Finance and Admin Director, Management Accountant/Finance Ma

I have practical experience using Xero to deliver accounting and finance services to clients in my private practice. This includes handling payroll, bookkeeping, tax compliance, and other financial tasks for local, U.S., and Australian clients. My work involved setting up and maintaining accurate financial records in Xero, ensuring timely reporting, and supporting clients in meeting both regulatory and internal requirements. Xero has been a valuable tool in providing efficient, cloud-based accounting solutions tailored to each client's needs, and it complements my broader expertise across multiple accounting platforms.

I am a QuickBooks Online ProAdvisor Certified professional with extensive experience providing bookkeeping, payroll, tax, and compliance services to local, U.S., and Australian clients. In my private practice, I have used QuickBooks to manage a diverse portfolio, ensuring accurate financial records, timely reporting, and compliance with regulatory requirements. My background as a Finance Manager and Director has strengthened my ability to train virtual assistants in finance roles, enforce accounting policies, and oversee end-to-end finance functions using platforms like QuickBooks. My hands-on expertise with QuickBooks is complemented by deep knowledge of financial planning, audit facilitation, and internal control systems.

I have advanced experience using Microsoft Excel for a wide range of finance and accounting functions, including financial reporting, budgeting, forecasting, and data analysis. Throughout my roles—from Finance Analyst to Finance Director—I’ve used Excel to streamline month-end closing processes, develop management reports, and facilitate audits. I’m skilled in leveraging Excel tools such as pivot tables, VLOOKUP, conditional formatting, and complex formulas to analyze large datasets and support decision-making. Additionally, I have contributed to process improvements and reporting automation initiatives, where Excel played a key role in enhancing accuracy and efficiency across finance operations.

I have practical experience using Oracle ERP systems to support various finance and accounting functions, particularly in managing General Ledger processes, intercompany transactions, and financial reporting. In my previous roles, I used Oracle to perform tasks such as journal entries, reconciliations, and month-end closing activities. I also worked with Oracle to ensure accurate data integration across departments and supported audit requirements through efficient data retrieval and documentation. My familiarity with Oracle’s financial modules helped maintain internal controls and streamline reporting workflows, contributing to overall process efficiency and compliance.

I have extensive experience using online banking platforms to manage day-to-day financial operations, including cash planning, fund transfers, disbursements, and bank reconciliations. In my roles across corporate and private practice settings, I’ve utilized online banking tools to process payroll, settle payables, monitor cash flow, and ensure timely and accurate transaction execution. My familiarity with various banking systems has supported internal controls, facilitated efficient treasury functions, and contributed to seamless month-end and audit processes.

I have extensive hands-on experience using SAP in various finance and accounting functions, particularly during my tenure at Mercedes Benz Group Services and San Miguel Yamamura Packaging Corporation. I utilized SAP for General Ledger operations, including banking, intercompany transactions, fixed asset management, and financial reporting. I was also actively involved in closing activities, reconciliations, and compliance processes. My SAP expertise supported the successful stabilization of migrated processes and contributed to automating reporting tasks, which earned recognition from regional leadership. This experience allowed me to develop strong proficiency in using SAP as a tool for maintaining data integrity, improving process efficiency, and supporting strategic financial decisions.