ANJELO T. DOTONG

Imus City, Cavite, PH | +639626080193 | [email protected] | www.anchordeskva.com

PROFESSIONAL SUMMARY

Results-driven Certified Public Accountant (CPA) and Founder with a multifaceted background spanning financial accounting, corporate performance management (CPM), CRM automation, executive assistance, and brand design.
Expertise is structured across distinct specialized niches: managing complex ledger systems via OneStream, driving financial performance and risk mitigation, architecting robust GoHighLevel (GHL) automations, delivering high-level executive support, and executing cohesive branding campaigns.
Adept at providing strategic insights, streamlining operations, and building visually compelling assets to support business growth.

TECHNICAL SKILLS & TOOLS

Finance & Risk: Full-Cycle Bookkeeping, Financial Statement Analysis, General Ledger Management, Account Reconciliation, Credit Risk Mitigation.
Operations & Support: Executive Assistance, Calendar & Workflow Management, Client Communications, CRM Automation (GHL), Systems Architecture.
Branding & Marketing: Brand Identity Design, B2B Outreach, Email Marketing Infrastructure (Mailgun), Content Creation.
Software & Platforms: OneStream CPM, GoHighLevel (GHL), Quickbooks, Microsoft Office (Advanced Excel), Canva, Mailgun, Spreadsheets.

ACHIEVEMENTS & EXPERIENCE BY EXPERTISE

CRM Automation & Business Operations

·         Action/Project: Architected and scaled CRM automation and marketing infrastructures using GoHighLevel (GHL), comprehensively configuring sub-accounts, snapshots, and workflows.

Result: Streamlined operational workflows and automated lead nurturing processes, significantly reducing manual administrative tasks and accelerating client onboarding.

Financial Accounting, Bookkeeping & Risk Management

·         Action/Project: Managed end-to-end financial accounting and bookkeeping services for clients, handling ledger maintenance and account reconciliation.

Result: Delivered highly accurate financial reporting, enabling leadership to make data-driven decisions and maintain strict financial compliance.

·         Action/Project: Evaluated financial statements through advanced forecasting techniques and assessed overall credit and operational risk profiles.

Result: Successfully mitigated operational and financial risks, minimizing unexpected adverse outcomes while optimizing internal checks and balances.

Executive Assistance & Administrative Support

·         Action/Project: Managed comprehensive executive assistance functions, including administrative workflow optimization, daily schedule coordination, and direct client communications.

Result: Streamlined daily operations and improved cross-functional communication, empowering leadership to focus on core business objectives and strategic growth.

·         Action/Project: Facilitated organized internal processes, pre-approved transactional documentation, and acted as a primary point of contact for operational inquiries.

Result: Maintained a highly organized administrative environment that prevented operational bottlenecks and ensured rapid response times.

Branding, Design & Marketing Campaigns

·         Action/Project: Designed cohesive visual branding campaigns and professional assets from scratch using Canva, tailored specifically for B2B engagement.

Result: Established a strong, recognizable brand presence across digital platforms that resonated with target corporate clients.

·         Action/Project: Developed and executed targeted, founder-to-founder business outreach campaigns utilizing direct, personalized messaging while integrating Mailgun into the email infrastructure.

Result: Optimized email deliverability rates and successfully drove client acquisition without relying on flowery or salesy marketing language.

Corporate Performance Management (CPM) & Financial Systems

·         Action/Project: Provided functional and technical expertise to clients utilizing the OneStream consolidation application for financial reporting.

Result: Resolved complex functional system issues efficiently through dedicated ticket-based support, minimizing system downtime and ensuring continuous financial operations for enterprise clients.

·         Action/Project: Specialized in the configuration and troubleshooting of the Lease Solution functionality within OneStream.

Result: Streamlined lease accounting processes for clients, ensuring full compliance with updated financial reporting standards.

EDUCATION

Isabela State University | Juris Doctor (tbc)

Our Lady of the Pillar College, Cauayan | Bachelor of Science in Accountancy (Cum Laude)

PROFESSIONAL DEVELOPMENT & CERTIFICATIONS

·         OneStream Certified Associate (OCA)

·         Designing an Application (OneStream)

·         Application Build for Consultants (Level 1 & 2) (OneStream)

·         Sustainable Finance Framework

·         Financial Statement Analysis: A Tool in Credit Decision Making