Jumairah Lopez
Department Of Social Welfare And Development
Rosario, Province Of La Union,PAM
1
Certification
6
years of professional experience
Detail-oriented professional with proven capabilities in budget management, financial reporting, and program implementation monitoring. Committed to enhancing financial performance and compliance through precise data analysis and effective reporting.
Work History
Administrative Officer II
2 Years 6 Months- Monitor program implementation and fund utilization, ensuring adherence to the program's work and financial plan.
- Provide technical assistance and guidance along budget management concerns.
- Monitor, maintain and update registry of allotment, obligations and balances including disbursement.
- Processed financial transactions per allotment and ensured claims consistency with documentary requirements.
- Updated programs to ensure compliance with financial management guidelines. on financial management guidelines.
- Prepare reports and perform other support functions in the implementation of the program and policies.
- Developed and facilitated training materials on guidelines for budget proposals and financial plans for fiscal year.
Financial Analyst I
7 Months- Oversaw financial allocation of RICTMS fund, controlled and monitored utilization of allotment and disbursement to ensure compliance and effective resource management.
- Analyze financial data to support budget planning and resource allocation.
- Develop financial reports to assist management in decision-making processes.
- Facilitated processing of financial transactions according to available allotment and reviewed claims for consistency with documentary requirements to support accurate financial reporting.
- Monitored downloading of cash allocation and its utilization to ensure timely availability of funds for operational needs.
Administrative Assistant II
1 Year- Monitored and regulated overall fund utilization according to allotment and approved work and financial plan.
- Managed and organized documents and records, maintaining inventory and appraisal in accordance with 7S and National Archives of the Philippines (NAP) standards.
- Updated financial management guidelines for monitoring and evaluation finance officer, ensuring compliance with program standards.
- Developed reports and presentations aligned with program requirements to support decision-making.
- Updated the tracking system with incoming documents.
- Observed proper turn-over of records during employee resignation to maintain continuity. / endorsement of all the records before resignation / separation of the concerned employee from the office.
Systems, Applications and Products (SAP) Analyst
1 Year 1 Month- Updated and encoded daily operations and productions in SAP, tracking all stages from raw materials to shipment of finished products.
- Monitored daily transactional processes and maintained data quality, generating billing reports for stakeholders to support informed decision-making.
- Issued delivery receipts, sales invoices, and shipment documents for trucking and distributor customers, ensuring accurate and timely processing.
Education
Associate in Accounting Technology - Accounting And Finance
Bachelor of Science - Management Accounting
Skills
Financial Administration
Payroll processing
Work coordination
Report writing
Bookkeeping
Records management
Microsoft Office and Google Workspace proficiency
Analytical skills
Accomplishments
Collaborated in facilitating and conducting budget management activities such as regional budget hearing, work and financial plan workshop, focus group discussion and technical learning session along financial management.
Certification
- Certified Bookkeeper
- Mastering Philippine Government Bookkeeping and Financial Reporting
- Microsoft Digital Literacy
- Personal Financial Management Literacy
Timeline
Administrative Officer II
Department Of Social Welfare And Development
04.2024 - CurrentRead More
Financial Analyst I
Department Of Social Welfare And Development
08.2023 - 03.2024Read More
Administrative Assistant II
Department Of Social Welfare And Development
07.2022 - 07.2023Read More
Systems, Applications and Products (SAP) Analyst
LDP Farms Food Corporation
01.2021 - 02.2022Read More
Saint Louis University
Bachelor of Science from Management Accounting
Read More
Saint Louis University
Associate in Accounting Technology from Accounting And Finance
Read More