With over 2 years of practical experience in bookkeeping, I bring a methodical approach to financial management. Proficient in essential tools like QuickBooks, Xero, Gusto,
Specialties and Credentials:
• Seasoned bank professional with a decade of hands-on experience
• Circle of Excellence Award recipient for top-notch marketing assistance
• Certified QuickBooks Online ProAdvisor and Xero Advisor
• Member of the Millionaires Club for exceptional life insurance contributions
Benefits of Hiring Me:
• Tech-Savvy Financial Management:
Certified proficiency in QuickBooks Online and Xero for streamlined and
efficient processes.
• Banking Insight: A decade of hands-on experience in banking, providing a unique perspective on financial strategies.
• Strategic Marketing Assistance: Award-winning marketing expertise to elevate your brand and increase visibility.
• Collaborative Approach: Client satisfaction is at the forefront; expect a partnership built on trust and communication.
• Problem Solver: Proven ability to troubleshoot, ensuring your financial systems run seamlessly.
Unique Selling Points (USPs):
• Tech Mastery: Proficient in a range of software and applications, ensuring cutting-edge financial solutions.
• Global Perspective: Leverage international experience for a broad understanding of diverse financial landscapes.
• Strategic Thinker: Innovative methodologies to ensure your financial and marketing strategies are ahead of
the curve.
Services Offered:
• Recording of all transactions
• Bank and credit card reconciliations
• Data migration and setup
• Troubleshooting and tune-ups
• Transaction and balance audits
• Inventory tracking and management
• Accounts Receivable/Accounts Payable
• Cash flow projections and budgets
• Financial reporting and analysis
Ready to Elevate Your Financial and Marketing Strategies? Let's Connect!
Your success story begins here.
Reach out, and let's create a tailored plan for your financial and marketing
success.
Experience: 2 - 5 years
Bank and Credit Card reconciliation, Clean Up and Catch Up, Financial Reporting and Analysis, Data Migration, Set up of accounts
Experience: 2 - 5 years
Bank and Credit Card reconciliation, Clean Up and Catch Up, Financial Reporting and Analysis, Data Migration, Set up of accounts
Experience: 2 - 5 years
Bank and Credit Card reconciliation, Clean Up and Catch Up, Financial Reporting and Analysis, Data Migration, Set up of accounts
Experience: 5 - 10 years
With my 9 years experience in the banking industry I have accurately and ethically manage financial transactions, analyze financial data and generate financial reports
Experience: 5 - 10 years
Experience: 5 - 10 years
Working in a bank as a Marketing Assistant, we used Microsoft Outlook to communicate with different branches. This helped me to organize our inbox, check, sort and reply to urgent client's need and organize emails for optimal productivity.
Experience: 2 - 5 years
Bank and Credit Card Monthly Reconciliation, Clean Up Books.
Experience: 2 - 5 years
I have used this application for our account opening
Experience: 5 - 10 years
Offering different banking products suitable to different type of clients
Experience: 5 - 10 years
I believed that my 9 years and 4 months as a bank employee helped me to develop my administrative skills such as my communication skills, organizational skills, customer service, time management and multi-tasking.
Experience: 5 - 10 years
Contacting our client to offer bank products like Home Loans, Credit Cards and Life Insurances.
Experience: 5 - 10 years
I can proudly say that I am a Millionaire's Awardee of BDO Life (Insurance) Year 2021.I was able to help our branch reached our Branch quota and I have offer different type of bank products depending on our client's need.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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