Financial Planner

As a Management Accountant, I specialize in accounting, bookkeeping, finance, managerial accounting, and taxation. I am also a Certified Internal Audit Specialist with valuable experience in the field…

I’m a dependable Bookkeeper/Accountant focused on helping small business owners keep their books organized, accurate, and up to date.I have a background in accounting and compliance, and I am trained…

Competitively Analytical Accountant with experience acrossfinancial reporting, financial analysis, forecasting and budgeting,skilled in enhancing financial accuracy and delivering data-driven insights…

A person you can rely on, responsible and dedicated with her job, also have experienced of almost 7 years and counting in Financial Planning and Analysis Department.

I’m an experienced Accountant/Bookkeeper with over 7 years of professional experience. I previously worked in the Philippines as a Finance Head, where I handled full-cycle accounting, financial report…

Detail-oriented Life & General Insurance Specialist with experience in life insurance advisory, general insurance servicing, compliance documentation, and corporate risk broking support. Skilled in po…

P R OFIL EResults-driven Finance Professional with 20+ years of experience in strategic financial management, reporting, and US GAAP compliance. Currently serving as a Remote Financial Controller for…

Communication skills - Fluent both in verbal and written communication Use of QuickBooks Technical Skills - sound knowledge of tools like MS Word and Excel and Google Suite  Critical thinking and p…

I’m a results-driven finance and operations professional with multi-industry experience supporting executives and advisers across NZ, AU, and the US. I manage end-to-end bookkeeping, reconciliations,…

I am a reliable and detail-oriented Virtual Assistant with experience in administrative support, customer service, data entry, appointment scheduling, and remote collaboration. I am proficient in Micr…

With over 25 years of accounting and financial management experience, I am a Certified Public Accountant (CPA) specializing in virtual bookkeeping and QuickBooks Online for U.S.-based clients. I have…

Growing businesses don’t just need accurate books—they need financial systems that build clarity, save time, and drive growth. I believe financial systems should be simple, reliable, and easy for busi…

Hi there! I am Melissa Lapidario, a dependable and results-oriented Virtual Assistant with over five years of experience working with American companies in sales, loan processing, administration, cust…

I am a versatile professional who blends strategic creativity with strong financial acumen, specializing in web design, graphic design, branding, and SEO alongside robust accounting and financial mana…

MBA graduate from the University of Saint La Salle with audit, accounting, and finance experience. Results-driven and ensures management objectives are met in achieving operational efficiency.

A Certified Public Accountant with over 10 years of solid experienced in Financial Accounting, Management Accounting, Financial Management, Financial Planning and Analysis. A Certified lean Expert

A motivated, reliable, and goal-oriented fresh graduate of Management Accounting, seeking an opportunity to begin my career. Eager to apply my knowledge, strong work ethic, adaptability, and commitmen…

Experienced professional in the finance and accounting industry, with a solid foundation in financial planning support and advisory documentation. Ready to return to and further develop expertise in a…

Finance ManagerReimage Philippines June 2023 – presentOverseeing Finance Team in Angeles Office, contributing to the organization's financial successwhile ensuring efficient operation. Responsibilitie…

Hi, I’m Jairell — your Virtual Assistant and Social Media Manager supporting daily business operations, administrative tasks, and client communication.I’ve worked in operations, customer support, and…

A financial planning professional combines technical expertise with strong decision-making and problem-solving skills to provide tailored financial solutions.

Seasoned Finance Professional | FP&A Leader | Product BuilderI help businesses turn financial data into clear strategies that drive growth. With over a decade of experience in financial planning, advi…

Financial Controller with experience in FP&A, fund allocation, and management accounting for eCommerce. Overseescash flow, treasury, and internal controls tied to ad spend, sales, and inventory. Build…

Results-driven Treasury Supervisor with 9+ years ofexperience in cash flow forecasting, liquidity management, accountspayable, and financial reporting. Skilled in SAP Business One, NAV, Xero,QuickBook…

With over 2 years of accounting and finance, I am eager to leverage my expertise in financial planning, forecasting, and data analysis. Proven ability to streamline processes using advanced Excel skil…

I’m Christine, an Operations & Communications Manager with a passion for clarity, structure, and meaningful collaboration. This portfolio showcases the work I’ve led across diverse teams and departmen…

Hello! I'm Lhyn, a Project Lead, System Development Manager, and Business Integrator EA, committed to supporting Christian Founders, CEOs, and Directors. I partner with visionary leaders across variou…

Hi there! I'm your dedicated Accountant with over a decade of experience across different industries. My focus is on improving financial processes, boosting profits, and making sure we follow all the…

As a Sales Operations Manager, I have a strong passion for driving results and achieving targets. I have over 5 years of experience in sales, with extensive knowledge and expertise in developing and e…

I am a highly organized and detail-oriented Project Management Office (PMO) professional with over 11 years of experience supporting global teams at Accenture. My expertise includes administrative sup…

A seasoned and results-driven Chief Financial Officer and Business Analyst with 12 years of corporate experience and exceptional business acumen. Renowned for delivering actionable insights, empowerin…

Your books should be the most boring part of your business: reconciled, accurate, and closed before you ask. That is the work I do best.I am an accountant by training, not a VA who picked up bookkeepi…

Accounting Architected end-to-end financial operations infrastructure managing full-cycle accounting from AP/AR through payroll processing, bank reconciliations, and regulatory compliance—maintaining…

** JUNIOR PARAPLANNER **- Develop comprehensive Statements of Advice (SoAs) and Records of Advice (RoAs), ensuring a high level of accuracy and compliance with regulatory requirements.- Use Xtools wit…

Detail-oriented and reliable Personal Assistant with experience in Managing administrative tasks, Scheduling appointments, and Organizing day-to-day operations. Skilled in handling confidential inform…

Results-driven accounting professional with over 10 years of experience specializing in accounts payable, accounts receivable, bookkeeping, and payroll management across diverse industries, including…

I experienced handling funds, liquidations and disbursements as well as email and chat support, event planning and hosting. Furthermore, included in this job is emailing and inviting speakers and spon…

Senior finance and accounting executive offering 15 years of expertise in establishing and leading all aspects of accounting and finance operations of multinationals. Serves as a solid foundation and…

Professional Summary Highly skilled Bookkeeper and Finance Specialist with expertise in accounting, bookkeeping, and CRM management. Experienced in preparing accurate financial statements, filing inco…

I'm a dedicated professional currently working toward my Juris Doctor (I am in my third year), and my greatest strength is research and analysis. I combine solid experience in legal writing and resear…

I am currently into financial analysis and controlling reporting basically into financial end to end reporting, includes financial analysis, controls review, opex/budget variance analysis, forecast an…

Results-driven Finance and Administrative Officer with extensive experience in financial management, administrative operations, and organizational support. Proven expertise in budgeting, financial rep…

A certified public accountant (CPA) with over five years of experience in financial analysis, auditing, and corporate finance. Proven ability to analyze financial statements, manage budgets, and lead…

AI-savvy accountant with hands-on experience in financial reporting, revenue management, and audit. I focus on accuracy, process improvement, and compliance, and I use data and technology to make acco…

Results-driven and highly organized professional with expertise in Bank Reconciliations, Bookkeeping and month-end Close. Skilled in investigating discrepancies, maintaining accurate GL records, andke…

Hi, I’m Tom.With 13+ years of experience in high-stakes financial environments—spanning private enterprise and government (Department of Finance)—I provide rigorous bookkeeping, tax compliance, and st…

I am a results-driven finance professional with over 2 decades of experience in AR Management/OTC Finance, FP&A, and Cost Accounting in both manufacturing and service (logistics) industries. I special…

Financial Analyst | Accountant | Bookkeeper | Virtual AssistantLooking for someone who is reliable, detail-oriented, and committed to delivering accurate results?I’m a Finance Analyst and Certified Ta…

Lean Six Sigma White Belt powered by AI holderKnowledgeable in Microsoft Office Applications.Knowledgeable in Google Applications.Knowledgeable in various accounting Application (Quickbooks and Wave).…

I am an experienced Paraplanner with a strong background in financial services, skilled in generating detailed Statements of Advice (SoAs) and creating financial projections using XPlan/ Lonsec softwa…

Analytical and results-driven professional with strong financial planning, data analysis, and business partnering skills. Highly organized, detail-oriented, and proactive, with a proven ability to sup…

1. Accounting Skills2. Financial Analysis, Budgeting, Forecasting, and Variance Analysis3. Strong Oral and Written Communication Skills4. Proficient in QuickBooks and SAP Business One5. Advanced Micro…

I'm Luis Baldivia, a Project Manager and Executive Virtual Assistant with over 8 years of experience supporting senior leaders and managing complex, multi-stakeholder projects.Prior to freelancing, I…

Senior Paraplanner working across the full spectrum of personal wealth management, and genuinely enjoying the detail most people scroll past. I support end-to-end advice delivery within a regulated fi…

My previous job as an Internal Auditor and currently a Paraplanner has honed my critical thinking skills, interpersonal skills, time management and being keen to details. I am always learning everyday…

i. Financial controller- Managed financial reporting, month-end close, budgeting and 3 way forecasting, account analysis, WIP accrual for Australia clients.- Managed month-end close and financial repo…

Highly accomplished Certified Management Accountant (CMA US) with an MBA Finance and Financial Modeling &Valuation Analyst (FMVA) certification, bringing a strategic mindset and over a decade of exper…

An enthusiastic and results driven Finance Professional with a Bachelor’s Degree in Business Administration major in Financial Management. I am an experienced Financial Planning Assistant with an expe…

Make smarter business decisions with clarity, not guesswork.Running a business shouldn’t feel like navigating in the dark. While many rely on instinct, sustainable growth comes from understanding your…

•Supported Senior Accountants in managing daily accounting operations including journal entries and bank reconciliation. • Assisted in the preparation of Financial Statements and reports for client m…

Motivated and detail-oriented finance graduate with a strong interest in financial planning, budgeting, and data analysis. Familiar with key concepts in financial modeling, forecasting, and performanc…

I am a detail-oriented team player with over 6 years experience with full charge bookkeeping using the Xero accounting software. I possess strong organizational skills and the ability to handle multi…

QuickBooks Bookkeeper | Accounts Payable & Receivable | Bank Reconciliation | Financial ReportingHi! I’m Ivan, a detail-oriented and reliable Bookkeeping and Treasury Professional with over 8 years of…

Accomplished Finance & Accounting and Operations Leader with over 15 years of experience in financial oversight, tax compliance, and strategic management. Expert in Philippine regulatory requirements,…

Resourceful, all rounder and results-driven professional with over five years of experience in executive assistance, project management, team leadership, cross-cultural diplomacy, research support, so…

I am a Project Finance Officer managing cash flows, preparing financial reports, and optimizing financial strategies to drive project success with 10 years of experience

I am a results-oriented and people-focused individual who thrives on connecting with clients, understanding their needs, and delivering solutions that drive satisfaction and promote client retention.…

I am a CPA by profession. I have a superb accounting and bookkeeping skills. I have an experienced in preparation of customers' invoices, processing of by  suppliers' payments, recording of financial…

In my years of working as an accountant. I have been in different Industries with the needs on having financial statements that will help the company to have a sound decision. My responsibility includ…

Financial analyst for stocks, investments, and internal strategy

Detail-oriented and client-focused Financial Planning Assistant / Paraplanner withadvanced expertise in SOA creation, cash flow modelling (Xtools+), and implementationof advice recommendations. Skille…

I'm a experience accounting professional  with several years of combine experience in field of accounting, auditing, finance and regulatory compliance across different industries and I am knowledgeabl…

Dedicated Virtual Assistant with experience in digital marketing, social media management, graphic design, and technical support. Reliable, adaptable, and committed to delivering high-quality results.

Chemical Engineer turned Financial Analyst — I bridge technical thinking with financial execution. I build and maintain dynamic financial models — DCF, Comps, Precedent Transactions, Three Statement,…

I have worked as a Finance and Administrative Assistant inProperty Management in the Philippines for the past seven years. I haveextensive experience in financial and administrative matters. I am prof…

About Me: Your Business Is Safe In My HandsI have spent the last 26 years mastering the language of numbers. I started with manual bookkeeping, which gave me a deep understanding of the accounting cyc…

Highly organized, results-driven, and adaptable Professional Virtual Assistant with extensive experience in Administrative Support, Digital Marketing, and Financial Operations. Adept at streamlining b…

I am a highly motivated and hardworking individual looking for a position in an organization that will allow me to fully utilize and expand my learnings, expertise, and abilities, while making a signi…

Currently enrolled in BSED-English, a second year student, is an innovative and critical thinker. A person who is willing to learn and accept feedback.

I am a Certified Public Accountant by profession with over 14+ years of professional working experience in a Big 4 audit firm servicing a wide range of clients from small privately-owned companies to…

Experienced educator with a multicultural background, skilled in financial planning, communication coaching, and research. Strong in building relationships with international colleagues and explaining…

Senior Audit Associate that thrives in a fast-paced and dynamic working environment. Focused on improving business compliance and processes through sufficient and appropriate audit procedures and able…

Accounts PayableAccounts ReceivableTreasuryFinancial Planning and AnalysisGeneral Ledger

Hi! I’m a customer support and administrative professional with experience in customer service, CRM management, operations support, release coordination, social media support, and client communication…

I help business owners focus on what they love by handling their administrative tasks efficiently and with dedication. With over 5 years of experience, I am highly organized, motivated, and detail-ori…

Hi! I'm Sheena, a detail-oriented Bookkeeping and Finance Professional with over 10 years of experience managing financial records, accounts payable, reconciliations, budgeting, and administrative sup…

Detail-oriented financial planning and client support professional with strong experience in paraplanning, reporting, and both written and verbal client communication, including direct client calls an…

I help overwhelmed business owners get a real view of where the business is at any given point in time. 9 years into being an remote accountant and my biggest realization is that most business owners…

A graduate of Business Administration in year 2019 and later engaged into Sales and Marketing as an In-House Sales Consultant. On the succeeding year, I became a part-time college instructor handling…

Hello there, I'm Shane Marie Lescano from the Philippines. I have 3+ years of experience working as a Bookkeeping Virtual Assistant and I help businesses and professionals stay on top of their finance…

Certifications          - Certified Management Accountant (CMA)              -  Accredited Financial Analyst (AFA)Professional Experience HighlightsWith over 16 years of expertise in finance and…

I'm a dedicated and detail-oriented Virtual Assistant with over 7 years of combined experience in customer service and administrative support. I have spent the last 2+ years working closely with Austr…

- I have a strong demonstrated knowledge of the Australian financial planning process and have been in the industry for more than 5 years.- I provide services in the areas of administration, paraplann…

An organized person,able to work multi tasking assignments,having experience in accounting field

Hi, I’m Marie, a small business owner seeking an opportunity to contribute my experience in managing daily business operations. I enjoy helping businesses stay organized and run efficiently by providi…

Finance graduate with hands-on experience in financial analysis, auditing, and organizational planning, backed by leadership roles and recognition for research excellence. Proven ability to handle hig…

Sales account manager with extensive experience in client relationship management and sales strategy, demonstrated through impactful roles at City Garden Suites. Proven ability to enhance guest experi…

Hi! I've been a customer service representative and a trainer for 1 year and 4 months, and I can help you in terms of your small business, as I have knowledge of Microsoft as well. I studied as we…

As a paraplanner, I support the financial advisers and wealth managers directly in serving existing and potential clients by performing the following tasks:1. Prepare advice documents such as Statemen…

5+ years experience in the AU Financial Planning Industry. Started as an Admin Assistant then progressesd to Client Services Officer then finally became a Paraplanner.

I am a Mechanical Engineer with a strong background in project management and administrative tasks. Bringing my expertise to the virtual world with years of experience in handling technical projects,…

I am a dedicated virtual assistant with experience in administrative support,data entry, online research, bookkeeping, basic graphic design, and basicvideo editing. I am skilled in organizing tasks, m…

I am Financial Planning Assistant with two years of experience in Customer Service. Fast learner, creative, and analytical. Team player with an eye for detail.

Detail-oriented Paraplanner supporting Australian Financial Advisors in preparing SOAs and ROAs, with a strong foundation as a Licensed Chemical Engineer. Analytical and process-driven, with expertise…

Looking for determined finance and admin assistant? I can assist small company owners with managing their financial records by providing precise and timely financial information, boosting earnings, an…

With 15 years of extensive experience in the field of accounting, I bring a wealth of knowledge and expertise to the table. My background encompasses a comprehensive range of accounting functions, inc…

Seasoned finance professional with over 25 years of progressive leadership experience across multinational corporations, shared services, and high-growth startups. Proven track record in financial man…

Hi, Carl here! A fantastic financial analyst who possessed deep interests in numbers and analysis. Just tell me everything about finance and my eyes will shine before the sunshine.A brief background o…

As a Certified Bookkeeper, Accounting Manager, and QuickBooks/Xero Pro Advisor, I help businesses transform their financial operations into clear, accurate, and growth-focused systems.For over a decad…

Detail-oriented and analytical professional with a solid background in accounting and finance. Experienced in managing financial records, preparing reports, handling accounts payable/receivable, and s…

Highly skilled in customer service with a proven ability to understand and address customer concerns effectively. Strong analytical skills in assessing situations and creating solutions that benefit b…

Certified Public Accountant with 5+ years of experience in accounting, finance operations, financial reporting, and audit. Experienced in managing AP/AR processes, month-end close, reconciliations, tr…

Is your bookkeeping taking more time than it should?I'm a budget-friendly Remote Bookkeeper, QuickBooks Online ProAdvisor Certified, and Xero Certified Advisor with experience supporting US-based busi…

I am a hardworking and dedicated accounting and bookkeeping professional with over 6 years of experience helping businesses maintain accurate financial records and streamline their accounting processe…

Communication skills - Fluent in both verbal and written communication. Technical skills - sound knowledge of tools like MS ExceL and Word or Google Docs and Spreadsheets. Critical thinking and pro…

Detail-oriented and motivated Management Accounting graduate with a strong academic track record, graduating Magna Cum Laude and passing the two-part U.S. CMA exam with a combined score of 420/500. I…

Certified Public Accountant (CPA) with over 18+ years of progressive accounting, finance, and leadership experience across multinational organizations, consulting, manufacturing, retail, and higher ed…

I'm a CPA with more than 7 years of experience in Financial Analysis, Planning, Budgeting and Forecasting. I also do bookkeeping on the side for more than 2 years now

As a licensed Psychometrician and Financial Advisor, I assist brands and creators attain wider media presence, higher sales performance, and operational efficiency through administrative support and f…

EDUCATIONAL PROFILE:1. Virgen Milagrosa University FoundationBachelor of Science Major in Accountancy | 2020-20212. Saint Louis University Bachelor of Science Major in Management Accounting | 2015-202…

CERTIFIED XERO ADVISOR| Motivated and detail-oriented aspiring Bookkeeper with a strong educational background in accounting principles and hands-on experience through academic projects and internship…

If accuracy, reliability, and attention to detail were a person, his name would be Joel Aguilar.  About me: • Accounting Experience & Expertise ( 10+ years in bookkeeping | Accounting Degree )  • Tech…

I help...- businesses run smoothly by managing inboxes, calendars, CRMs, and day-to-day administrative operations;- help teams stay organized through project planning, workflow SOPs, and cross-functio…

Computer Engineering graduate with 15 years of combined professional experience in government and legal administration. Served for 8 years with the Department of Trade and Industry (DTI), developing s…

I am a dedicated paraplanner with an Advanced Diploma in Paraplanning and extensive experience supporting financial advisers across various practices. My role has involved preparing high-quality State…

Roles I can perform:• Bookkeeping• Payroll Processor• Administrative Tasks• Tax Preparation• Financial reporting• Accounts Payable/Receivable Management • Bank Reconciliation • Cash Flow AnalysisSkill…

8+ years supporting executives and business owners remotely.Managed high-volume legal case workflows with accuracy.Coordinated attorney scheduling and client communications.Improved administrative pro…

Detail-oriented and efficient Data Entry Specialist with a strong ability to input, verify, and manage data with accuracy and speed. Proficient in handling large volumes of information while maintaini…

Detail-oriented and proactive Client Services Officer with experience supporting Australian financial advisers. Recognized for accuracy, efficiency, and strong collaboration with advisers and paraplan…

Certified Public Accountant with over a decade of professional experience specializing on Financial Planning & Analysis, Financial Modelling, Strategy Planning, Budgeting and Forecasting, Feasibility…

I am a Bachelor's Degree graduate, an economist, and a sales and marketing specialist. I have accomplished results-driven sales professional offering over five(5) years of progressive sales experience…

I am seeking a virtual assistant position where I can fully utilize my expertise in administration, executive support, e-commerce management, social media strategy, and bookkeeping. With a strong foun…

PROFESSIONAL SUMMARYSkilled and Accomplished Accounting Professional with 10 years of experience and a strong background in Financeand Accounting methodologies and practice. Demonstrated expertise in…

Young yet reliable (FP&A) Supervisor with a wide-range of exposure across different industries, including startups, small businesses, and large corporations both local and international having a stron…

I am a Financial Planning Assistant with nearly 6 years of experience supporting financial advisers in Australia. My background covers the full end-to-end process of financial planning, from complianc…

Enthusiastic and detail-oriented Paraplanner with over seven years of experience in the Australian financial services industry, specializing in risk and insurance advice. Skilled in preparing Statemen…

I’m Levi, a Data Analyst and FP&A Specialist based in the Philippines. I specialize in building the financial models, forecasts, and deep-dive analyses that drive business strategy. By combining my ba…

Performance-driven Accounting and Finance Professional with 15+ years of career track within the world's largest international organizations in Dubai, Asia and the Middle East. Has extensive experienc…

The most successful business owners know one thing: they don’t do everything themselves. They focus on growing their business while delegating the tasks that keep everything running behind the scenes.…

I am a Senior Paraplanner and Financial Services Professional with nearly 7 years of experience in financial documentation, compliance support, client coordination, and business operations.For more th…

I hold a bachelor’s degree in Accountancy and have been working for the past three and a half years as a Financial Planning Assistant for an Australian financial advisory firm. Before this, I spent th…

Results-driven operations and executive support professional with 11+ years of experience helping businesses stay organized and efficient. Skilled in operations management, payroll administration, exe…

As a Virtual Assistant with a background in teaching and a strong analytical focus offers a unique blend of pedagogical understanding and efficient task execution.I don't just complete tasks; I levera…

A graduate of Accounting Technology which has experience with Banking, Finance, Mortgage, Health and Logistics

Hi, I?m Jannine Tan, a Certified Public Accountant (CPA) with over 10 years of experience helping businesses stay profitable, organized, and stress-free when it comes to finances.I specialize in worki…

Detail-oriented Virtual Assistant with experience in email management, real estate mortgage processing, and real estate transaction support. Skilled in managing inboxes, organizing client communicatio…

Certified Public Accountant with 5 years of experience in PH and US tax, Consulting, Controllership and Financial Reporting and Preparation. Committed to maintaining transparency, accuracy and fiscal…

I am a Junior Bookkeeper with basic knowledge of bookkeeping principles, including recording financial transactions, organizing financial documents, and maintaining accurate records. I am detail- orie…

Program and Project Manager with 10 years of experience delivering complex initiatives across banking, fintech, healthcare, telecommunications, and marketing industries.Skilled in both Agile and Water…

Strategic and results-driven Finance Executive with over 20 years of progressive leadership experience across financial reporting, controllership, financial planning & analysis (FP&A), accounting oper…

Customer Support and Operations Specialist with over 1 year of BPO experience handling voice and non-voice accounts, and 9 months of experience in sales operations support. Skilled in customer communi…

I am an experienced Financial Planning Assistant with over 10 years in the Australian financial planning services industry, including 4 years as a Virtual Assistant specializing in superannuation, inv…

DYNAMIC and VERSATILE PROFESSIONALA dedicated and results-driven representative with diverse experience across customer engagement, sales, and account management. A Bachelor of Secondary Education gra…

I am a results-oriented, hardworking, organized, and competent professional with extensive knowledge and expertise in general accounting processes, GL account and bank reconciliations, financial repor…

Detail-Oriented Finance Professional | Experienced Bookkeeper | Expert in Accounting & Record-Keeping | QuickBooks Pro

I am a dedicated and results-driven professional with over 6 years of experience in the insurance, banking, customer service, and administrative support industries. Throughout my career, I have develo…

12 years as a Financial Advisor in Life insurance industry, sales person, good in rapport building, good in keeping professionalism, handling information with confidentiality work with integrity. Know…

Hi, Sheena here! A versatile professional with experience in finance administration, creative design, customer service, and general admin support. I enjoy blending organization with creativity, helpin…

Currently serving as a Finance Analyst at San Miguel Corporation - Food Group, supporting warehouse, port, and manufacturing operations through cost analysis, financial analysis and planning, budgetin…

Virtual Assistant Content creation using Canva Web development via wordpress Social media marketing Appointment Setting Lead Generation Financial Planning Closing sales and generating revenues

Licensed Insurance Agent with 4 years of proven experience in sales, client acquisition, and account management. Skilled in setting appointments, delivering persuasive presentations, and closing sales…

I have been a business development professional for 9 years and an online sports book professional for 3 years. I focus on financial modelling, financial planning, mergers and acquisitions, copywritin…

Results-driven and highly organized operations and business management professional with over 16 years of diverse experience spanning telecommunications, financial administration, and entrepreneurship…

Financial Planning AdministrationClient Relationship Management (CRM)Data Entry & Database ManagementDocument PreparationCompliance DocumentationCalendar & Email ManagementClient CommunicationAppointm…

Virtual Assistant | Email & Chat Support | Administrative SupportI help businesses stay organized and provide excellent customer support through reliable virtual assistance.Here's what I can help you…

Driven, People-oriented Finance Subject Matter Expert with 9 years of experience in Financial Analysis, Asset Control, Accounts Receivable Management, Internal Audit, and System Consultancy. Proven tr…

Detail-oriented actuarial professional with over 3 years of experience in pension accounting consolidations, data analysis, and financial reconciliations. Skilled in collaborating with cross-functiona…

I am a licensed Certified Public Accountant with multiple years of experience in both public and private practice. I also own and manage multiple businesses. My experience as a CPA and business owner…

Accounting & Bookkeeping Specialist | Financial Reporting | Cost Control | Accurate Books for Business GrowthI'm Arnel T. Yalung, an Accountant, Purchaser & Bookkeeping Specialist dedicated tohelping…

A dedicated and dependable professional with strong experience in both customer-facing and administrative roles. As a Sales Associate, I have developed excellent communication, customer service, and s…

Hi there! My name is Karr, and I am a meticulous bookkeeper, dedicated to organizing financial records with precision and accuracy. With a keen eye for detail, I strive to provide reliable and compreh…

Results-driven Partnerships and Business Development Manager with over 13 years of Sales, Key Account Management and Trade Marketing experience within global FMCG companies. Proven track record of exp…

Driven and adaptable, I bring strong leadership, teamwork, communication, and time-management skills, with a proven ability to excel in academics, sports, and collaborative activities. I am committed…

Updated Work Experience:Self-published Author: July 1, 2025Book: Till the Full Light of Day, Volume 1: Dusk>Email and SMS Marketing Copywriter For Profit Wave Media (July 15 to 26, 2024)- Create Email…

I am a marketing expert with banking experience, extremely hardworking, multitasking employee, team oriented with leadership skill.

Hi, I'm Lory — a meticulous Bookkeeper with nearly 20 years of hands on accounting experience. I handle full-cycle bookkeeping from transaction entry and reconciliations to financial reporting — with…

With over 7+ years of experience as a Virtual Executive | Admin | Finance Assistant. Aiming to use my acquired jack-of-all-trade skills to be able to help and guide clients to achieve long-term strate…

A dedicated and detail-oriented individual who is experienced in data management and client servicing. Demonstrates excellent analytical and communication skills, gained through diverse roles in marke…

Results-driven professional with experience in administrative support, customer service, communication, and digital tools. Skilled at managing tasks efficiently, adapting to new environments, and deli…

Bachelor of Science in Management Accounting degree holder with commendable and excellent performance in 2 years handling financials as staff accountant and past 6-month internship accounting and audi…

As an Industrial Engineer, I optimize systems and processes, improving efficiency and productivity. With expertise in manufacturing, supply chain management, and operations, I use data analysis and en…

I, myself, a content creator on social media platforms the reason why I'm able to know how social media works. I handle my video editing using Adobe Premiere Pro, creating thumbnails using Canva, and…

Strategic and results-driven Accountant with over 17 years of experience in managing full-cyclenaccounting, financial reporting, tax and regulatory compliance, financial planning and analysis, and aud…

I am a highly skilled and detail-oriented professional with over 17 years of experience in administrative support, client services, and marketing, including a successful career in the banking and real…

As a contractual General Accountant focused in A/R collections, I help companies maintain liquidity and a healthy cash flow through strategic email and call correspondence—turning outstanding balances…

-Computer literate (MS Word, Powerpoint, Excel)- Can communicate effectively in English and Filipino- Can work individually or with a team- Can manage time efficiently- Basic knowledge of Xero Account…

I am a seasoned professional with over a decade of experience in restaurant operations and management. My background has honed my expertise in financial management, staff supervision, marketing, and s…

I have a Bachelor's Degree in Business Management and have a vast experience working in the Australian Financial Planning Industry for 6 years as a Paraplanner, Key Account Manager, Associate Financia…

I have been with the BPO industry for over 3 years which includes over 2 years of being SME (Subject Matter Expert) with telco & pharmaceutical company. I've been handling emails, meetings with the cl…

Experienced Virtual Financial Planning Assistant with a strong reputation for trustworthiness and exceptional organizational skills. I view clients as partners on a shared journey to success, prioriti…

I am a Certified Public Accountant (C.P.A.) in the Philippines with a decade of meaningful experience in accounts payable and receivable management, general accounting, compliance & financial planning…

Customer Service Operations Director/BPO-Call Center Operations Manager (14 years in Customer service, 11 in leadership roles)

I am a graduate of Bachelor of Science in Business Administration Major in Financial Management at the University of Santo Tomas and currently working at Johnson & Johnson International (Singapore…

Hi there! Julius here, an experienced professional currently exploring part-time property/facility management opportunities. With an extensive work background in property management, facilities manage…

Hi, I’m Jackie, a detail-oriented and reliable professional who enjoys helping businesses stay organized, efficient, and well-presented.I have strong experience creating clean and engaging visual mate…

With more than 10 years experience in bookkeeping (involving AR and AP bookings, bank reconciliation and monthly closings); financial statement preparation; and statutory reporting (involving tax retu…

Video Editor specializing in YouTube content, social media videos, motion graphics, color grading, and audio editing. Experienced in creating engaging, high-quality content that helps brands and creat…

I am an Accounting grad with a profound experience in Financial Accounting, Management Accounting and Corporate Finance. With technical skills that can help business in their decision making such as M…

Motivated Financial Management graduate with experience in banking, client services, and financial planning support. Currently working as a Client Services Officer supporting Australian Financial Advi…

Bachelor of Science in Management Accounting, with industry-recognized certifications as a Financial Management Specialist, Human Resource Associate, Xero Pro Advisor, and QuickBooks Pro Advisor. Brin…

Highly qualified and detail-oriented Certified Public Accountant (CPA) and Certified Tax Technician (CTT) with 9+ years of expertise in full-cycle financial management, audit and tax compliance. Prove…

I am a CPA board passer in the Philippines. I have 12-year extensive work experience in the field of finance, from general accounting to financial budgeting and forecasting.

TREASURY MANAGERExperienced Treasury professional with 9+ years of progressive responsibility across cash management, liquidity planning, banking relations, FX transactions, and treasury operations. P…

About MeI am a versatile and result-driven professional with a unique blend of experience in Technical QA Bug Testing and B2B Outbound Sales. This dual skillset allows me to understand software produc…

Experienced Administrative Assistant with over 8 years in the Philippine insurance industry. Proven expert in managing insurance policies, processing documentation, and keeping accurate client records…

Finance and Operations Support Professional with experience in mortgage loan setup, treasury assistance, financial documentation, and system-based data processing. Certified Financial Management Speci…

I’m a Certified Public Accountant (CPA) with 20+ years of experience providing bookkeeping, accounting, and financial reporting services to U.S. tax firms and small-to-medium businesses across multipl…

CPA with over 20 years of progressive accounting and finance leadership supporting U.S.-based private companies across SaaS, technology, professional services, real estate, eCommerce, nonprofit, and m…

Certified Public Accountant with 30 years of local and international finance leadership experience across construction, government, and education sectors. Proven expertise in financial planning & anal…

Dedicated and detail-oriented Financial Planning Assistant with experience in the Australian financial service industry, providing administrative support across superannuation and insurance advice. Ex…

Highly motivated and meticulous professional Certified Public Accountant with years of experience providing high-level support to top management. Possessing strong analytical and planning skills, capa…

I am a Senior Administrative, Financial, and Recruitment Specialist with 15+ years of distinguished government service. Combining a C2 English Mastery and a 118 IQ, I provide high-level administrative…

Certified Bookkeeper with 10 years of experience in maintaining financial records, bank reconciliation, accounts payable, and accounts receivable. Skilled in Xero, financial reporting, data entry, and…

Hi I’m starting now my journey as a Virtual Assistant but I bring 7 years working in BPO. I worked in customer service, tech support, financial advising and in claims mostly for motor?vehicle incident…

My skills is computer literate like, ms word, PowerPoint, paint, excel, has the strong ability to learn and cooperative.

Looking for an experienced bookkeeper to elevate your business’s success? With five years of experience in full-cycle accounting and bookkeeping, and a Degree of  in Accountancy, I specialize in helpi…

CHAT SUPPORT ONLINE WEBSITE FOR 1 YEAR

_From mastering virtual collaboration platforms to navigating project management tools, I bring a tech-savvy mindset that ensures smooth operations in our digital workspace. Embracing new technologies…

Financial modeler and top-notch accountant. Prepares financial statements, and projections for start-up companies. Can be tapped during planning season to facilitate strategic plan, operational plan,…

A keen, versatile, dedicated and self-motivated accountant with more than 7 years of experience providing financial success to businesses. I have provided proven and satisfactory financial services as…

I possess exceptional communication skills, both verbal and written. I actively listen to customers' needs and concerns, ensuring they feel heard and understood. I am skilled in giving presentations,…

I am a good team player and has a high frustration tolerance. My strength is I am a quick learner and a self-motivated person Despite working in the government for more than four years, I still get in…

I bring over 7 years of professional experience in bookkeeping, specializing in QuickBooks Online and Xero. With a strong background in administrative support, I excel in accounting, reconciliation, a…

I am a Client Services Officer with paraplanning experience in the Australian financial planning industry.Proven ability to manage client administration, prepare and implement advice recommendations,…

I am currently working as a Virtual Assistant in a Cardiology Clinic. My main role is taking patients calls, Sent messages to Nurses (Triage/ Prescription Management). Also, I have an experience in Ad…

I effectively manage my time through careful planning and organization of work activitiesPossess an aptitude for identifying and resolving problems efficientlyExcellent communication skills result in…

Experienced Bookkeeper | Tax Compliance | QuickBooks, Xero& Excel Expert | Financial Analyst | AccountantA detail-oriented Accounting Professional with over 3 years of solid experience in bookkeeping,…

I have been part of the banking industry for 3 years, working as a Service Associate at Eastwest Banking Corporation. My role includes handling over-the-counter client and miscellaneous services trans…

Results-driven finance professional with progressive experience in financial planning and analysis, cost accounting, inventory management, general accounting, and project management.

I contribute to long-term team success by combining strong financial expertise with a collaborative, improvement-driven mindset. With over nine years of experience in FP&A and financial operations acr…

I’m a Certified Public Accountant with experience in financial management, FP&A, audit, and tax compliance across public accounting, BPO and real estate. I turn complex financial data into clear, acti…

Highly organized Executive Assistant with a can-do attitude, known for streamlining processes and optimizing efficiency. A proactive problem-solver who anticipates challenges and delivers effective so…

I am John Philip Macatangay, A student from Xavier University Ateneo De Cagayan, I have knowledge about finance and accounting. I have experience as executive assistant and customer service representa…

I, Odessa Aquino, is an individual whose life is a symphony of talent, dedication, and aspirations. With an unwavering commitment to values like integrity, accountability, diligence, perseverance, and…

Detail-oriented Fraud Analyst and Case Investigator with proven expertise in hybrid retail-financial accounts. Skilled in rapid case research, multitasking, and navigating complex software systems. Cu…

I am a Senior Financial Analyst with 5+ years of experience in financial planning & analysis (FP&A), budgeting, forecasting, financial reporting, variance analysis, billing operations, and audit suppo…

Accountant | Bookkeeper | Quickbooks Pro-Advisor |Xero Certified | I help E-commerce and Cleaning Business Owners establish accurate financial records & reports using Quickbooks Online or Xero

Highly motivated and results-driven professional with 8+ years of work experience and with expertise in financial reporting, general ledger accounting, and financial analysis. I managed a portfolio of…

I am a highly skilled Certified Public Accountant (CPA) with over six years of experience in various facets of accounting, including bookkeeping, financial planning, management accounting, and financi…

I help businesses stay organized and run smoothly through efficient administrative support and marketing assistance. From managing schedules and communications to creating content and supporting campa…

I have a strong 11 years of experience of handling financial US accounts specifically as a collections supervisor handling credit card and mortgage collections. I am highly involved in managing a team…

Experienced Accountant | Financial Analyst | Financial Planning & Analysis | Budget

Detail-oriented Finance graduate with a strong foundation in financial analysis, accounting, and data management. Experienced in handling financial data, preparing reports, and using tools such as Exc…

With 20 years of professional experience in an international company with a license to operate as a Remittance, Foreign Currency Exchange, Electronic Money Issuer (EMI), and Virtual Asset Service Prov…

Hi, I’m Zea, an accountant with experience supporting U.S.-based companies in day-to-day accounting operations. I assist with core accounting functions including bookkeeping, financial reporting, payr…

Been in the Sales/Tech Service for 22 years working for multi-national companies Dow Chemicals and Platform Specialty Products. More than a year as a Financial Advisor and a newbie Copywriter (just fi…

Dedicated and detail-oriented accountant with a proven track record of effectively managing financial data and ensuring accuracy in financial reporting. Strong analytical skills and a keen eye for ide…

• Certified Public Accountant | 18 years in Finance & Accounting | 5+ years in Managerial Role• Full-Cycle Accounting & Financial Reporting• Audited Financial Statements• FP&A, Budgeting & Variance An…

Graduated with a Bachelor of Science in Business Administration, major in Marketing Management. A licensed Financial Advisor with experience providing financial planning and insurance solutions, demon…

Hi, I'm an experienced Paraplanner and Financial Planning Administrator with almost 5 years of experience supporting Australian financial advisers.I have strong experience using XPLAN and AdviserLogic…

I am a QuickBooks Online ProAdvisor Certified Bookkeeper with over six years of bookkeeping and accounting experience helping businesses maintain accurate financial records and organized books.My expe…

As a dedicated Financial Planning Assistant, I provide vital support to financial advisors and planners, helping clients achieve their financial goals through organized, detailed, and client-focused s…

Notable contribution: o Conceptualize new gaming metrics further analyze the efficiency of each gaming area regardless of the game mix. o Contributed to 30%, 45%, and 87% increase in gross gaming re…

Certified Public Accountant (CPA) with a strong foundation in accounting principles, bookkeeping, financial reporting, bank reconciliations, accounts payable and receivable, forecasting and budgeting,…

Bachelor of Science in Accountancy graduate with practical internship experience in a public accounting firm. Equipped with a foundation in auditing, financial analysis, and general bookkeeping, combi…

I’m proficient with Canva, Video editing tools such as Capcut and even Adobe premiere. I have administrative skills as well with my background as an admin from my past job. I also have a background in…

I am currently showcasing my skills when it comes to basic designs in platforms like photoshop and especially Canva.I can also do basic video editing on platforms like Capcut and PowerDirector.I can a…

Detail-oriented Bookkeeper & Finance Assistant with 12 months of hands-on experience managing high-volume financial transactions, bank reconciliations, cash flow tracking, and regulatory compliance. P…

responsible for developing and managing digital marketing strategies and campaigns. Create and monitor email marketing campaigns to maximize client results. Monitor activity, answer questions, creat…

Certified QuickBooks ProAdvisorXero Advisor CertifiedHolder of International Accounting Certifications and attended professional trainings related to FP&A, Business Analytics, Internal Audit, and Proc…

Detail-oriented Virtual Assistant and Accounting student skilled in data entry, research, spreadsheet management, and administrative support. Reliable, organized, and committed to delivering high-qual…

Results-driven Finance Manager with 13+ years experience at Del Monte Philippines, Inc., a leading multi-national company in global pineapple exports. Skilled in financial reporting, budgeting, foreca…

A dedicated administrative and finance professional with 13 years of comprehensive experience supporting organizational efficiency and operational excellence. Result-driven, detail-oriented, efficient…

Cash and Budget ManagementFinancial AccountingEntrepreneurial FinanceFinancial Planning & AnalysisBusiness Performance ManagementQuickBooksXeroWaveAppsNetSuiteVisma Global & Business

Administrative TasksLoan/Title ProcessingFinancial Planning AssistantPerformance & Onboarding ProcessCalendar and Inbox ManagementTech-Savvy and Fast-Learner

Detail-oriented administrative professional with experience as a Project Development Officer II in the Department of Education and a background in bookkeeping. Skilled in administrative support, proje…

I am a detail-oriented bookkeeper with a background in banking and bookkeeping training. My experience as a bank teller strengthened my accuracy, organization, confidentiality, and ability to handle f…

Hi! I'm Chris, a licensed English teacher with a background in customer service, insurance, and sales. I've always enjoyed working with people, staying organized, and finding ways to make processes ru…

I'm a Registered Nurse with Occupational Health Nurse Specialist training, bringing a strong foundation in compliance, documentation, and workplace health coordination together with several years of e…

Hi there! I am KC Villarin, Your NEXT Virtual Assistant. I have been a Social Media Media Manager and a General Virtual Assistant for almost a year now. I helped my clients make engaging content for t…

Possessing four and a half years of experience working in diverse financial positions, I have gained meaningful insight into this field. My key competencies include but are not limited to, maintaining…

Working efficiently to be effective not only for my betterment but also for the betterment of the organzation where I am affiliated.

I am a creative writer known for writing poetries and articles. Have been working in Management Office as an Analyst particularly on Information or Project Management and Financial team.

Communication Skills Technical Skills - knowledge of tools like excel and spreadsheets Critical Thinking and Problem-Solving Skills Fast Learner and Willing to be trained

Finance professional with solid experience in financial planning, donor reporting, and grant management in both development and emergency response settings. Proven track record in budget consolidati…

Result-driven computer science graduate with experience in risk mitigation through life insurance planning for 3 years, with technical proficiency in database management using SQL. Leveraging attentio…

Certified Public Accountant with 10+ years of combined practice in audit, journal entry recording, financial statements preparation and review, corporate reporting, budgeting and forecasting, financia…

A strong foundation in the field of finance. I possess a proven track record in my work experience and seeking a position in related fields and experience. Dedicated to delivering quality service, han…

I am a Licensed Chemical Engineer working in a renewable energy power plant here in Negros Occidental. I am currently the Environmental Officer ensuring compliance of the company to environmental laws…

Motivated Business Administration undergraduate with a strong interest in developing practical skills in a professional environment. Known for being reliable, adaptable, and eager to learn. Able to wo…

Hi! I hope you're doing well! I'm currently looking for opportunities as a Virtual Assistant with a specialty in Amazon. I have hands-on experience with SellerAmp SAS, Keepa, and data entry related to…

As a skilled virtual assistant, I bring strong communication and organizational skills, ensuring that tasks are prioritized and completed efficiently. I'm proficient with tools like Microsoft Office,…

Customer service skills • Communication skills • Basic banking & financial knowledge • Administrative skills • Attention to detail • Handling documents and client requests

Customer Service Team Leader with 6+ years in BPO and 5 years as a virtual assistant, delivering top-notch support and building strong client relationships. Skilled in leading teams, boosting performa…

Detailed Oriented and highly organized Bookkeeper. -Managing Financial Records.                                                             -Reconciling Accounts.…

Finance & Accounting Professional | Financial Reporting | AP/AR/GL | Treasury & Cash Flow | Budgeting | Bookkeeping | QAD ERP System | QuickBooks & Xero | Compliance | Data Analysis | VA | Entrepreneu…

Can be described as self-motivated and has excellent interpersonal, communication and analytical skills. Able to work with minimal supervision and team player. A person, who is flexible and has the ca…

My name is Darryl. I have been a bookkeeper for almost eight years and have extensive knowledge of three different software QuickBooks, MYOB and Xero. I have handled US and Australian clients and can…

I am a dedicated and detail-oriented Virtual Assistant with over 8 years of experience providing administrative support, document processing, customer service, and translation services. I have extensi…

I'm a college freshman with a flair for financial management! From budgeting and tracking expenses to making smart investment decisions, I'm your go-to person for all things finance. So, whether you n…

I have strong numerical and analytical skills, and I really enjoy working with data to help solve problems and make better decisions. At the same time, I’m passionate about providing excellent custome…

*Creative Social Media Content/ Social Media Management*Knowledgeable in System Applications like Quickbooks, Microsoft Office and Google Docs*Certified Public Accountant in Philippines…

An accounting professional with more than 10 years of professional experience starting from working as a rank and file employee up until becoming part of a management executive committee or a C-Suite…

My name is Richelle Odvina, a graduate of Financial Management. I serve as a banker dedicated to providing reliable and efficient financial services to our clients. My role involves processing and mon…

Hi there! I’m Kareen, a versatile Virtual Expert from the Philippines. I have a solid background in Airline and Hotel reservations, Lead Generation, Email Management and Customer Service which I belie…

Dedicated and detail-oriented with strong personality, skills andexpertise. Eager to enhance and to mold my skills,competencies, and abilities. Motivated and detail-orientedhoping to gain additional e…

An analytical and detail-oriented professional with 6 years of audit and finance experience, specializing in financial data analysis, risk identification, and process improvement. Proven ability to un…