Years of experience: 12

FinanceAuditorPortfolio ManagerFinancial PlannerAssistantAdministrative Assistant

Trust Score

Exceptionally trusted; proven professional excellence.

80%
GRACE's Career Path
Financial ControllerMay. 2021 -
Nov. 2023
Velocity Sellers LLCFinancial Controller
United StatesFinancial Planning: 1. Prepare sound financial plans to ensure clients meet their goals. 2. Advise clients on current financial issues and make recommendations. 3. Generate new business and build relationships. 4. Analyze clients’ financial statuses (e.g., income, expenses, and liabilities) 5. Examine and suggest financial opportunities (e.g., insurance plans, investments) 6. Develop sound pl...
Finance Team LeadJan. 2016 -
Jan. 2020
SellerPlexFinance Team Lead
United States · RemoteDuties and Responsibilities: 1. Managed end to end bookkeeping services to clients- Ecommerce (Amazon and Shopify), Distributing Companies, Repair Shops and manufacturing companies. 2. Prepares Weekly Financial reporting such as SKU reporting, KPI, Weekly sales target. 3. Cashflow Forecasting and Budgeting 4. Provides Management Advisory Services such as Strategic Planning, Business Planning ...
Financial AccountantNov. 2011 -
Jun. 2015
ShellFinancial Accountant
Philippines · On-siteFinancial Reporting  Prepare monthly trial balance and exported the NGL financial statement to GSAP for the consolidation of all Shell Canada Limited operating units.  Monitoring of all GL Accounts especially the Cash in Bank, Accounts Receivable, Accounts Payable, and Taxes.  Make a thorough analysis of Profit and Loss statement.  Prepare Financial Analysis and forecasting and reported t...

GRACE's Posts

  • About myself

    I am a Certified Management Accountant (CMA) with 20 years of experience in finance, I excel in financial analysis, budgeting, bookkeeping, and strategy. Successfully cleaned up 3 years of bank and credit card reconciliations. Provided valuable advice to reduce business spending

  • Job Description

    Seeking a bookkeeping position, available for both part-time and full-time opportunities, where I can leverage my extensive financial expertise and continue to drive business efficiency and accuracy.

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

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