I am a results-driven Client Operations and Management Accounting professional with a proven track record of managing high-volume accounts and complex service requests. With a Bachelor of Accountancy (BAcc) from the University of Mindanao, I offer a strong foundation in financial literacy, including journalizing transactions, trial balances, and financial statement preparation.
My professional background includes serving as an Account Specialist at JPMorgan Chase, where I specialized in end-to-end account management and resolving sensitive inquiries with high precision. Currently, as an Operations & Administrative Lead, I manage business-wide inventory, financial integrity, and creative brand assets.
I combine the analytical eye of an accountant with the creative skill set of a digital VA, ensuring your business is both operationally sound and visually engaging.
Services I Offer
- Accounting & Financial Operations
Bookkeeping: Expert in QuickBooks, ledger maintenance, and tracking expenses.
Reporting: Preparing trial balances and monthly financial statements.
Data Integrity: High-accuracy journalizing and inventory auditing.
-Creative Design & Video Editing
Graphic Design: Professional Canva specialist for logos, brochures, business cards, and social media graphics.
Video Production: CapCut expert for vlogs, advertising campaigns, and short-form content (TikTok/Reels).
Social Media: End-to-end management and ad campaign setup for
-Executive Admin & Customer Experience
Support: JPMorgan-trained in empathy, conflict resolution, and proactive communication.
Operations: CRM management, Google Workspace coordination, and expert data entry (Excel/Google Sheets).
-Tech Stack
Financial/Data: QuickBooks Online, Advanced Microsoft Excel, Google Sheets.
Creative: Canva, CapCut.
Productivity: Google Workspace (Drive, Calendar, Docs, Forms), Gmail, GMeet.
Social:
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Copy documents, rewrite documents, encode data
Experience: Less than 6 months
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
“There are just so many skills that the Filipino market has that they bring to the table. It's been amazing.”
Samori Coles
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