2001
BS Biology
Ateneo de Cagayan
Your Solution for Seamless Bookkeeping, Medical VA, and Data Entry
Hello! I am a reliable and versatile professional with 23 years of experience in managing business operations and finances. Based in Surigao City, I bring a unique blend of skills from diverse industries, including a tutorial center, pharmacy, coffee shop, errand services, and money remittance. I am passionate about leveraging my background to provide exceptional support as an Online Bookkeeper, Medical Virtual Assistant, and Data Entry Specialist. My goal is to apply my extensive experience in financial management, coupled with a deep understanding of business operations, to help my clients achieve their objectives. I am a detail-oriented individual with a strong commitment to accuracy and efficiency in all tasks.
Through a specialized VA training program, I have honed my skills to meet the demands of a virtual work environment. I am equipped to handle comprehensive bookkeeping, medical administration, and data management with proficiency and professionalism. My five years as a medical transcriptionist and one year as a customer service specialist further enhanced my ability to handle sensitive information with discretion and provide excellent client communication. My extensive experience as a financial advisor for life and health insurance also gives me a comprehensive understanding of financial processes and confidentiality.
I am now seeking a new challenge where I can apply my specific skills in financial analysis, client relationship management, and data accuracy to contribute to your business's success.
My Skills and Competencies
Online Bookkeeper
Data Entry
Medical Virtual Assistant
Certificates
Job Experiences
2015
-
2025
SunLife of Canada, Phil. Inc.
(Financial Advisor)
• Assisted clients in understanding insurance options, coverage details, and financial protection strategies.
• Performed benefits verification, claims follow-up, and policy documentation with a high level of accuracy.
• Developed strong client relationships through consistent communication and service excellence.
• Supported sales initiatives by identifying client needs and recommending tailored insurance solutions.
2019
-
2024
Pacific Cross Philippines
(Sales Agent)
• Identified potential clients and generated leads.
• Assisted clients in understanding insurance products and their benefits.
• Ensured client’s smooth claims process and settlements.
• Maintained strong client relationships with confidentiality and data security.
• Ensured compliance with underwriting guidelines.
• Adhered to all relevant regulations and company policies.
2022
-
2025
Siargao Pharmacy
(Finance and Operations Manager)
• Oversaw daily pharmacy operations, ensuring efficient workflow, accurate dispensing, and full compliance with pharmacy regulations and safety standards.
• Maintained accurate financial records, including daily sales logs, invoices, purchase orders, and vendor accounts.
• Handled bookkeeping tasks such as accounts receivable/payable, expense tracking, cash flow monitoring, and bank reconciliation.
• Prepared financial reports to support budgeting, forecasting, and strategic decision-making.
• Managed inventory costing and conduct regular audits to maintain optimal stock levels and reduce shrinkage.
• Supervised, trained, and evaluated pharmacy staff, ensuring high performance and adherence to professional and ethical standards.
• Ensured adherence to pharmacy laws, controlled substance protocols, licensing requirements, and documentation standards.
• Maintained proper documentation of prescriptions, inventory, sales, and compliance records using both manual and digital systems.
• Identified inefficiencies in operations, financial tracking, or customer service and implement strategies to improve pharmacy performance.
My Services
Online Bookkeeping
Keeping your finances stress-free and organized with accurate and secure financial management.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Medical Virtual Assistant
Reliable support in scheduling, transcription, and admin tasks with efficiency and confidentiality.