Efren C.
Senior Virtual Bookkeeper
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Efren C. is a seasoned Virtual Bookkeeper and Accounting Assistant based in Bulacan, Philippines, offering 28 years of experience in the Corporate and Private Banking sectors. Adept in utilizing Xero and QuickBooks Online, he excels in bank reconciliation, transaction coding, and chart of accounts mapping, ensuring meticulous financial record-keeping and reporting. Efren's career at Banque Saudi Fransi spanned roles including Senior Administrative Assistant, where he skillfully managed client documentation, compliance support, and confidential records in a high-stakes banking environment. He has been recognized for delivering precise and timely administrative support for both private and corporate banking clients. His expertise extends to personal and small-business bookkeeping, where he implemented effective bookkeeping structures and practices to improve financial clarity and reporting efficiency. With certifications in Intuit Bookkeeping and as a Xero Certified Associate, Efren remains committed to advancing his proficiency in the financial landscape.
Experience
Senior Administrative Assistant / Secretary
Banque Saudi Fransi (BSF) · 2015 — 2024Oversaw client documentation and processing support specific to Private Banking operations, ensuring that all documents met completeness and accuracy standards before routing them for approval. Facilitated client instructions received through email and meetings, assuring that documentation and necessary follow-up actions were executed. Organized tracking logs and audit trail documentation to promote timely task completion while safeguarding sensitive client information.Administrative Assistant / Secretary
Banque Saudi Fransi (BSF) · 1999 — 2015Delivered operations and administrative support for relationship managers catering to corporate and commercial banking clients. Maintained accurate client files and compliance documentation while handling documentation control for loans and internal paperwork. Prepared internal reports and tracking logs for management review, while monitoring document submissions and facilitating timely banking transactions.
Skills & Expertise
Education
- BSA - Animal HusbandryDr. Yanga's Colleges, Inc. · — — 1992
- BS-IT, Refrigeration and Air-ConditioningBulacan State University (formerly BCAT) · — — 1988