Experienced Finance Manager with strong expertise in financial planning, budgeting, cash flow management, and
accounting operations. Proven track record in leading teams, implementing internal controls, and delivering accurate
financial reports to support strategic business decisions.

Detail-oriented Insurance Virtual Assistant with over 6 years of experience in customer service, email support, commissions, and financial operations across life, dental, health, and travel insurance. Skilled in handling customer inquiries, bookkeeping, reconciliation, and data entry with accuracy, confidentiality, and efficiency. Experienced in streamlining workflows, ensuring compliance, and supporting smooth day-to-day business operations. Known as a reliable and fast learner who adapts quickly to new systems and processes while consistently meeting deadlines and exceeding performance expectations. Available to start immediately.

I am a reliable and detail-oriented Virtual Assistant with strong English communication skills and experience supporting online operations and administrative tasks. I bring a structured, organized approach to my work, with a background in client communication, data management, and following established systems and procedures. My goal is to provide consistent, dependable support that helps businesses operate smoothly and efficiently.

A Certified Public Accountant who currently occupies the position of Assistant Finance Manager in a real estate company.

- 8 years of working experience in finance and accounting works
- Adept in bookkeeping, budgeting, bank reconciliation and cash flow projections
- Prepares feasibility study on pricing and financial statements projections for new projects and investments required for bank loan application and potential investors
- In depth knowledge in all facets of accounting and finance such as accounts receivable, accounts payable, treasury, cash and inventory
- Advanced excel skills, keen to details and prepares comprehensive and organized reports
- Experienced in using SAP and Quickbooks

I am a certified public account with over 10 years experience in accounting and auditing. I am adept in using SAP Business One accounting software and is capable of adapting to new softwares quickly. I am doing financial statements and tax for few years and am able to pioneer a manufacturing firm from scratch.

I am a goal-driven and quick-learning leader with a proven track record in operations management, social media strategy, finance, and creative content development. With years of experience spanning business management, accounting, inventory control, and digital marketing, I excel at bridging operational efficiency with brand growth.
My expertise includes:
Leadership & Management: Overseeing day-to-day operations, finance, and team coordination.Digital Marketing & Content Creation: Crafting engaging social media campaigns, managing SEO-driven content, and ensuring consistent brand identity.Business Operations: Streamlining workflows, managing inventory, and implementing cost-effective solutions.Financial Management: Handling bookkeeping, reconciliations, and accurate financial reporting.
Driven by results and adaptability, I thrive in dynamic environments and am committed to delivering exceptional outcomes in every project I take on.

Strategic Operations and Business Development Leader with 10+ years optimizing intricate supply chains and accelerating sector expansion. Demonstrated results in Sales, Freight, and Automotive Operations, with expertise in fleet maintenance management, vendor partnership optimization, and robust cost-control initiatives. Expert at analyzing financial data to enhance resource allocation, streamline operational procedures, boost warehouse and distribution efficiency, and refine sales strategies.

Results-driven Certified Public Accountant (CPA) with over 11 years
of progressive experience across financial services, corporate finance, and
assurance, including exposure to banking, asset management, and private
investment structures. Proven expertise in IFRS and US GAAP reporting,
financial analysis, and process optimization for multi-entity organizations.
Adept at managing complex month-end close processes, developing financial
models, and leading high-quality deliverables under tight deadlines. Recognized
for building trusted client relationships, collaborating effectively with
cross-functional teams, and delivering data-driven insights that support
executive decision-making. Pursued FMVA® certification to
further strengthen analytical and valuation capabilities.

Experienced Finance Manager with over 14 years of progressive experience in finance and accounting management. Skilled in financial reporting, budgeting, cash flow management, financial analysis, and regulatory compliance. Demonstrates strong leadership, analytical, and problem-solving abilities with a commitment to supporting business growth and operational efficiency.

AI-savvy Accountant with experience across
financial reporting, revenue management, and audit,
skilled in enhancing financial accuracy, optimizing
accounting processes, and delivering data-driven insights
that strengthen decision-making and organizational
compliance.

I also support clients by managing end-to-end bookkeeping tasks, resolving accounting issues, and providing reliable financial information that helps businesses stay organized, compliant, and financially informed.

Professional Skills I bring to the table
- Bookkeeping / Accounting – 27 years
- Certified Quickbooks Proadvisor / Xero
- Accounts Payable and Receivable – 17 years
- Payroll Management – 13 years
- Inventory Management - 20 years
- Financial Reporting – 16 years

Software Proficiencies
With Hands-On Experience
- Quickbooks Online
- Xero
- Oracle Netsuite
- Infor Sun System
- AX Dynamics
- SAP
- Microsoft Office Applications
- Google Applications
- Gemini / ChatGpt
- Zoom /Teams
- Shopify

Studied / Knowledgeable
- Slack
- Gusto (payroll)

Clients I worked with
With Hands-On Experience
- Hospitality
- Restaurant / Food Industry
- Retail / E-commerce
- Construction

Studied / Knowledgeable
- Real Estate
- Accounting Firm
- Healthcare

I am a finance and accounting professional with over 17 years of experience across various industries, including Business Process Outsourcing (BPO), financial services, real estate, and corporate accounting. My expertise spans operations management, project management, finance and accounting process standardization, process improvement, and people management. I have successfully led cross-functional teams, implemented global business continuity plans, and driven financial solutions for both local and international clients.As a Financial Advisor at Sun Life Financial, I am passionate about helping individuals achieve financial freedom through tailored financial solutions, while advocating for financial literacy in the Philippines.I thrive in fast-paced environments and excel in managing large-scale projects, client relationships, and operational excellence. Whether driving financial performance, optimizing processes, or mentoring teams, my goal is always to deliver results that align with both organizational goals and customer needs.

I've been in the BPO industry for over than 5 years providing outstanding customer service, moderating community forums for software developers, assisting customers with their technical issues by remote access troubleshooting, acting as floor support to my team, processing and resolving complaints as a Complaints Manager then eventually an assistant to a Team Leader. I also have experience handling B2B accounts, e-commerce and creating marketing content. I have enhanced my skills and acquired a couple more which are relevant to any field of work.

Areas of Expertise:
• Web Research
• Data Entry
• E-Commerce
• Shopify
• Zendesk
• Hubstaff
• ShipBob
• Slack
• Google Spreadsheet
• Google Drive
• MS Word
• MS Excel
• Email Handling/Support
• Customer Service
• Chat Support

My credibility is of the utmost importance to me so you can be assured that I will not bid on a project unless I am confident that I'll be able to deliver a 5-star rated output.

I look forward to speaking with you further regarding my qualifications. I am here to deliver to your satisfaction. Hoping to work with you soon!

I’m a CPA with an MBA and over 10 years of experience supporting CEOs, managing operations, and handling accounting and financial analysis for growing businesses.

I’ve worked remotely as an Executive Administrator to a CEO, where I managed inbox and calendar, coordinated projects, handled client onboarding, prepared quotes, reviewed financial records, and streamlined workflows to improve efficiency and scalability. I’ve also handled full-cycle bookkeeping using Xero, bank reconciliations, invoicing, collections, and customized financial reports for management.

What sets me apart is that I don’t just assist, I help run the business. I understand numbers, operations, and decision-making, so I can support executives both strategically and day-to-day.

I’m highly organized, proactive, detail-oriented, and comfortable working directly with business owners, clients, and stakeholders. If you’re looking for a reliable right-hand who can manage operations and keep your finances in order, I’d love to help.

Exceptional multitasker, trustworthy and diligent in whatever is tasks entrusted.

AR/ AP/ Bank Recon