Twelve (12) years of experience in Financial Planning and Business Strategy, leading operations, strategic vision, and long-range planning. Successfully created 26 business plans for clients, automated procure-to-pay processes for a Start-Up Business, and achieved a Gold Certificate in Surge for QuickBooks, Xero, and other courses. Featured in GMA Regional TV, SUNSTAR Davao Newspaper, and 1197 DXFE Radio Station for providing excellent customer service and product innovation.
Bookkeeping Skills and Software
Quickbooks Online - 1-year experience working with 6 US clients
Xero - 2 months of training Surge Marketplace with portfolio
MYOB - 2 months of training Surge Marketplace with portfolio
Freshbooks - 2 months of training in Surge Marketplace with a portfolio
E-commerce bookkeeping course - 1-month training in Kajea's Keepers Keeping
Business Planning - I was able to create 25+ business plans for our international clients in Canada
Financial Statement Model
Cash Flow Management
BudgetingFinancial forecasting
Research and analysis
Microsoft Office - EXCEL and WORD
Bank Reconciliation and Settlement
Bank Clearing (auditing of transactions) - 2 1/2 years of monitoring bank transactions from a different branch
Treasury Functions - 3 years of experience in treasury management
Check Disbursements
Daily Cash Management
Daily Bank Reconciliation
Budgeting and Release of funds
Process Bank Payments like wire transfers, and lines of credits
Process Reimbursements, Revolving Funds, and Petty Cash
Knowledge of the Procure to Pay process
Knowledge of Accounts Payable
Expertise in using Enterprise resource planning (ERP) software
SAP Business One (Finance/Treasury)
Oracle E-Business Suite (Finance/Treasury)
Microsoft Dynamics 365 (Finance/Treasury)
Cloud-based retail management system or Point of Sales system
StoreHub - 1 year of usage
Loyverse - 4 years of experience using the system
Other skills:
Canva (design)
Keeper, Asana (activity tracker)
Slack and Zoom (communication)
Hubstaff (time tracker)
ON-GOING COURSES:
WEB Design Development - ongoing course
Social Media Management - ongoing course
DATA Analytics - ongoing course
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