Financial Data Analysis
Resume:
Liezel Jane A. Lilla
Accountant
Molugan El Salvador City
CAREER SUMMARY
Experienced accountant with a strong background in financial analysis, budgeting and reconciliations. Proficient in Microsoft Excel and some other accounting software. Proven track record in ensuring accuracy and efficiency in financial reporting.
SKILLS:
Financial analysis: to interpret financial data
Budgeting & forecasting: to create an accurate financial forecast
Bookkeeping: organized financial records meticulously
Reconciliation: ensuring accuracy and avoid discrepancies
Analytical skills: ability to analyze complex financial data, anomalies and areas of improvement.
Communication: effectively communicates financial information and collaborates
Time Management: managed tasks & deadlines effectively in financial data. EXPERIENCE
Conchita Financial Services Corp – Credit Specialist & Analyst Nov. 2002 – Sept 2010
Record manually the receivables and perform thorough due diligence Assess potential borrowers
Evaluate the creditworthiness of individuals by analysing credit reports Ensuring compliance with company credit policy and legal requirements
Jee Finance Corporation – Office In Charge (sister company of Conchita Financial) Sept 2010 – Jan. 2013
Ensure application loan approvals
Evaluating applicant's capability by analyzing submitted financial reports submitted
Provide clear and accurate information about the loan terms, payment schedule
Negotiate terms & conditions for mutual benefits.
Analyzing market trends, interest rates and economic conditions that may affect lending operations. Misamis Oriental Gas – Sales Supervisor
Sept 2013 - May 2014
Monitor and evaluate sales team performance
Developing sales strategies with the team to meet sales goals
Generate & Analyze sales reports and make recommendations for improvements
Conduct regular sales meetings to communicate goals
Implementing a sales campaign to boost sales
Palm Tree Bank Inc – Loans Clerk (Cooperative Bank) May 2014 – April 2015
Receive and process loan applications
Ensuring all required documents complied
Inputting relevant information into the bank system accurately
Coordinates and verifies with the applicants for information clarifications Maintains organised and up to date records of loan applications
Happy Star Food Corporation – Corporate Accountant April 2015 – May 2016
Book recording manually
Receivables & Payables records and transactions and reconciliations
Prepares taxes to settle promptly
Prepare billing statements monthly
Reconciliations of cash & cheques deposits
Jea Steel Corporation – Focal Point Branch Accountant May 2016-Dec 2018
Reconcile bank accounts, matched to validated deposit slips
Ensure compliance with local taxes
Financial forecasting for the branch
Mega Soft Hygienic Products Inc – Accounting Head / Plant OIC Dec 2018 to Dec 2023
Oversee the preparation of receivables & payables
Conduct financial analysis of risks and opportunities and present it to executives
Collaborate with other departments to provide financial insight and support
Identify financial risks ensuring the organization operates smoothly
Ensure compliance with accounting standards and other relevant in operations Elite Energy Consultants UK / AUS / US / CAD
Finance Officer (WFH)
Aug 2023 - Present
Logging of Expenses/ Bills, and Invoices to Quickbooks Online
Update receivables and payable ageing weekly report
Email Clients and set up teams meetings if needed
Month End payroll review to QBO and released payments
VAT (HMRC), GST (ATO), TAX (IRS) quarterly due preparation
Maintaining the financial records up to date
Tools: Teams, Outlook, Sharepoint, PPT, M Excel, M Words, Zoho, Cliq, QBO, Xero, Run IO, Trello EDUCATION
Xavier University (Ateneo de Cagayan) - Bachelor of Science in Accountancy June 1998 – Mach 2002 SEMINARS/WORKSHOPS ATTENDED
Attended “Becoming Competitive Business Graduates Seminar” Attended “How to be an effective employee” Seminar. June 2008, JCA Realty Bldg. Velez St., Cagayan de Oro City SAP BUSINESS-1 Training
Oct 2-6, 2017
Quezon City
BOSH-169-24198: A 40 Hours Training
SMVP Safety Training & Consultancy Services
July 2023
LEAD1X: Exercising Leadership: Foundational Principle HarvardX
Feb 2023
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