2022
Bachelor Science in Accounting Technology
University of the East, Manila
๐ Financial Operations and Grants Coordinator | QuickBooks ProAdvisor | Financial Management
๐Hello, I'm Leah Palma, a finance and bookkeeping professional with 10+ years of experience helping organizations maintain accurate financial records, strengthen financial processes, and turn complex financial information into clear, actionable insights.
โจMy background goes beyond traditional bookkeeping. I support day-to-day financial operations, grant and contract financial management, budgeting, invoicing, accounts payable and receivable, reconciliations, expense allocation, payroll allocation, financial reporting, and compliance documentation.
I have hands-on experience managing finances across multiple programs and funding sources, including monitoring budgets and remaining balances, preparing financial projections, reviewing program-level Profit & Loss reports, preparing grant and contract invoices, reconciling supporting documentation, and coordinating with internal leadership and external stakeholders to resolve financial and billing issues.
I also enjoy process improvement and financial workflow design. I build and improve spreadsheets, trackers, forms, reporting tools, and automated workflows that reduce manual work, strengthen documentation, and make financial processes more efficient and reliable.
โจCore Expertise
โข Bookkeeping & Financial Operations
โข Grant & Contract Financial Management
โข Budget Monitoring, Forecasting & Variance Analysis
โข Accounts Payable & Accounts Receivable
โข Bank & Credit Card Reconciliations
โข Invoicing & Billing Management
โข Payroll & Staff Cost Allocations
โข Financial Statements & P&L Reporting
โข Expense & Program/Class Allocation
โข Financial Documentation & Compliance
โข Process Improvement & Workflow Automation
โข Data Cleanup, Catch-Up & Reconciliation
โจTechnology and Systems
QuickBooks Online (QBO) | Xero | Bill.com | ADP | Gusto | A2X | Hubdoc | Microsoft Excel | Microsoft 365 | SharePoint | OneDrive | Google Workspace | Procentive | Ritten | MN-ITS | MPSE | Availity | Optum Provider Express | EGMS | Microsoft Forms | Power Automate | Jotform | Microsoft Teams | Slack | Trello | Canva
Iโm especially interested in opportunities where I can combine bookkeeping, financial operations, grant management, and process improvement to help organizations build accurate, efficient, and scalable financial systems.
๐ฏ Open to remote opportunities and client partnerships in bookkeeping, financial operations, and grant finance.
๐ฒ (63)- 995-859-0608
๐ฉ leahdpalma@gmail.com
My Skills and Competencies
Accounts Receivable and Payable Management
Payroll
QuickBooks Online
Virtual Bookkeeper
Certificates
My Experience and Education
2010
-
Present
CMD Foundation
(Financial Assistant - Bookkeeper)
โข Maintain and update financial records, including general ledger, accounts payable, and receivable.
โข Process donations, grants, and other sources of income, ensuring accurate recording and allocation.
โข Perform monthly bank and credit card reconciliations.
โข Process payroll and manage employee expense reports.
โข Prepare and file required financial documents and reports, including tax filings and grant reports.
โข Manage invoices, receipts, and other financial documents.
โข Provide financial information and support to other departments as needed.
June 2023
-
Present
Various Company
(Freelance Bookkeeper)
โข Maintain and update financial records, including accounts payable and receivable.
โข Perform regular bank and credit card reconciliations.
โข Manage invoices, receipts, and other financial documents.
โข Provide timely and accurate financial information to management.
September 2024
-
Present
U.S.-Based Healthcare Organization
(Finance Operations Specialist (Grant Budgeting and Reporting))
โข Maintain accurate financial records and review transactions using QuickBooks Online
โข Manage grant-funded program budgets and expense tracking using structured financial trackers and reporting tools
โข Prepare and submit grant and program invoices based on approved budgets and service data
โข Support budget revisions, financial projections, and funding allocation across multiple programs
โข Prepare financial summaries and organized reports to support operational planning and leadership decision-making
2017
-
2019
Convergys Philippines Inc
(Customer Service Representation - Bank โ Fraud Analyst)
โข Monitor and analyze transactions to identify potential fraudulent activities.
โข Investigate suspicious activities and transactions, including conducting detailed reviews and gathering evidence.
โข Collaborate with other departments, such as customer service, compliance, and legal, to resolve fraud cases.
โข Prepare and file reports on identified fraud cases and their outcomes.
โข Stay current with industry trends and best practices in fraud detection and prevention.
โข Maintain detailed and accurate records of all fraud investigations.
โข Ensure compliance with bank policies, procedures, and regulatory requirements related to fraud.
โข Perform other related duties as assigned.
2016
-
2017
VXI Global Holdings Inc
(Customer Service Representation - TelCo โ Sales and Billing Dept.)
โข Assist customers with inquiries regarding products, services, and billing issues.
โข Process sales transactions, including new service activations, upgrades, and renewals.
โข Generate and issue accurate billing statements to customers.
โข Maintain and update customer records in the billing system.
โข Identify opportunities to upsell and cross-sell products and services to existing customers.
โข Handle customer complaints and provide solutions in a timely and professional manner.
My Services
๐๐ข๐ต๐ข ๐๐ช๐จ๐ณ๐ข๐ต๐ช๐ฐ๐ฏ
This process requires precision, thorough planning, and attention to detail to ensure data integrity and accuracy.
๐๐ญ๐ฆ๐ข๐ฏ ๐๐ฑ ๐ข๐ฏ๐ฅ ๐๐ข๐ต๐ค๐ฉ ๐๐ฑ
This process is essential for businesses that have fallen behind on their bookkeeping.
๐๐ข๐ฏ๐ฌ ๐๐ฆ๐ค๐ฐ๐ฏ๐ค๐ช๐ญ๐ช๐ข๐ต๐ช๐ฐ๐ฏ
This process helps identify discrepancies, prevent fraud, and maintain the integrity of financial data.
๐๐ค๐ค๐ฐ๐ถ๐ฏ๐ต๐ด ๐๐ข๐บ๐ข๐ฃ๐ญ๐ฆ ๐ข๐ฏ๐ฅ ๐๐ฆ๐ค๐ฆ๐ช๐ท๐ข๐ฃ๐ญ๐ฆ ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต
Involving the tracking and processing of incoming and outgoing financial transactions.
๐๐ข๐บ๐ณ๐ฐ๐ญ๐ญ ๐๐ณ๐ฐ๐ค๐ฆ๐ด๐ด๐ช๐ฏ๐จ
This process includes calculating wages, withholding taxes, and maintaining compliance with employment laws.
๐๐ค๐ค๐ฐ๐ถ๐ฏ๐ต ๐๐ฆ๐ต ๐๐ฑ
Involves a series of steps to ensure that records are accurate, organized, and compliant with relevant regulations.