Bachelor of Science in Business Administration Major in Financial Management
University of the East - Manila
Thank you for checking my profile. My name is Karen Kate B. Regua, you can call me “Kate” for short. I am currently living in the Philippines.
I have 8 years of Data Management and Customer Service Experience, 4 years of outbound call verification, 7 years of experience in handling Global Customers and Suppliers, and 8 years of working in a shifting time zone, Received my A-list, Monthly Top performer, Most Valuable Teammate, and Business Operator Awards. Also, I have completed data migration processes on my previous employers and earned my certified QuickBooks ProAdvisor and Xero Advisor. Lastly, I completed my online Accounting/Bookkeeping class, General Virtual Assistant Training, Real Estate Virtual Assistant Training, and Executive Virtual Assistant Training.
The tools that I have experience using are ASANA, Pipedrive, Pipefile, SAP, Oracle, JDE, IMOS, LES, Calendly, Canva, Numonix, Freshworks, Zoom phone, Heymarket, AdobeAcrobat, Slack, Levitate, Trello, Dropbox Fax and Sign, Grammarly, ChatGPT, Pandadoc, Quickbooks, Monday.com, and Front.
I can help you with:
1. Executive Virtual Assistance/ General Virtual Assistance
✓ Email Management & Marketing
✓ Social Media Management & Marketing
✓ Meeting Management & Minute Taking
✓ Customer Service & Telephone Handling
✓ Calendar Management & Appointment Setting
✓ Data Management & Record-Keeping
✓ Project Management
✓ Web or Online Research
✓ Basic Graphic Design (using Canva and Adobe Photoshop)
2. Data Management Virtual Assistance
✓ Transfer data from hardcopies of data into computer files or database systems
✓ Encode data directly from consumers or clients
✓ Verification of data's
✓ Receive and process invoices for payment and update invoice details
accordingly
✓ Entering data accurately into appropriate fields in various software programs
✓ Identify and correct errors in data entry
✓ Retrieve data from databases and files when requested
✓ Create multiple data backups to ensure that all information is properly
preserved
✓ Manage and organize notes and documents
✓ Prepare relevant reports as needed
3. Social Media Management Virtual Assistance
✓ Searching/Checking for Products
✓ Scheduling and planning of product posts.
✓ Posting of Products
✓ Content creation
✓ Copywriting (caption and hashtags)
✓ Answering queries
I would like to know more about your business. So, let’s set up a meeting and discuss how I can personalize my service with you. You can contact me at +63-994-680-9698 or via email at karenkateregua@yahoo.com
University of the East - Manila
✓ Posting of products
✓ Scheduling and planning of product posts.
✓ Content creation
✓ Copywriting (caption and hashtags)
✓ Answering queries
✓ Review the client documents for the successful filling of their ERC program.
✓ Monitoring, Scheduling, Sending Follow Ups to our RP’s, Clients, PM’s, Tax
preparers
✓ Create/Update/Maintain worksheet tracker.
✓ Handle email and chat support to our RP’s queries
✓ Project Management
✓ Searching/Checking for Products
✓ Scheduling and planning of product posts.
✓ Content creation
✓ Copywriting (caption and hashtags)
✓ Answering queries
✓ Sorting of Documents
✓ Checking of missing files
✓ Filling
✓ Call Verification for suppliers to ensure correct data received and avoid any fraudulent cases.
✓ Verification Process (Tax ID, Address, Legal Name)
✓ Perform necessary transactional processing for both Customer and Supplier (Globally).
✓ Mass Deactivation for both Customer and Supplier
✓ Process migration in some of our locations and built process documentation and flowcharts.
✓ Handle and Resolve email/chat queries.
✓ Data Cleansing
✓ Process Migrations from the Netherlands to the Philippines and the US to the Philippines.
✓ Monitoring call logs, checking trackers
✓ Contact supplier for the updated W9’s or W8.
✓ Primary holder for the update and check 1099’s.
✓ Receive Customer and Vendor creation or modification requests from internal Customers (Globally).
✓ Review and check supporting documentation for the creation of Customers and/or Vendors.
✓ Verification Process (Tax ID, Address, Legal Name)
✓ Confirming Electronic/Wire information to supplier for security purposes through Phone call
✓ Handle Email and Chat Support from our requestors
✓ Data Cleansing twice a year.
✓ Determine the supplier's mass data type of industry by researching.
✓ In charge of the process documentation and flowcharts
✓ Training New Hires
✓ Process Migrations from Costa Rica to the Philippines.
✓ Approve, Process, and Implement routing requests for JDE and SAP processes.
✓ Create and Update Supplier information in the system.
✓ Checking the completeness, accuracy, and authenticity of the information and document provided.
✓ Verification Process (Tax ID, Address, Legal Name)
✓ Assisting the Procurement/Invoice processing team concerning the supplier number to be used.
✓ Training New Hires
✓ Process Migration from the Philippines to India.
Develop and Implement data management strategies, ensure data accuracy, defining and oversee data standards and policy.
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.