Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
14
14
years of professional experience
Work History
Financial Advisor
Pru Life UK
07.2021 - Current
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
PtP Accounting and Analysis
Ericsson Telecommunication
03.2020 - Current
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Supported month-end close procedures by preparing journal entries, account reconciliations, and financial reporting packages.
Maintained accurate fixed asset records by performing periodic physical inventory counts and reconciling discrepancies.
Ensured timely payments to vendors by managing the accounts payable process, maintaining strong relationships with suppliers.
Coordinated with external consultants on complex accounting matters, leveraging their expertise to strengthen internal knowledge and processes.
Developed clear communication channels between the accounting department and other business units for effective resolution of financial issues.
Accounting Assistant
Barcolair Philippines Inc
08.2018 - 03.2020
Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
Expedited invoice processing with effective communication between internal departments and external vendors.
Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Created detailed expense reports to facilitate reimbursement for business expenses incurred.
Tracked financial progress by creating quarterly and yearly balance sheets.
Streamlined bookkeeping procedures to increase efficiency and productivity.
Student Teacher's Assistant
Kumon Learning Center (Halang) Calamba
04.2011 - 06.2014
Supported classroom maintenance and upkeep, organizing books, and materials.
Supported classroom activities, tutoring, and reviewing work.
Helped with grading assignments and tests, providing constructive feedback to students based on results.
Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives.
Tutored struggling students individually and in small groups to reinforce learning concepts.
Copied, organized and distributed classroom assignments or other paperwork.
Mentored and tutored individual students needing additional help.
Organized materials in classroom spaces based on lecture plans, activity stations or other requirements outlined by teachers.
Education
Bachelor of Science - ACCOUNTING TECHNOLOGY
DE LASALLE LIPA
LIPA BATANGAS
06-2018
Skills
Invoice processing
Payment processing
Month-end closing
Accounts payable
Teamwork and collaboration
Customer service
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Relationship building
Microsoft office
Languages
English
Timeline
Financial Advisor
Pru Life UK
07.2021 - Current
PtP Accounting and Analysis
Ericsson Telecommunication
03.2020 - Current
Accounting Assistant
Barcolair Philippines Inc
08.2018 - 03.2020
Student Teacher's Assistant
Kumon Learning Center (Halang) Calamba
04.2011 - 06.2014
Bachelor of Science - ACCOUNTING TECHNOLOGY
DE LASALLE LIPA
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