Core Financial & Accounting Skills

Full-Cycle Bookkeeping
Financial Reporting & Analysis
Credit & Risk Assessment
Asset Valuation & Management
Cash Management & Vault Operations

Management & Leadership Skills

Team Supervision & Coaching
Regulatory Compliance
Policy Implementation

Administrative & Operational Skills

Fleet Management Support
Process Optimization
Meticulous Record Keeping
Fraud Detection & Security

Technical & Interpersonal Skills

Financial Software Proficiency
Exceptional Customer Service
Due Diligence & Investigation
Verbal & Written Communication

January 2025

ProVA Philippines

Basic Bookkeeping and Quickbooks Online Accounting Software Training

March 2025

ProVA Philippines

General Virtual Assistant Training

April 2025

ProVA Philippines

Medical Virtual Assistant Training

August 2025

ProVA Philippines

Australian Bookkeeping using Xero Accounting Software Training

October 22 >> November 2023

Credit Investigator / Appraiser, LOLC Bank Philippines Inc.

Conduct comprehensive due diligence and financial risk assessment. Expert at analyzing creditworthiness, verifying financial documentation, and preparing detailed reports to inform critical lending decisions. Highly skilled in identifying potential fraud, assessing borrower capacity, and ensuring all transactions meet strict regulatory compliance standards to mitigate loss and secure sound investment for the institution. Skilled in accurately determining the fair market value of diverse collateral and assets. Perform on-site inspections, utilizing advanced market data, and applying rigorous analytical models to produce objective, reliable valuation reports. Ensures collateral adequacy, supports precise underwriting, and provides a dependable foundation for securing financial transactions within the banking and financial sector. Adept at the full scope of risk analysis, from in-depth financial statement review and credit scoring to the meticulous valuation of collateral. Deliver comprehensive reports that accurately assess both borrower capacity and asset adequacy, driving informed decision-making and ensuring the financial health and safety of the lending portfolio.

October 2021 >> October 2022

Administrative Assistant (Fleet Management), Wuhan Fiberhome Philippines Inc.

Ability to provide comprehensive support for the efficient operation of the company's vehicle fleet. Responsible for managing maintenance schedules, managing vendor relationships, negotiating repair and service contracts, processing registration and insurance documentation, tracking fuel usage, coordinating driver logistics, and maintaining meticulous digital and physical records to ensure fleet compliance and operational readiness, and analyzing fleet performance data to identify areas for savings. Dedicated to streamlining administrative processes to minimize downtime and ensure the fleet operates reliably while adhering strictly to budget.

October 2016 >> October 2021

Microfinance Supervisor, Bangko Mabuhay (A Rural bank), Inc.

Ensures operational integrity and financial sustainability within the branch. Highly skilled in risk assessment, loan application review, and portfolio quality management to mitigate default rates and safeguard assets. Responsible for the meticulous implementation of institutional policies, compliance with regulatory guidelines, and accurate financial reporting, ensuring responsible and transparent lending practices. Expertise in coaching, mentoring, and motivating Account Officers to excel in client acquisition, loan disbursement, and collection management. Managing and growing a healthy loan portfolio, ensuring strict adherence to underwriting standards, and maintaining exceptional repayment rates while expanding outreach to underserved communities. Driven by a passion for financial inclusion and socio-economic development. Adept at identifying and addressing the unique financial needs of small entrepreneurs and low-income households. Specialized in overseeing the delivery of tailored microfinance products, fostering strong client relationships, and utilizing market insights to maximize client impact and promote self-sufficiency within the local community.

March 2014 >> June 2016

Branch Cashier, Frewill Finance Corporation

Dedicated to providing exceptional service and building positive client relationships at the front line of banking operations. Proven ability to handle a high volume of complex transactions, including deposits, withdrawals, transfers, and cashing services, with speed, professionalism, and unwavering accuracy. Committed to cross-selling bank products, resolving routine account inquiries, and ensuring every customer interaction is efficient and satisfying. Strong commitment to regulatory compliance and risk mitigation. Expert in managing large sums of currency, performing daily balancing, and meticulously documenting transactions to ensure the integrity of the general ledger. Diligent in following security protocols, identifying fraudulent activity, and adhering strictly to all internal policies to maintain the financial safety and trustworthiness of the branch.

January 27, 2025 >> February 14, 2025

US Bookkeeping using Quickbooks Online, DigitalBytes Financial Consultancy Services

Provide comprehensive, full-cycle bookkeeping services tailored to US GAAP and IRS requirements. Proficient in managing A/P and A/R, precise bank and credit card reconciliations, and generating accurate financial reports. Focus on meticulous data integrity, ensuring all financial activities adhere to current US tax codes. Expertise includes chart of accounts management, period-end closing, and providing robust financial statements that support tax preparation and critical business decision-making, all managed efficiently through the QBO platform. Leverage QBO's robust features to deliver cloud-based, real-time financial transparency and efficient workflow management for small to mid-sized businesses.

August 11, 2025 >> September 10, 2025

Australian Bookkeeping using Xero, DigitalBytes Financial Consultancy Services

Provide comprehensive, cloud-based bookkeeping services strictly adhering to Australian Tax Office (ATO) requirements, including accurate management of GST, BAS (Business Activity Statements), and payroll (Single Touch Payroll - STP). Proficient in all aspects of Xero, from bank feed reconciliation and journal entries to end-of-period reporting, ensuring clients maintain 100% compliance and receive reliable, real-time financial data. Focused on automating and optimizing financial workflows for Australian SMEs. Expert in implementing and integrating Xero with third-party apps to streamline A/P, A/R, and expense management. Transform manual processes into efficient, accurate systems, providing business owners with timely, clean financial records that allow them to focus on growth, not paperwork.