ANNA LIZA F JIMENEZ--
PROFESSIONAL SUMMARY
Experienced Financial & Business Professional | Bookkeeping | Insurance Advisory
A highly skilled financial professional with expertise in bookkeeping, financial management, and client
advisory services. With a strong background in QuickBooks Online (QBO), financial analysis, and
operational management, I ensure accuracy, efficiency, and compliance in all financial transactions.
Key Strengths & Expertise:
✔ Bookkeeping & Accounting – Proficient in managing daily transactions, reconciliations, and financial
reporting.
✔ Financial Advisory – Guiding clients in financial planning and insurance solutions.
✔ Operations & Team Leadership – Experienced in managing teams, optimizing workflows, and driving
efficiency.
✔ Process Improvement – Skilled in streamlining operations to enhance productivity and accuracy.
✔ Client Relationship Management – Strong ability to build trust, provide tailored solutions, and ensure
customer satisfaction.
Backed by years of experience in finance, insurance, and corporate operations, I am committed to
delivering accurate, efficient, and strategic financial solutions to businesses and individuals.
Work Experience
Lacida & Portugal Consulting
Bookkeeper
January 2023 – February 2025
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Managed daily financial transactions, reconciliations, and financial reporting.
Utilized QuickBooks Online (QBO) for accurate bookkeeping and financial management.
Ensured compliance with financial regulations and best practices.
Assisted in tax preparation and financial audits.
Provided financial insights and recommendations for business growth.
Sun Life of Canada Phils Inc.
Insurance Advisor
August 10, 2016 – Present
Business Center, 5F Metro, Taytay Client Service Center, KM 22 Ortigas Ave Ext, Taytay, 1920 Rizal
Responsibilities/Authorities:
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Client Relationship Building
Financial Planning & Advisory
Product Knowledge & Sales
Financial Portfolio Management
Ongoing Client Support
Compliance and Ethics
Networking and Prospecting
Accenture Inc.
Team Lead
February 2, 2012 – April 2, 2015
7th Floor Gateway 2 Building, Cubao, Quezon City
Responsibilities/Authorities:
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Operations Management
Issues Management
People Management
Administrative Tasks
Accenture Inc.
Methods and Procedures Analyst
September 1, 2009 – February 1, 2012
15th Floor Cybergate Tower 3, Pioneer St. Mandaluyong City
Accenture Inc.
Monitoring Sub-Lead
April 1, 2006 – August 31, 2009
30th Floor GT Tower Bldg, Ayala Avenue, Makati City
Accenture Inc.
Analyst and Queue Coordinator
May 16, 2005 – March 31, 2006
6th Floor, Gateway Bldg, Cubao, Quezon City
Festo Inc.
On-Job-Trainee
May 18 – December 1, 2004
Km 18 West Service Road, Parañaque City
Video City Incorporated
Customer Service Associate
April 2003 – April 2004
Tektite Bldg, Ortigas Center, Mandaluyong City
Kentucky Fried Chicken (KFC)
Service Crew
April – September 2002
Pioneer, Mandaluyong City
