Intake Specialist | Executive Assistant

Record daily financial transactions in the accounting system (e.g., sales, purchases, receipts, and payments). Maintain and reconcile general ledger accounts and subsidiary ledgers. Prepare monthly, quarterly, and annual financial reports and schedules. Handle accounts payable and receivable, including billing, collection, and payment processing. Prepare bank reconciliations and ensure cash balances are accurate. Assist in the preparation and filing of government reports such as BIR returns (e.g., VAT, EWT, Income Tax). Monitor expenses and assist in budget preparation. Maintain organized and up-to-date accounting records and supporting documents. Coordinate with external auditors and government agencies when required. Perform other accounting or administrative tasks as assigned by management.

I have experience in client intake and case evaluation, legal document drafting and preparation, case file management and organization, conflict checks and compliance, client communication and onboarding, legal research and case support, deadline tracking and case coordination, attorney collaboration and case prioritization, and handling confidential and sensitive information.

Utilized internal background screening platforms and document processing tools to perform thorough data reviews, verify documentation, resolve discrepancies, and manage sensitive information. Maintained clear and efficient communication with cross-functional teams, ensuring that all processes were executed accurately and in a timely manner. Worked closely with various departments to address challenges, optimize workflows, and maintain a high standard of operational efficiency, all while adhering to privacy standards and ensuring regulatory compliance.

Leveraged CRM systems (including Salesforce or equivalent), Excel/Google Sheets, and proprietary sales tracking tools to manage and analyze sales data with precision. Facilitated the generation of performance reports, monitored key performance indicators (KPIs), and supported account coordination to ensure alignment with business objectives. Conducted in-depth performance analyses to identify trends, uncover insights, and contribute to data-driven decision-making aimed at enhancing overall sales effectiveness.

Executed campaign management, social content creation, and customer engagement initiatives using tools such as Meta Ads Manager, Canva, Google Sheets, CRM platforms, Zendesk, Salesforce, and various scheduling tools. Tracked analytics to measure performance, provided remote desktop support, and maintained consistent communication to enhance user experience and operational efficiency.

Coordinated ad account management, client consultations, and comprehensive campaign reporting through platforms including Meta Business Manager, Google Sheets, and Slack. Directed content creation and executed social media strategies, leveraging performance analytics to generate strategic insights and continuously optimize campaign effectiveness.

Leveraged CRM systems (including Salesforce or equivalent), Excel/Google Sheets, and proprietary sales tracking tools to manage and analyze sales data with precision. Facilitated the generation of performance reports, monitored key performance indicators (KPIs), and supported account coordination to ensure alignment with business objectives. Conducted in-depth performance analyses to identify trends, uncover insights, and contribute to data-driven decision-making aimed at enhancing overall sales effectiveness.

I have hands-on experience in financial accounting, including managing accounts payable and receivable, preparing and reconciling financial statements, and ensuring compliance with taxation and regulatory requirements. I am skilled at analyzing financial data, maintaining accurate records, and supporting audits while providing clear and organized reporting to assist management in decision-making.