US Bookkeeper at Lakeside Consulting Group (2025-03 – 2026-04)
- Record Day to Day Transactions
- Create Invoices, Bills and Expense Transactions
- Generate Weekly and Monthly Reports
- Bank Reconciliation
- Analyze Reports such as Cash flows, Balance sheet and Income to Expense Ratio
Unit Manager at Manulife Insurance Corporation (2024-06 – 2026-03)
- Recruit, Train and Develop Financial Advisors
- Joint Field work with Financial Advisors
- Conduct Trainings and Seminars
- Sales Monitoring
- Goal Setting to meet Quota
Financial Advisor at FWD Life Insurance Corporation (2021-11 – 2024-06)
- Advised clients on financial planning and customized insurance solutions
- Assessed client needs and tailored products to meet their financial goals
- Educated clients on insurance, investment options, and retirement planning
- Managed and maintained long-term client relationships
- Contributed to achieving and exceeding sales targets
- Ensured compliance with industry regulations and standards
Revenue Officer I at Bureau Of Internal Revenue (2023-09 – 2024-04)
- Reconciling tax records and payments
- Ensuring accurate and timely filing of taxes
- Identifying and resolving tax discrepancies
- Maintaining detailed financial records for compliance and reporting
- Supporting compliance with tax regulations and laws
Accounting and Loans Associate at Home Development Mutual Fund (2020-12 – 2023-08)
- Managed the allocation and reconciliation of members' contributions
- Maintained accurate financial records to support operations and regulatory requirements
- Monitored loan payments and ensured timely processing
- Assisted in preparing reports related to contributions and loans
- Collaborated with employers and members to address discrepancies or issues
Sales Associate at Pepsi Cola (2020-08 – 2020-11)
- Survey Territory for New Potential Business
- Propose and Open New Partnerships with store/outlets
- Generation of MOA and Exclusivity Contract
Customer Service Associate at Bank of the Philippines Islands (2019-12 – 2020-04)
- Receive Clients Transactions as Deposits or Withdrawals
- Refer Clients to our Insurance Supervisor
- Multi-tasking of Individual and bulk Transactions
