MANAGEMENT - undefined
Philippine Women's University
SECONDARY SCHOOL -
Gulod National High School