Profile Title

All-in-one Finance Partner

About Me

For the past 15 years, I’ve had the privilege of partnering with small to medium-sized businesses across various industries, helping them gain greater financial clarity, maintain compliance, and achieve sustainable, long-term growth. My role goes beyond simply managing numbers; it’s about empowering business owners to make informed and strategic financial decisions that drive success.

My areas of expertise include:

- Comprehensive, end-to-end bookkeeping to keep financial records organized and up to date.

- Preparation and analysis of financial statements to provide meaningful insights into a company’s performance. - Tax preparation and compliance, ensuring businesses meet all legal obligations while maximizing savings.

- Payroll processing and statutory management, making sure employees are paid accurately and on time.

- Office and people leadership, fostering efficient workflows and a supportive, performance-driven team culture.

 

What truly sets me apart is my ability to transform raw financial data into actionable, easy-to-understand insights. Numbers tell a story, and I help business owners read, interpret, and act on that story to achieve their goals. Business owners trust me not just for my technical skills, but also for my unwavering commitment to excellence. I bring precision and accuracy to every task, ensuring no detail is overlooked. I prioritize compliance to guarantee taxes, payroll, and reporting are correct and timely.

 

More importantly, I add strategic value by delivering customized financial analysis that identifies areas of opportunity, builds efficiencies, and drives growth. My strong leadership skills ensure smooth financial operations, balancing the needs of teams and systems alike to enhance productivity. My ultimate mission is simple yet impactful: to give business owners peace of mind. Managing a business is challenging, and finances can quickly become overwhelming.

 

By placing their financial operations in my hands, business owners can focus their energy where it matters most—on running and growing their business—while knowing their finances are being handled with care, expertise, and reliability. I take pride in playing a key role in their success stories, helping them turn visions into reality.

 

Profile Summary

  • Dynamic and results-oriented professional with 15 years of experience specializing in accounting, bookkeeping, payroll, audit, and taxation.

  • Excelled in financial statement preparation and analysis and QuickBooks, enhancing client cash flow management.

  • Demonstrated leadership in team collaboration and proactive problem-solving, ensuring high-quality financial services.

 

Education

  • University of Cebu – Main, Philippines
    Bachelor of Science in Business Administration, Major in Management Accounting (2010–2014)

 

Skills

  • Full Charge Bookkeeping

  • General Accounting

  • Financial Statements Preparation & Analysis

  • Tax Preparation and Compliance

  • Payroll & Staffing

  • Business Operations Improvement

 

Languages

  • English

  • Filipino

 

Work Experience

E&E Management Consultancy Services (Sept 2022 – Aug 2025)
OIC – Bookkeeper

  • Led the team in handling multiple clients in account set-up, end-to-end bookkeeping, financial reports preparation & analysis, tax preparation & compliance, payroll & statutory compliances.

  • Acted as interim leader to support firm stability and ensure smooth operations.

  • Ensured timely delivery of client services, monitored workflow deadlines, and coordinated with clients regarding financial and compliance matters.

  • Enforced internal policies and procedures to maintain operational efficiency & regulatory compliance.

 

WSW Builder’s Inc. (Feb 2020 – Feb 2021)
Accounting Assistant

  • Performed data entry for stock requisitions, purchase orders, receiving reports & stock withdrawals.

  • Enhanced inventory accuracy by conducting regular cycle counts and reconciling discrepancies.

  • Optimized storage layouts by analyzing space usage patterns, increasing capacity without extra costs.

 

Bai Hotel Cebu (Aug 2019 – Jan 2020)
Section Officer – Income Audit

  • Strengthened hotel revenue integrity by auditing daily income streams, uncovering discrepancies that reduced losses and improved reporting accuracy.

 

AWG Development Corporation – Alicia Apartelle (Oct 2014 – Oct 2018)
Income Auditor / Accounts Payable Bookkeeper

  • Maintained strong internal control environment through daily audits and operational reviews.

  • Identified revenue enhancement opportunities via analysis of historical data.

  • Streamlined audit processes, trained staff, and developed training materials on best practices.

  • Conducted variance analyses, recommended corrective actions, and ensured accurate reconciliations of credit/debit/PayPal transactions.

  • Negotiated favorable vendor terms to optimize cash flow.

  • Streamlined invoice processing and implemented fraud-mitigation controls.

  • Handled sales reconciliation, billing, physical inventory audits, and customer account postings.

  • Supported month-end close, audits, and financial statement preparation.

  • Assisted manager in overseeing daily operations of Carpark & Cinema and billing for movie productions.

 

EGG Group of Companies (Feb 2010 – Oct 2014)
Accounting & Audit Assistant

  • Supported accounting and audit operations, ensuring compliance and accuracy across financial records.

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