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
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 -