Finance professional with expertise in accounting, financial management, and customer support, focused on improving financial results and driving business growth.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
5
5
Certifications
Work History
Management and Customer Support
AKON Curtains
09.2023 - 09.2024
Receives and processes customer payments
Issues refunds as necessary
Monitors and updates order status
Reviews and manages Return Merchandise Authorizations (RMAs)
Encodes weekly summary reports
Processes and manages relevant documents
Accounting Staff
Unimax Steel Resources Inc.
09.2021 - 09.2022
Process, verify, and post receipts for goods sold
Record transaction details related to payments and account statuses
Collect payments, issue receipts to customers, and accurately record transactions into the system
Collaborate with collection agents to reconcile accounts receivable at least bi-monthly
Maintain records, track payments, make banking deposits, and generate reports
Post cash and online transactions from daily deals
Create daily reports of cash and cash equivalents
Handle bank transactions
Accounting Staff
RJGA Builders
01.2018 - 01.2020
Ensure accurate and timely processing of accounts payable and purchase orders
Maintain contract documents, including all related records and files
Manage billing for all projects, ensuring all documentation is complete
Perform other duties as assigned or requested by management
Accounting Assistant
Wishland Software Technology, Inc.
12.2015 - 03.2017
Prepared and processed Accounts Payable transactions, ensuring accurate and timely payment of vendor bills in accordance with policies and procedures
Performed monthly, quarterly, and annual bank reconciliations using QuickBooks
Recorded payroll accurately
Prepared vouchers, checks, and petty cash reports
Prepared daily bank deposits and posted all transactions
Handled bank transactions
Prepared cash disbursements
On the Job Trainee
Bureau of internal Revenue (BIR)- Urdaneta
04.2013 - 05.2013
Assisted in processing tax returns and ensuring accurate data entry into the tax management system
Supported the review and analysis of tax documents and records for compliance with regulations
Provided administrative support by organizing and filing tax-related documents and correspondence
Assisted in the preparation of reports on tax revenue and trends for internal review
Responded to inquiries from taxpayers and provided guidance on tax filing procedures and requirements
Education
Bachelor of Science - Accounting And Business Management
UCU
Urdaneta, Province Of Pangasinan, Philippines
05.2010 - 05.2014
Skills
Strategic Financial Planning
Advanced Data Analysis
Project Management
Data Interpretation
Virtual Assistance
Process Optimization
Client Relations
Budgeting and Forecasting
Administrative Support
Regulatory Compliance
Certification
CSC Eligibility
References
Justin Lovely
AKON Curtains
jrdclovely@gmail.com
Timeline
Management and Customer Support
AKON Curtains
09.2023 - 09.2024
Accounting Staff
Unimax Steel Resources Inc.
09.2021 - 09.2022
Accounting Staff
RJGA Builders
01.2018 - 01.2020
Accounting Assistant
Wishland Software Technology, Inc.
12.2015 - 03.2017
On the Job Trainee
Bureau of internal Revenue (BIR)- Urdaneta
04.2013 - 05.2013
Bachelor of Science - Accounting And Business Management
Subject Matter Expert-Operations Management and Customer Support at OLX India Pvt. Ltd.Subject Matter Expert-Operations Management and Customer Support at OLX India Pvt. Ltd.