2022
Bachelor of Science in Accountancy
Regina Mondi College Inc.
More Info About Me
Hello, my name is Lyka, and I'm an experienced financial advisor, I've helped individuals develop their financial performance and I've provided education to ensure their long-term success. I enjoy educating new or existing customers regarding financial decisions to help them understand more about investing and managing their funds.
As an audit associate, I've helped my company manage and optimize its financial operations. My experience and education have enabled me to provide unparalleled insight into the company's calendar performance, which worked to expand revenue. My affinity for numbers, dedication and attention to detail can help me improve your company's financial performance and enhance your calendar/fiscal achievements.
Skills and Talents
QuickBooks VA
Data Entry
Audit
Detail oriented
Tech Savy
Time Management
Critical thinking and problem solving
Microsoft office
Goal-oriented
Certificates
My Experience and Education
2023
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2023
Digital Bytes Financial Services
(Bookkeeper)
As a bookkeeper, my job is to:
- Record transactions such as income and outgoings, and posting them to various accounts
- Processing payments
- Conducting daily banking activities
- Producing various financial reports
- Reconciling reports to third-party records such as bank statements.
2023
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2024
RS Bernaldo & Associates
(Audit Associates)
As an audit associates, I draft financial statements, conduct financial audits, and verify the financial information of an organization.
These are the responsibilities and duties of as an audit associate:
● Preparing and maintaining audit.
● Planning and directing company financial audits.
● Building internal auditing systems and ensuring their correct application.
● Ensuring the organization is compliant with current legislation and best practices.
● Verifying company financial information.
● Supporting the accounting in daily functions.
● Preparing audit reports and statements for review.
● Knowledgeably answering client audit queries in good time.
● Responsible with the drafting and filing of financial audits.
2021
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2022
Concentrix (CitiBank)
(Financial Advisor)
- As financial advisor, I am responsible to talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- I am also analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. Implementing financial plans or referring clients to professionals who can help them. Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status. Building and maintaining my client base. Based on individualized needs analysis, I prepares recommendations for customized financial solutions to current and potential customers. Profiles customers and deliver recommendations to ensure these needs are met. To do so, I uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
My Services
QuickBooks VA
Track expenses, manage cash flow & create invoices.
Bookkeeper
Managed the day-to-day bookkeeping operations for small to medium-sized businesses of client's books of accounts.