Liezel A.
Freelance Bookkeeper
Open to offersNew to PlatformAbout
Liezel Anne V., a Senior Financial Wealth Planner and CPA, has been shaping the financial strategies of individuals and businesses since 2021. With a focus on customized insurance solutions, she excels in risk assessment and precise coverage analysis, driving towards sustainable financial planning. Her tenure at PRU Life UK and FWD Life Insurance is marked by her role as Assistance Unit Manager and as a leading team member in Project Meridien Pioneer. Liezel adeptly managed and serviced a diverse client portfolio, achieving international recognition for exceptional customer service. Her early career started in accounting roles, including a crucial stint as Senior Accountant at IQ-EQ Philippines Inc, where she handled complex financial services for multiple funds. Her analytical capabilities extend beyond financial planning to ensure accuracy in financial reporting, strategic decision-making, and tax compliance, all backed by her proficiency in QuickBooks and Microsoft Excel. Holding a Bachelor's degree in Accountancy from the Polytechnic University of the Philippines, Liezel Anne's career has been a testament to her intricate balance of foresight and financial acumen.
Experience
Senior Financial Wealth Planner
FWD Life Insurance · 2023 — 2025Managed and serviced a portfolio of 23 clients while coaching 7 direct and 1 indirect recruits. Organized unit activities including the preparation of the Unit’s Recruitment Brochure and facilitated mock exams.Assistance Unit Manager
PRU Life UK · 2021 — 2023Oversaw a portfolio of 48 clients and consistently met sales targets. Provided guidance to 5 direct and 1 indirect recruits and participated in various recognition programs for outstanding performance.Accountant
Dragon Tax & Management Inc · 2021 — 2022Supervised bookkeeping services, managed client communications, and conducted quality reviews of reports before distribution. Handled full data workflow from initial data entry to final report generation using QuickBooks.Senior Accountant
IQ-EQ Philippines Inc · 2019 — 2021Supervised financial services for multiple client portfolios. Ensured quality deliverables and maintained effective communication with front office teams while preparing timetable for clients’ deliverables and providing training to staff.Accountant
RSH Marketing Inc · 2017 — 2018Prepared financial reports, verified accounts payable transactions, and managed consignment payables. Liaised with the Bureau of Internal Revenue (BIR) to ensure compliance with tax regulations.Internal Auditor
Filstar Distributors Corporation · 2016 — 2016Conducted audits for various departments and assisted in the development of company policies and procedures. Involved in data collection for transportation metrics and inventory adjustments.Accountant and Purchase Officer
Metro Paper Converter Philippines Corporation · 2014 — 2016Managed receipts and disbursements, prepared tax returns, and handled account payable transactions. Assisted in preparing financial documentation and maintaining inventory records.Budget and Statistics Analyst
null · 2012 — 2014Assisted in budget preparation and annual operation planning. Coordinated statistical data collection and provided sales performance analysis for marketing events.
Skills & Expertise
Education
- Bachelor of Science in AccountancyPolytechnic University of the Philippines - Sta. Mesa, Manila, Philippines · 2007 — 2011
- High SchoolMarist School - Marikina City, Philippines · 2003 — 2007
- Grade SchoolCupang Elementary School - Cupang, Antipolo City, Philippines · 1997 — 2003