At Specialist Wealth Trust, I manage finance administration for an Australian insurance company, including supplier invoices, NDIS client billing, and bill payments. I also handle bank reconciliations and fortnightly payroll.
I developed five finance trackers and enhanced three existing ones to improve reporting and workflow efficiency. I also created a Finance Operations Standard Operating Procedure to support consistent processes and onboarding.
My earlier experience includes treasury management and banking roles at Market Strategic Firm Inc, Philippine Bank of Communications, Security Bank Corporation, and Senator Crewing (Manila) Inc. I’m Xero Advisor Certified and have experience with financial reporting, payroll administration, and process improvement.
