BSBA- Financial Management
University of Cebu- Main Campus
I hold a degree in Financial Management. As a financial professional, I bring a versatile set of skills and a dynamic personality to the table. My core skills include financial analysis, budgeting, forecasting, and investment management. I am adept at utilizing various financial tools and software to provide accurate and data-driven insights. I have a strong attention to detail and a strategic mindset that allows me to identify opportunities for growth while managing risks proactively.
Beyond my technical expertise, my outgoing and approachable personality fosters strong relationships with clients and team members. I am a proactive listener, valuing client feedback to tailor solutions to their unique financial needs. My dedication to delivering exceptional service ensures that I go above and beyond to help clients achieve their financial objectives. I am passionate about making a positive impact through sound financial management. I believe in continuous learning and staying updated with the latest industry trends to offer the best possible advice to my clients.
Overall, my combination of skills, knowledge, and approachable nature makes me an ideal partner for anyone seeking financial management expertise and a personalized experience.
University of Cebu- Main Campus
• Provide effortless customer experience and provide the best solution to meet customer’s expectation.
• Help the customer create a new account, set-up their account, and discuss details such as transactions and information and etc.
• Ask customer’s document for verification of the account (if needed).
• Check customer’s account for any fraudulent activities and file disputes cases.
• Reach out to authors and provide services such as publishing and marketing.
• Recommend what’s the best action that needs to be taken to meet client’s desires and definition of success for their books.
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.
I am experienced in bookkeeping tools such as SAP- Business one and Intuit Quickbooks.