KENT JOSEPH OCA
Finance
Mandaue City, Province Of Cebu,CEB
Summary
Dynamic finance professional with a proven track record at NA Systems Inc., excelling in bank reconciliation and invoice management. Recognized for enhancing accuracy in financial records and fostering effective communication within teams. Adept at problem-solving and maintaining professionalism, I consistently deliver results that support organizational objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Finance Assistant
NA Systems Inc.
12.2024 - Current
- Processed daily financial transactions in support of finance team objectives.
- Helped reconcile bank statements and accounts and maintain accuracy and current records.
- Resolved discrepancies in financial data to increase accuracy and reduce potential backlogs.
- Input financial data and produced reports using NOAH software.
- Reduced discrepancies in accounts receivable by closely monitoring customer payments and following up on overdue balances.
- Pitched in to assist with special projects and additional tasks.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Matched purchase orders with invoices and recorded necessary information.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
Accounting Assistant
4D Ventures and Development Inc.
03.2022 - 12.2024
- Collaborated with team members to streamline workflow processes, enhancing overall departmental efficiency.
- Maintained accurate filing systems for financial records, improving accessibility and retrieval times.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
- Improved cash flow management by closely monitoring accounts receivable, ensuring prompt collection of outstanding balances.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Reduced errors in account reconciliation through meticulous attention to detail and thorough review of transactions.
- Collaborated with team members on special projects, contributing valuable insights and problem-solving skills.
- Reduced late payments by implementing more effective accounts payable system.
- Assisted in tax preparation, ensuring accurate and compliant submissions.
- Handled day-to-day accounting processes to drive financial accuracy.
- Improved financial decision-making by providing detailed expense reports and analysis.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Generated invoices upon receipt of billing information and tracked collection progress.
Map Data Processor
Philippine Statistic Authority
02.2021 - 10.2021
- Processed and validated large datasets to ensure accuracy and consistency in statistical reporting.
- Utilized statistical software to analyze data trends and generate comprehensive reports.
- Collaborated with cross-functional teams to streamline data collection methodologies.
- Developed and maintained data entry protocols to enhance operational efficiency.
- Conducted quality assurance checks to identify and rectify discrepancies in data sets.
Area Supervisor
Department Of Social Welfare And Development
10.2020 - 12.2020
- Supervised daily operations to ensure compliance with departmental policies and procedures.
- Coordinated team activities to enhance service delivery and client satisfaction.
- Trained and mentored staff on best practices and operational protocols.
- Analyzed program effectiveness and implemented improvements for increased efficiency.
- Conducted regular evaluations of team performance to drive accountability and results.
- Facilitated workshops to enhance staff skills and knowledge in social welfare programs.
- Oversaw budget management and resource allocation to support program objectives.
- Led team meetings to discuss progress toward goals, address challenges, celebrate successes, and encourage continuous learning experiences among team members.
- Established clear objectives for each reporting period that aligned with company-wide goals.
- Planned sequence of operations and established schedule.
Team Supervisor
Philippine Statistic Authority
08.2020 - 10.2020
- Oversaw daily operations, ensuring workflow efficiency and adherence to safety protocols.
- Trained and mentored team members, fostering a culture of collaboration and accountability.
- Implemented process improvements, enhancing productivity and reducing operational delays.
- Coordinated scheduling and resource allocation to optimize team performance.
- Collaborated with upper management to establish performance goals for the team and develop strategies for achieving them.
- Evaluated team member performance regularly, providing guidance for professional growth and development.
- Led weekly meetings with staff to discuss progress updates, address concerns, and maintain open lines of communication.
- Supervised ongoing daily production phases.
Financial Advisor
Allianz Life Insurance Inc.
03.2019 - 06.2020
- Developed personalized financial plans to meet client goals and objectives.
- Conducted comprehensive market analysis to identify investment opportunities.
- Provided ongoing support and guidance to clients during financial decision-making.
- Facilitated regular portfolio reviews to ensure alignment with client strategies.
- Collaborated with clients to assess risk tolerance and investment preferences.
- Educated clients on financial products and investment strategies for informed decisions.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Typesetter
SPi Global Inc.
04.2017 - 12.2018
- Operated advanced typesetting software to create high-quality print layouts.
- Collaborated with graphic designers to ensure alignment of visual and textual elements.
- Reviewed proofs for accuracy, ensuring adherence to client specifications and standards.
- Mentored junior typesetters, enhancing team skills and workflow efficiency.
- Coordinated with production teams to manage project timelines and deliverables.
- Conducted quality assurance checks on final outputs, maintaining high standards of craftsmanship.
- Optimized the use of typography to enhance content legibility and visual appeal in various materials such as books, brochures, and advertisements.
- Managed multiple projects simultaneously while adhering to strict timelines, ensuring client satisfaction.
- Maintained high-quality standards by diligently checking proofs against original manuscripts for accuracy and consistency.
- Ensured error-free products by performing thorough quality control checks before final submission to clients.
- Collaborated with graphic designers to create visually appealing layouts for print and digital publications.
Education
Bachelor of Science - Management Accounting
Siquijor State College
Larena, Province Of Siquijor, Philippines 04.2001 -
Skills
Microsoft Excel
Bank reconciliation
Invoice management
Bookkeeping
Invoice processing
Accounts payable
Financial record keeping
Data entry
Cash management
Inventory tracking
Expense tracking
Tax preparation
Telephone etiquette
Deadline awareness
Check disbursement
Organizational skills
Attention to detail
Professionalism
Adaptability and flexibility
Effective communication
Teamwork and collaboration
Time management
Multitasking Abilities
Problem-solving aptitude
Decision-making
Adaptability
Complaint resolution
Self motivation
Reliability
ERP software
Certification
Certified Bookkeeper, PICPA
Timeline
Finance Assistant
NA Systems Inc.
12.2024 - Current
Accounting Assistant
4D Ventures and Development Inc.
03.2022 - 12.2024
Map Data Processor
Philippine Statistic Authority
02.2021 - 10.2021
Area Supervisor
Department Of Social Welfare And Development
10.2020 - 12.2020
Team Supervisor
Philippine Statistic Authority
08.2020 - 10.2020
Financial Advisor
Allianz Life Insurance Inc.
03.2019 - 06.2020
Typesetter
SPi Global Inc.
04.2017 - 12.2018
Bachelor of Science - Management Accounting
Siquijor State College
04.2001 -