Hello there! I'm your virtual assistant and productivity partner, Coralyn B. Tuga-on, affectionately known as Cora. 34 years young and presently residing in the Philippines. Married for more than 4 years with one child.
Successfully completed a Bachelor's degree at a distinguished university in the Philippines. For nine years, I've dedicated myself to both a lending company and freelance work, balancing dual roles with finesse and dedication. I excel in customer service, possess expertise in bookkeeping, and have hands-on experience in both data encoding and graphic design creation.
I'm here to assist you in enhancing your efficiency and making your tasks a breeze. Whether you need help organizing your schedule, managing information, or tackling various projects, I've got you covered. Feel free to let me know how I can support you on your journey to increased productivity and success!
Your Virtual Assistant, Your Productivity Partner! - Cora-
Cebu Institute of Technology - University
~Assist with daily accounting operations
~ Handle invoice processing and payment transactions
~ Support billing and collection efforts
~ Ensure financial records and documentation are accurately maintained and well-organized
~ Quickbooks Online System Navigation
~ Report Generation ( such as Trial balance, Bank Reconciliation & etc.)
~ Generating Estimates & Invoices
~ Statement of Account Management
~ AP Management (Monitoring & Payment)
~ Bank Reconciliation
~ Manage Purchase Orders & Bills
~ Bank Feeds Categorization
~ Inventory Management
~ Management Reporting
~ Aging of AR
~ Encoding of sample of client details in Microsoft Excel
~ Sorting & Filtering of files in the Microsoft Excel
~ Used different formulas in Microsoft Excel as well as Pivot Table
~ Personal financial advisor that assess clients needs and help them with decisions on investment & insurance.
~ Help them plan for short and long term goals, such as budgeting for education expenses & savings for retirement through investment.
~ Process clients application for insurance policy.
~ Releases funds for purchases or disbursements of the branch.
~ Generates Daily Cash Report of the branch. Tracing of correct balances.
~ Prepares monthly and annual Financial Statement & Income Statement.
~ Also includes comparative reports and notes.
~ Frontlines : Caters clients loan applications & inquiries.
~ Process loan releases and payments of existing clients.
~ Monthly checking of correct client’s loan balances from hardcopy and from the system.
~ Encoding product details of client to his online shop.
~ Ensuring completeness & correctness of product details.
Search the Internet for information on a wide variety of topics.
Prepare your accounts, documents daily financial transactions and ensure compliance with applicable standards.
Create visually appealing and effective graphic designs such as social media, print materials, branding and advertising.
