Finance Administrative Assistant | Bookkeeping | Financial Operations

Over 20 years of experience supporting financial disbursement and payment workflows, including invoice verification, expense documentation, liquidation processing, voucher organization, and transaction monitoring within a lending environment. Maintained accurate records, ensured timely processing of financial documents, and supported organized accounts payable operations with strong attention to detail and accuracy.

Over 20 years of hands-on experience in financial transactions, ledger management, expense tracking, and audit-ready documentation within a lending corporation environment. Completed QuickBooks Online Bookkeeping VA training in 2025 and skilled in transaction categorization, bank reconciliation support, accounts payable workflows, invoicing, and financial reporting using spreadsheets and QuickBooks Online.

Over 20 years of experience verifying transaction accuracy, reconciling financial records, and matching daily cash and check disbursements against ledger entries in a high-volume lending environment. Maintained accurate running balances, identified discrepancies, and ensured financial records remained complete, organized, and audit-ready at all times.

Completed QuickBooks Online Bookkeeping VA training through Sync2 VA in October 2025, covering QuickBooks Online navigation, chart of accounts setup, transaction categorization, bank reconciliation workflows, accounts payable and receivable support, invoicing, payroll overview, and generating financial reports including Profit and Loss, Balance Sheet, and Cash Flow statements.

Over 20 years of administrative experience supporting daily business operations including document management, client communication, records organization, scheduling support, and compliance documentation. Managed physical and digital filing systems, coordinated loan processing workflows, handled email correspondence, and provided reliable back-office support within a fast-paced financial services environment.

Prepared liquidation summaries, expense reports, collection reports, and financial documentation for management review throughout a 20-year career in financial operations. Trained in generating Profit and Loss statements, Balance Sheets, and Cash Flow reports using QuickBooks Online. Skilled in creating organized financial tracking sheets, reporting templates, and dashboards using Google Sheets and Microsoft Excel.

Proficient in creating and maintaining Google Sheets-based financial trackers, expense logs, ledger templates, and reporting dashboards. Uses formulas, filters, conditional formatting, and organized worksheet structures to produce clean, accurate, and easy-to-read financial documents for business operations and reporting support.

Over 20 years of high-volume data entry experience encoding financial transactions, loan records, payment postings, and client information with strong accuracy and attention to detail. Processed 10 to 30 daily transactions within a fast-paced lending environment while maintaining organized and audit-ready financial records. Proficient in Microsoft Excel, Google Sheets, and QuickBooks Online for data encoding, tracking, and reporting support.

Extensive experience preparing, processing, and tracking financial documents and invoices within a lending and financial services environment. Verified billing accuracy, maintained organized payment records, and supported timely processing of financial transactions and accounts payable documentation. Familiar with invoicing workflows in QuickBooks Online including client billing, payment tracking, and accounts receivable follow-up.