Joseph Judd Simbulan
Fairhaven,MA
Summary
Bookkeeper with strong technical proficiency and commitment to accuracy in financial data entry and financial record keeping. Experienced working in both accounting-focused and general office settings. Dedicated to conforming with internal policies and standards. An experienced healthcare professional seeking to leverage my business and health professional expertise and experience into managerial role. Utilizing skills knowledge of accounting principles and management reporting. A team leader with the ability to motivate teams and lead by example. Excellent in communication and interpersonal skills with the ability to quickly build relationships and form trust with people from various backgrounds.
Overview
28
28
years of professional experience
Work History
Bookkeeper
Restaurant Bookkeeping Services, Inc.
Sagamore Beach, MA
03.2020 - Current
- Maintained daily, weekly and monthly recordkeeping operations for restaurant clients
- Performed all reconciliations of bank statements and credit card statements across 11 restaurants
- Efficiently processed all A/P invoices, and prepare a report for aged open invoices
- Manage accounts payable as performed in data entry for various accounting records
- Managed monthly P&L, GL Detail and Balance Sheet weekly reports to provide insights into the restaurant’s financial health
- Work with Commonwealth of Massachusetts Revenue and Rhode Island Revenue of Taxation to assist clients with Meals Tax balances
- Work with clients to arrangement payment arrangement with recurring balances from vendors
- Prepare year end reports and 1099
- Provide training for new hires
- Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures
- Prepares financial reports by collecting, analyzing, and summarizing account information and trends
- Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions
- Contributes to team effort by accomplishing related results as needed.
Rehab Tech 1
Preferred Therapy Solutions
Wethersfield, CT
03.2018 - 01.2021
- Assists with specific treatment activities assigned by the treating therapist
- Attends meetings and reports back to therapists
- Runs census report and audit evaluation and clarification orders
- Transports patients to and from rehabilitation dept
- For scheduled treatment as requested
- Assists with computer data entry and generates reports as requested
- Completes timely and accurate documentation of direct, indirect time, payroll, efficiency and clinical reporting
- Adheres to confidentiality standards and all infection control, universal precautions and OSHA standards for the healthcare professional
- Accurately inputs a variety of data into proprietary software regarding patients and employees
- Inputs data Microsoft software programs
- Must maintain confidentiality of data input
- Uses a professional and clear style of verbal and written communication
- Answers phone promptly and courteously
- Assists caller and/ or takes accurate detailed messages
- Demonstrates flexibility, team building, and promotes a positive work environment.
Certified Nurse Assistant (CNA)
Bourne Manor Extended Care Facility
Buzzards Bay, MA
03.2011 - 03.2020
- Subacute rehab unit
- Helps patients by supporting personal hygiene and in activities of daily living needs; providing comfort, transportation, and vital sign monitoring
- Input and output monitoring
- Coordinate and assist Rehab Department with patient's goals
- Alzheimer's Unit
- Assisting with personal care: bathing, grooming, dressing, toileting and exercise
- Basic food preparation: preparing meals, feeding
- Back up care (respite service)
- Following the care plan as directed by supervising nurse
- Empathy and compassion specially to end stage residents.
Certified Nurse Assistant
Liberty Commons a Broad Reach Healthcare
North Chatham, MA
02.2010 - 04.2011
- Reports vital signs and input and output
- Assist in Activities of Daily Living
- Assist therapists with transfers and ambulation
- Coordinate and assist Rehab Department with patient's goals.
Call Center Representative
Convergys Corporation
Philippines
01.2006 - 07.2007
- Inbound calls for Australia and New Zealand clients who carry contracts for Cisco Systems
- Cisco Software Support Services (SWSS) contract is software for Tier 1 & 2
- Update Cisco Software License Portability for Tier 1 & 2 clients
- Chat, E-mail, & Phone support, provide assistance to users in understanding tool operation
- Troubleshoot and analyze issues with quoting and ordering tools from a user perspective
- Interface with backend support teams to drive Root Cause Analysis of issues.
Revenue Assurance Analyst
Smart Communications
Manila
01.1997 - 01.2005
- Monitors and analyze call data records (CDR)
- Coordinates with IT to extract CDR to get report
- Processes that have significantly improved revenues and its irregularities with the data
- Special focus on addressing the declining inbound international traffic
- Observes revenue weekly and monthly
- And report to Supervisor
- Coordinate with Marketing department to get sales reports to combine with revenue reports.
Education
Certificate-licensed in Certified Nurse Assistant -
Moraine Valley Community College
Palos Hills, IL10.2009
Master of Business Administration -
Professional School Institute, De La Salle University
Manila06.2005
Bachelor’s of Science and Commerce major in Marketing -
Colegio De San Juan De Letran
Manila10.1997
Skills
- Accounting principles
- Management reporting
- Team leadership
- Communication skills
- Interpersonal skills
- Relationship building
- Trust building
- Data entry
- Financial reporting
- Chart of accounts
- Bookkeeping policies and procedures
- Compliance with legal requirements
- Training
- Treatment activities
- Documentation
- Confidentiality standards
- Infection control
- OSHA standards
- Data input
- Verbal and written communication
- Phone etiquette
- Flexibility
- Team building
- Positive work environment
- Personal hygiene support
- Activities of daily living
- Vital sign monitoring
- Input and output monitoring
- Rehab department coordination
- Empathy and compassion
- Alzheimer's care
- Food preparation
- HIPAA
- Care plan adherence
- Call center support
- Troubleshooting
- Root cause analysis
- Revenue assurance analysis
- Data analysis
- Sales reporting
- Quickbooks
- Bookkeeping Software
- Invoice Processing
- A/P
- Bank Reconciliation
Languages
English
Full Professional
Filipino
Professional
Timeline
Bookkeeper
Restaurant Bookkeeping Services, Inc.
03.2020 - Current
Rehab Tech 1
Preferred Therapy Solutions
03.2018 - 01.2021
Certified Nurse Assistant (CNA)
Bourne Manor Extended Care Facility
03.2011 - 03.2020
Certified Nurse Assistant
Liberty Commons a Broad Reach Healthcare
02.2010 - 04.2011
Call Center Representative
Convergys Corporation
01.2006 - 07.2007
Revenue Assurance Analyst
Smart Communications
01.1997 - 01.2005
Certificate-licensed in Certified Nurse Assistant -
Moraine Valley Community College
Master of Business Administration -
Professional School Institute, De La Salle University
Bachelor’s of Science and Commerce major in Marketing -
Colegio De San Juan De Letran