Bachelor of Science in Accountancy
Philippine School of Business Administration
Admin and Executive Assistant with a Bachelor’s Degree in Business Accountancy.
As an experienced Administrative Assistant at websitesthatelevate.com, I have spent the past two years honing my skills in client management, digital marketing, and financial administration. Based in San Diego, my role encompasses a diverse range of responsibilities, from monitoring new prospect clients and managing executive email correspondence to handling QuickBooks invoices and billing. I excel in updating client web pages, executing social media strategies, and creating engaging content such as reels and ads.
My proficiency extends to monitoring Google My Business and Google Ads, ensuring optimal online presence for our clients. I am adept in using a variety of tools including Monday board, SEMrush, Canva, FB Meta, Mailchimp, Google My Business, Slack, WordPress, and QuickBooks, all of which enable me to deliver efficient and effective administrative support.
Philippine School of Business Administration
Reconciling expenses and invoices using QuickBooks, Paypal and Shopify accounts
Monitoring Email of the Founder/CEO
Monthly Billing and Collections; sending monthly reminder to clients
Research: Conducting keywords for blog posting using Basecamp tool
Monitoring the revenue of each CEO clients
Handled social media boosting Ads; Adhoc
Tools: SEMrush, Canva, Spreadsheet, Monday, Mailchimp, Instagram, Facebook , LinkedIn,
Webmail, Basecamp, Shopify, Intuit, Slack, SE Ranking, WordPress..
Generating invoice and statement of account monthly
Consolidating and Reconciling Invoices and Recognizing Expenses in QuickBooks
Used to handle a Facebook page and Monetized YouTube account during pandemic. Answering inquiries, updating the page, creating content daily to boost the performance of the page and scheduling post using Buffer to help clients to acquire new customers/leads/visitors/followers from social media platforms.
Gathering Financial Statement Raw data and cleansed it using Alteryx Tool and revert to Onshore for their reporting. Bank Reconciliation every Month end. And creating Memo for the final output.
Tools: SAP, QuickBooks, GDrive, Outlook and MS
Analyzer we used: General Ledger Analyzer, Trade Receivables Analyzer, Trade Payables Analyzer and Finance Insight Analyzer
• SAP System.
• Quick books.
• Recording all transactions from the client.
• Reconciliation.
• Reporting to leads every end of the month.
• Analyzing the incoming and outgoing procedures.
• Reassuring the Quality of every transaction between the client and the organizations.
• Using all formulas in Microsoft Excel
• Been moved to QA department within 3mos before the retrenchment happened due to pandemic.
Gathering Health Insurance using Excel and PDF. Communicated with the client from Australia to activate or renew the health policies of each clients through call, email and chat.
Daily Task: Billing Invoice, Payment Collections, Reimbursement and Reconciliating bank statement of the company.
Posting blogs using Manage WP
Creating and monitoring invoices using Quickbooks
Categorizing Expenses Reconciliation Invoicing
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.