Jovelyn S.
Mid-Level Finance Virtual Assistant
Open to offersNew to PlatformPortfolios
About
Jovelyn S. M., an accomplished Finance Virtual Assistant and Accountant VA, brings over four years of expertise supporting real estate companies in the US. Jovelyn offers profound skills in QuickBooks Online, bank and credit card reconciliations, and the management of Accounts Payable/Receivable. Her proficiency extends to payroll support and financial reporting, underpinned by tools such as Microsoft Excel, Google Sheets, Salesforce, and Monday.com. Jovelyn has an MBA and a BSBA in Financial Management from the University of Caloocan City, further enhancing her adeptness in finance. She also excels as a part-time Business and Finance instructor, deeply engaging in curriculum development and student mentorship. Her commitment to accurate financial records and process optimization is evident in her roles at US-based companies like Story Homes, Inc. and Fair Trade Real Estate, Inc., where she has driven efficient financial operations. Based in the Philippines, Jovelyn is open to remote opportunities and global clientele.
Experience
Part-Time Teacher (Business & Finance)
Senior High School · 2024 — PresentInstructed students in business, finance, and accounting subjects while developing lesson plans and assessments that met curriculum standards. Provided mentorship to students on practical financial management and business concepts.Finance Virtual Assistant
Story Homes, Inc. · 2024 — PresentPerformed full-cycle bookkeeping, maintained financial records, and conducted bank and credit card reconciliations. Managed Accounts Payable/Receivable by processing invoices, tracking expenses, and ensuring budget compliance. Assisted with payroll preparation and commission structures, while generating financial reports and maintaining data accuracy using QuickBooks Online, Excel, Salesforce, and Monday.com.Finance Virtual Assistant
Fair Trade Real Estate, Inc. · 2022 — 2024Oversaw daily financial records, handled reconciliations, and managed bookkeeping duties. Conducted Accounts Payable/Receivable processing, tracked expenses, and monitored budgets for both accuracy and compliance. Aided in payroll preparation and commission calculations while generating detailed financial reports with QuickBooks Online, Excel, Salesforce, and Monday.com.Chat Support Specialist
Alorica Philippines · 2020 — 2022Provided live chat support for billing issues, inquiries, and account troubleshooting. Achieved recognition as the Top 1 Expert for exceeding performance metrics and received awards including Resolution Master, NPS Champion, and UP Score Excellence Award.Local Store Marketing / Service Crew
McDonald's Philippines · 2016 — 2020Assisted in planning and executing local store marketing campaigns and in-store promotions to enhance customer engagement and sales. Managed POS operations and ensured accurate processing of customer orders and payments while delivering excellent customer service in a fast-paced environment. Maintained food preparation standards adhering to safety and sanitation regulations while providing cross-functional support to meet customer demand.
Skills & Expertise
Education
- Master of Business Administration (MBA)University of Caloocan City · 2023 — 2026
- Bachelor of Science in Business Administration major in Financial Management (BSBA-FMGT)University of Caloocan City · 2016 — 2020