AI Savvy | US Bookkeeper. QuickBooks ProAdvisor
Leyte
AI-savvy bookkeeper with experience across financial reporting, revenue management, and audit, skilled in enhancing financial accuracy, optimizing accounting processes, and delivering data-driven insights that strengthen decision-making and organizational compliance. Oversaw $10M+ in annual revenue while reducing processing and billing errors by up to 70%, and strengthening internal controls to support clean audit outcomes and accurate financial reporting. Professional skills I bring to the table: Bookkeeping/Accounting - 6 years Client Communication / Customer Service - 8 years Financial Analysis - 6 years QuickBooks Pro-Advisor Certified Xero Certified Financial Reporting (US GAAP) Clients I worked with: With Hands-On Experience Construction Real Estate Telecommunications Insurance Investments Government Studied / Knowledgeable Agriculture Petroleum Retail Software Proficiencies: With Hands-On Experience Quickbooks Hubdocs Stripe Reconciliation Venmo Expensify monday.com Microsoft Office Google Workspace SharePoint Freshdesk Asana Trello Canva Claude AI ChatGPT Studied / Knowledgeable SAP Xero
NEW YORK CONSTRUCTION COMPANY, internship
Jun 2026 to Jul 2026
Managed end-to-end bookkeeping with 1,000+ transactions, ensuring 100% accuracy in transaction recording, reconciliations, and documentation. Completed bank and credit card reconciliations across 3 bank and credit card accounts, consistently clearing discrepancies and maintaining a 0% unreconciled balance. Support month-end closing tasks and prepare monthly reports as part of hand-on bookkeeping practice, supporting timely review and understanding of financial data. Entered and reconciled 12 months of payroll journal entries with form W3/W2/940 Organizing 50+ charts of accounts and maintaining accurate books. Prepare 1099 vendors with form W9 and 1099 NEC/MISC Ensured customer invoices has 100% accurate Sales Taxes rates.
BRITISH COUNCIL PHILIPPINES, freelance
Jul 2021 to Present
Supervised IELTS Exams in designated regions. Ensure exams run seamlessly to provide a smooth, stress-free test day experience for candidates. Maintained exams integrity by ensuring total compliance with the British Council's rigorous global security and administration standards. Oversee the highly secure handling, tracking, and distribution of confidential examination materials. Uphold child protection, equal opportunity, and safe-venue policies across the exam site. Complete, audit, and securely log accurate administrative paperwork, rosters, and test incident reports.
BUREAU OF INTERNAL REVENUE, full_time
Nov 2020 to May 2026
Facilitates priority Bookkeeping intake and transaction processing for Special Lane clients (e.g., senior citizens, PWDs). Issues, verifies and manages client Tax Identification Number (TIN) database records for EO 98 (government-related transactions) and ONETT (One-Time Transactions) filings. Audits and processes new business registration records (e.g., single proprietors, corporations). Validates completeness of client data against statutory Revenue Regulations prior to ledger encoding. Designs and produces instructional materials (infographics, walkthrough videos) to assist clients with digital updates (e.g., ORUS compliance, POS permit processes).
SUN LIFE FINANCIAL PHILIPPINES, full_time
Jun 2017 to Oct 2019
Investigated and completed over 10,000 nonmedical life insurance applications. Reviewed and evaluated KYC requirements based on Anti-Money Laundering Act for Filipinos, non-Filipinos and Corporate Clients. Assessed the degree of occupational and foreign residence risks, and gave decision whether to approve standard, reduce coverage or change plan, disapprove supplemental riders or offer extra premium.