Nancy B. Email & Phone Number

Imus, Ph

Philippines

Philippines

System & Account Administration: Managed platforms including PandaDoc, HubSpot, Chargify, Xero, and Paytron, ensuring seamless data flow and process integration for efficient account handling.Collections Success: Implemented tailored collection strategies, achieving an 87.5% reduction in outstanding receivables within three months, reinforcing financial stability.Automated Process Management: Leveraged HubSpot, Maxio (Chargify), and PandaDoc for automated invoicing, real-time reporting, and effective client communication.Cross-functional collaboration: Collaborated with sales and finance teams through Slack to promptly resolve billing issues, preserving positive client relationships.Data-Driven Insights: Created custom aging reports in Xero to analyze receivable trends and identify potential risks, supporting informed decision-making.

Philippines

Business Process Improvement: Advised clients on optimizing business processes, and aligning NetSuite configurations with their unique needs.Client Assessments: Led SuiteReview and Business Process Review sessions to gain insights into client operations and customization requirements.Implementation & Configuration: Executed SuiteApps and SuiteBundles implementations, collaborating directly with senior client stakeholders.Training & Demos: Delivered product demonstrations, training sessions, and process walkthroughs across various NetSuite functions.Project & Case Management: Oversaw ACS Monitor cases and managed allocated ACS hours for client support.Team Collaboration: Worked cross-functionally to develop, test, and deploy solutions tailored to client objectives.Workshops & Pro Bono: Served as a speaker in Social Impact Workshops and contributed to select NetSuite Pro Bono projects.

Philippines

Accounting Operations Manager | 365BooksPro Inc. (BPO Company), USA (2022)Managed accounting operations, streamlining processes and ensuring accurate financial reporting while enhancing operational efficiency in a BPO environment.Bookkeeper | Servitek Facility Solutions, USA (2021)Maintained accurate financial records and processed transactions, ensuring timely reporting and compliance.Sales Development Representative | ezyCollect, Australia (2020 - 2021)Drove client acquisition and engagement, leveraging CRM systems to optimize lead generation and pipeline management.Accounting Manager | Achieve Without Borders, Philippines (2019 - 2020)Oversaw financial operations, managed accounting staff, and implemented process improvements to enhance operational efficiency.Part-Time Bookkeeper | Stanley College, Australia (2016 - 2020)Provided comprehensive bookkeeping support, including reconciliations and financial reporting.Accountant | Astrahome Realty Corporation, Philippines (2016 - 2017)Managed accounts payable and receivable, ensuring accurate financial documentation and reporting.Internal Controls and Tax Manager | AXA, Philippines (2015)Developed and implemented internal control policies and oversaw tax compliance efforts.Tax Accountant & Team Manager | Shell Shared Services Asia (2012 - 2014)Led tax reporting and compliance initiatives, managing a team to ensure accuracy and adherence to regulations.Tax Accountant | DSM Manila LLP (White & Case LLP), USA (2009 - 2012)Prepared tax returns and conducted tax research, ensuring compliance with local and international tax laws.Auditor | Alas, Oplas & Co. CPAs, Philippines (2009)Conducted audits and prepared financial statements, ensuring compliance with accounting standards.

Philippines

Successfully reduced Days Sales Outstanding (DSO) from 70 days to 60 days for the commercial segment, significantly enhancing cash flow and operational efficiency.Restructured the Billing and Collection team by analyzing historical receivables and collection trends, leading to a 10% reduction in past-due accounts within three months through optimized staff assignments.Managed a diverse team of 24 professionals across billing, collection, and in-house collection functions, fostering a culture of accountability and performance excellence.

Philippines

Managed full-charge bookkeeping for over 70 SMEs using MS Excel, ensuring accurate financial records and data integrity.Prepared draft financial statements and supporting notes for CPA review, facilitating timely and accurate reporting.Oversaw business registration, renewal, and closure processes, ensuring compliance with regulatory requirements.Conducted year-round tax compliance for SMEs, including payroll computations and payroll tax compliance.Provided clerical and administrative support to management, enhancing overall operational efficiency.