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Administrative & Financial Specialist with 6+ years in Construction, Sales, and Support
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Competencies
Proficient in managing schedules, documents, and client communications to ensure smooth operational workflows.
Experienced in utilizing ContractorPlus and other CRM systems for client data organization and activity tracking.
Skilled in handling accounts payable/receivable, reconciliation, and financial documentation using QuickBooks and Oracle NetSuite.
Efficiently manages data accuracy and completeness across various systems, supporting logistics and financial operations.
Effective in liaising with clients, suppliers, and team members to facilitate project and operational success.
Education
Summary
Detail-oriented professional with over 6 years of experience in construction, sales, and administrative roles. Skilled in CRM management, financial processing, and team coordination, dedicated to optimizing operational efficiency and client satisfaction.
Key Achievements
- Streamlined client management processes using CRM, enhancing data accuracy and client engagement at LA Homes Contractor.
- Prepared compliant quotations and invoices, ensuring seamless billing operations in line with BIR regulations at DENB Kitchen Equipment.
- Supported month-end closing and expense monitoring, improving financial accuracy at Marcbilt Construction Inc.
- Managed executive schedules and acted as main liaison for suppliers, optimizing communication flow at G-Stone Construction.
- Processed transactions and maintained accurate inventory records, supporting daily operations at Trademaster Resources.
Experience
Executive Assistant / Virtual Assistant
Managed and organized client information using CRM (ContractorPlus). Monitored client activity and tracked updates within the CRM system. Collected and input leads including client details and project information. Assisted in preparing estimates, proposals, and scope of work documents. Coordinated with team members regarding project updates and timelines. Handled scheduling and responded to internal inquiries. Maintained and updated spreadsheets using Google Sheets and Excel. Supported invoicing and basic accounting tasks using QuickBooks. Organized files, documents, and project records. Conducted research and provided general administrative support
Inside Sales / Administrative Support
Prepared and issued quotations, invoices, and billing statements in line with client requirements and BIR regulations. Coordinated with clients and internal teams on approvals, payments, scheduling, and deliveries. Managed documentation for post-delivery accounts, ensuring complete and timely submission for collections. Monitored accounts receivable and followed up on overdue payments to reduce outstanding balances. Maintained organized billing records by uploading documents to client portals and internal systems. Supported order fulfillment by tracking activities, resolving documentation gaps, and ensuring timely billing and dispatch. Participated in client meetings to understand needs and identify product opportunities. Prepared monthly sales and operational reports for MANCOM. Assisted in budget processes, including cash advances and sales forecasting. Tracked sales trends and monitored order progress to support business planning
Payable Analyst
Updated supplier journals and supported month-end closing, including reconciliations and account reviews. Monitored corporate expenses and reimbursements, ensuring proper documentation and policy compliance. Performed monthly payment reconciliations and resolved AP discrepancies. Coordinated with suppliers on invoice issues, documentation, and payment inquiries. Assisted with urgent banking transactions and secure cheque release to authorized recipients. Managed end-to-end accounts payable processing, ensuring accuracy and timely documentation. Reviewed purchase orders, invoices, and supporting documents for policy and approval compliance. Prepared and maintained payment vouchers, invoice records, and organized files for audit readiness
Executive Assistant
Managed executive-level administrative support, including scheduling meetings for the CEO, subcontractors, clients, and partners via Google Calendar. Acted as main point of contact for suppliers, contractors, and partners, ensuring smooth communication and timely follow-ups. Maintained organized records, contracts, and confidential documents in line with company procedures. Supported B2B project coordination through client updates, service arrangements, and partner collaboration. Handled petty cash, tracked daily expenses, and maintained accurate financial records. Assisted in preparing costing summaries and budget proposals for project planning. Coordinated subcontractor schedules and ensured compliance with quality standards and deadlines
Finance Staff
Supported daily finance and warehouse operations through accurate documentation and transaction monitoring. Processed receiving reports, inventory movements, and transactions using Oracle NetSuite, Zoho, and QuickBooks. Issued official receipts and collection documents in compliance with company procedures. Monitored inventory, local purchases, and service-related stock to ensure operational accuracy. Assisted in rebate monitoring and reporting for service centers and partner transactions. Prepared administrative contracts and service documentation for operations. Served as front cashier during sales events, handling collections and remitting funds to Finance Officer
Accounting Staff
Provided accounting and administrative support by preparing daily payment summaries and monitoring cash disbursements. Maintained accounts payable listings and tracked invoices for timely processing and accurate reporting. Assisted with bank transactions, reconciliations, and offsetting activities to ensure financial accuracy. Supported payroll documentation and daily banking requirements with the finance team. Contributed to month-end reporting, improving turnaround time and report completeness
Data Entry Staff
Supported end-to-end logistics documentation by encoding and verifying shipment booking details across multiple systems. Ensured accurate data entry and timely completion of shipping instructions and record updates. Followed client SOPs and internal compliance standards for consistent reporting and process completion. Assisted underwriting and operations teams with administrative tasks, documentation review, and system support