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Kurt D. — Senior Payroll Implementation Consultant from Philippines

Kurt D.

Senior Payroll Implementation Consultant

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Kurt D. stands out as a seasoned Virtual Assistant and Bookkeeping & Payroll Expert based in Bohol, Philippines, with a robust portfolio in comprehensive administrative support and financial management. At Petz Real Estate, he excelled as a Property Manager & Administrative Assistant, efficiently managing calendars, overseeing CRMs like Fieldnotes and LionDesk, and enhancing brand visibility through social media strategies. With Nexus Hawaii, his prowess as a Bookkeeper & Financial Administrator was evident as he managed payments, invoicing, and reconciliations with precision using QuickBooks. During his tenure with Accenture and Concentrix, he honed his skills as a Team Leader and Payroll Consultant, leading teams effectively, ensuring regulatory compliance, and optimizing payroll processes. This combined expertise, coupled with a solid foundation in entrepreneurship, underscores his capability to drive both operational efficiency and financial accuracy across various industries.

Experience

  • Property Manager & Administrative Assistant

    Petz Real Estate · 2023 — 2025
    Efficiently manage the calendar, organize meetings, and coordinate appointments. Handle incoming leads from real estate platforms such as Zillow, HomeLight, Redfin, OJO, and Opcity while tracking follow-ups. Manage CRM tools like Fieldnotes and LionDesk for accurate data entry and lead nurturing. Assist in the management of rental properties by coordinating lease agreements, maintaining tenant communications, and scheduling property viewings. Support social media marketing by scheduling posts and engaging with clients to enhance brand awareness. Organize email communications, prioritize messages, and ensure prompt responses to client inquiries.
  • Bookkeeper & Financial Administrator

    Nexus Hawaii (Part-Time) · 2024 — 2025
    Process payments, prepare invoices, and reconcile bank statements while maintaining records for accounts receivable and payable. Review the accuracy of invoices and payments before processing. Assist with month-end closures, including journal entries and reconciliations. Perform calculations with QuickBooks software for precise transaction recording. Analyze financial documents such as income statements, balance sheets, and budgets.
  • Payroll Implementation Consultant

    UKG Ready, Accenture · 2023 — 2024
    Facilitate weekly client meetings via Zoom to gather requirements for tailored system implementations. Configure payroll systems to ensure accurate wage processing for employees. Ensure adherence to local, state, and federal tax laws, including processes for withholding and remittance. Generate payroll summaries and compliance reports for management needs. Advise clients on payroll best practices and help resolve discrepancies and inquiries.
  • Team Leader (Intuit Quickbooks)

    Concentrix · 2020 — 2023
    Mentor team members to enhance performance towards achieving key targets. Conduct root cause analyses to identify performance gaps and develop improvement plans. Provide ongoing coaching through evaluations to develop both technical skills and communication capabilities. Communicate goals and deadlines to boost team productivity while holding regular meetings to track progress and address challenges. Analyze KPI data to identify solutions for team challenges and improve overall performance.
  • Subject Matter Expert (Quickbooks & Payroll)

    Concentrix · 2018 — 2020
    Offer subject matter expertise for the development of new products and processes. Analyze performance metrics to drive continuous improvement. Address areas for improvement informed by customer feedback surveys. Manage agents in real-time, providing support on accounting, payroll taxes, and app integration. Conduct learning sessions to enhance understanding of financial processes and tax calculations, and facilitate coaching on proper tax forms usage. Send day-end performance reports for management insights on team progress.
  • Technical Support Representative (Intuit QBO)

    Concentrix · 2016 — 2018
    Provide technical support to customers through various channels, promptly addressing inquiries and resolving issues. Use troubleshooting techniques to identify and analyze customer concerns. Handle customer complaints in accordance with company procedures. Educate users on product features and best practices while assisting small business owners with accounting-related tasks. Guide clients on maintaining organized books and ensure compliance with tax regulations by generating and filing tax forms according to IRS guidelines.

Skills & Expertise

Education

  • Bachelor of Science in Entrepreneurship
    University of Southeastern Philippines