RONELI J.
Mid-Level Accounting and Administrative Support Specialist
Open to offersNew to PlatformAbout
Roneli Jorgia P. is a highly skilled Staff Accountant and Administrative Assistant based in Cebu City, Philippines, with extensive experience in supporting financial and operational aspects of businesses, particularly those based in the U.S. At Coral Building and Services Management in Hawaii, she prepared and tracked customer invoices, managed vendor records, and maintained audit-ready financial records, showcasing her proficiency in QuickBooks Online and other financial systems. Her tenure at Practice CFO in San Diego involved critical tasks like bank transaction imports and payroll reporting. Roneli has also contributed to Luna Distribution Inc., managing accounts receivable and generating internal reports. Earlier in her career, she served as a Project Development Officer in the Department of Social Welfare & Development, where she managed the feasibility assessment of projects. Her robust educational background includes a BS in Management & Accountancy from Divine Word College of Legazpi, and she is a Licensed Real Estate Broker. Roneli's expertise spans multiple industries, from data analytics at Accenture to loan management at Air Materiel Wing Savings and Loan Association Inc.
Experience
Accounting and Administrative Support Specialist
Coral Building and Services Management (Hawaii, USA) Sourcefit · 2026 — PresentPrepared, sent, and tracked customer invoices and property-related charges. Monitored payments and followed up on outstanding balances. Managed vendor and service provider records, contracts, invoices, and payment documentation. Maintained accurate expense tracking and transaction categorization, along with organized, audit-ready financial records.Staff Accountant
Practice CFO (San Diego, CA) · 2024 — 2025Imported bank transactions into QuickBooks for accurate financial tracking. Recorded and categorized income and expenses while performing reconciliations of bank and credit card transactions to ensure consistency in financial records. Assisted in filing 1099 forms using the Track1099 platform and documented payroll reports entries.Staff Accountant
Luna Distribution Inc. (Invisalign Philippines) · 2019 — 2022Managed both accounts receivable and accounts payable. Created and issued invoices to customers while reconciling discrepancies and monitoring billings and collections. Prepared detailed monthly internal reports for the company.Project Development Officer
Department of Social Welfare & Development (DSWD) · 2014 — 2016Conducted environmental studies of the socio-economic profiles of target municipalities/provinces. Identified, profiled, organized, and trained program beneficiaries for market-oriented micro enterprises and employment referrals. Reviewed and evaluated feasibility of project/loan proposals, prepared and submitted funding proposals.Data Analyst
Accenture Inc. · 2012 — 2013Analyzed healthcare claims, enrollment, and provider data to support business decisions. Engaged in pipeline monitoring and issue resolution while collaborating with cross-functional teams to enhance data quality and reporting processes.Loan Associate
Air Materiel Wing Savings and Loan Association Inc. · 2010 — 2012Ensured completeness and accuracy of legal documents for loan processing. Computed loans and monitored projects regularly, verifying document authenticity prior to release. Addressed client requests and concerns to meet their needs and ensure satisfaction.
Skills & Expertise
Education
- BS in Management & AccountancyDIVINE WORD COLLEGE OF LEGAZPI
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