Kenneth V.
Junior Financial Services Bookkeeper
Open to offersNew to PlatformAbout
Kenneth V. is a detail-oriented professional with experience in the financial services sector, specifically focusing on bookkeeping and customer support. At Concentrix Philippines, Kenneth served as a Customer Success Advisor and Bookkeeper, providing front-line support to US clients by handling accounting software inquiries via phone, email, and chat. Kenneth was responsible for managing high-volume requests, resolving billing and transaction issues, documenting cases with Salesforce CRM, and performing key tasks such as account reconciliation and financial reporting. His background includes hands-on use of Microsoft Excel for financial data management and an interest in data analysis and business operations within the financial services domain.
Experience
Customer Success Advisor | Bookkeeper
Concentrix Philippines · 2023 — 2026Delivered front-line client support for US customers in the financial services sector by phone, email, and chat, addressing accounting software inquiries with a focus on accuracy and efficiency. Managed high volumes of service requests and maintained adherence to SLAs and performance targets during peak tax periods. Supported account management, billing, and transaction issues while documenting interactions using Salesforce. Worked closely with Finance and IT teams to escalate complex issues and assist in process improvements. Executed bookkeeping functions, including reconciliation, transaction categorization, and preparation of financial reports.
Skills & Expertise
Education
- Bachelor of Science in Accountancy | UndergraduateNational Teachers College - Manila · — — 2025
- Senior High School - ABM (Accountancy, Business, and Management)Pitogo High School- Makati · — — 2023
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