I’m an experienced Bookkeeper with a strong background in accounting, ATM reconciliation, data entry, financial reporting, and administrative support—gained from working in a bank-like cooperative environment. I’ve developed a high level of accuracy, organization, and attention to detail in handling financial records and admin tasks.
Now expanding my skills into the Virtual Assistant space, I offer dependable support in:
*File organization and data entry
*Basic bookkeeping (Xero, QuickBooks, Excel)
*Report preparation and admin assistance
*Reconciliation, including ATM and bank transactions
I’m a fast learner, tech-savvy, and comfortable using new tools—including AI—to improve productivity and deliver high-quality results. Known for being reliable, proactive, and easy to work with, I’m ready to bring value to a team that needs both financial accuracy and solid administrative support.
Experience: 2 - 5 years
Handled daily accounts reconciliation, matched transactions, resolved discrepancies, and ensured accurate, up-to-date financial records. Maintained clean, balanced ledgers with strong attention to detail.
Experience: 2 - 5 years
Experienced in bookkeeping, including daily transaction recording, account reconciliation, ledger maintenance, vouchering, journal entry preparation, cash voucher processing, basic financial reporting, and loan record management. Detail-oriented and accurate, with a strong focus on keeping financial data well-organized and up to date.
Experience: 2 - 5 years
Proficient in Microsoft Excel, used daily for financial analysis—organizing data, applying formulas, and creating charts and summaries to provide clear, accurate insights for management decisions.
Experience: 2 - 5 years
Prepared and analyzed financial reports, including income statements, balance sheets, and cash flow summaries. Monitored financial performance, identified trends, and provided insights to support decision-making.
Experience: Less than 6 months
I’m comfortable working with various digital tools and online platforms. I learn new software quickly, explore new features on my own, and can adapt to technology updates easily. I also use AI tools to improve productivity and efficiency in my work.
Experience: Less than 6 months
I use ChatGPT as a support tool to help me solve system errors, learn new tools quickly, and improve the quality of my work. It helps me troubleshoot issues independently and find efficient solutions without delay.
Experience: Less than 6 months
I’m familiar with Google Workspace tools such as Gmail, Google Drive, Docs, and Sheets. I use them to send emails, store files, and collaborate on documents, making my workflow organized and efficient.
Experience: Less than 6 months
Gained hands-on practice exploring Xero and its features. Currently taking Xero certification and have experience with a similar bookkeeping system, making it easy to adapt and build confidence in using Xero.
Experience: 2 - 5 years
Experience in lead generation within a bank-like cooperative setting—identifying and engaging potential clients or members for loan products and services.
Experience: Less than 6 months
I’m familiar with Canva for creating simple designs like presentations, reports, and social media posts. I can easily adapt to new features and updates, especially with the help of AI tools that enhance my creativity and efficiency.
“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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