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Jenita T. — BOOKKEEPING & FINANCE VIRTUAL ASSISTANT from Philippines

Jenita T.

BOOKKEEPING & FINANCE VIRTUAL ASSISTANT

Philippines 1-2 years 5 - 8 USD per hour
Open to offersNew to Platform
Languages
EnglishTagalog
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About

I am a Bookkeeping & Finance Virtual Assistant with over 15 years of hands-on experience in banking operations, accounting support, and financial administration. I specialize in helping business owners and companies maintain accurate financial records, improve transaction accuracy, and streamline backend financial processes.

My core expertise includes bank reconciliation, accounts payable and receivable management, transaction recording, loan processing support, and financial documentation. I have worked in both branch banking and corporate financial environments, which gives me a strong understanding of end-to-end financial workflows—from daily transactions to compliance and reporting.

I am proficient in QuickBooks Online, Xero, Microsoft Excel, Google Sheets, Finacle Core Banking System, and Silverlake banking systems. This allows me to adapt quickly to different accounting platforms and support clients with organized, accurate, and efficient bookkeeping systems.

Throughout my career, I have handled high-volume financial transactions, ensured compliance with internal controls, supported loan processing operations, and maintained accurate financial reporting standards. I bring strong attention to detail, confidentiality, and process discipline to every task I handle.

If you are looking for a reliable finance professional who can support your business with accurate bookkeeping, clean records, and structured financial workflows, I would be glad to support your team. I am available for both long-term and project-based work.

Experience

  • Customer Engagement Officer

    Loan Experts Pte Ltd · 2024 — 2026
    Provided operational and administrative support for business activities and client coordination. Managed communication with clients and managers while ensuring high service standards. Assisted with documentation, follow-ups, and workflow coordination in loan processes. Maintained accuracy and confidentiality when handling sensitive customer information. Worked with internal teams to enhance operational efficiency.
  • Branch Operations Head

    Chinabanking Corporation · 2022 — 2022
    Delivered backend financial and administrative support for loan processing workflows, ensuring accuracy and timely documentation Maintained structured financial records and transaction tracking systems to support client loan applications Coordinated with internal teams and clients to ensure smooth processing of financial requirements Ensured data accuracy, confidentiality, and compliance with financial service standards Supported end-to-end workflow coordination for loan documentation and financial review processes
  • Branch Operation Officer

    United Coconut Planters Bank · 2019 — 2022
    Supervised daily banking operations including accounting, loan processing, and financial reporting functions Ensured accuracy of financial transactions and compliance with internal control and banking regulations Managed operational workflows across accounting, loans, clearing, and branch administration Supported budgeting, manpower planning, and operational reporting for branch performance monitoring Strengthened process efficiency and accuracy across backend financial operations
  • Sales Associate

    United Coconut Planters Bank · 2010 — 2019
    Managed financial operations including transaction processing, reconciliation, and accounting support Processed loan applications (home, auto, personal) with complete financial documentation and compliance checks Maintained accurate financial records aligned with banking standards and audit requirements Supported operational improvements to enhance efficiency in financial workflows Coordinated reporting and client service support for branch financial operations
  • Bank Teller

    United Coconut Planters Bank · 2009 — 2010
    Processed daily financial transactions including deposits, withdrawals, and payments with high accuracy Maintained balanced cash handling and ensured proper transaction recording and documentation Supported account servicing and customer financial requests with compliance to banking procedures Assisted in basic reconciliation and operational documentation of banking activities Delivered consistent customer service while maintaining financial accuracy and control standards
  • Accounting Officer

    Henan United Foreign Trade Development Company · 2008 — 2008
    Recorded income and expenses and maintained organized accounting documentation systems Supported accounts payable and receivable processing, payroll assistance, and reconciliation tasks Prepared financial reports and ensured accuracy of accounting records and vouchers Managed invoices, remittances, and supporting financial documents for reporting purposes Assisted in daily accounting operations and financial data management
  • Management Trainee – Customer Service Associate

    Royal Sporting House Singapore Pte. Ltd. · 2006 — 2006
    Assisted in customer transactions and retail operations with accuracy and efficiency Maintained inventory and stock documentation to support operational tracking Provided customer service support in a fast-paced retail environment Managed transaction records and assisted in daily sales reporting activities Supported store operations and administrative tasks as needed

Skills & Expertise

Education

  • Bachelor in Science Major in Accountancy
    Columban College · 2001 — 2007