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Irish J. — Mid-Level Bookkeeping Virtual Assistant from Philippines

Irish J.

Mid-Level Bookkeeping Virtual Assistant

Philippines 3-6 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Irish J. is a detail-oriented Virtual Assistant with over four years of experience as a bookkeeper. Based in Digos City, Philippines, Irish effectively maintains financial records and oversees payroll processes. She is adept at utilizing Xero and Excel to streamline operations and ensure accuracy, and possesses a BSBA-Financial Management degree from Holy Cross College of Calinan, Inc. Her previous roles included managing account receivables and payables, preparing school budgets, and ensuring compliance with government offices such as DOLE and BIR. Irish has also gained valuable experience as an insurance agent, enhancing her customer service skills and ability to build rapport with clients. Her ability to clean up and modernize outdated financial documents is a testament to her exceptional attention to detail. Irish has also received QuickBooks Online Certification Training, adding another layer of expertise to her broad skill set.

Experience

  • Insurance Agent

    PRU LIFE UK
    Generated prospect leads and interacted with clients, fostering rapport while clarifying policy terms to ensure understanding. Ensured compliance with policy requirements and managed the preparation and submission of claims. Developed marketing strategies aimed at attracting new clients.
  • Bookkeeper/Cashier

    HOLY CROSS OF STA. MARIA, INC & HOLY CROSS OF MALALAG, INC
    Prepared monthly financial statements for quarterly audits and managed accounts receivable and payable. Developed the school budget for mid-year and year-end board meetings. Processed payroll and handled payments for monthly obligations, including Social Security System, PAG-IBIG, PhilHealth, and BIR Taxes. Coordinated with various government offices such as DOLE, DepEd, BIR, and LGU, as well as the Securities and Exchange Commission. As a cashier, received payments, issued receipts, and managed petty cash.

Skills & Expertise

Education

  • BSBA-Financial Management
    Holy Cross College of Calinan, Inc. · 2014 — 2018

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