DINA PLAZA
Prince George,BC
Summary
Accomplished Finance Professional with a proven track record at Grace Global Operations and Transitions Optical Philippines, Inc., excelling in data analysis and cross-functional collaboration. Expert in enhancing financial processes, ensuring data confidentiality, and driving team performance. Demonstrated ability to mentor and lead, significantly improving operational efficiency and stakeholder trust.
Overview
16
16
years of professional experience
Work History
Bookkeeping Administrator
All Nations Group Holdings LLP
09.2021 - Current
- Recording day to day financial transactions and completing the posting process.
- Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger.
- Enter data, maintain records and create reports and financial statements.
- Process accounts receivable/payable and handle payroll in a timely manner.
- Monthly bank and visa reconciliations.
- Others that will support the team, like but not limited to: Purchasing of office supplies and operations supplies and assist in job interviews.
Financial Advisor
Prulife Insurance Corp. of UK
09.2017 - 07.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with financial planning to meet financial goals.
- Facilitated new client onboarding process and investment account setup.
- Conducted thorough research on market trends and investment opportunities, presenting findings to senior advisors for consideration.
- Assisted in the preparation of client presentations, offering valuable input on content design and layout to optimize information delivery.
- Provided administrative support for new account opening procedures following established compliance guidelines closely.
- Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
- Assisting rookie Financial Advisors in the process of doing the business.
Finance Shared Services Accounting Supervisor
Transitions Optical Philippines, Inc. (TOPI)
08.2008 - 02.2019
- Monitored accounts payable invoicing across Asia Pacific region.
- Review and approved payment process.
- Perform monthly report and presentation for team's performance and outout.
- Strengthened internal controls by designing and implementing robust policies and procedures.
- Mitigated financial risks through meticulous analysis of potential business investments and partnership opportunities.
- Maintained confidentiality of sensitive financial information to protect company assets and maintain trust among stakeholders.
- Facilitated cross-functional communication between departments to ensure seamless integration of accounting processes.
Senior Supervisor, Accounts Payable
Grace Global Operations Center (Philippines) Inc.
10.2009 - 03.2017
- Monitored all accounts payable invoices for recording.
- Review and approved payment processes.
- Mentored junior team members for accelerated professional growth and skill development.
- Analyzed metrics to identify areas of opportunity, drive performance improvements and consistently exceed operational goals.
- Strengthened cross-functional collaboration, leading to more cohesive teamwork and better overall results.
- Identified underperforming areas and implemented effective process improvements.
- Lead process transition among counter-parts in various Grace companies globally.
Education
Post-Graduate Certificate - Human Resources Management
College of New Caledonia
Prince George, BC12-2022
Bachelor of Science - Business Accountancy
Laguna College of Business And Arts
Laguna, Philippines04-2001
Skills
- Problem-solving
- Time management
- Data confidentiality
- Work Planning and Prioritization
- Attention to detail
- Data analysis
- Cross-functional collaboration
Languages
English
Full Professional
Timeline
Bookkeeping Administrator
All Nations Group Holdings LLP
09.2021 - Current
Financial Advisor
Prulife Insurance Corp. of UK
09.2017 - 07.2022
Senior Supervisor, Accounts Payable
Grace Global Operations Center (Philippines) Inc.
10.2009 - 03.2017
Finance Shared Services Accounting Supervisor
Transitions Optical Philippines, Inc. (TOPI)
08.2008 - 02.2019
Post-Graduate Certificate - Human Resources Management
College of New Caledonia
Bachelor of Science - Business Accountancy
Laguna College of Business And Arts
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