Jette Perez
Branch Head
Burgos
Summary
Skilled Branch Head with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
Work History
Branch Head
Prudential Guarantee & Assurance, Inc.
Makati
08.2019 - Current
- Increased overall annual sales by incorporating several quality process improvements within branch.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol.
- Maintained friendly and professional customer interactions.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Municipal Councilor
Local Government of Burgos, Ilocos Norte
Burgos
01.2010 - 06.2019
- Drafted and passed legislation and amendments, wrote government policies and established budgets.
- Alerted constituents of government actions and programs by way of newsletters, personal appearances at town meetings and individual meetings.
- Presented more than 20 legislative addresses, group talks and public events.
Accounts Receivable Coordinator
Prudential Guarantee & Assurance, Inc.
Makati
11.2017 - 03.2019
- Reconciled daily AR ledger and verified proper posting.
- Completed daily process adjustments to maintain accuracy.
- Verified discrepancies and resolved clients' billing issues
- Prepared collection notice to clients with receivables.
Accounting Assistant
Trinity Insurance Broker
Makati
07.2012 - 10.2017
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Analyzed financial discrepancies and provided solutions for accurate financial records.
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Inspected account books and recorded transactions.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Education
Bachelor of Science - Financial Accounting
Far Eastern University
Manila, Philippines 06.2008 - 04.2012
Skills
Cash handling expertise
Proficient in MS Office
Marketing
Verbal/written communication
Business Development
Staff Management
Community Relations
Timeline
Branch Head
Prudential Guarantee & Assurance, Inc.
08.2019 - Current
Accounts Receivable Coordinator
Prudential Guarantee & Assurance, Inc.
11.2017 - 03.2019
Accounting Assistant
Trinity Insurance Broker
07.2012 - 10.2017
Municipal Councilor
Local Government of Burgos, Ilocos Norte
01.2010 - 06.2019
Bachelor of Science - Financial Accounting
Far Eastern University
06.2008 - 04.2012