2014
Bachelor of Science in Accountancy
University of Cebu
More Info About Me
An enthusiast of Accounting and System Implementation. Visionary and team builder advocate. Inquisitive and Passionate in improving process and people. Coffee addict with a love for budget adventurous travelling.
My Skills and Competencies
Social Media Management
Graphic Designer
Data Entry
Content Creator
Certificates
My Experience and Education
2021
-
2022
VA Platinum - Pivot Wealth (Australian Client)
(Financial Planning Virtual Assistant)
o Liasing with Fund managers, administrators and life companies for client affairs
o Maintenance of client databases and creation of files
o Preparing product application forms for clients for processing of new accounts.
o Managing incoming emails and attend to client queries
o Research into client's super fund and insurances, recommendations, quoting,
processing, and filing
2018
-
2021
Infosoft International Solutions Inc.
(Implementation Consultant)
o Conduct Client’s Business Process Review and System Analysis to align Clients
operation using ERP functionalities to have proper handling of daily transactions
and recommends necessary automation to optimize operations.
o Prepare Project Documentations for Report, Process and Integration
Customization.
o Facilitates User Trainings and Support on how to use ERP Software Modules and
Vertical Solutions.
o Responsible for meeting directly with clients ERP-Related needs and issues and
provide best possible solutions to enable collaborative working relationship with
Client.
o Quality Assurance Testing of System Development by Programmers before actual
deployment to Clients. and Escalating Bugs to Product Support for Fixes and
document resolution for references.
o Clients include Real Estate Developer.
2015
-
2017
Banco De Oro
(Executive Assistant)
o Compile data and prepare a consolidated weekly report for presentation to the
executives. (Pipeline and Interest Rate Surveys)
o Monitor the routing of credit proposals for approval to the Group Head.
o Consolidatedeach loan assistant and account officers actual loan portfolio vs
budget loan portfolio for yearly budget presentation.
o Uphold confidentiality standards across all information and documentation
platforms.
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.
Content Creator
Promote companies' products and services by developing copy for websites, social media, marketing materials.