2009 to 2013
BSBA major in Financial Management
De La Salle Lipa
More Info About Me
I am a Financial Management graduate with 6 years of experience in the banking industry as a New Accounts Clerk and Teller. After a 5-year hiatus to focus on my family, I am returning to the professional world to offer virtual bookkeeping services characterized by high-level accuracy, integrity, and a "banker’s eye" for detail.
I specialize in helping small business owners move from "messy spreadsheets" to "audit-ready books."
I am not just someone who "inputs data." I am a finance professional who understands the importance of compliance and accuracy. I am a long-term partner who is reliable, detail-oriented, and dedicated to keeping your books organized for your CPA.
My Skills and Competencies
Quickbooks
Data Entry
Accuracy
Proficiency in Spreadsheets
Time Management
Data Confidentiality
Typing Speed
Certificates
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My Experience and Education
2013
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2020
Philippine Savings Bank
(Customer service Representative - New Account Clerk)
1. Gathers and enters personal, financial, and regulatory information from new clients into the bank's core system to open checking, savings, or investment accounts.
2. Verifies all application details and supporting documents (IDs, addresses, social security numbers) to ensure regulatory compliance and prevent errors.
3. Compiles and files physical and electronic documents (signature cards, application forms, disclosure agreements) in an organized, easily retrievable manner.
4. Updates existing client records with changes to personal information, contact details, and account statuses (e.g., address change, name change).
5. Handles and stores sensitive financial and personal identifying information (PII) in compliance with industry and privacy regulations (e.g., banking laws).
My Services
Online Bookkeeper
"I bring a 'banker's discipline' to your business. I understand that every cent counts and that clean books are the back
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.