Detail-oriented accounting expert with extensive experience in account reconciliation and team management. Recognized for critical thinking and time management skills, effectively contributing to enhanced operational efficiency and process improvements.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Operations III
Guidehouse
08.2021 - Current
Leads daily operations within the Accounting Department, ensuring a smooth workflow and efficiency.
Trains my team, delegates tasks, and conducts thorough work reviews.
Creates and maintains various departmental spreadsheets used for day-to-day processes.
Mainly responsible for reconciling the MRF account. Assists the SBA in daily monitoring of the MRF balance to ensure fund availability for the monthly Pool payout.
Created the MRF Balance General Ledger in the SAGE application to assist the SBA in the annual audit confirmation.
Collaborates with the Advisory Team to enhance the automation of various processes, improving efficiency.
Senior Analyst, Fund/Client Accounting
Colson Services Corp/The Bank of New York
11.2015 - 08.2021
Lead associate in the Program Accounting department, analyzing accounting transactions and translating them into accurate accounting entries.
Conducted a comprehensive analysis of the BNYM MRF statement against the mainframe balances, improving reconciliation process to the satisfaction of the SBA Analytic team.
Promoted to Bond Servicing Manager after two years of exemplary performance.
Supervised a staff of three, effectively managing a high workflow while ensuring timely deliverables.
Education
Bachelor of Science - Accounting
Polytechnic University of The Philippines
Manila, Philippines
Skills
General ledger management
Account reconciliation
Financial analysis
Microsoft office
Team leadership
Problem solving
Critical thinking
Time management
Certification
Lean Six Sigma Yellow Belt - Six Sigma Council, United States of America, issued on 9/2024
Cardiovascular Sonographer at Heart & Vascular Associates, Englewood Hospital and Medical CenterCardiovascular Sonographer at Heart & Vascular Associates, Englewood Hospital and Medical Center