Accountant / Bookkeeper
Pampanga
Accounting professional with 12+ years of experience in branch accounting, financial reporting, account reconciliation, and internal controls at BDO Unibank and in treasury operations. Skilled in general ledger accounting, Microsoft Excel, Oracle, and banking systems including ICBS AS400, T4S, and EO CRM. Currently cross-training for a Client Relations Officer (CRO) role at BDO, with a planned effective date of January 2027, building on experience in branch operations, customer service, transaction review, coordination, and cross-selling. Developing knowledge of QuickBooks Online and Xero.
BDO Unibank, Inc, full_time
Oct 2026 to Present
- Actively cross-training for the Client Relations Officer position, focusing on driving branch digital adoption and transforming client banking habits. - Evaluate digital adoption metrics, identify performance gaps, and collaborate with branch management on strategy implementation. - Boost Product Depth Ratio (PDR) through targeted cross-selling and upselling of bank products, including CASA, loans, investments, insurance, and digital services. - Deliver exceptional customer service, manage lobby operations, and guide clients toward electronic banking options.
BDO Unibank, Inc, full_time
Oct 2025 to Present
- Lead daily branch accounting operations and carry out supervisory responsibilities, ensuring accurate financial records and adherence to internal controls. - Review and authorize branch transactions while maintaining regulatory compliance. - Approve high-value transactions and verify customer information and transaction legitimacy. Identify discrepancies and resolve balancing issues to maintain financial integrity. - Work with branch management to improve operational efficiency and customer service standards.
BDO Unibank, Inc., full_time
May 2014 to Sep 2025
- Processed accounting entries and managed branch expenses accurately. - Performed account reconciliations and balancing procedures. - Prepared financial reports, including the Statement of Condition. - Generated reports using the General Ledger System. - Ensured compliance with government policies and internal controls.
Fiesta Communities Inc., full_time
May 2013 to Mar 2014
- Generated treasury reports and prepared cash flow forecasts. - Conducted bank reconciliations and monitored daily cash transactions. - Maintained current treasury records and organized financial documentation. - Supported financial reporting activities.