Summary
Overview
Work History
Education
Skills
Certification
Language
References
Hobbies and Interests
Awards
Affiliations
Timeline
Generic
Rodel Miñoza

Rodel Miñoza

Summary

Experienced bookkeeper with 7 years of finance industry experience, specializing in providing virtual assistant, accounting, and bookkeeping services to international businesses. Proficient in Microsoft Excel (Pivot Tables, V-lookups, Macros, and basic VBA), QuickBooks, Xero, SAP, Sage 50, Shopify, Wix, and Google suites. Certified QuickBooks Online Pro Advisor with expertise in managing accounts payable and receivable. Recognized for maintaining accurate financial records and collaborating effectively with team members. Known for adaptability in dynamic environments and strong analytical skills.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Bookkeeper/AP Specialist

Santini Packers
02.2019 - 04.2024
  • Recoding of bills per branch using Sage 50 Accounting system
  • Daily email clean-up and management
  • Timely monitoring of vendor’s accounts payable balances
  • Weekly reconciliation of Vendor’s statement of accounts
  • Accounts Payable aging report
  • Send timely follow-ups and reminders to customers
  • Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
  • Reconciled bank statements with internal records to maintain accurate financial data.

Bookkeeper

Merel Corp
11.2021 - 08.2022
  • Batching of Invoices from Vendors using QuickBooks Desktop
  • Preparing collection reports using MS Excel
  • Reconciling Bank Accounts
  • Following-up customer balances via email and phone calls
  • Monitoring of APs and ARs
  • Processing P.Os
  • Email management
  • Simple graphic design using Canva
  • Reconciled monthly bank statements, maintaining financial accuracy and consistency across records.
  • Managed accounts payable and receivable, ensuring accurate and timely processing of invoices.

Instructor-1

Bukidnon State University
07.2019 - 06.2021
  • Conduct Daily classes for all handled sections
  • Monitor daily the student’s performance
  • Submitting monthly accomplishment reports to a supervisor
  • Developing instructional materials and making research
  • Attending In-service trainings program of the university
  • Developed and implemented engaging lesson plans to enhance student learning outcomes.
  • Facilitated interactive classroom discussions, promoting critical thinking and collaboration among students.
  • Assessed student performance through various evaluation methods, providing constructive feedback for improvement.
  • Advised students on academic pathways, aiding in course selection and career planning initiatives.
  • Promoted a positive learning environment by establishing clear expectations and maintaining consistent classroom management techniques.
  • Initiated new learning methods, eliminating instructional gaps and improving comprehension.
  • Participated in professional development opportunities to stay current on educational trends and enhance teaching effectiveness.

Report Analyst

Service Master by Stratos
11.2020 - 05.2021
  • Processing new hires into ADP system
  • Processing EEs payroll through EPAY time and labor system
  • Maintaining accurate EEs records
  • Preparing EEs monthly payroll summary using Pivot Tables in Excel
  • Adding and monitoring EEs schedule in EPAY system
  • Email management
  • Designing Power Bi Dashboards for internal reporting
  • Analyzed complex data sets to identify trends and inform strategic decision-making.
  • Developed comprehensive reports utilizing advanced Excel functions and data visualization tools.

Corporate General Bookkeeper

Mindanao Consolidated Coop Bank
06.2018 - 03.2019
  • Daily posting of branch and home office expenses
  • Ensure that all transactions are posted correctly to their proper accounts
  • Ensure that all tellers are balanced at the end of the day
  • Maintain schedules of all bank premises
  • Monitor aging of loans
  • Assist budgeting and forecasting
  • Email management
  • Prepare monthly bank reconciliation
  • Maintain proper and correct valuation of all bank fixed assets
  • Managed daily financial transactions, ensuring accuracy and timeliness in bookkeeping processes.
  • Reconciled bank statements with internal records to maintain financial integrity and transparency.

Bookkeeper

The Savvy Bookkeeping
01.2018 - 06.2018
  • Booking of rental using Yardi System
  • Answering customer’s queries via phone calls and email
  • Sending quotations to customers
  • Recording property expenses per property
  • Monitoring of receivables and accounts payable
  • Bank reconciliation
  • Email management
  • Monthly financial statement report
  • Batching of Invoices
  • Implemented improved bookkeeping procedures, enhancing efficiency in data entry and reporting processes.
  • Oversaw payroll processing, verifying employee hours and deductions for compliance with regulations.

Branch Accountant

Bukidnon Cooperative Bank
05.2014 - 05.2018
  • Ensure correct posting of all accounts
  • Daily monitoring of due to and due from transactions on all branches
  • Preparing monthly financial statements
  • Prepared accurate financial reports to support management decision-making and strategic planning initiatives.
  • Managed daily branch accounting operations, ensuring compliance with financial regulations and internal policies.
  • Oversaw reconciliation of accounts, identifying discrepancies and implementing corrective actions to maintain accuracy.
  • Led monthly audits, coordinating with external auditors to ensure transparency and adherence to banking standards.
  • Developed and implemented process improvements, enhancing efficiency in financial reporting and operational workflows.
  • Trained junior accounting staff on best practices, fostering a collaborative team environment focused on continuous learning.
  • Analyzed financial data trends, providing actionable insights that informed budgetary decisions and resource allocation.
  • Collaborated with cross-functional teams to streamline accounting processes, promoting alignment with organizational objectives.
  • Preparing monthly bank reconciliation
  • File monthly withholding taxes to the Bureau of Internal Revenue
  • Prepare Monthly Financial Reports for Board of Directors Meeting
  • Assist month-end closing procedure
  • Entering month-end adjusting entries

Sales Associate

Ororama Super Center
04.2008 - 12.2008
  • Perform a periodic inventory count of all the stocks
  • Ensure correct pricing per products
  • Perform a periodic inventory of all the stocks
  • Launch marketing campaign
  • Monitor sales trend per product
  • Delivered exceptional customer service to enhance shopping experience and foster loyalty.
  • Managed inventory levels, ensuring optimal stock availability for customer demand.

Education

Masters Degree in Management -

Bukidnon State University
01.2022

Professional Education - undefined

Valencia Colleges, Inc
01.2019

Bachelor of Science in Accountancy - undefined

San Isidro College
01.2014

Skills

  • Proficient in QuickBooks Online
  • Experience with Xero software
  • Financial statement evaluation
  • Advanced Excel data analysis
  • Data visualization with Power BI
  • Invoice processing
  • Accounts receivable management
  • Experience in managing properties using Entrata and Yardi
  • Bookkeeping
  • Accounting and bookkeeping
  • Payroll administration
  • Financial reporting

Certification

  • Finance Strategies for Business Leaders - June 22, 2021
  • Investment Evaluation - June 15, 2021
  • SAP ERP Essential Training - June 11, 2021
  • Excel 2016: Pivot Tables in Depth - June 10, 2021
  • QuickBooks Pro 2018 Essential Training - June 9, 2021
  • “SECuring the Philippine Capital Market and Business Sector” Webinar Series - November 2020
  • In-Service Training on Flexible Learning for the 2nd Semester 2020-2021: (Session 2): Syllabus Recalibration for a second-semester subject. - November 2020
  • In-Service Training on Creating Video Lectures - October 2020
  • In-Service Mass Training on Technology Integration for Flexible Learning - July 2020
  • Maintaining Positivity Amidst COVID-19 - July 2020
  • Student Assessment Tools for Online and Offline Learning Environments - July 2020
  • Streaming and Linking Via Google Classroom: A base Interface for Remote Learning - July 2020
  • G-Suites Galore: Google Form, Google Doc, & Google Slides for Online Learning - July 2020
  • Unleashing Google Meet Functionalities - July 2020
  • Instructional Foundations of Remote Learning - July 2020
  • Teaching Skill-Based Subjects in Online Learning Platforms - June 2020
  • Seminar-Workshop on the Principles of Teaching 2 - Feb 2019
  • Investment Forum for Potential Agri-Entrepreneurs on Rice - April 2018
  • National Certificate III in Bookkeeping - March 2016
  • Seminar-Workshop on eBIR FORMS, eFPS and other Tax updates - January 2015

Language

English
Tagalog

References

Edgar, Fernandez, Operations Manager, edgarfernandez@gmail.com, +639262739713, PITAC-MPC

Hobbies and Interests

Cooking, Reading Business Books, Watching tutorial on YouTube

Awards

Service Awardee, Leadership Awardee

Affiliations

  • Junior Philippine Institute of Philippine Accountants
  • Brotherhood of Christian Businessmen and Professionals

Timeline

Bookkeeper

Merel Corp
11.2021 - 08.2022

Report Analyst

Service Master by Stratos
11.2020 - 05.2021

Instructor-1

Bukidnon State University
07.2019 - 06.2021

Bookkeeper/AP Specialist

Santini Packers
02.2019 - 04.2024

Corporate General Bookkeeper

Mindanao Consolidated Coop Bank
06.2018 - 03.2019

Bookkeeper

The Savvy Bookkeeping
01.2018 - 06.2018

Branch Accountant

Bukidnon Cooperative Bank
05.2014 - 05.2018

Sales Associate

Ororama Super Center
04.2008 - 12.2008

Professional Education - undefined

Valencia Colleges, Inc

Bachelor of Science in Accountancy - undefined

San Isidro College

Masters Degree in Management -

Bukidnon State University

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Rodel Miñoza