I enjoy turning manual finance processes into organized, efficient systems that save time, improve accuracy, and help businesses run more smoothly.
With 7+ years of progressive experience in retail operations, accounting, bookkeeping, and finance, I've developed a strong understanding of the end-to-end financial process, from recording daily transactions to preparing reports that support business decisions.
In my current role as the sole Finance Associate, I oversee day-to-day finance operations, including bookkeeping, accounts payable and receivable, billing, payroll preparation, bank reconciliations, cash flow monitoring, and financial reporting. Working in a growing company has strengthened my ability to take ownership, prioritize responsibilities, and maintain accurate financial records with minimal supervision.
Beyond my daily responsibilities, I enjoy improving the way work gets done. I developed Excel-based payroll and financial reporting tools that reduced manual processing, improved accuracy, and streamlined recurring financial tasks. I believe finance is not only about producing accurate numbers but also about building reliable systems that help businesses operate more effectively.
Core Expertise
• Bookkeeping
• Accounts Payable & Accounts Receivable
• Bank Reconciliation
• Payroll Preparation
• Billing & Invoicing
• Cash Flow Monitoring
• Financial Reporting
• QuickBooks Online
• Microsoft Excel (XLOOKUP, INDEX-MATCH, Pivot Tables)
• Process Improvement
• Financial Data Management
I'm currently seeking a long-term remote opportunity where I can contribute as a Finance Assistant, Bookkeeper, Accounting Assistant, or Finance & Operations Support Professional. My goal is to help businesses maintain accurate financial records, streamline processes, and provide dependable financial support that allows teams to focus on growth.
Experience: 2 - 5 years
Experienced in supporting day-to-day bookkeeping functions, including recording financial transactions, maintaining accurate financial records, preparing supporting schedules, and ensuring accuracy in accounting operations.
Experience: 5 - 10 years
Proficient in Microsoft Excel for financial reporting, payroll processing, bank reconciliation, and spreadsheet development using formulas such as XLOOKUP, INDEX-MATCH, SUMIFS, SUMPRODUCT, IF, and IFERROR to improve reporting accuracy and efficiency.
Experience: 2 - 5 years
Experienced in performing monthly bank reconciliations by comparing company records with bank statements, investigating discrepancies, and maintaining accurate financial records to support month-end reporting.
Experience: 6 months - 1 year
Experienced in managing accounts receivable by recording Purchase Order (PO) transactions, monitoring customer balances, reconciling outstanding accounts, and coordinating payment follow-ups to maintain accurate records.
Experience: 2 - 5 years
Assisted with payroll processing by reviewing employee time logs, monitoring deductions, preparing payroll data, and developing practical Excel templates to simplify payroll computations.
Experience: 2 - 5 years
Experienced in processing supplier invoices, verifying business information and tax computations, preparing Accounts Payable vouchers, and maintaining accurate vendor records before payment processing.
Experience: 5 - 10 years
Highly detail-oriented with a strong focus on maintaining accurate financial records, verifying transactions, organizing documentation, and ensuring reports are complete and error-free.
Experience: 5 - 10 years
Provided administrative support through document management, records organization, email management, data entry, and maintaining structured filing systems for efficient daily operations.
Experience: 5 - 10 years
Organized and maintained both physical and digital financial records for multiple companies, ensuring accurate filing, easy retrieval, and confidentiality of sensitive documents.
Experience: Less than 6 months
Identified opportunities to simplify manual processes by developing practical Excel workbooks and organized workflows that improved efficiency while maintaining accuracy.
Experience: 2 - 5 years
Supported the preparation of financial reports and income statement schedules by maintaining accurate sales, expense, and other financial records while ensuring timely reporting
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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