John Paul Benedict Palma

• Ensured precise maintenance of client, insurance, and billing records in Lifetrenz ERP for over 50 corporate and individual clients, enhancing data integrity.
• Streamlined the conversion of service logs into billable transactions, facilitating timely monthly patient billing and accurate reconciliations.
• Digitized and organized 200+ financial documents, improving accessibility and supporting audit readiness.
• Generated daily sales reports, contributing to effective revenue tracking and informed decision-making.
• Developed strong analytical skills through hands-on experience in financial recordkeeping and reporting, positioning for a successful transition to an Assistant Accountant role.

• Accurately recorded over 80 daily financial transactions in Zoho Books, enhancing data integrity and efficiency in financial reporting.
• Supported month-end closing processes, ensuring timely and accurate financial statements.
• Diligently maintained Accounts Payable (AP) and Accounts Receivable (AR) documentation, contributing to streamlined operations.
• Conducted thorough invoice verification, ensuring compliance and accuracy in financial records.
• Prepared audit-ready financial documentation, demonstrating strong attention to detail and commitment to best practices in accounting.
• Leveraged financial software skills to improve workflow and reporting accuracy, positioning myself for growth in accounting roles.

• Contributed to the efficient reduction of accounts receivable backlog by preparing Statements of Account (SOA), conducting timely payment follow-ups, and processing invoices using Zoho Books and QuickBooks.
• Proactively resolved billing discrepancies, ensuring accuracy and consistency in financial records through effective coordination with clients and internal teams.
• Developed strong attention to detail and analytical skills while managing financial documentation, enhancing overall operational efficiency.
• Gained hands-on experience in accounting software, reinforcing foundational knowledge essential for the roles of Assistant Accountant and Junior Accountant.
• Collaborated with cross-functional teams to support financial reporting and compliance, demonstrating strong communication and teamwork abilities.