Jose N.
Senior Bookkeeping Specialist
Open to offersNew to PlatformAbout
Jose Noel R. is an experienced Bookkeeper based in the Philippines with over 30 years of involvement in banking, insurance, and business operations industries. His background includes accounting, auditing, and financial management, further reinforced by a Bachelor of Science in Business Administration with a major in Accounting. Jose Noel R. has held significant positions such as Audit Clerk and Operations Manager at Philippine Savings Bank, where he audited receivables, payables, loans, and managed daily operations and compliance. In the non-life insurance sector, he served in client support and management roles, overseeing client accounts, policies, renewals, and claims. At El Trio Builders, he managed operations and monitored financial performance. Currently, he utilizes Xero and QuickBooks Online for bank reconciliation, invoicing, and the preparation of financial reports, ensuring meticulous and organized financial records for business clients.
Experience
General Manager
El Trio Builders · 2010 — 2020Directed operations, budgeting, and project coordination while monitoring financial performance and expenditures.Manager
Non-Life Insurance Industry · 2000 — 2010Managed client accounts along with operations, including the handling of policies, renewals, and claims coordination.Insurance Agent
Non-Life Insurance Industry · 1996 — 2000Delivered insurance services while providing client support.Operations Manager
Philippine Savings Bank · 1991 — 1996Oversaw daily operations and staff, ensuring compliance and the accuracy of financial processes.Audit Clerk
Philippine Savings Bank · 1986 — 1991Conducted audits of receivables, payables, loans, and accounts while verifying financial records and documentation.Bookkeeper
CurrentEngaged in bookkeeping using Xero and QuickBooks, involving reconciliation, invoicing, and financial reporting.
Skills & Expertise
Education
- Bachelor of Science in Business AdministrationInstitution not specified
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