Jen Ming Teh
Account Executive
Georgetown,Pulau Pinang
Summary
Dynamic accountant with proven expertise at 78 Coffee Shop, enhancing financial accuracy through advanced software implementation and effective cash flow management. Skilled in financial reporting and bookkeeping, I excel in time management and have a track record of optimizing accounting processes to drive efficiency and support organizational goals.
Overview
8
8
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Accountant
78 Coffee Shop
10.2019 - Current
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Handled day-to-day accounting processes to drive financial accuracy.
- Implemented new accounting software, leading to more efficient financial data management and reporting.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
Administration Clerk
Pro Wealth Advisory Sdn Bhd
11.2017 - 10.2019
- Responded to inquiries from callers seeking information.
- Processed and recorded new policies and claims.
- Checked documentation for accuracy and validity on updated systems.
- Modified, updated and processed existing policies.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Collected premiums and issued accurate receipts.
- Facilitated smooth communication between underwriters, agents, and customers for better understanding of policy requirements.
- Reviewed and verified addresses, phone numbers, names, ages and values.
- Organized company files and records, implementing efficient systems for easy retrieval of essential documents.
- Expedited the claims process by proactively following up on outstanding paperwork and collaborating with adjusters as needed.
- Keeping track of monthly premium payments from policyholders ensured timely payment collection.
- Maintained accurate records of policyholder correspondence, ensuring proper documentation for all transactions.
- Prepared insurance claim forms or related documents and reviewed for completeness.
Education
Association Of Chartered Certified Accountants - Accountancy
Tunku Abdul Rahman University
Pulau Pinang07.2019
Skills
Bookkeeping
Certification
Association of Chartered Certified Accountants
Timeline
SmartWay English
03-2022
Accountant
78 Coffee Shop
10.2019 - Current
Association of Chartered Certified Accountants
07-2019
Administration Clerk
Pro Wealth Advisory Sdn Bhd
11.2017 - 10.2019
Association Of Chartered Certified Accountants - Accountancy
Tunku Abdul Rahman University
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