Finance Coordinator / Senior Bookkeeper

I oversee accounting operations for five diagnostic branches and support branch reporting requirements across the group. I audit accounting transactions, resolve accounting concerns, review monthly financial statements, and assess quarterly business review data, annual budgets, and forecasts.

I support the expansion of the company by preparing capital-expenditure and break-even analyses for new branches. I monitor income and collections, authorize online bank transactions, review dividend computations, supervise a team of three, train accounting staff, manage capital funds and disbursements, and guide accounting heads on SOPs and 4DX scoreboards.

I supervised the daily work of accounting staff and served as Officer-in-Charge while the supervisor worked remotely from June 2020 to October 2023. I reconciled bank accounts, resolved discrepancies, reviewed cash advances and sales audit reports, and posted adjustments, accruals, and bill payments in QuickBooks.

I prepared BIR payments and expanded withholding tax filings, submitted reports to the external accountant, and produced financial reports, sales forecasts, budgets, and business review presentations. I also handled investor dividends, bank deposits, doctors' professional fees, billing statement verification, service costing, payroll and lease coordination, and helped implement a 4DX goal focused on expenses as a percentage of net sales.

I posted sales and accounting transactions in QuickBooks and prepared cheques, vouchers, bank reconciliations, financial statements, and management presentations. I supported the laboratory manager with accurate and timely finance documentation.

I prepared annual costing, budgets, and sales forecasts, calculated sales and marketing incentives, and negotiated pricing for laboratory supplies. My work supported both routine accounting activities and management planning needs.

I prepared and disbursed cheques, issued written client invoices, and managed client job orders and messenger logistics. I coordinated directly with clients to follow up on collections.

I also prepared Bureau of Internal Revenue and Social Security System filings. This role combined administrative support, customer coordination, billing, collections, and regulatory reporting responsibilities.

I maintained accounting and bookkeeping records for the school, collected tuition, rentals, and donations, and prepared and disbursed payments. I made daily bank deposits, updated bank placements and investments, managed receivables and collections, and served as petty cash custodian.

I prepared monthly financial statements for the Board of Trustees, reports for the Treasurer, and annual budget reports for the Department of Education. I also processed payroll, statutory deductions and contributions, prepared board resolutions and regulatory documents, coordinated permits and licenses, and assisted with Chinese-to-English translation of speeches.

Completed 18 units toward a Master of Education Management degree.

Completed a Bachelor of Science in Accountancy.

Completed 18 units in the Teacher Certificate Program.