Rachel Ochoa

Operations Associate

Binãn, Calabarzon, Philippines28 yrs 1 mo experience
Highly Stable

Key Highlights

  • 20+ years of experience in business operations and HR management.
  • Expert in implementing automated bookkeeping systems for small businesses.
  • Proven track record of improving operational efficiency by 80%.
Stackforce AI infers this person is a Fintech and E-commerce specialist with extensive experience in operational efficiency and client engagement.

Contact

Skills

Core Skills

Xero Accounting SoftwareFinancial ReportingClient EngagementBrand DevelopmentFinancial PlanningE-commerce OperationsHuman Resources (hr)Logistics ManagementClient RelationsAdministrative AssistanceOperations ManagementImport Logistics

Other Skills

Business Process ImprovementBank ReconciliationHubdocStripe (Software)ConnecteamGoogle WorkspaceSlackCanvaTime ManagementNotebookLMInvoice ProcessingAttention to DetailProblem SolvingOrganization SkillsZoom

About

As a Xero Advisor & Professional (Level 2) certified, I’m a Xero Solutions Specialist, helping small businesses & agencies achieve financial clarity through automated ecosystems. 🚀 With over 20 years of experience in business administration, HR management, and operations, I bring a "Big Picture" perspective to bookkeeping that most standard providers miss. I don't just categorize transactions; I architect systems that allow entrepreneurs to scale without the administrative headache. Having spent 12 years as a Senior Manager for a trading firm, I understand the friction points of growing a business—from messy import documentation to complex payroll and compliance. Today, I use that "corporate-level" discipline to help small businesses, marketing agencies, and course creators gain peace of mind through organized, remote bookkeeping solutions. 💻 My goal is simple: Zero manual data entry. I build ecosystems where your receipts are captured instantly, your staff hours are tracked via GPS, and your customers can pay you with one click. My Core Specializations: ✅ System Implementation: Setting up Xero from scratch, including custom Charts of Accounts, bank feeds, and app integrations. ✅ Clean-up & Catch-up: Transforming disorganized historical data into audit-ready financial records. ✅ Operational Efficiency: Leveraging my background in streamlining workflows (proven 80% efficiency gains in past roles) to automate your back office. Open to clients in Retail, Trades, Professional Services, and the Digital Economy. Virtual Collaboration: Zoom • MS Teams • Slack • Canva • Loom • Calendly 🛠 Tech Stack: Xero (Advisor & Level 2 Certified), Hubdoc • Stripe • Connecteam • Google Workspace • MS Office • OneDrive ⏱ How I Work: I thrive in results-based, deliverable-driven projects — no time tracker needed. You get quality work delivered on time, with full transparency and professionalism. 📩 Let’s Connect: I’d love to collaborate with entrepreneurs, startups, and small businesses looking for a reliable partner to handle their books and keep their operations running smoothly.

Experience

28 yrs 1 mo
Total Experience
5 yrs 7 mos
Average Tenure
--
Current Experience

Axa philippines

Licensed Financial Advisor

Oct 2025Present · 7 mos · Philippines · Remote

  • Promoting Financial Wellness with Empathy and Expertise --
  • Conduct FNA (financial needs assessment) to understand clients’ financial goals, risk tolerance, and protection needs.
  • Educate clients on endowment, protection, and investment plans
  • Customize proposals and handle objections with empathy and clarity
  • Support long-term financial planning and legacy goals
  • Uphold professional integrity by adhering to regulatory guidelines and AXA’s code of conduct.
Insurance SolutionsOnline ResearchOrganization SkillsClient EngagementZoomWritten Communication+8

Rendezvous journeys & travel services

Business Owner

Mar 2025Present · 1 yr 2 mos · Binan City · On-site

  • I oversee the creative direction, itinerary planning, and client engagement for my own DTI-registered travel brand, backed by a licensed mother agency. I lead the development of curated travel experiences that reflect elegance, cultural sensitivity, and personalized service—serving clients who seek meaningful journeys across the Philippines and beyond.
  • Key Responsibilities:
  • 🧭 Itinerary Design & Customization
  • Craft personalized travel plans tailored to client preferences, budgets, and desired experiences.
  • 🎨 Brand Development & Visual Storytelling
  • Shape the brand identity of Rendezvous Journeys through elegant design, social media content, and promotional materials.
  • 💬 Client Consultation & Support
  • Guide clients through the booking process with empathy, clarity, and attention to detail.
  • 📈 Business Strategy & Growth
  • Develop seasonal packages, group deals, and marketing campaigns to expand reach and impact.
  • Business FB Page: Rendezvous Journeys & Travel Services https://www.facebook.com/profile.php?id=61573767221701
CanvaClient RelationsVisual MerchandisingEmail ManagementTime ManagementBusiness Management+31

Independent contractor

Virtual Bookkeeper (Xero Solutions Specialist)

Jan 2025Present · 1 yr 4 mos · Philippines · Remote

  • Specialized Xero Workflows: Design and implement end-to-end bookkeeping systems, including customized charts of accounts and automated bank feed rules for seamless reconciliation.
  • Financial Reporting & Clarity: Analyze and generate critical monthly financial reports, such as Profit & Loss and Balance Sheets, to help clients monitor their business health.
  • System Cleanups: Expertly handles "catch-up" bookkeeping and the reconstruction of disorganized financial records to ensure audit readiness for small businesses.
  • 📢 Currently Open to New Clients!
  • If you're a small business owner, freelancer, or startup looking for a dependable bookkeeper, let’s connect! I offer flexible packages and personalized support.
Xero Accounting SoftwareFinancial ReportingBusiness Process ImprovementBank ReconciliationHubdocStripe (Software)+25

R & r goodies

Entrepreneurship & Brand Owner

Dec 2024Nov 2025 · 11 mos · Binan City · On-site

  • Marketed a range of gourmet products, including Chicken Pastil, Crab Paste, Shrimp Paste, and Chili Garlic oil.
  • Managed the sales strategy for delicacies such as Yema spreads and egg chips.
  • Engaged with customers through the R & R Goodies Facebook page (https://www.facebook.com/profile.php?id=61571012964628) to enhance brand visibility.
CanvaMarketplace Optimization (Lazada & Facebook)Time ManagementBusiness ManagementNotebookLMBrand Messaging & Visual Storytelling+23

House of franchise inc.

Online Franchisee

Sep 2024Present · 1 yr 8 mos · Philippines · Remote

  • Manage online franchise stores for both food and wellness products, ensuring a smooth customer experience and order fulfillment
  • Create engaging content to promote product benefits, seasonal offers, and brand stories
  • Leverage social media and affiliate marketing to drive traffic and generate passive income
  • Participate in online training and product launches to stay aligned with brand updates
  • Deliver responsive customer service, including order tracking, feedback collection, and after-sales support
  • Explore cross-selling opportunities between food and wellness products to maximize reach
E-Commerce OperationsDigital MarketingInvoice ProcessingClient EngagementBrand PromotionCommunication

Lady rae goods (partnership with inspire solutions)

E-commerce Partner & Brand Owner

Aug 2024Jan 2025 · 5 mos · Philippines · Remote

  • Launched and managed Lady Rae Goods, a curated Lazada shop under a contract partnership with Inspire Solutions. Oversaw product branding and customer engagement for general merchandise items.
  • Applied B2B strategies to optimize listings for platform visibility and vendor management
  • Developed brand identity and visual assets for Lady Rae Goods
  • Handled end-to-end e-commerce operations, including logistics, pricing, and promotions
  • Collaborated with Inspire Solutions (e-commerce supplier) on platform integration and performance metrics
CanvaVisual MerchandisingMarketplace Optimization (Lazada & Facebook)Time ManagementBusiness ManagementBrand Messaging & Visual Storytelling+24

Career break

3 roles

Personal goal pursuit

May 2024Jul 2024 · 2 mos · Binãn, Calabarzon

  • Entrepreneurial preparation for launching my first business venture. This period focused on market research, product sourcing, branding strategy, and platform integration.
  • Conducted feasibility studies and supplier outreach for B2B setup
  • Designed brand identity and product positioning
  • Completed virtual assistant and e-commerce training seminars
  • Aligned entrepreneurial goals with long-term brand vision and financial planning

Travel

Mar 2024Apr 2024 · 1 mo · Maryland

Health and well-being

Jan 2024Feb 2024 · 1 mo · Muntinlupa City, National Capital Region

Mega fortris phils. inc.

2 roles

Senior Administration & HR Manager

Oct 2015Dec 2023 · 8 yrs 2 mos · Makati, National Capital Region, Philippines · On-site

  • Streamlined office and HR operations, achieving an 80% efficiency increase within the first 6 months.
  • Optimized importation and logistics workflows, reducing delays by 90% through new tracking systems and broker communication.
  • Managed full-cycle HR operations, including recruitment, onboarding, and payroll compliance with DOLE labor laws.
  • Oversaw legal documentation, business permits, and employee records for a high-performance team
Office Management & AdministrationImport LogisticsSupplier & Customer RelationsLogistics & Forwarder CommunicationHuman Resources (HR)Event Planning+41

Admin & Sales Coordinator

Oct 2011Sep 2015 · 3 yrs 11 mos · Makati, National Capital Region, Philippines · On-site

  • Coordinated complex orders, quotations, and international shipments between global clients and suppliers.
  • Maintained meticulous inventory controls and generated detailed monthly/annual sales reports for leadership.
  • Managed high-level client relations through courtesy visits and professional business correspondence

Frameworx system inc.

Sales Coordinator

Aug 2001Jul 2011 · 9 yrs 11 mos · Makati, National Capital Region, Philippines · On-site

Semiconductor support group, inc.

Executive Assistant to the President

Aug 1999Jul 2001 · 1 yr 11 mos · Makati, National Capital Region, Philippines · On-site

  •  Compose business correspondence, office memorandums, and sales-related documents
  •  Liaise with sales personnel, suppliers, and clients regarding orders, shipments, and quotations
  •  Maintain stock inventory, monitor shipment statuses, and prepare monthly/annual sales reports
  •  Manage client relations through courtesy visits
  •  Report directly to the president on sales concerns
Client RelationsEmail ManagementTime ManagementAdministrative AssistanceLogistics ManagementOnline Research+18

In-shape manufacturing co., inc.

Import & Export Assistant

May 1996Jul 1999 · 3 yrs 2 mos · Binãn, Calabarzon, Philippines · On-site

  •  Coordinate incoming and outgoing shipments, ensuring proper documentation
  •  Liaise with different departments (Warehouse, Sewing, Finishing) for shipment preparation
  •  Track shipment statuses and prepare weekly and monthly reports for the team
  •  Manage communication with forwarders and customs for import/export processes
  •  Handle administrative tasks and delegate clerical duties to subordinates
Time ManagementInvoice ProcessingOperations ManagementImportation Coordination & DocumentationWritten CommunicationAccounts Receivable (AR)+6

Atty. tepace, olazo & co.

Legal Secretary

Apr 1995Apr 1996 · 1 yr · Makati, National Capital Region, Philippines · On-site

  • Provide administrative support to the legal team, including correspondence and document preparation
Import LogisticsTime ManagementInvoice ProcessingImportation Coordination & DocumentationImport/Export OperationsAdaptability+1

Education

San Pedro College of Business Administration - San Pedro, Laguna

Bachelor of Business Administration - BBA

Jun 1991Mar 1994

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