Healthcare Supp | Exec Assistant | US/AU BOOKKEEPER ACCOUNTANT | CSR
Bulacan
Detail-oriented Accountant with experience in bookkeeping, tax compliance, financial reporting, and account reconciliations. Certified QuickBooks Bookkeeper and Xero Pro Advisor with expertise in Xero, QuickBooks, Excel, payroll processing, and financial documentation. Proven ability to manage multiple accounts, improve data accuracy, and support compliance requirements while collaborating with clients and cross-functional teams.
Ryan LLC, full_time
Mar 2025 to Mar 2026
- Prepared motor fuel excise tax returns, including workpapers and supporting documentation - Analyzed client financial data and conducted tax research to ensure accurate filings and compliance - Handled and processed 100+ tax return filings monthly while maintaining accuracy and documentation standards. - Assisted with tax audits by gathering supporting documentation and addressing compliance inquiries.
IG Autoacccounting Limited, freelance
Mar 2024 to Mar 2025
- Managed bookkeeping activities for 5 client accounts using Xero, including reconciliations, invoice processing, and account maintenance. - Reduced reconciliation discrepancies by 20% through detailed account reviews and corrective actions. - Prepared financial reports and supporting schedules to improve reporting accuracy and compliance. - Collaborated with clients, auditors, and internal stakeholders to resolve financial inquiries and maintain data integrity.
Calibrate Health, Inc., freelance
Jun 2022 to Mar 2024
- Resolved 100+ Zendesk tickets monthly involving member, pharmacy, and insurancerelated inquiries. - Managed high-volume voicemail triage, responding directly when possible and routing cases to the appropriate teams. - Reviewed and assigned 100+ fax queue cases to member profiles, ensuring accurate documentation and timely follow-up. - Coordinated with pharmacies to process prescription cancellation requests and document outcomes. - Reviewed prior authorization (PA) forms for completeness and accuracy before submission to insurance providers. - Conducted appeal follow-ups with Pharmacy Benefit Managers (PBMs) and documented status updates. - Triaged pharmacy messages in Zendesk and routed cases to the appropriate departments for resolution. - Verified member-provided insurance information to support accurate processing and compliance requirements.
Inspiro Relia Inc, full_time
Jun 2021 to Mar 2022
- Resolved customer concerns and account-related issues while maintaining high customer satisfaction. - Troubleshot service issues and followed through to complete resolution in a timely manner. - Maintained professional and customer-focused communication across all interactions.