2015
BS Accounting Technology
Holy Angel University
Who I Am as a Professional..
I offer a straightforward and understandable interface for people to engage with me since I am made to be user-friendly and simple to deal with. I can help with a variety of activities, including organizing email exchanges, managing your business profile through Quickbooks and use an agile approach to input your data.
I can learn and adjust to my clients' needs, making sure I'm constantly giving them the most pertinent and useful help. I'm always enhancing my algorithms and broadening my knowledge to make sure I'm abreast of the most recent developments and industry best practices.
I'm here to help, whether you're a busy professional trying to improve your time management or a small business owner trying to increase your operational effectiveness.
PROFICIENCIES
Specialty Area
Social Media Management
Bookkeeping
Data Entry Specialist
Customer Service
Training Coordinator
Certificates
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My Experience and Education
2022
-
2023
Pru Life UK
(Licensed Insurance Agent)
Help clients analyze their need and budget for the best coverage they are looking for
2015
-
2016
ACDI Multipurpose Cooperative
(Savings Bookkeeper)
-Encode Customers Record
-Posting of daily transactions
-Reconcile transactions from other offices and clients
-Maintain Customers Record
-Prepares monthly analysis for Investment
2016
-
2017
ACDI Multipurpose Cooperative
(Loans Bookkeeper)
-Managing loan application process from pre-application to submission, then through settlement
-Building and maintaining relationships with internal and external stakeholders
-Validate documents submitted for loan application
-Direct debit changes, cancellations, etc.
2019
-
2022
ACDI Multipurpose Cooperative
(Branch Accountant)
-Monitors Budget from Actual expenses
-Prepares daily journal entries
-Reconcile and adjust transaction from other offices
-Checking of daily transactions
-Prepares Disbursement of checks
- Checking of Replenishment of expenses
-Record incoming PPE, amortization and depreciation
-Preparation of Monthly Financial Statement, Notes and Income Statement
-Bank Reconciliation Report
-Preparation of Cash Budget
-Performance Evaluation of Personnel and Staff
-Analysis of Unearned Income
-Preparation of Admin fee report monthly basis
-Analysis of Accounts Receivable and Payables
-Analysis of Interest income on a monthly basis
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Conduct research and accurately enter data into various computer programs, databases, or spreadsheets.
Bookkeeping
Accurately record financial transactions including tracking of expenses, income, invoices and receipts.