Maria Socorro Bustamante, CFMP

• Responsible and assist employees regarding handling petty cash.
• Monitoring the revolving fund of Headquarters.
• Do bank transactions.
• Analyze data for billing reports and process valid claims for payments.
• Coordinate with the claims team and the Shopee logistic team regarding billing payments and other concerns.
• Dispute the POD COD excess amount paid or any other discrepancy based on checking the data.
• Reconciliation data reports for payment approval of superiors.
• Monitoring regional finance regarding audited and unaudited valid claims for payment.
• Auditing platforms such as Shopee, TikTok, and Lazada Billing.
• Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (Oppo and Shopee claims).
• Ensure the accuracy of inventory records, reports, and monthly counts of all products and items for the headquarter office, like office supplies, medicine supplies, furniture, and fixtures.
• Ensures Month-end deadlines are consistently met the deadline and with accuracy.
• Assist the Team Leader & Director for updated reports and concerns in Finance Department.

• Conduct needs-based financial planning
• Provide sound financial advice to individuals
• Manage client financial portfolios
• Ensure clients high trust rating by providing services based on Manulife standard

· Leading and mentoring a team of Shopee to ensure the tasks are met.

· Investigate handling complaints about abnormal shipments within the company, including lost, damaged, delayed, and other express shipments.

· Responsible for investigating High-Value cases of parcels (Lost, Damaged, and Delayed)

· Coordinate between disputants to guide parties toward a mutual agreement for conducting a liable region.

· Clarifying the issues, concerns, needs, and interests of all parties involved.

· Responsible for the final Shopee Billing validation summary and analysis.

· Do an audit for the assigned J&T warehouse and regional office in the Philippines.

· Personal in charge of the platforms Shopee, Tiktok, Zalora, and DTI for claims validation

· Coordinate platforms regarding issues and other concerns.

• Data Audit and Quality Assurance, specifically: Prepared of presentation material based on demand assessment results
• Monitoring task of team for POI tags assessment
• Every cutoff, reported and administrative support such as attendance for payroll and emailed it for approval
• Updated and developed new / appropriated demand and data audited process for project improvement
• Identified possible on ground survey errors committed by vendors in order for them to rectify existing errors and achieved 100 % community tagging (based on socioeconomic status) accuracy
• Consolidated and identified available network access points to appropriately serve the assigned and scheduled community recipient
• Data encoded and record kept by encoded and managed consolidated data to an assigned for future reference endorsement
• Used different geospatial tools (internet-based map information, QGIS and Google Earth) and performed following task/s: Demand Tagged and Cluster of facilities.

• Performed demand assessment support activities specifically: Demand tagged via Google Earth, Map Info and QGIS
• Cluster of facilities
• Data encoded and reported generation
• Prepared for presentation material based on demand
• Analyzed the quality of demand tags in every assigned Barangays in the Philippines.

• Received claims and invoice from dealers and clients
• Files creation related to claims
• Encoded status of claims and replenishments
• Issued Letter of authority, Certificate of No Claim and Order of payment
• Sent approved letter of authority and evaluation to clients, dealers and branches
• Answered incoming calls and resolving issues with clients and dealers regarding claim
• Responsible for weekly loss report
• Do post auditing and closing of claims.