BSBA Major in Financial Management
La Consolacion University Philippines
I’m an Accounting Assistant with 2 years of experience in financial reporting, data reconciliation, and administrative support. I’m skilled in managing accounts payable/receivable, bank reconciliation, and assisting with month-end closing. I take pride in being detail-oriented, organized, and reliable, always aiming to help my team maintain accurate and efficient financial operations.
La Consolacion University Philippines
● Providing support to the Accounting Department.
● Performing basic office tasks, such as filing, data entry, answering phones, processing the mail, etc.
● Handling communications with clients and vendors via phone, email, and in-person.
● Processing transactions, issuing checks, and updating ledgers, budgets, etc.
● Preparing financial reports.
● Assisting with audits, fact checks, and resolving discrepancies.
● Doing reports
● Analyzing insurance policies - to ensure they meet clients' financial needs.
● Providing financial advice on investment-linked insurance products.
● Educating clients - on financial protection and long-term planning.
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.
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Provides administrative and bookkeeping support to an accounting department.