2018
Bachelor of Science in Accounting Technology
Notre Dame of Kidapawan College
Welcome To MyVirtual World!
Welcome to my profile! I am responsible and efficient with my time. I have a very strong work ethic and am very detailed with my work. I am proficient in Quickbooks Desktop and Quickbooks Online, Microsoft Office, and G Suite. As a bookkeeper I do complete and accurate record keeping of your business transactions. By working with me, you can save time, money and energy in order for you to focus on scaling up your business.
I hold expertise in drafting attention-grabbing bid proposals customized as per the project requirement. I am well-experienced in understanding the project requirements and drafting crystal clear and easy-to-follow project-specifics for the team members. I am also well-versed in using various project management tools. Managing the complete project life cycle for clients and ensuring top-quality deliveries is my only commitment. I am here to help you streamline and schedule all your social media posts and keep your audience engaged, and reply to their emails while you are busy sky-rocketing your business.
Skills:
-Organization
-Billing
-Invoicing
-Profit & Loss
-Google Calendar
-Email Handling
-Team Management
-Zendesk
Administrative and Accounting Skills
(Top 10 Key Skills)
Data Entry
Accounting Assistant/Bookkeeping
General Virtual Assistant
Executive Assistant
Certificates
My Experience and Education
2023
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2025
BDO Unibank, Inc.
(Accounting Assistant)
o Process invoices, manage payments, and track outstanding receivables to ensure timely transactions.
o Enter financial transactions into accounting software and maintain accurate records of all financial activities.
o Reconcile bank statements with internal records to identify discrepancies and ensure accurate cash balances.
o Assist in preparing financial statements, reports, and summaries for management review.
o Support internal and external audits by providing necessary documentation and responding to inquiries.
o Review and process employee expense reports, ensuring compliance with company policies.
o Vouching teller’s daily transaction
o Balancing and clearing checks.
o Submitting accurate reports on time.
o Maintain office supplies inventory and order replacements as needed.
o Maintain confidentiality of sensitive information.
2020
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2023
Cooperative Bank of Cotabato
(New Accounts Clerk)
o Explain available banking services, including deposit accounts, bonds, and securities.
o Answer customer inquiries and provide information on account features and benefits.
o Interview customers to obtain required information for account opening.
o Ensure all necessary documentation is completed accurately.
o Enter account information into computer systems and file related forms or documents.
o Collect and record customer deposits and fees, issuing receipts as appropriate.
o Initiate wire transfers and process other financial transactions.
o Handle disputes regarding account fees and make adjustments as necessary.
o Assist customers with account-related inquiries and requests.
o Close accounts upon customer request and process related documentation.
o Perform teller duties as required.
2019
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2020
Sunlife Grepa Financial, Inc.
(Bancassurance Sales Officer)
o Meet with clients to assess their financial situations, including income, expenses, and goals.
o Develop comprehensive financial plans tailored to each client's needs, covering areas such as retirement planning, tax strategies, and estate planning.
o Recommend suitable investment products and strategies based on clients' risk tolerance and objectives.
o Monitor and manage client portfolios, adjusting as necessary to align with changing market conditions and client goals.
o Ensure all financial advice and transactions comply with industry regulations and ethical standards.
o Educate clients on financial concepts and products to empower them to make informed decisions.
o Build and maintain strong, long-term relationships with clients, providing ongoing support and guidance.
2018
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2019
Department of Public Works and Highways (Office of the Commission on Audit)
(Administrative Assistant - I)
o Perform general office duties such as answering phones, responding to emails, and managing correspondence.
o Prepare and organize meetings, including scheduling, booking rooms, and sending invitations.
o Create, format, and proofread reports, presentations, and other documents.
o Manage filing systems, both digital and physical, ensuring documents are easily accessible
o Coordinate and schedule meetings, appointments, and travel arrangements.
o Ensure timely reminders for meetings, deadlines, and important events.
o Answer customer and client inquiries, directing them to the appropriate department when necessary.
o Assist with budget tracking, preparing expense reports, and handling invoices.
o Help in processing purchase orders and managing petty cash.
o Support various departments in coordinating projects, preparing materials, and tracking deadlines.
2022
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2025
Direct Client
(Bookkeeper Virtual Assistant)
-Generate and dispatch invoices to clients for goods or services rendered.
-Record and apply customer payments, including checks, credit card transactions, and electronic funds transfers.
-Regularly reconcile customer accounts to ensure accuracy and resolve any discrepancies.
-Monitor overdue accounts and initiate collection efforts, which may include sending reminders and contacting clients.Manage customer complaints and customer satisfaction.
-Assist in month-end and year-end closing activities, including account reconciliations and financial reporting.
-Proficient in Quickbooks, Xero, Microsoft Applications and Google Workspace
2024
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2025
Direct Client
(General Virtual Assistant)
-Managed administrative tasks, including scheduling appointments, calendar management, and email correspondence.
-Provided customer support by handling inquiries, resolving issues, and maintaining a positive relationship with clients.
-Managed social media accounts, including content creation, posting, and engaging with followers to grow brand presence.
-Performed data entry, organized files, and maintained databases to ensure efficient workflow.
-Assisted with marketing tasks, including email campaigns and updating website content.
-Provided technical support for software applications and tools used by clients.
-Managed invoicing, billing, and basic bookkeeping tasks.
2022
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2023
Direct Client
(Administrative Assistant/Appointment Setter)
-Organize and schedule appointments, meetings, and travel arrangements.
-Prepare and reconcile expense reports.
-Coordinating team meeting and events and preparing agendas.
-Strong organizational skills with the ability to multi-task.
-Providing general support to clients.
-High attention to detail and problem-solving skills.
-Proficient in Quickbooks, Xero, Microsoft Applications and Google Workspace.
Administrative and Accounting 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.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.