Bookkeeper | CRM Optimization (US Client) at Freelance (2026-01 – Present)
- Manage project lifestyle for CRM ensuring timely deliver (Checking Dashboard/Manage leads/Follow up with customers/Update deals/Manage contact and accounts/ Use Automation)
- Maintain project documentation, including scope of work, timeline and budgets.
- Set up and maintain chart of account tailored to the business needs.
- Record daily financial transaction including sales, purchase order, receipt payments, etc.
- Reconcile bank statement with recorded transactions.
- Manage Accounts payable and receivable.
- Prepare invoice and send it to customers.
- Generate regular financial reports including P&L, Balance Sheets, Cash flow Statement to help accountant in assessing financial health.
- Assist the CEO and the team with any other daily task or responsibilities
Supervisor I – Payables, Review & Verification at Global Estate Resorts, Inc. (Megaworld Subsidiary) (2022-05 – Present)
- Reviews processed commissions, incentives, and advance commissions.
- Verifies posted APVs and account monitoring reports.
- Reviews monthly expense reports and accountabilities.
- Consolidates Requests for Payment (RFPs).
- Supports planning meetings and presentation reviews.
Key Account Specialist at Megasoft Hygienic Products, Inc. (2020-02 – 2021-12)
- Managed key accounts and business performance.
- Maintained client relationships and achieved sales targets.
- Monitored receivables and DSO performance.
- Presented promotions and coordinated trade activities.
Credit & Collection Analyst at Megasoft Hygienic Products, Inc. (2014-07 – 2020-02)
- Processed invoices and payment documents.
- Managed accounts receivable records and collection reports.
- Entered and maintained SAP financial transactions.
- Prepared statements of account for overdue balances.
Accounting Staff & HR Assistant at Panellin Food Corporation (Lugang Café) (2013-12 – 2014-07)
- Handled AP/AR monitoring, petty cash, and cash advances.
- Processed vouchers, checks, and sales documentation.
- Assisted in HR coordination and administrative support.
- Prepare and process on schedule, including salaries allowances, commission, and bonuses.
- Ensure mandatory contribution, withholding tax and filling are correct.
- Prepare payroll journal record, leave balances, and employee details s accurate.
Accounting Staff (Payables) at AVP Industries Inc. (2010-10 – 2013-09)
- Managed vendor payments and subcontractor billings.
- Processed withholding tax certificates and AP transactions.
- Maintained expense and payment records using QuickBooks.
Procurement Assistant at HAVI Logistics Philippines, Inc. (2009-04 – 2010-10)
- Coordinated purchasing activities and vendor communications.
- Managed procurement records and purchasing documentation.
