With over 12 years of experience in the banking industry, I understand the importance of accurate financial management, risk assessment, and cash flow optimization—all essential to a business’s success. Throughout my career, I have handled client services, loan processing, credit assessment, and financial reporting, giving me a deep understanding of financial systems and how they impact a business’s growth.
Now, as a trained virtual bookkeeper, I help business owners maintain organized financial records, accurate reconciliations, and clear financial reports so they can make informed decisions with confidence. By combining my banking expertise with modern bookkeeping tools and best practices, I ensure that businesses have a solid financial foundation, improved cash flow, and compliance with financial regulations.
? Why work with me?
? 12+ years in banking – deep financial expertise
? Reliable & detail-oriented – ensuring accuracy in every transaction
? Focused on your growth – helping you understand your numbers so you can make better business decisions
If you need a bookkeeper who understands finance beyond the numbers and is committed to helping your business thrive, let’s connect!
Experience: 5 - 10 years
Making sure to screen prospect credit client by assessing their credit worthiness thus lowering the risk of having delinquent and bad accts
Experience: 5 - 10 years
My proficiency in this role has created a greater impact to the team by bringing the desired result which is maintaining a quality loan portfolio by practicing and implementing standard procedures in line with the policy and guidelines of the company I am working with.
Experience: 2 - 5 years
As a credit Assistant by role, my risk analysis skills was honed and develop over the years. This has helped me able to come up with a sound decision mitigating the risks when it comes to extending our credit products & services.
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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