Jane Beriso
Naga City
Summary
A reliable and adaptable professional with a broad skillset, experienced in administrative support, communication, problem-solving, and multitasking in fast-paced environments.
Overview
17
17
years of professional experience
Work History
DIGITAL ADMINISTRATOR
Bulls N' Bears with Matt Birney
Perth
07.2022 - Current
- Responsible for editing and distributing five email newsletters to ASX-listed clients, featuring curated articles and updates from multiple media sources
- Update the daily allocation sheet by gathering social media links and resharinin client articles in their respective X platforms
- Send accurate and complete social media links to clients using customized email templates via the WIX platform
- Perform Social Media Moderation and implement Growth strategies to increase engagement and follower base in LinkedIn and X platforms
CONCIERGE / PROCESS INNOVATION PROFESSIONAL F & A PRACTITIONER/ SENIOR FINANCIAL ANALYST
CROSSMARK
05.2019 - 11.2025
- Served as the liaison for Customer Business Managers, ensuring special requests, projects, and escalations are prioritized and managed to expectations.
- Processing payment claims and deductions in the High Radius portal
- Validation and Calculation of customer rebate claims and payment requests
- Request Manual invoices from the Sales Team
- Rebate reconciliation at mid-year and year-end
- Year-end Budget and Customer Trade Estimates, working with Business Account Manager (BAM)
- Attend meetings with Customer Business Managers (CBM) and Trade Manager
- Knowledge Transfer (KT) Team, India and Manila resource
- Prepare Job AIDS and DTPs for the various tasks and processes for the team
- Handles the monthly close process on time, adheres to strict reporting deadlines for pre-close and close as published in the Financial Closing Calendar
- Maintains the accuracy of general ledger accounts and prepares journal entries
- Performs a Balance Sheet review, which includes resolving outstanding issues, reviewing bank accounts, accruals, prepaid expenses, and intercompany activity.
- Performs Bank reconciliations and Account Receivable Aging report
ADMINISTRATIVE ASSISTANT
Department of Agriculture Region V
Pili
05.2009 - 05.2014
- Control all Disbursement vouchers for funding under the following programs/projects;
- - Priority Development Assistance Fund (PDAF)
- - Unified and Enterprise Geospatial Information System (UEGIS)
- - Public-Private Partnership Strategic Support Fund (PPP-SSF)
- - Support to Poverty Eradication, Empowerment and Development (SPEED)
- - Various Agricultural Research Project
- Prepare PDAF Financial Reports and follow-up Fund Transfer releases
- Maintain records and disbursements of PDAF
- Maintain records of Special Allotment Release Order (SARO) Advice of Sub-Allotment (ASA), Notice of Cash Allocation(NCA) received from DBM and DA-OSEC
- Assist in the preparation of Budget Proposals and Budgetary Requirements needed by the Congress and Senate
Education
Bachelor of Science - Financial Accounting
ATENEO DE NAGA UNIVERSITY
Naga City10-2005
Skills
- Business operations
- Process management
- Compliance
- Process best practices
- High Radius
- Automated accounts receivable
- Cash application
- Collections processes
- Microsoft Office
- Enterprise resource planning (ERP)
- Oracle
- SAP
- Financial data management
- Reporting
- Detail-oriented
- Flexible
- Ability to work independently
- Prioritize tasks
- Manage multiple priorities
- Tight deadlines
Affiliations
- Member, Junior Philippine Institute of Accountants
- Member, Nature Crusader
Training
- 15-Hr Quickbooks Online Advance Training, 01/01/25
- 5 Hr-General Virtual Assistance Training, 01/01/22
- Make Strategic Content Decisions for A Community, 10/01/21
- Social Media Management Training, 09/01/21
- Enterprise Design Thinking Practitioner, 09/01/21
Awards
- Eminence and Excellence Awardee, 09/01/21
- Best Employee, CMK Account, 08/01/21
- Employee of the Month, 02/01/18
Timeline
DIGITAL ADMINISTRATOR
Bulls N' Bears with Matt Birney
07.2022 - Current
CONCIERGE / PROCESS INNOVATION PROFESSIONAL F & A PRACTITIONER/ SENIOR FINANCIAL ANALYST
CROSSMARK
05.2019 - 11.2025
ADMINISTRATIVE ASSISTANT
Department of Agriculture Region V
05.2009 - 05.2014
Bachelor of Science - Financial Accounting
ATENEO DE NAGA UNIVERSITY