Hello, I am Jo-Anne

More Info About Me

I am a QuickBooks Certified ProAdvisor with a degree in Financial Management Accounting. While I may be new to the online bookkeeping industry, my internship experience has prepared me to proficiently handle periodic transactions such as creating estimates, invoices, purchase orders, bank reconciliation, and generating financial reports. With a solid foundation in basic accounting concepts and a meticulous eye for financial accuracy, I am dedicated to delivering exceptional service. My passion for numbers drives me to ensure that your financials are impeccably organized. I am well-versed in various accounting systems and software, making me adaptable to the needs of start-ups, small business owners, and established companies seeking to streamline their financial processes.

Jo-Anne V. Cruz
Quezon City, Philippines
Freelancer
Check my CV View Work Hire Me

Expertise and Strengths

My expertise and strengths make me well-equipped..
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Time management
Data Entry
Proficient in Quickbooks
Financial Data Entry & Analysis
Accounts Payable & Receivable Management
Bank Reconciliation
Inventory Management
General Bookkeeping

Certificates

Career History and Educational background

11 years of professional experience / Highlights of my career history.
  • EXPERIENCE
  • EDUCATION
2012
BSBA - Major in Financial Management Accounting

Technological Institute of the Philippines

June 2023 - July 2023
Digital Byte Financial Services
(Bookkeeper - Intern)

1. Generating estimates & invoices
2. Statement of Account Management
3. Manage Purchase Order and Bills
4. AP Management (Monitoring & Payment)
5. Bank Feeds Categorization
6. Bank Reconciliation
7. Inventory Management
8. Management Reporting
9. Ageing of Accounts Reconciliation

2023 - 2023
ProVA
(General Virtual Assistant Trainee)

1. Administrative Support
2. Data Entry Management
3. Research and Information Gathering
4. Miscellaneous and Administrative Tasks

2022 - 2023
BDO Unibank Inc.
(Records Management Officer)

A. Monitoring and validating timeliness and accuracy of:
1. Retrieval of requested Digitized Images of bank documents via computerized and electronic facilities 2. Maintenance of physical inventory and monitoring of its prescribed retention schedules
3. Archival and back-up of digitized images from various back-up media
B. Provided guidance and support to staff regarding records management policies and procedures, facilitating their understanding and adherence to established guidelines
C. Collaborated with cross-functional teams to establish retention schedules and policies, ensuring compliance with legal and regulatory requirements while optimizing storage space and reducing costs

2020 - 2022
BDO Unibank Inc.
(Business Analysts)

1. Analyzed business requirements, processes, and workflows with stakeholders for optimization opportunities
2. Gathered, documented, and prioritized business requirements, translating them into specifications for IT teams.
3. Led cross-functional teams in implementing process improvements and ensured smooth transitions.
4. Utilized data analysis tools to extract insights, generate reports, and support decision-making.
5. Facilitated change management processes, including training and adoption of new systems and processes.

2017 - 2020
BDO Unibank Inc.
(Administrative Officer)

1. Managed day-to-day administrative tasks, including scheduling appointments, coordinating meetings, and arranging travel for senior executive head.
2. Implemented efficient filing systems, enhancing document retrieval and office efficiency.
3. Maintained confidentiality and upheld data integrity.
4. Oversaw administrative projects such as office relocations, technology upgrades, and process improvements.
5. Assisted in budget management and financial reporting, contributing to cost reduction and resource allocation.
6. Built positive relationships with stakeholders and delivered exceptional customer service

2012 - 2017
BDO Unibank, Inc.
(Product Reconciliation Assistant)

1. Assist in reconciling financial statements, accounts, and transactions by comparing data from different sources. Identify and resolve discrepancies in collaboration with relevant teams.
2. Analyze financial data to identify trends and anomalies. Use accounting software and tools for data analysis and reporting.

My Services

Data Entry

Accurately inputting, updating, and maintaining various types of data within an organization's systems or databases

Virtual Assistant

Provide administrative and organizational support to clients or businesses remotely

Bookkeeper

Managing financial records and transactions. Ensuring accurate and up-to-date financial information.


I am available for freelance projects

Portfolio Pieces

Portfolio Pieces

Let's work together !

I am available for freelance projects.
Hire Me

I am available for freelance projects.

Address :
Quezon City,
Philippines


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