Professional VA Ma. Theressa

Professional Goals

As a Skilled Bookkeeper typically revolves around maintaining accurate financial records, ensuring compliance with tax regulations, and delivering timely and reliable financial reports to aid informed decision-making. They also seek to enhance their knowledge of accounting software, stay updated on industry trends, and provide valuable financial insights to support business growth. Additionally, a Bookkeeper aims to build strong client relationships and continuously improve their efficiency and productivity in the field of bookkeeping..

Ma. Theressa Balaoro
General Trias, Philippines
Freelancer
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Experties

Key strengths for excelling in my role
Social Media Management
Graphic Designer
Data Entry
Bookkeeping

Certificates

Career Path

Find a career you're passionate about, and every day will feel like a new opportunity to excel
  • EXPERIENCE
  • EDUCATION
2008
BACHELOR of SCIENCE IN OFFICE ADMINISTRATION MAJOR IN OFFICE MANAGEMENT

RIZAL TECHNOLOGICAL UNIVERSITY

January 2024 - February 2024
Digital Byte Financial Services
(Bookkeeping Internship - Xero Accounting Software)

Xero System Navigation
Create Quotes and Invoices
Create Purchase Orders & Bills
Spend and Receive Money Transaction
Fixed Assets Register and run Depreciations
Journal Entries
Create repeating bills/invoices
Overpayment & Prepayments
Bank Reconciliation
Hubdoc Management & others
manage employee
payroll management
simpler Bas preparation
Full Bas preparations
IAS Preparation
Income Tax Preparation

May 2023 - June 2023
Digital Bytes Financial Services-Munich Germany
(Bookkeeping Intern - Quickbooks)

Generating estimates and invoices.
Statement of Account Management
AP Management (Monitoring Payment)
Bank Reconciliation
Management Reporting
Ageing AR
Manage Purchase Orders & Bills
Bank Feeds Categorization
Inventory Management
Gain hands-on Experience in managing actual client transaction

2021 - 2022
Pasig River Expressway Corporation (Subsidiery of San Miguel)
(Admin Assistant)

• Provides high-level admin support to the Site Engineer & Project Manager.
• Assist the team when required in the preparation of reports proposals, presentations, internal memos & notes.
• Prepares & manages external letters and taxes to clients & contractors.
• Maintain a confidential filling system (E-file / Hard copy)
• General office duties requested by Project Manager
• Records & disseminates minutes of the meeting
• Organizes and coordinates internal & external meetings
• Assists in organizing key events for the project
• Assist the Site Engineer in liaising and coordinating with the external stakeholders (City government MMDA, PCG (Philippines Coast Guard), DENR, DPWH) and local community leaders.
• Adopt a continuous improvement approach to ensure the establishment and maintenance of efficient processing of expenses invoices
• Disburse and liquidate/clear expenses for the worker’s meals, utility fees (Electricity, Water, Internet)
• Validates and submits daily reports on the attendance of workers, security guards Staffs including sub-contractor
• Create budget planning for the Calendar year.
• Create purchase requisition for Arriba on-demand system
• request material creation thru Material Data Governance

2021 - 2021
Steel Iconz Global Limited Inc.
(Admin Assistant / Document Controller)

• To help administration duties maintain the efficient and effective running of the day-to-day operation of the office in Manila whilst liaising with the New Zealand office.
• Creating bookmarks, thumbnails, splitting linking the drawing, and exporting documents overlay or comparing of the drawing if their new revision thru Blu-beam revu.
• Create a drawing registry for showing the complete history and updated revision of all drawing
• Check the transmittal of incoming/outgoing documents and the record information
• Purchasing and inventory, replenishment of office supplies
• Scheduling applicant for Final interview
• Arrange and process payments such as utilities (Rental, Electricity, Water, Internet)
• Call and negotiates with the supplier and request a quotation

2015 - 2020
Dataland Inc.
(Admin Assistant)

• Assist in the developing and improving process workflow of the Technical Services Department
• Collate prepare and coordinate with the trades for documents such as Design Development Plans, For Contraction Drawing Building permit Applications
• Identify such as DD Plans, FCD Plan construction bulletin, Site Instruction drawings, change orders, submittals such as Requests for Approval Request for Information, As-built plans & route to the project engineer in charge or department
• Handling incoming and outgoing transmittal
• Maintain the general filling system such as E-file and hard copy for each project
• Answer and screen incoming phone calls / assist the visitor coordinates scheduled travel arrangements for Site Visit of Engineers / Managers
• Coordination with the Consultant’s Project Manager Engineer and Admin of each project
• Coordination with the Legal team regarding the preparation for permits to change the name of the utilities
• Keeps safe contract & sensitive Memos
• Liasion and coordinate with Lgu’s for Building Permit, Pre-application of Green Building, Certification of Green Building Permits, Occupancy Permits, and Insurance of workers
• Handling of Site Coordinator and Housekeeping for Showroom and Property Management
• Coordination with third-party agencies & sub-contractor
• Monitoring and processing payment of utilities such as electricity, water, internet, and rental
• Process the payroll of Property Management
• Directly reporting to the Vice President handling incoming outgoing documents scheduling meetings, Site Visit, Airfare, and hotel accommodations and service
• Handling quarterly carpet cleaning, ACU unit cleaning, and monthly pest control of the Head Office, Property Management such as condominium and Showrooms
• Arrange and Handle special projects like a mansion and resort in Palawan for the accommodation, and itinerary, and request a budget for the VIP guest
• Coordination with the other department such as Finance, Marketing procurement, and messenger
• Arrange & Coordinate regarding the shipping company of the office supplies, equipment, and furniture fixtures spare parts needed for the construction supplies and materials
• Coordinate with the supplier asked quotations, and process payment progress billing.

Jan 2011 - Sept 2015
Ddt Konstract Inc.
(Document Controller)

• Implements & ensures uniform and consistent methods for the control and handling of professional documentation and data related to the Quality Management System
• Initiates, identifies reviews issues and maintains controlled documents
• Supervises, maintain, and ensures the effective implementation of policies and procedures related to the document control center
• Ensures that all documents related to the Quality management system, such as but not limited to the Quality Manual, Quality System Procedures, work instruction manual, and controlled form are the current issue
• Ensures that the proper recording of the date that the change is implemented and that all appropriate documentation is updated to the reflect change
• Ensure that all external documents such as customer drawings, specifications, and reference documents are the latest version and are available at the appropriate locations
• Ensure that all obsolete documents are retrieved from all points of use & disposed of by established procedures
• Ensures that all records related to the control of documents such as document master list, document approving & reviewing matrix, and document revision requests are available
• Performs another task that may assign

Service offered

Service commitments uniquely delineate our service level in regard to availability, scope, and how we can support your business."
Social Media Management

Analyzing engagement data, trend-spotting customer interaction, and planning digital campaigns for community building.

Data Entry

Researching and data entry from various online sources.

Bookkeeper

manage your business finance, remind you to pay bills, help you calculate taxes, and manage money.

Logos / Invitation

A craft where professionals create visual content to communicate messages. By applying visual


Portfolio

compilation skills, and expertise, serving as a portable display of my professional qualifications and experience.

Let's work together !

I am available for freelance projects.
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Get In Touch
My essential contact details building trust and personal connections for prospective employers to get in touch with me

Address :
General Trias,
Philippines


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