Detail-oriented Bookkeeping Trainee with hands-on training in Xero accounting software through Sync2VA Bookkeeping Training. Experienced in data management, documentation, account tracking, CRM maintenance, and administrative support gained from healthcare, sales, and virtual assistant roles.
Skilled in invoice processing, bill management, bank reconciliation, accounts receivable, accounts payable, contact management, financial record organization, and accurate data entry. Known for strong analytical skills, attention to detail, confidentiality, and ability to manage multiple tasks efficiently.
Seeking a Bookkeeper position where I can apply my Xero bookkeeping training and administrative experience to support accurate financial operations and business growth.
Nassau Street Capital Markets LLC (Freelance, US) | (October 2025 – Present)
Inbox Manager
-Managed high-volume executive and company inboxes, prioritizing, categorizing, and routing emails to appropriate stakeholders.
-Maintained accurate CRM records and updated client, investor, and prospect information to support business development activities.
-Coordinated follow-ups, scheduled meetings, and tracked communications to ensure timely responses and task completion.
-Organized digital correspondence and documentation while maintaining confidentiality and ensuring data accuracy.
HB Virtual Staff | (October 2024 – September 2025)
Lead Generation Specialist
-Managed CRM records and maintained accurate prospect databases.
-Conducted high-volume outbound communication and status tracking.
-Performed detailed data entry, documentation, and reporting tasks.
RNT Enterprises, Inc. | (October 2022 – September 2024)
Area Manager
-Managed territory sales operations and implemented strategies to drive business growth and achieve sales targets.
-Built and maintained strong client relationships, contributing to customer retention and account development.
-Analyzed market trends and sales data to identify opportunities and improve territory performance.
Healthcare & Pharmaceutical Sales Professional
E'Chi'mes Pharmaceutical Inc., AstraZeneca Pharmaceuticals Philippines, Inc., and
Nestlé Philippines, Inc. (Field sales, PH) | (May 2024 – April 2022)
-Managed healthcare and business accounts across assigned territories while maintaining accurate customer records and activity reports.
-Monitored sales performance, tracked account data, and prepared regular reports to support business decisions and territory planning.
-Coordinated with healthcare professionals, customers, and stakeholders to strengthen relationships and ensure service excellence.
-Maintained detailed documentation, organized records, and ensured timely follow-up of account activities.
-Consistently achieved performance targets through effective account management, strategic planning, and data-driven decision making.
