2011
BSBA ECONOMICS
MINDANAO STATE UNIVERSITY
Hi I'm Joy
Are you weighed down by the burdensome demands of paperwork, grappling with the intricacies of convoluted accounting software, and sacrificing your weekends to wrestle with bookkeeping, only to discover discrepancies in your financial records? If so, I'm here to provide you with a professional solution.
I’m highly proficient in using QuickBooks Online and Xero. I’m comfortable navigating the platform, I’ve undergone training and have practical experience in using it to streamline financial processes and ensure accurate record-keeping.
This proficiency enables me to offer a comprehensive array of services, including but not limited to the following: Bank and Credit Card Reconciliation: Ensuring that your financial transactions precisely match your bank and credit card statements.
By entrusting me with your finances, you can redirect your valuable time and energy towards the growth of your business.
My Skills and Competencies
QuickBooks and Xero Software
G-Suites
Microsoft Office and Excel
Data Entry
AR/AP
Bank Reconcillation
Certificates
My Experience and Education
2016
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2019
IMPERIAL HOMES CORPORATION
(SALES COORDINATOR AND SALES ADMIN STAFF)
Sales Coordinator and Admin Staff
-Assist real estate agents or sales teams with administrative tasks related to property sales, such as preparing sales contracts, purchase agreements, and other documentation.
-Coordinate property showings, open houses, and client meetings by scheduling appointments, organizing property tours, and confirming availability with clients and agents.
-Facilitate communication between buyers, sellers, real estate agents, lenders, and other stakeholders involved in the sales process to ensure smooth transactions.
-Provide administrative support to the sales team, including drafting correspondence, responding to inquiries, and managing incoming calls and emails.
2019
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2020
FILINVEST LAND INC. (Real Estate)
(PROPERTY CONSULTANT)
-Host open houses, property tours, and client meetings to showcase properties, answer questions, and negotiate terms of sale or lease with interested parties.
-Utilize various marketing channels, such as online listings, social media platforms, real estate websites, and print advertisements, to promote properties and attract prospective clients.
2020
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2024
JASPER FINANCIAL GENERAL INSURANCE AGENCY INC.
(SALES SUPPORT AND FINANCIAL ADVISOR)
Management Information System
-Responsible for a daily updated report and furnishing the Unit Manager.
The daily updated reports consist of production updates including pending businesses as well as other pertinent data (persistency, company events attendance, etc.) needed in management.
-Responsible for the monthly receivables monitor (MRM) for each and every unit
member. MRM includes FYP & SYP, Grace Period collectibles and lapse policies.
-Responsible for an orderly, efficient and confidential filing system of all Unit records both soft and hard file as instructed by management.
January 2024
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February 2024
DIGITAL BYTES FINANCIAL SERVICES
((BOOKKEEPER INTERN USING XERO SOFTWARE))
-Manage Employees
-Creating Quotes and Invoices
-Creating Purchase Orders and Bills
-Journal Entries
-Bank Reconcillations
-Payroll Management
-Simpler BAS Preparations
-FULL BAS Preparations
-Hubdoc Management
February 2024
-
March 2024
DIGITAL BYTES FINANCIAL SERVICES
((BOOKKEEPER INTERN USING QUICKBOOKS SOFTWARE))
-Generating Estimates & Invoices
-Bank Reconcillations
-Inventory Management
-Management Reporting
-AP/AR Management (Monitoring & Payment)
My Services
Data Entry Specialist
Responsible for accurately inputting, updating, and maintaining various types of data within a company's database.
Bookkeeping
Ensures the systematic organization and tracking of all the company's financial activities.
Bank Reconciliation
Help identify accounting errors, discrepancies, and fraud.