Zoho
Rubie Lyn Villorente
Founder Success Admin / Bookkeeper
Baliwag,Bulacan
Summary
Detail-oriented and enthusiastic professional with a strong work ethic. Possessing a keen eye for details and a hands-on approach, excels at troubleshooting problems and implementing effective processes to improve office systems. With 12+ years of experience in accounting management, gained valuable expertise in fieldwork and fast-paced environments. Proficient in managing all accounting functions, including analysis, reporting, and compliance, across diverse industries such as manufacturing, trading, and construction. Primary focus is on increasing efficiency and identifying areas for improvement. Also, cultivated strong working relationships with colleagues, fostering open and direct communication to enhance office productivity and efficiency.
Overview
18
18
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Financial Advisor
Prudential Life UK Insurance
Makati
10.2024 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Assisted clients in achieving their financial objectives by recommending appropriate insurance coverages.
- Helped clients make informed decisions about financial future.
Founder Success Admin - Client Success Associate
The Doers Way and Outsourced Doers Inc.
09.2020 - Current
- Directly involved with client engagement, account concerns, cancellations, renewals and feedback across Outsourced Doers and The Doers Way
- This role manages and resolves escalations and disputes, taking learnings from these escalations to drive new initiatives across the business, and will be responsible for activities that relate to the development of strong and positive client relationships
- Implemented efficient operational processes to optimize productivity and resource allocation.
- Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
- Review procedures and client experience pathways for improvements, working with other departments within the company if required
- Assist in the creation and review of policies and practices to optimize the client experience
- Developed key operational initiatives to drive and maintain substantial business growth.
- Technical aptitude and ability to rapidly learn new software and platforms
- Highly organized with the ability to multitask, prioritize and manage time effectively
- Technical skills in CRM platforms, Helpscout Mail, InfusionSoft/Keap, Slack, Asana, Zoho, Zoom, and Google Suite, Basecamp and etc.
- Handle complaints, provide appropriate solutions and alternatives within the company's Service Level Agreement and follow up to ensure resolution
Executive Assistant to the Chief Operating Officer
Mega Millennium Royal Corporation
06.2018 - 12.2019
- Organize and remind the CEO of scheduled meetings, appointments, and events
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Contributed significantly to the development of corporate policies and procedures for improved operational effectiveness.
- Attend as representative to various government meetings and seminars
- Provided comprehensive administrative support for multiple executives simultaneously while maintaining exceptional attention to detail.
- Assisted in the implementation of various business projects by organizing resources, creating timelines, and participating in cross-functional collaborations as needed.
- Keeps detailed record of collections earned, purchases, and expenses incurred for both office and projects handled
- Account daily cash disbursements for office and site purposes
- Coordinated high-profile events successfully within budget constraints through diligent vendor negotiations and resource allocation optimization efforts.
- Increased efficiency in document preparation with expert-level proficiency in Microsoft Office Suite applications.
- Assisted in financial management, preparing budgets and tracking expenses to ensure fiscal responsibility.
- Monitors payroll and manpower effectivity and efficiency for site projects
- Ensures salaries and benefits for employees are well accounted for, also attends to labor issues for verification and arbitration
- Keenly check purchase orders issued for an order to suppliers and double check all requests for payment for items delivered to the site
- Record, file, transmit and pay accordingly for tax compliance, mandatory remittances, and all other financial transactions of the company
- Issue check and check vouchers for payment to suppliers, commissions and etc
- Maintain updated cash and check transactions thru bank reconciliation
- Updated spreadsheets and databases to track, analyze, and report on performance and job order data.
- Facilitated training and onboarding for incoming office staff.
Home-based Online English Teacher
Bibo Global Opportunity Inc.
04.2015 - 05.2018
- Worked with students between ages 5 and 65 on grammar, pronunciation and sentence construction.
- Boosted student confidence through tailored feedback and individualized support in areas of improvement.
- Gently corrected student pronunciation and grammar to improve conversation skills.
- Assisted students with goal-setting and provided guidance in developing personalized study plans for long-term success in English language proficiency.
- Used pre-written curriculum to teach students English via remote video conferencing.
- Monitored student progress through regular assessments, providing constructive feedback to ensure continuous improvement.
- Maintained schedule of appointments and worked up to 20 hours each week.
- Prepared and implemented lesson plans covering required course topics.
Accounting and HR Head
Jireh Aeon Prestige Corp.
04.2016 - 10.2017
- Complies with all of the executive's needs, that is, set appointments, make calls, read and respond to e-mails, convey policies, rules, and regulations implied by the CEO, record minutes of meetings, safe keep important documents (passbooks, checkbooks, personal identifications, legal documents and etc.), gather and set every need for events organized and requested by the board of directors
- Accomplishes human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures
- Achieves accounting operational objectives by contributing accounting information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; determining system improvements; implementing change
- Confirms financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports
- Guides other departments by researching and interpreting accounting policy; applying observations and recommendations to operational issues
- Avoids legal challenges by understanding current and proposed legislation; enforcing accounting regulations; recommending new procedures
- Make sure that payroll, and government compliance of more than 50 employees with various agencies (SSS, Philhealth, Pag-ibig, BIR, SEC, and others) are met accordingly and complied with on time
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations and relevant seminars
- Accomplishes accounting and organization mission by completing related results as needed
Accounting and Purchasing Head
Freelance Design and Build Contractor
10.2015 - 01.2017
- Monitoring and analyzing accounting data and producing financial reports or statements
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Manage and oversee the daily operations of the accounting department including: accounts payable/receivable, cash receipts, general ledger, payroll and utilities, cash forecasting, fixed asset activity, debt activity
- Worked flexible hours across night, weekend, and holiday shifts.
- Improve systems, and procedures and initiate corrective actions
- Assign and direct staff to ensure compliance and accuracy for various projects
- Meet financial accounting objectives
- Establish and maintain fiscal files and records to document transactions
- Prepare all reporting through MS Office particularly Excel and Google Spreadsheets
Customer Care Specialist
IBEX Global Solutions (Philippines) Inc.
02.2015 - 03.2015
- Maintain up-to-date knowledge about AT&T products and services
- Respond to customer queries about AT&T services, equipment, promotions, roaming, and billings
- Enhance customer retention and satisfaction by providing outstanding and prompt customer service
- Take customer calls and complete service orders
- Understand customer needs and recommend appropriate products and rate plans
- Develop innovative ways to sell AT&T products and services to customers
- Handle customer requests for payments, activations, upgrades, data encoding, and other services
- Address and resolve customer concerns promptly
- Handle a large volume of customer calls efficiently
Technical/Customer Service Support Representative
IBM Daksh Global Process Services, Philippines
Quezon City
04.2014 - 02.2015
- As a Customer Care Specialist for AMAZON: Attracts potential customers by answering product and service questions; suggesting information about other products and services
- Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries, complaints, and concerns.
- Maintains financial accounts by processing customer adjustments
- Prepares product or service reports by collecting, and analyzing customer information and encoding their data updates into the database
- As Technical Support for AMAZON APPS, TV & Devices: Provides answers to clients by identifying problems; researching answers; guiding clients through corrective steps
- Accommodates client disabilities by recommending devices and techniques
- Improves system performance by identifying problems; recommending changes
- Provided exceptional support to customers experiencing technical issues, guiding them through step-by-step resolutions.
- Collaborated with team members to share best practices, ensuring a consistent approach to customer support across the organization.
- Managed high call volumes while maintaining a professional demeanor and delivering prompt service in each interaction.
Tax Accounting Assistant
State Service Agency
Binondo, Manila
06.2007 - 04.2014
- Conducted thorough research to stay current on changes in tax laws and regulations, ensuring accurate application in client cases.
- Assisted 30+ clients with resolving tax-related issues, providing expert advice on deductions, credits, and refund opportunities.
- Collaborated with senior accountants to develop comprehensive tax strategies tailored to individual client needs.
- Improved office efficiency by implementing organizational systems for managing both physical and digital files related to each client''s financial records.
- Contributed to increased client retention by consistently delivering timely, high-quality work that met or exceeded expectations.
- Facilitated strong working relationships with fellow team members through collaboration on joint projects or sharing expertise when needed.
- Provided exceptional customer service through clear communication of complex tax concepts in understandable terms for clients.
Education
Bachelor of Science - Accountancy
Fernandez College of Arts And Technology
Baliuag, Province Of Bulacan, Philippines 06.2017 - 04.2018
Bachelor of Science - Accountancy
Philippine School of Business Administration
Manila, Metro Manila, Philippines 01.2010 - 04.2014
Skills
Client relations
Software
Helpscout
Keap/Infusionsoft
Basecamp
Google Suite
Asana
Slack
Freshdesk
Quickbooks
Xero
Billcom
Canva
Microsoft Teams
Skype
Telegram
Zoom
Timeline
Financial Advisor
Prudential Life UK Insurance
10.2024 - Current
Founder Success Admin - Client Success Associate
The Doers Way and Outsourced Doers Inc.
09.2020 - Current
Executive Assistant to the Chief Operating Officer
Mega Millennium Royal Corporation
06.2018 - 12.2019
Bachelor of Science - Accountancy
Fernandez College of Arts And Technology
06.2017 - 04.2018
Accounting and HR Head
Jireh Aeon Prestige Corp.
04.2016 - 10.2017
Accounting and Purchasing Head
Freelance Design and Build Contractor
10.2015 - 01.2017
Home-based Online English Teacher
Bibo Global Opportunity Inc.
04.2015 - 05.2018
Customer Care Specialist
IBEX Global Solutions (Philippines) Inc.
02.2015 - 03.2015
Technical/Customer Service Support Representative
IBM Daksh Global Process Services, Philippines
04.2014 - 02.2015
Bachelor of Science - Accountancy
Philippine School of Business Administration
01.2010 - 04.2014
Tax Accounting Assistant
State Service Agency
06.2007 - 04.2014
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