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Work Background
BotkeeperSenior Accountant II
May. 2020 - Jan. 2024- Weekly calls with the team to discuss clients
- Handle all client communication
- Process invoices
- Prepare complex JEs
- Provide and review fixed assets schedule
- Review AR and AP Aging Summary
- Review monthly accruals and prepayments
- Provide Audit Support
- Answer accounting questions for team members
- Develop best practices per client and ensure it is being followed
- Prepare process documentation per client and ensure it is being followed
- Update uncategorized transactions in QBO or Xero when needed
- Review monthly Financials
BotkeeperSenior Accountant I
Jan. 2020 - May. 2020- Define the roles and responsibilities of each member as well as improve role coordination by providing effective communication mechanisms in place and encouraging communication at all the three levels.
- Check emails, check assigned tasks, quality control then create feedback and enriching work.
- Update and maintain Karbon and playbook.
- Review transactions done (Bank Feeds entered in QBO, other transactions to other accounting applications like Xero and Bill.com) both by AP and AR Accountants.
- Prepare month end report and special reports
- Attend to member’s needs.
- Exercise discretion and independent judgement in the acts of their subordinates.
- Execute under general provision special assignments and tasks.
BotkeeperSenior Team Member
Oct. 2019 - Dec. 2019
BotkeeperTriage Manager (Assistant Team Lead)
Aug. 2018 - Sep. 2019- Provide support to Team Leader, and perform the functions of the team leader when he/she is absent.
- Check all incoming emails and other communication via Triage through Karbon.
- Research, resolve post-reset issues immediately and collaborate with the team on how to deal with the clients to formulate, review and modify any process.
- Assign individual work tasks to appropriate team members (AP or AR, TL) required by the clients or the counterpart US Accountants, then clear in the Karbon after compliance.
- Ensures that daily tasks are completed by the team.
- Prepare Management Reports of each client.
- Conduct additional quality reviews.
- Work with the Team Leader to continuously make the team members improve.
- Carry out other TL tasks as may reasonably be required by the clients including deputizing as appropriate on activities relevant to the area of responsibility.
De Guzman Group of CompaniesAccounting Assistant
Feb. 2017 - May. 2018- Record daily sales transactions
- Process AR and AP - Monthly Bank Reconciliation
- Prepares petty cash replenishment
- Monthly Inventory of goods
- Prepares monthly accruals and prepayments
- Process payroll using Parfait System
- Process BIR requirements
- Provide monthly financials
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