Hi, I’m Joanna Fe Lobaton, and I have over 4 years of experience in accounting, finance operations, and administrative support across legal, construction, manufacturing, and financial services industries. My background includes Accounts Receivable, Accounts Payable, invoicing, collections, reconciliation, billing support, and client communication in fast-paced remote environments using systems such as QuickBooks, Xero, Clio, and NetSuite Oracle.
Accounts Receivable (AR)
I have experience managing accounts receivable functions including invoicing, posting and applying payments, monitoring aging reports, following up on overdue balances through phone and email, handling collections, resolving invoice disputes, issuing statements of account, and preparing AR aging reports for management review. I also performed daily bank reconciliations, monitored cash collections, processed credit card payments, and maintained accurate customer billing records using systems such as QuickBooks, Xero, Clio, and NetSuite Oracle.
Accounts Payable (AP)
My accounts payable experience includes processing vendor invoices, reconciling supplier statements, performing 3-way matching of purchase orders, delivery receipts, and invoices, scheduling vendor payments, issuing checks, processing ACH and cash payments, resolving discrepancies, and maintaining accurate expense and payable records. I also assisted with credit card reconciliations and supported vendor coordination to ensure timely and accurate payment processing.
Administrative Support
I have provided administrative and operational support in remote and fast-paced environments, including inbox management, calendar scheduling, engagement letter preparation, document organization, client onboarding support, maintaining accurate records, managing billing portals, and coordinating meetings and follow-ups for lawyers, clients, vendors, and internal teams. I am highly organized and experienced in handling high-volume emails while prioritizing urgent matters efficiently.
Communication & Collaboration
I regularly communicate with clients, vendors, lawyers, suppliers, and internal teams through phone calls, email correspondence, and virtual meetings to resolve billing concerns, payment issues, disputes, scheduling matters, and documentation requests. My experience working in collaborative remote environments has strengthened my ability to maintain professionalism, accountability, and clear communication while managing multiple priorities under tight deadlines
