2018
BS Accountancy
Kalinga State University
More Info About Me
Hi, I’m Kath! I’m a detail-oriented Accounting graduate with over 5 years of experience in external auditing, customer service, and administrative support. Skilled in bookkeeping, financial reporting, and using tools like QuickBooks, Xero, Google Workspace, and Microsoft Office tools, I help businesses stay organized and financially sound.
With a strong work ethic and commitment to accuracy, I’m passionate about supporting teams remotely as a dependable bookkeeping and accounting virtual assistant.
Let’s work together to streamline your financial processes, keep your books in order, and free up your time to focus on growing your business. If you’re looking for a reliable and adaptable team member, I’m here to help.
My Skills and Competencies
Social Media Management
Bookkeeping Expert
Data Entry
Content Creator
Certificates
My Experience and Education
2022
-
2024
PwC Philippines Ltd. Co. - Business Services Philippines
(Audit Associate)
- Collaborated with team on financial audits, ensuring 100% compliance with firm policies and validation standards.
- Analyzed financial data, prepared financial statements using PwC formats, and assessed investment valuations via Bloomberg.
- Streamlined audit documentation using Microsoft, Google Workspace and audit software/tools.
- Led our team’s getting-to-know game session during our weekly huddle meeting.
- Received positive feedback and commendations from Seniors and engagement team.
2022
-
2022
Sun Life of Canada Philippines Inc.
(Insurance Agent)
- Advised clients on personalized financial solutions to meet long-term investment and retirement goals.
- Managed client documentation, scheduled consultations, and monitored account status and payment schedules.
- Created and executed marketing materials and Facebook ad campaigns to generate leads.
2019
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2022
City Local Government Unit of Tabuk
(Administrative Assistant)
- Handled front-desk reception, greeted 200+ clients per day and organized incoming and outgoing communication files.
- Assessed customer’s needs and guide them accordingly.
- Handled sensitive and confidential information on a regular and daily basis with discretion.
- Processed payments and escalated customer issues appropriately and correctly.
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Bookkeeping Expert
Full responsibility for managing the day-to-day accounts function ensuring Sage and Xero are accurate and up to date.