Rochelle I.

Remote US accounting professional with 19+ years of accounting, finance operations, tax support, and client reporting experience, including 5+ years supporting US clients. Strong background in full-cycle bookkeeping, month-end close, AR/AP, billing, payroll reconciliation, 1099 compliance, financial statement preparation, and KPI-driven analysis. Combines accounting depth with SaaS product operations and AI-assisted analytics to improve workflows, identify variances, document SOPs, and deliver client-ready insights. CORE SKILLS Accounting & Close: Full-cycle bookkeeping, US GAAP month-end close, bank/credit card reconciliations, accruals, prepaids, depreciation, loans/interest, payroll entries, balance sheet review, intercompany reconciliation, financial statement preparation, AR/AP, 1099 reporting, simple corporate tax support. SaaS & Revenue Operations: SaaS billing workflows, usage-based billing support, customer invoicing, ConnectWise Manage to QuickBooks integration, revenue operations support, client onboarding, implementation QA, role-based workflows, dashboards, documentation, and process improvement. AI Analyst / Automation: AI-assisted P&L and balance sheet review, variance and anomaly detection, client-ready financial narratives, prompt writing for accounting workflows, SOP creation, QA checklists, data clean-up support, and cash flow insight summaries. MY EXPERTISE ●Financial Statement Preparation and Reporting ●Financial Analysis ●Transaction Data Entry ●Bank Reconciliation ●Receivable / Payable Processing ●Inventory Management ●Payroll Processing ●Philippine Taxation ●Budgeting and Forecasting ●Data Migration ●Quickbooks Implementation, Support, and Training ●Quickbooks and Xero Troubleshooting TOOLS: ●Quickbooks Online ●Quickbooks Desktop ●Quickbooks Enterprise ●Xero Accounting Software ●Salesforce Bookkeeping ●Managed Service Provider Bookkeeping ●Peachtree Accounting System ●Advanced Microsoft Excel ●MS Office ●Google Drive ●Google Sheets SELECTED ACHIEVEMENTS • Managed the complete accounting cycle for US clients across healthcare/rehabilitation, service businesses, rental properties, startup tech, and professional services. • Prepared monthly financial statements and KPI packages including P&L, balance sheet, cash flow, cash runway, gross profit margin, AR/AP aging, and variance explanations. • Produced financial reports for 50+ companies in trading, manufacturing, and service industries; trained junior staff and supported audit/tax compliance workflows. • Used SQL and billing systems to capture customer usage data, support invoicing accuracy, and resolve client billing questions. • Built SaaS/product operations experience through TheraHub, translating real-world therapy-center finance and operations needs into workflows, dashboards, user stories, QA checks, and client onboarding support. SAAS & AI PROJECT EXPERIENCE Founder / Product & Finance Operations Lead | TheraHub SaaS | 2026 - Present • Defined finance and operations workflows for a HealthTech SaaS platform covering scheduling, billing, remittance, package invoicing, funding/GL tracking, role-based access, dashboards, and multi-branch controls. • Translated accounting and operational pain points into clear product requirements, build prompts, user stories, QA scenarios, release notes, training guides, and client-ready documentation. • Applied AI tools to accelerate analysis, SOP writing, system prompts, user support drafts, financial insights, and process documentation while keeping controls and accuracy central. Business Systems & Operations Workflow Owner | SOLB Restaurant Operations | 2026 - Present • Designed operational workflows for POS, inventory variance, loyalty program controls, time clock access, kiosk restrictions, and dashboard reporting to strengthen store-level accountability. • Created practical SOPs, training memos, and process controls for staff scheduling, attendance, inventory usage, and cashier operations.