Open to opportunities

Eloisa Joy Moredo

@eloisajoymoredo

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Certified bookkeeper with expertise in financial management and accounting.

Philippines

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What I'm looking for

I am looking for a role that offers growth opportunities and allows me to utilize my financial expertise.

I am a dedicated and self-driven professional with a Bachelor of Science in Business Administration, majoring in Financial Management. My academic journey has equipped me with a solid foundation in accounting principles, and I have consistently excelled, graduating with high honors. I am passionate about leveraging my skills in bookkeeping and financial analysis to contribute to organizational success.

In my role as a Financial Assistant at Testronix Inc., I have honed my expertise in using accounting software such as QuickBooks and Xero. My responsibilities include recording and reconciling petty cash, managing daily expenses, and preparing comprehensive financial reports. I take pride in my ability to communicate effectively and build strong client relationships, as demonstrated in my current position as a Financial Advisor at Sunlife of Canada Philippines, where I focus on financial planning and investment strategy development.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisor

Current

Sunlife of Canada Philippines, Inc.

Jul 2024 - Present (11 months)

Cultivated strong client relationships and provided expert financial planning and product recommendations. Developed and implemented effective investment strategies to meet client goals.

Client Relationship Management Financial Planning Product Knowledge Sales Business Development

Financial Assistant

Testronix Inc.

Jun 2024 - May 2025 (11 months)

Managed daily financial operations, including recording and reconciling petty cash funds and processing company expenses. Prepared comprehensive monthly and quarterly financial reports such as bank reconciliations, AR/AP aging, income statements, cash flow, and balance sheets.

Petty Cash Expense Reporting Invoicing Financial Reporting Bank Reconciliation Accounts Receivable Accounts Payable Xero

Accounts Receivable Specialist

Container Bridge of the Philippines Inc

Jan 2024 - May 2024 (4 months)

Managed daily cash transactions, encoded invoices and expenses into QuickBooks, and processed payments. Responsible for following up on pending client payments and generating monthly accounts receivable aging reports.

Cash Management Quickbooks Payment Processing Accounts Receivable Collections Financial Reporting Data Entry

Education

Degrees, certifications, and relevant coursework

Divine Word College of Calapan

Bachelor of Science, Financial Management

Studied Financial Management, gaining expertise in financial analysis, investment strategies, and corporate finance. Developed strong analytical and problem-solving skills essential for financial roles.

Divine Word College of Calapan - Pinamalayan Campus

Accountancy, Business and Management, Accountancy, Business and Management

Grade: With High Honors

Completed the Accountancy, Business and Management program with High Honors. Gained foundational knowledge in accounting principles, business operations, and management practices.