Bachelor of Science in Management Accounting
Bachelor's Degree - graduated cum laude
Bachelor of Science in Accountancy
University of San Jose-Recoletos
I have meaningful experience with both customer service and bookkeeping. I bring value to the table by staying dedicated, accountable and open-minded to acquire new knowledge. I love coffee and I read and journal during my free hours.
Bachelor's Degree - graduated cum laude
University of San Jose-Recoletos
Perform rotational duties in the company’s credit services subsidiary
a. Teller – account for daily financial transactions
b. Loans Officer – assist cooperative members in filing their loan application
c. Savings Officer – assist in opening of savings, deposit accounts
1. Respond to client’s inquiries and provide information about bank products and services
2. Help clients solve their complaints and disputes
3. Process changes to clients’ accounts using company software
• Plan and curate membership and investment proposals to cooperatives all over the Philippines
• Present program proposals for investment and loan generation
• Prepare membership development analytics, KPIs and KRAs and analysis reports
• Coordinate and collaborate projects with affiliate organizations
1. Record daily financial transactions
2. Liquidate reports of Chinese/Taiwanese tour itineraries and costs
2. Prepare analysis of accounts and bank reconciliations
3. Update and maintain books of accounts
4. Perform other bookkeeping-related tasks
Record and categorize financial transactions using QuickBooks Online Software
• Provide information to customers' product-related queries
• Provide solutions to customers' issues and grievances
• Process order or information changes on Shopify and help with tracking shipments
(Application softwares utilized: Slack, Comm100, Shopify, Deposco, Airtable, Hubstaff)
1. Provide information to customers' product-related queries
2. Provide solutions to customers' issues and grievances
3. Process order or information changes on Shopify and help with tracking shipments
(Tools: Gorgias ticketing software, FB/IG)
Full responsibility for managing the day-to-day accounts function ensuring QBO and Xero are accurate and up to date.
I provide excellent customer support. I am dedicated and accountable professional. Tools: Comm100, Deposco, Slack