Summary
Overview
Work History
Education
Skills
Certification
Volunteering | Chess | Basketball
Languages
Timeline
AssistantManager
Hillel Jade Colonia

Hillel Jade Colonia

Catmon

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Skilled in technical support and quality assurance, demonstrating a strong blend of analytical and interpersonal abilities. My moto in life is: “Don’t chase success. Follow Excellence! Success will chase you.”

Overview

9
9
years of professional experience
1
1
Certification

Work History

Accounting Project Manager

Anomaly CPA
11.2024 - Current
  • Mitigated potential risks by proactively addressing issues before they escalated into larger problems.
  • Collaborated closely with executive leadership to develop strategic plans aligned with company goals and objectives.
  • Improved collaboration among team members with clear communication strategies and regular progress updates.
  • Implemented internal controls to safeguard company assets from fraud or mismanagement.
  • Coordinated efforts between departments to streamline communication channels improving overall project execution.
  • Established strong relationships with key clients, fostering trust and long-term business partnerships.
  • Developed customized financial reports for stakeholders, increasing transparency in project performance metrics.
  • Conducted thorough analyses of financial data leading to actionable insights that drove positive change within the organization.
  • Streamlined accounting processes by implementing new project management software.

Project Manager

Williamson Advisors PC
Austin, Texas
04.2024 - Current
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Managed the full-cycle bookkeeping for 25-30 clients, ensuring accurate financial reporting, timely reconciliations, and adherence to compliance standards. Delivered personalized support, addressing client-specific needs and providing actionable insights to optimize financial performance.
  • Created and produced engaging Loom videos for clients to enhance communication and provide valuable insights into their books.
  • Managed direct email correspondence with clients, ensuring prompt responses and fostering strong professional relationships.
  • Participated in executive coaching sessions with industry leaders, enhancing leadership skills and personal development.
  • Met project deadlines without sacrificing build quality or workplace safety.
  • Established effective communication among team members for enhanced collaboration and successful project completion.
  • Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
  • Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team's ability to deliver results.
  • Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
  • Completed comprehensive training modules on MyTask, QuickBooks Online (QBO), and U.S. sales tax, applying new knowledge to improve operational efficiency.

QuickBooks Online Specialist / Bookkeeper

Williamson Advisors PC
01.2023 - 03.2024
  • Managing 30 client’s bookkeeping at one time to include:

○ Categorizing transactions

○ Reconciling Bank & Credit Card accounts

○ Manage Undeposited funds

○ Reconciling loans and lines of credit

○ Reconciling payroll in QBO and Excel

○ Reconciling POS systems to QBO in Excel

  • Reviewing the P&L and Balance Sheet for pertinent changes
  • Providing other accounting and clerical support
  • Processing Accounts Receivable
  • Processing Accounts Payable using Bill.com
  • Preparing and maintaining accurate accounting documents and records
  • Researching, tracking, and restoring accounting processes, documenting & fixing discrepancies
  • Generating inventory reports
  • Filing Federal and state reports and certifications as required
  • Generating and distributing monthly reports/ summaries as needed
  • Communicating clearly with diverse group of clients in the US
  • Maintaining the company policies & procedures
  • Willingness to constantly update awareness of industry best practices

Subject Matter Expert | Intuit QuickBooks Online

Concentrix/CNX | Intuit QuickBooks
01.2022 - 12.2022
  • Tier 2 level support recommending technical solutions and determining software relevance to customer needs
  • Receive Tier 2 escalations which needs Supervisory support
  • Help team leader to de-escalate Office of the president concerns
  • Help communicate escalations raised to Tier 3/supportability to ensure customers were properly informed for progress/updates of the escalation
  • Regularly check agent performance specific to product knowledge
  • Help enforce chat flow and quality of the service given to customers
  • Making sure that subject expertise is shared accordingly as deemed necessary
  • Help the team to identify areas where technical solutions would improve customer support experience
  • Provide technical coaching specific to product knowledge, process and policy to adhere and contribute satisfying customer service experience, hence agents can meet business performance expectations
  • Help enforce process and policy of the business
  • Provide subject expertise and guidance for newly deployed product updates
  • Engineering call for escalations
  • Help verify technical reference information, including articles and training videos
  • Ensure that information should be accurate prior to the distribution of technical solution to customers

Technical Support Associate

Concentrix/CNX | Intuit QuickBooks
07.2019 - 12.2021
  • Offered remote support for cloud-based and web-based clients via phone, email and chat.
  • Monitored systems in operation and quickly troubleshot errors.
  • Recorded and maintained relevant notes for each client and work order.
  • Analyzed issues to identify troubleshooting methods needed for quick remediation.
  • Provide suitable and effective solutions for customers’ technical queries
  • Follow the team’s action plans to effectively perform hence meet score/metrics
  • Utilize available resources to help the customer achieve their goal

Service Desk Support (Student Intern)

Lear Automotive Services (Netherlands) B.V. PH
07.2018 - 03.2019
  • Desktop Support (Receive and entertain calls from PC Users’ concerns)
  • Help Acknowledge and Troubleshoot Technical Issues raised as Incident or Service Request Tickets
  • Assist in the discovery, research, and resolution of any technical issues
  • Detect & Troubleshoot PC issues both Hardware and System Software (Onsite)
  • Troubleshoot Network Issues both LAN and WLAN (Tracing Issues Remotely and Onsite)
  • Install licensed corporate software, applications, and drivers (e.g. MS Office, Windows OS, HP/Canon Printer drivers, etc.)
  • Remote Desktop & Laptop Troubleshooting
  • Troubleshoot and Fix Printer Issues (Onsite)

Student Assistant (Library Department)

Cebu Technological University – Carmen Campus
04.2016 - 05.2018
  • Provided excellent customer service to students and staff at the front desk, addressing inquiries and concerns promptly.
  • Greeted incoming office visitors, answered questions, and directed individuals to office locations.
  • Enhanced office efficiency by organizing and maintaining files, records, and resources.
  • Helped with administrative support by managing incoming calls, coordinating files, and sorting mail.
  • Performed clerical tasks such as photocopying, scanning documents efficiently while maintaining confidentiality when necessary.
  • Performed data entry and database management to accurately record information and protect data from unauthorized access.
  • Help troubleshoot and fix Computer Lab Personal Computers

Education

Bachelor of Science - Industrial Technology Major in Computer Technology

Cebu Technological University – Carmen Campus
Poblacion, Carmen, Cebu PH
05.2019

High School Diploma -

Gabriel Jurado Foundation School, Inc.
Flores, Catmon, Cebu PH
04.2015

Skills

As a Project Manager:

  • Project Management (planning and development)
  • Schedule Management
  • Client Relations
  • Staff Management
  • Technical understanding
  • Data Analysis
  • Team Bonding
  • Technical Support
  • Relationship Building
  • Quality Assurance

As a Intuit QuickBooks ProAdvisor/ US Bookkeeper:

  • Bank/ Credit Card/ Loan/ LOC Reconciliations
  • Manage and Setup Payroll QuickBooks Online Payroll / ADP - Run / Gusto/ AmCheck/ Justworks
  • File Company Sales Tax to Texas Comptroller
  • Manage and Setup Health Benefits for Employer & Employee to Payroll providers
  • Accounts Payable/Receivable Management
  • Organize Chart of Accounts
  • Format Profit and Loss
  • Create a New Company File and Company Setup
  • Create and Manage Projects
  • Create a Custom Form Style Template for Invoices
  • Customer/Vendor Management and creation
  • Manage Inventory, Services, and Non-Inventory Items
  • Manage Customer/Vendor Transactions such as Invoices, Purchase Bills, Credit/Debit Notes
  • Reconcile Undeposited Funds
  • Books Review (P&L and Balance Sheet)

Other Skills:

  • Web Designing/Development (WordPress)
  • Canva Designer
  • Microsoft Office applications such as: Word, Excel Spreadsheets, PowerPoint Presentations
  • Fix Windows Desktop/Laptop (Hardware & System Software)

Certification

  • Certified Intuit ProAdvisor, Intuit - 5 years
  • Karbon (Project Management Tool) - 2 years

Volunteering | Chess | Basketball

I am passionate about volunteering as one of Jehovah's Witnesses, dedicating my time to helping people learn the Bible's message and gain hope. Additionally, I love playing chess and basketball. Chess challenges my mind, encouraging strategic thinking and problem-solving, while basketball keeps me active and allows me to enjoy teamwork and physical fitness.

Languages

English
Native language
English
Upper intermediate
B2

Timeline

Accounting Project Manager

Anomaly CPA
11.2024 - Current

Project Manager

Williamson Advisors PC
04.2024 - Current

QuickBooks Online Specialist / Bookkeeper

Williamson Advisors PC
01.2023 - 03.2024

Subject Matter Expert | Intuit QuickBooks Online

Concentrix/CNX | Intuit QuickBooks
01.2022 - 12.2022

Technical Support Associate

Concentrix/CNX | Intuit QuickBooks
07.2019 - 12.2021

Service Desk Support (Student Intern)

Lear Automotive Services (Netherlands) B.V. PH
07.2018 - 03.2019

Student Assistant (Library Department)

Cebu Technological University – Carmen Campus
04.2016 - 05.2018

Bachelor of Science - Industrial Technology Major in Computer Technology

Cebu Technological University – Carmen Campus

High School Diploma -

Gabriel Jurado Foundation School, Inc.
Hillel Jade Colonia