Jose N.
Senior Bookkeeping Financial Specialist
Open to offersNew to PlatformAbout
Jose Noel R. is an experienced Bookkeeper based in the Philippines with over 30 years of professional practice across the banking, insurance, and construction industries. His expertise includes bank reconciliation, financial reporting, and the use of both Xero (certified advisor) and QuickBooks Online for bookkeeping functions. Jose Noel R. began his career auditing financial documentation as an Audit Clerk and later served as Operations Manager at Philippine Savings Bank, upholding compliance and precise financial processes. In the non-life insurance sector, he managed client accounts, policies, and claims. As General Manager and Bookkeeper at El Trio Builders, he was responsible for operations, budgeting, and monitoring company finances. He holds a bachelor’s degree in Business Administration with a major in Accounting and maintains certification as a Xero Advisor.
Experience
General Manager
El Trio Builders · 2010 — 2020Led operations, budgeting, and project coordination, while actively monitoring financial performance and managing expenses.Manager
Non-Life Insurance Industry · 2000 — 2010Directed client accounts and operational activities, overseeing policy management, renewals, and claims coordination.Insurance Agent
Non-Life Insurance Industry · 1996 — 2000Delivered insurance services and support to clients, facilitating their inquiries and assisting with their needs.Operations Manager
Philippine Savings Bank · 1991 — 1996Oversaw daily operations and staff management, ensuring compliance with regulations and maintaining accurate financial processes.Audit Clerk
Philippine Savings Bank · 1986 — 1991Conducted audits on receivables, payables, loans, and accounts while verifying financial records and associated documentation.Bookkeeper
CurrentExecuting bookkeeping tasks using Xero and QuickBooks, including reconciliation, invoicing, and financial reporting.
Skills & Expertise
Education
- Bachelor of Science in Business AdministrationInstitution not specified
Interested in this professional?
Sign in as an employer to save this profile or invite Jose N. to a job.
Sign in as an employer