53 viewsTalent
Anjelica T. — Mid-Level Accounting and Finance Coordinator from Philippines

Anjelica T.

Mid-Level Accounting and Finance Coordinator

Philippines 1-2 years 7 USD per hour
Open to offersNew to Platform
Languages
EnglishTagalog
Video Introduction
No video introduction yet
The candidate has not added a video.
Contact information and social networks are private. Connect to unlock.
Hidden

About

Anjelica M. T. is a seasoned professional in the financial and business sectors, leveraging her Bachelor of Science in Business Administration with a major in Financial Management from Saint Louis University. With a robust background spanning over five years, she has excelled in roles that emphasize financial management, bookkeeping, and customer administration. Her tenure at Eamara Construction and Supply Corporation saw her managing financial operations and ensuring meticulous organization of operational data with minimal supervision. Anjelica's experience also includes performing audits, managing tax compliance, and collaborating with external accountants for financial statements. At Brewster Marketing, she supported inventory management and assisted with recruitment processes, showcasing her adaptability across various functions. Additionally, her role as a Customer Advisor at Concentrix honed her skills in customer service and resolving escalated issues, aligning with company policy. A part-time tenure as a Licensed Financial Advisor at AIA Philippines further exemplified her capability in conducting financial planning meetings and maintaining comprehensive client portfolios.

Experience

  • Accounting Staff

    Eamara Construction and Supply Corporation · 2023 — 2026
    Managed daily financial and operational expenses with minimal supervision while keeping operational data organized. Conducted audits of sales, expenses, and inventory reconciliation. Ensured the smooth execution of construction projects by tracking inventory and daily material procurement. Prepared and updated purchase orders, statements of accounts, and invoices. Verified the accuracy of input and output tax reports from the accounting assistant prior to VAT tax filing. Managed compliance with tax payment schedules. Collaborated with external Accountants (CPA) to create the Annual Financial Statement and Annual Income Tax. Performed additional administrative tasks, including customer order follow-ups and participation in bidding projects.
  • Licensed Financial Advisor / Insurance Agent (Part-time)

    AIA Philippines · 2021 — 2024
    Scheduled and conducted virtual financial planning meetings with clients via Zoom and Google Meet. Maintained client portfolios and assessed individual insurance and investment needs to provide tailored strategies. Delivered personalized financial solutions through secure email and messaging applications. Managed client appointment scheduling through Calendly and followed up to ensure timely application processing. Resolved client concerns and escalated issues to management as necessary.
  • Accounting Assistant

    Brewster Marketing (Colgate-Palmolive Distributors) · 2022 — 2022
    Summarized yearly sales, account receivables, taxes (EWT), and discounts. Assisted in inventory monitoring, which included stock receiving, sales deliveries, and bi-monthly reconciliation. Supported the accounting team by posting hiring advertisements and coordinating interview schedules for new applicants.
  • Customer Advisor I

    Concentrix · 2021 — 2022
    Handled a high volume of customer email inquiries and delegated cases to appropriate teams for resolution. Investigated escalated issues and provided solutions based on company policies. Participated in team leader meetings to discuss improvements and feedback. Analyzed critical customer satisfaction metrics (DSAT) to identify opportunities for service enhancement. Provided guidance to new team members and maintained communication with leadership to address any arising issues.
  • Probationary Branch Manager/ Probationary Branch Appraiser

    RD Pawnshop · 2020 — 2020
    Handled daily financial transactions, including bill payments and loan processing. Inspected and verified the authenticity of gold and silver jewelry for purity and market value. Prepared daily cash disbursement records and financial ledgers to ensure accurate reconciliation. Provided training and operational guidance to new team members. Addressed customer inquiries while implementing targeted sales strategies to meet jewelry appraisal quotas. Collaborated regularly with branch supervisors to discuss operations and performance improvements.

Skills & Expertise

Education

  • Bachelor of Science in Business Administration, Major in Financial Management
    Saint Louis University · 2015 — 2019

Interested in this professional?

Sign in as an employer to save this profile or invite Anjelica T. to a job.

Sign in as an employer