Accounting Admin/Data Analyst/Payments & Collections

Overview

Looking for full-time work (9 hours/day)

at $6.71/hour ($1,454.54/month)

Bachelors degree

Last Active

July 7th, 2026 (4 days ago)

Member Since

August 14th, 2018

Profile Description

WORK EXPERIENCES SUMMARY  
Financial Client Services – Business and Taxation Administrator 
Banking – Import Collections Trade Finance Analyst 
Customer Service – Real Estate After-Sales and Call Center experience Other Virtual freelance experiences – Virtual Receptionist (Australian client) and Subscription and Purchase Order Processor (US based Upwork client)  

OBJECTIVE:  To obtain a challenging position in a company that offers personal and career growth and experiences.  

SKILLS/ABILITIES: 
Able to handle unexpected task 
Detail oriented 
Excellent communication and multitasking skills 
Can fluently speak and write in English 
Computer skills, knowledgeable in MS Office (MS Word, Excel, PPT) 
Passionate, hardworking and reliable 
Can work under pressure and tight deadlines 

WORK EXPERIENCE   
Sky Accountants 
NOV 2021 - JUL 2024 
Assistant Office Manager
ASIC compliance admin
Lodgement of tax returns and ASIC forms
Job ins and final package send out. 
Invoicing and WIP clean ups 
Processing of tax refunds and xero reconciliation 
ATO reports, correspondences and mails 
Admin and SMSF inbox management 
Database management: XPM, NowInfinity, BGL, ATO
Portal, Smartdocs, Harmonie, SuiteFiles 
Assist in onboarding new clients
Manage Leads and Lost clients process 
Coordinate with Partners and Managers through monthly
meetings on leads reports 
Assist in onboarding new employees for the firm 
Other Marketing adhoc tasks: Active Campaign and leads
management 
Other admin adhoc tasks: Provide assistance to CEO for
email, calendar and meeting coordination 
Assist in creating and updating SOPs 
Team PH coordinator: Set up emails and signatures
Send welcome gifts, birthday gifts etc
Organize Team PH events

Prosperity Advisers Group 
April 2019 – Nov 2021  
Business and Taxation Administrator 
Client Services Administration including but not limited to:  
-Complete job ins: import documents in Xero and generate reports from ATO for the directors and accountants.  
-Invoicing and lodgements of payments and tax returns in Xero and Australian Tax Office Portal (ATO)
-Prepare Australian Securities and Investments Commission (ASIC) Annual Review packages and finalizing invoices for clients.  
-Lodgement of company forms to ASIC.  
-Creating cover letters, engagement letters and packaging related financial reports to be reviewed by managers for year-end tax year. 
-Mails and inbox management 
-Data entry to software and portals.  
-Client set up and update in CRM.  
-Lost client process, archiving and Xero files transfer.  
-Provide other admin ad hoc assistance to managers and client services team counterparts based in Australia. 
-Acts as Training Coordinator for other Client Service admin. 
-Creating system procedures and manuals  

Everyday Speech
Oct 2018–March 2019 
Upwork–Home Based
Administrative Assistant/ Purchase Order Processor 
-Create tickets, answer email inquiries and offer subscription services
-Welcome letters 
-Process Purchase Orders by email & fax 
-Create customer accounts in database 
-Track Purchase Orders and follow up incomplete P.O. Filling vendor forms 
-Creating, activating and cancelling subscriptions
-Email and data management 
-Creating templates for workflow
 
---------- BCX0" xss="removed">ING Global Services and Operations 
May 2016 – May 2018 
Trade Finance Analyst - Import Collections 
-Performs operations technical analysis of transactions on trade related documents. 
-Processing of Import Trade documentary credit operation transactions including self-release and release of transactions for Junior processors. 
-Processing payments/settlement of collection amount, commissions and fees.  
-Monitoring of aging accounts.  
-Perform cover duties and assistance as an E2 level processor to seniors regarding release of transactions when needed.  
-Advising of documentary credits issued/amended by the Issuing bank.  Ensure the accuracy of data entry to system. 
-Checking of details from trade documents. 
-Basic to advance knowledge of Trade Finance, Import Collections, Incoterms, SWIFT messages.  
-Applying best practices for discrepant presentation and advise discrepancies and put up approval from Account Officers.  
-Processing of dispatch for documents to banks.  
-Sending SWIFT messages to bank regarding advice/settlement of trade collections.  
-Contact CSD in Netherlands to clarify transactions, to discuss details of transaction or to follow up documentation  
-Prepare list of mismatched item and forward for approval of AO  
-Participate in projects and other initiatives as required as part of KPI and team improvement. 
-Data entry processing for systems: Bank Trade, S-NOW (Service Now), BIC, Kijglas, Infomail, Sharepoint. 

Amicassa - Ayala Land Residential Business Process Solutions
July 2015 – March 2016
After-Sales Service Associate 
Bench trained for end to end processes: Booking, Reservation, Billing & Collections, Taxes, Titling and Post Booking for the five brands of Ayala Land 
-Data entry and management 
-Preparation of SOA 
-Attending to Inquiries, Requests and Complaints/Concerns in relation to: Sales/Investment prospects
Coordination with billing and banks regarding PDC/payment related matters, Payment extensions and fees/charges
Scheduling for site/turnover visits and Title claims
Changes in client’s information and amendment to property docs (Contract to Sell/Deed of Absolute Sale/Title/Tax Declaration) 
-Ensures quality services are ---------- ivered within given turnaround time.  
Systems: SAP and CRM software  

Sitel Philippines 
April-July 2015 
Sears ---------- ivery Customer Care 
Answering home appliance ---------- ivery inquiries:  
Rescheduling of ---------- ivery Dates  
Updating member’s order status  
Correspondence with manufacturer’s warehouses, third party ---------- iveries, company ---------- iver drivers, technicians and in installers.  
Exchange/Refund of defective products  

Teleperformance Philippines 
APR-SEP 2012
Barclays Credit Card Service Representative 
Responsible in providing immediate resolution over the phone regarding banking concerns: 
Payment assistance 
Request for increase/decrease of Credit Limit 
Payment extensions and waiver of penalties 
Offer Balance Transfer and explanation of rewards system 
Blocking/Unblocking of accounts in case of lost/damage cards and/or fraudulent transactions.