Finance Associate|Operations|Executive Assistant|AI|Admin

Hey there!

YOU MAY NOT REALIZE IT NOW, BUT I’M THE ASSISTANCE YOU’VE BEEN LOOKING FOR!

I’m ----------- -----------, a dedicated and detail-oriented Finance Associate, Executive Assistant, and Operations Specialist with over 10 years of experience helping businesses stay organized, efficient, and financially sound.

I specialize in streamlining financial tasks, automating workflows, and managing administrative operations so you can focus on what truly matters — growing your business.


FINANCE AND ACCOUNTING SUPPORT SERVICES
• Invoice creation and billing
• Accounts receivable and payable
• Account reconciliation
• Financial reporting and analysis
• Bank and accounting software reconciliation
• Expense tracking and management
• Billing disputes and invoice follow-ups
• Audit preparation and assistance


EXECUTIVE ASSISTANCE AND GENERAL ADMIN SUPPORT

• Calendar and email management
• Appointment scheduling and travel coordination
• Data entry and database management
• Document preparation and file organization
• Meeting coordination, notes, and follow-ups
• CRM and project management (-----------, Zoho Invoice, KW Command)
• Research and data gathering
• Presentation creation and report formatting


AUTOMATION AND AI-DRIVEN EFFICIENCY

I build smarter workflows using -----------, Zapier, -----------, Slack, Lofty, Follow Up Boss, Vapi.ai, and ChatGPT.

I’ve developed Slackbot automations, trained AI agents, and built integrations between CRM, Gmail, and Slack to improve communication, automate repetitive tasks, and boost productivity.


CREATIVE, COMMUNICATION, AND SOCIAL TOOLS

• Metricool for content scheduling
• Canva for visuals and reports
• Zoom, RingCentral, WhatsApp, and DocuSign for communication and document management


INDUSTRIES SERVED

I’ve worked with American, Australian, and British clients across real estate, finance, human resources, insurance, and healthcare — delivering reliable, proactive, and high-quality support.


With my background in finance operations, executive assistance, and workflow automation, I help businesses save time, stay organized, and operate seamlessly.


Let’s make your life easier! Let’s team up to conquer that to-do list and make your goals happen.

INTRODUCTION VIDEO HERE: -----------