JOSEPH GARLITOS
Summary
Hardworking and dedicated accounting professional with over two years of experience in insurance accounting and bookkeeping. Demonstrated commitment to fostering a positive and inclusive team environment through compassionate and empathetic leadership. Dynamic and results-oriented trainer with a proven track record of delivering effective and efficient training programs that enhance skill development and drive team performance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Accounting Team Lead
Coverdesk Philippines
02.2024 - 12.2024
- Leading the Accounting VA Department to ensure the timely fulfillment of client deadlines
- Point of contact of the US team in the Philippines
- Creates performance evaluations for all accounting virtual assistants every 3-month, 6-month and annually.
- Contributed to process improvement initiatives, identifying inefficiencies in current systems and recommending solutions to enhance overall productivity.
- Leveraged advanced Excel skills to create financial models, forecasts, and ad hoc analyses for senior management''s strategic decision-making.
- Streamlined accounting processes by implementing efficient workflows and automating repetitive tasks.
- Enhanced team performance through regular coaching, feedback, and professional development opportunities.
- Identified team weak points and implemented corrective actions to resolve concerns.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Performs other operational tasks as an admin
Accounting VA Trainer
Coverdesk Philippines
10.2022 - 12.2024
- Teach basic insurance and accounting terminologies and concepts
- Train newly hired Accounting VAs, resulting in stronger staff development and increased productivity.
- Educating trainees of insurance management systems in the United States (AMS360, Ezlynx, Hawksoft)
- Developed the department's Accounting Training Agenda to ensure organized and well-planned training before transitioning to production.
- Enhanced accounting training materials and workflows.
- Collaborated with subject matter experts to create accurate training content.
- Enhanced trainee engagement through interactive workshops and hands-on activities.
- Promoted a culture of continuous learning by advocating for professional development opportunities.
Accounting Virtual Assistant
Coverdesk Philippines
05.2022 - 12.2024
- Process Agency Bill and Direct Bill commission statements in AMS360, Ezlynx, and Hawksoft.
- Run and audit agency and producer commission reports
- Bank reconciliation
- Billing and Invoicing
- Creating checks for vendors, employees, carriers, etc.
- Cash account reconciliation
- Completed different projects such as data entry, correction of system errors, etc.
- Managed multiple priorities effectively under tight deadlines while remaining detail-oriented throughout each task.
- Other accounting related tasks
Education
Bachelor of Science - Accountancy
College of Our Lady of Mercy Pulilan
Pulilan, Bulacan, Philippines05-2022
Accountancy and Business Management - Accounting And Finance
Richwell Colleges, Inc.
Plaridel, Bulacan, Philippines05-2018
Skills
- Insurance Accounting & Bookkeeping
- Attention to detail
- Goal-oriented Leadership
- Teaching Experience
- Coaching and mentoring
- Excellent Organization
- Conflict Resolution
- Computer literate - knowledgeable in Adobe Acrobat (editing PDFs, creating fillable forms, etc)
- Proficiency in Microsoft Apps - Excel, Word, Outlook, OneDrive, Teams, Forms, Powerpoint, To Do, etc
- Proficiency in Google Workspace Applications - Sheets, Docs, Calendar, Drive, Forms
Certification
- Xero Advisor Certified
- Quickbooks Online Certification
Timeline
Accounting Team Lead
Coverdesk Philippines
02.2024 - 12.2024
Accounting VA Trainer
Coverdesk Philippines
10.2022 - 12.2024
Accounting Virtual Assistant
Coverdesk Philippines
05.2022 - 12.2024
Bachelor of Science - Accountancy
College of Our Lady of Mercy Pulilan
Accountancy and Business Management - Accounting And Finance
Richwell Colleges, Inc.
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