Bookkeeper / Budget Analyst

With over a decade of experience, I have demonstrated strong skills in bookkeeping and data entry. I am detail-oriented, highly organized, and committed to ensuring accuracy in every transaction recording.

Over six years as a Corporate Budget Assistant, I improved financial management and operational efficiency by leading a major overhaul of our procurement monitoring system, which reduced processing time and errors. I ensured compliance with COA regulations through regular audits and collaborated across departments to maintain financial integrity. Balancing diverse responsibilities, including customer support and administrative tasks, honed my multitasking skills and contributed to a more efficient and cohesive team environment.

As an employee using QuickBooks Online (QBO) for a real estate company, I managed the company's financial records with precision. One significant project involved handling monthly property management accounts. I set up and categorized transactions for rental income, maintenance expenses, and utility payments, ensuring each entry was accurately reflected in QBO. I reconciled bank statements and credit card transactions to maintain up-to-date financial records, and I prepared detailed financial reports for the company's property managers. This included generating profit and loss statements and balance sheets to track the financial health of each property. Utilizing QBO's features, I automated recurring invoices and payment reminders, which streamlined cash flow management. My meticulous approach to data entry and financial oversight ensured accurate and timely financial reporting, leading to smoother operations and increased management trust.

In 2020, as a Real Estate Salesperson, I leveraged social media marketing to significantly boost property visibility and engage potential buyers. By crafting targeted social media campaigns and utilizing platforms like Facebook, I effectively showcased properties, generated leads, and built a strong online presence. This strategy contributed to my recognition as one of the top 3 salespeople of the year, reflecting my success in combining digital marketing with real estate sales.

As a Department Secretary at the Metropolitan Naga Water District, I used Canva to create engaging video and PowerPoint presentations. For our Annual Department Accomplishment Report, I designed a dynamic video with branded slides and voiceovers. For monthly board meetings, I developed professional PowerPoint slides with charts and infographics regarding the agencies Financial Status. Both projects received positive feedback for their clarity and visual appeal, enhancing communication and the district’s public image.

Working with Xero as a virtual assistant has been incredibly smooth and efficient. The cloud-based platform makes it easy for me to access and manage my client's financial data from anywhere. The user-friendly interface and automated bank feeds simplify tasks like reconciling accounts and tracking expenses, allowing me to handle them quickly and accurately. I appreciate how straightforward it is to generate and send invoices, which helps keep everything organized and on track. The real-time financial reports provide my client with clear insights into their cash flow and business performance, which is invaluable for decision-making. Xero’s seamless integrations with other apps also streamline workflows, making it easier for me to support my client effectively. Overall, Xero has made my role as a virtual assistant much more efficient and impactful.

As a Virtual Bookkeeper using Asana, I organized monthly bookkeeping tasks into a structured project board with sections for transactions, reconciliations, and reports. By setting deadlines and utilizing task dependencies, I ensured timely completion and accuracy, which improved efficiency and client satisfaction.