2020
BSBA – Financial Management
University of San Jose - Recoletos
More Info About Me
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. Likewise, 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 believe data plays a very important role in any organization, and I know how to manage the data.
Skills and Strengths:
• Time Management
• Adaptability
• Communication (written and verbal)
• Problem-Solving
• Self-Motivation
• Administrative Support
• Quick Learner
• Data Entry
• Data Accuracy
• Basic Bookkeeping
I love my profession and learning challenging things as per the requirements of projects. I enjoy working with new clients and maintaining a long term relationship with them. I hope that my professional background will help your business grow, too!
My Skills and Competencies
Data Entry
Technical Support Advisor I
Collection Specialists
QB Online Bookkeeper
Certificates
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My Experience and Education
September 2021
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January 2023
Concentrix CVG Philippines, Inc.
(Technical Support Advisor I | Bookkeeper)
Prepare reports on missed payments for accurate financial tracking.
Monitor and identify failed payments for resolution.
Contact clients regarding overdue payments and provide assistance.
Set up auto-payment arrangements through various payment gateways.
October 2023
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December 2023
Ideal Care Home Health, Inc.
(Case Coordinator)
*Contacting the patient about the appointment
*Contacting the nurse about their availability
*Following up with the patient about the nurse visit
*Confirming with the nurse if they visited the patient
*Encoding all the information gathered from the patient and nurse visits
*Checking the patient's chart
*Scheduling MD appointment
March 2023
-
October 2024
Dorm Room Movers
(Logistics Operation)
* Provide product/service information by answering questions
* Identify customer’s needs and offers solution-oriented options
* Take orders by obtaining and verifying information.
*Track the boxes
*Ask the movers about the update of the boxes
* Improve quality results by recommending changes
*Contacting the vendors about the orders.
*Scheduling with the deliveries
*Processing orders with the vendors
* Sales/Support
* Email/SMS and Live Chat Management
* Experience using Zendesk and CRM
My Services
Bookkeeping
Recording what money comes in and flows out of a business, such as payments from customers and payments made to vendors.
Testimonials
Tonya Kinney
Trisha is an outstanding team member. She is enthusiastic and always ready to lend a hand when help is needed. She digested the knowledge base for our program quickly and was recommended to our logistics department by me, the Director of Customer Experience because of her ability to adapt and pick up on new processes quickly. She is a joy to work with, and we look forward to bringing her back. Well done, Trisha!