2016
BSBA-Financial Management
San Sebastian Recolletos-Manila
More Info About Me
Detail-oriented and results-driven accounting and management professional with over 7 years of experience in financial reporting, budgeting, and strategic planning. Demonstrated expertise in leading teams, optimizing financial processes, and ensuring compliance with accounting standards and regulations. Proven track record of enhancing operational efficiency and providing insightful financial analysis to support business decisions.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
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My Experience and Education
2020
-
2024
Department of Science and Technology - Industrial Technology Development Institute (DOST-ITDI)
(Financial Analyst)
Organize and carry out management improvement services such as but not limited to the
reviewing of the support and management systems and operations, its method, systems and processes;
submitting recommended improvements and monitor the effective implementation;
assessing the effectiveness of internal controls by checking, verifying, validating mechanisms, systems and procedures in compliance with the internal control checklist, established measures, and government rules and regulations thus ensuring integrity of financial accounting information, promote accountability and prevent fraud.
Pre-audited, reviewed, checked financial transactions such as disbursement voucher, purchase order, purchase request, payroll, cash advances and liquidations
Analyzed and reconciled subsidiary and general Ledger balances to working paper
Prepared financial Reports
Prepared statement of bank reconciliation
Prepared tax certificates (BIR Form 2307 and 2304)
Prepared FAR 4 “ Monthly Report of Disbursement”
Composed transmittal letter of all financial documents and request letter for hiring
Monitored and checked cash availability of all projects under trust fund.
Prepared order of payment
Prepared project utilization and budget balances
Coordinated with project leader about the financial status of the project
Calculated payable working hours and deductions such as late and undertime, absent, tax withholdings, pag-ibig, philhealth, and health card contributions
Performed a special task as a member of the onboarding and uniform committee.
Other Administrative and clerical tasks such as
Photocopying financial documents
Answer queries and phone calls from employees, suppliers and clients
File and scan all financial reports per project, for documentation and safekeeping.
Receive and submit important documents
Detach second copy of signed disbursement for documentation
Perform other duties requested by immediate supervisor and project leader
2017
-
2020
Now Trading Concept Multi-Purpose Cooperative
(Accounting Staff)
• Prepared and process check voucher
• Audited/processed petty cash fund and employee’s payroll
• Prepared monthly and quarterly interim financial statement
• Monitored and reconciled sales, accounts payable and accounts receivable
• Bookkeeping all journal Entries
• Monitored cash advances and liquidations
• Prepared and filed monthly BIR Form 1601-E (Expanded withholding tax) and 1601-C (Alphalist)
• Prepared BIR Form 2307 (Certificate of Creditable Tax Withheld at Source) of Suppliers
• Prepared BIR Form 2316 (Certificate of Compensation Payment/Tax withheld)
• Conduct audit Inventory, count current stock quantities, reviewing inventory records & document
• Reconciled discrepancies in inventories and notifies supervisor of irregularities.
2016
-
2016
Entrepreneur Bank
(New Accounts/ Teller)
Assisted customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions.
Informed customers about bank products and services.
Interviewed customers who would like to start checking or savings accounts.
Hand out literature regarding company policies on all accounts.
Ensure customers walk away educated about account benefits.
Maintained and balanced cash drawers and reconciled discrepancies.
Packaged cash and rolled coins to be stored in drawers or the bank vault.
Tracked, recorded, reported, and stored information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete.
Used software to track bank information and generate reports.
Followed all bank financial and security regulations and procedures.
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.