2020
BS Accountancy
University of the East
Virtual Bookkeeper Accountant
As a highly experienced financial professional, I have worked in a range of roles including CFO, accountant, bookkeeper, budget manager, auditor, certified investment advisor, and licensed financial consultant. With over 20 years of experience in the industry, I have developed a deep understanding of financial operations and have a proven track record of delivering results. I am highly skilled in financial analysis, budgeting, forecasting, and investment management, and have a passion for helping individuals and organizations achieve their financial goals. I am a detail-oriented problem solver with excellent communication and interpersonal skills, and thrive in fast-paced environments. My career goal is to continue to advance my skills and knowledge in the financial field and contribute to the success of the organizations I work with.
Bookkeeper/Accountant
Virtual Assistant
Financial Statement Analysis
Treasury and Budget Management
Xero Bookkeeping
Quickbooks Online Bookkeeping
Inventory, Payable, Receivable Management
Certificates
Experience Section Title
Experience Section Subtitle
2012
-
2023
Pru Life UK BELIS Branch Cainta
(Assistant Unit Manager/ CIA/ Licensed Financial Consultant)
Insurance and Investment advisor
2013
-
2015
PTC Health Metrics, Inc.
(Finance Manager/Head)
Accounts receivable management, expense approval, costing of products
2009
-
2012
Eastern Luzon Motors and Sparta Collection
(CFO)
• Financial strategy
• Treasury Management
• Financial Reporting
• Financial Planning and Analysis
• Risk Management
• Capital Management
• Inventory Management
• Capital Management
• Investment Relations
My Services
Financial Analysis/Financial Planning
Budgeting and financial recommendations
Data Entry / Admin
Encoding and administrative tasks
QuickBooks Virtual Assistant
Track expenses, manage cash flow & create invoices, inventory, receivables, payables
Xero Online Advisor/ Xero Payroll
Accounting/Bookkeeping, invoices, receivables, payables, inventory, payroll