Jay B.
Mid-Level Bookkeeper
Open to offersNew to PlatformPortfolios
About
Jay B., based in Trento, Agusan del Sur, Philippines, is a detail-oriented Bookkeeper with expertise in financial record management and accounts payable/receivable using Xero. With robust skills in maintaining accurate ledgers and supporting month-end reporting, Jay has honed the ability to operate efficiently in remote work settings, ensuring deadlines are consistently met. Currently freelancing as a Bookkeeper since 2024, Jay performs tasks such as weekly bank and credit card reconciliations and organizing financial reports for month-end closings. Jay's previous roles include a Medical Biller at Zentist, where they undertook fund transfer enrollments, and an Administrative Assistant at FAJ Company, providing invoice processing support and managing financial data entry. Additionally, Jay has experience as a Virtual Assistant in diverse industries, including solar panels and real estate. Jay holds certifications as a Xero Certified Associate and Payroll Specialist and has completed a Google Cybersecurity Professional Certificate.
Experience
Freelance Bookkeeper
Remote · 2024 — PresentHandled the management of financial records for clients utilizing Xero. Processed accounts payable and receivable transactions, performed weekly reconciliations of bank and credit card statements, and prepared financial reports for month-end closing. Monitored cash flow and proactively followed up on overdue invoices while ensuring accurate categorization of expenses and income.Medical Biller/Dental
Zentist · 2024 — PresentWorked on enrollment for electronic fund transfers and ensured updates to the enrollment process. Made calls to verify the success of enrollments and escalated matters to supervisors when necessary.Administrative Assistant
FAJ Company · 2022 — 2023Assisted in processing invoices and tracking expenses while entering financial data into spreadsheets and accounting systems. Supported payroll preparation and managed employee records. Maintained organized filing systems for financial documents and addressed client inquiries relating to billing and payments.Virtual Assistant
Freelance · 2018 — 2022Performed tasks as an appointment setter and engaged in cold calling for various campaigns including solar panels, real estate, mortgages, life insurance, Medicare, Medicaid, and fitness gyms.
Skills & Expertise
Education
- Bachelor of Science in electronics and Communication EngineeringInstitution not specified
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