Your business deserves more than just bookkeeping, it deserves systems that scale.
* Financial Operations
* Business Reporting
* Process Optimization
I help businesses stay organized by managing finances, improving workflows, and providing the insights needed to make confident business decisions.
- Process vendor invoices, bill payments, and financial transactions using QuickBooks Online (QBO).
- Process payroll-related payments and offshore engineer invoices.
- Prepare and submit payment requests and deposit approvals.
- Reconcile collection sheets with received payments in QBO.
- Process employee reimbursements and travel expenses.
- Monitor receipts and supporting documentation.
- Perform bank, vendor, and payment reconciliations to ensure accurate financial records.
- Prepare Accounts Receivable (AR) statements, Statements of Account (SOA) to the customers
- Generate financial, profitability, KPI, and invoice forecasting reports.
- Maintain financial records, receipts, and supporting documentation for audits.
- Create SOPs and improve finance workflows using Excel and Google Sheets.
- Coordinate with accounting, payroll, and operations teams to resolve billing and payment issues.
- Prepare audit and compliance reports.
- Generate awarded project and RFP reports.
- Create PM load assessment reports.
- Update Jira tickets and monitor project tasks
- Build and maintain Google Sheets and Excel trackers.
Core Skills:
* Accounts Payable
* Bank Reconciliation
* QuickBooks Online (QBO)
* Accounts Receivable
*Financial Reporting
*Vendor Management
* Invoice Processing
* Payment Processing
* Microsoft Excel
* Google Sheets
* Process Improvement
* SOP Documentation
Tools:
Accounting: QuickBooks Online (QBO), ADP (Payroll), Homebase (Timesheet), XERO & XERO Projects
Productivity: Microsoft Excel, Google Sheets, Microsoft Office, Google Workspace, Jira, Slack, Zoom, Lastpass, Hubstaff
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Other Working Experience:
Social Media Manager
- Creative Social Media Manager and Content Creator with experience creating content for Instagram, TikTok, Facebook, and YouTube.
- Skilled in video editing, graphic design, motion graphics, and visual storytelling.
- Experienced in producing engaging reels, short-form videos, promotional content, and branded campaigns.
- Strong eye for design, content trends, and creating visually compelling content that captures audience attention.
- Detail-oriented, creative, and capable of managing multiple projects while maintaining quality and consistency.
Regards,
Alexis E.