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Roselyn Santiago

@roselynsantiago

Bookkeeper and Administrative Assistant at ADAPT ENERGY, managing reconciliations, payables, receivables, and job compliance follow-up.

Philippines

Message

At ADAPT ENERGY, I perform bank reconciliations and manage accounts payable and receivable. I also use Formbay to review job compliance and follow up with installers and customers.

At CUSTOM PRACTICE ANALYTICS, I encoded data from different sources, corrected entry errors, and analyzed client data for trends and performance metrics.

At MYSCREEN.COM & THAT WEB COMPANY, I managed day-to-day financial transactions, payroll, tax compliance, and client calendars. I also handled correspondence with clients, suppliers, and team members.

Earlier, I worked in bookkeeping, property accounting, and finance and administrative roles, including preparing U.S. tax returns and 1099 forms at MACTAX INC. I have over 7 years of experience in bookkeeping and administrative tasks.

Experience

Work history, roles, and key accomplishments

Bookkeeper & Administrative Assistant

Adapt Energy

Jul 2025 - Jul 2026 (1 year)

Performs bank reconciliations and manages accounts payable and receivable. Uses Formbay to review job compliance and assist with after-sales support.

Bookkeeping Bank Reconciliation Accounts Payable Accounts Receivable Formbay Administrative Support

Data Analyst

Custom Practice Analytics

May 2023 - Feb 2026 (2 years 9 months)

Encodes data from various sources into databases and reporting systems, identifies and corrects data entry errors, and analyzes client data to identify trends and performance metrics.

Data Entry Data Analysis Data Accuracy Reporting Client Communication Collaboration

Executive Assistant & Bookkeeper

MyScreen.com & That Web Company

Nov 2023 - Apr 2025 (1 year 5 months)

Records and manages day-to-day financial transactions, reconciles bank accounts and credit cards, handles GST and tax compliance, processes payroll, and manages administrative tasks.

Bookkeeping Accounts Payable Accounts Receivable Bank Reconciliation GST Payroll Processing Administrative Support Calendar Management Email Management

Executive Assistant and Bookkeeper

GHE Electrical and Solar

May 2023 - Dec 2024 (1 year 7 months)

Performs accounts reconciliation, processes payments and receipts, creates solar quotes, updates job details in job management software, and processes payroll.

Bookkeeping Accounts Reconciliation Payroll Processing Job Management Software Customer Follow up

Property Accounting Associate

Connected Companies

Apr 2022 - Apr 2023 (1 year)

Handles accounts payable and receivable, reconciles property accounts, processes payroll, reviews financial statements, and coordinates with banks, vendors, and tenants.

Accounts Payable Accounts Receivable Reconciliations Payroll Processing Financial Statements Vendor Management

Bookkeeper

MacTax Inc.

Oct 2021 - Oct 2022 (1 year)

Performs reconciliation of multiple accounts, records and categorizes transactions, communicates with clients on tax matters, and assists in preparing U.S. tax returns and 1099 forms.

Bookkeeping Account Reconciliation Tax Preparation 1099 Forms Client Communication

Administrative and Accounting Associate

Knocknock PT. Limited

Apr 2021 - Apr 2022 (1 year)

Records financial transactions, reconciles bank statements, prepares monthly financial reports, issues client invoices, and creates graphic content for marketing campaigns.

Bookkeeping Bank Reconciliation Financial Reporting Invoicing Graphic Design Customer Service

Finance and Administrative Staff

Good Neighbors International

Feb 2019 - Apr 2021 (2 years 2 months)

Managed end-to-end bookkeeping, performed monthly reconciliations, prepared financial reports, acted as petty cash custodian, conducted audits, and handled billing and administrative tasks.

Bookkeeping Financial Reporting Reconciliations Petty Cash Management Audit Budgeting Administrative Support