Finance & Administrative Virtual Assistant |
Compliance & Operations Support
Finance Admin | Compliance | Data Management | CRM & Operations
📍 Misamis Oriental, Philippines
Supporting businesses through accurate recordkeeping, organized documentation, reporting, and administrative operations. With 7+ years of experience in compliance-driven environments and active remote engagements across Australian and US-based clients, I help teams maintain organized records, efficient workflows, and reliable operational support. Certified in QuickBooks Online, Xero, and Intuit Bookkeeping Professional.
Helping businesses maintain accurate records, organized financial data, and reliable reporting through bookkeeping support and spreadsheet management.
▪ Financial Records Organization
▪ Accounts Payable & Receivable Tracking
▪ Bank Reconciliation Support
▪ Monthly Financial & Administrative Reporting
▪ Expense Categorization & Data Cleanup
▪ Excel & Google Sheets Automation
▪ Invoice Preparation & Payment Monitoring Support
Helping businesses stay organized through efficient documentation, communication, and workflow support that keeps day-to-day operations running smoothly.
▪ Document Management & Records Organization
▪ Email & Inquiry Handling
▪ Process Documentation & SOP Creation
▪ Stakeholder Follow-Up & Communication
▪ Onboarding & Requirements Tracking
▪ Workflow & Administrative Support
▪ Compliance Register Monitoring & Document Tracking
▪ CRM Record Management & Lead Tracking
QUICKBOOKS ONLINE
Showcasing bookkeeping workflows including transaction review, expense categorization, invoice management, and financial record organization.
XERO
Showcasing bank reconciliation, transaction matching, credit notes, and cloud accounting workflows using Xero.
FULL ACCOUNTING CYCLE
Visual overview of the accounting cycle, illustrating the flow of financial transactions from recording and classification through reconciliation, reporting, and financial review.
ADVANCED EXCEL FORMULAS
Examples of spreadsheet techniques used for reporting, data validation, and financial analysis, including XLOOKUP, Pivot Tables, IF statements, and other productivity-enhancing functions.
ADMINISTRATIVE OPERATIONS
Sample weekly calendar designed to support meeting coordination, task prioritization, and time-block management across Philippine and Australian business hours.
Sample client folder structure designed to support efficient document organization, retrieval, and record management.
Demonstrates document monitoring, status tracking, and organized record management to improve visibility and follow-up processes.
BOOKKEEPING STANDARD OPERATING PROCEDURES (SOPs)
Sample process documentation outlining bookkeeping workflows, task procedures, and record management practices designed to promote consistency, accuracy, and operational efficiency.
01_SOP_Client_Onboarding.pdf02_SOP_Document_Chasing.pdf05_SOP_Bank_Reconciliation.pdf
Client Migration Tracker
Maintained a structured tracker to monitor migration progress, uploaded documents, validation status, and project exceptions during a large-scale client data migration project.
ADMINISTRATIVE & DATA MIGRATION SPECIALIST
US-Based Accounting Services Firm (Remote) | June 2026
Project Summary
Completed a remote data migration and document processing project supporting a US-based tax services firm.
Key Contributions
✔ 800+ client records migrated
✔ 700+ tax documents uploaded
✔ Data cleansing & duplicate validation
✔ Excel tracking & reporting
Tools Used
Tax Maverick | TaxDome | Excel | Google Sheet | LastPass | Zoom
DATA ENTRY & LEAD RECORD PROCESSING
US-Based Accounting Services Firm (Remote) | July 2026
Project Summary
Completed a remote data entry and data cleaning project for a US-based tax services firm.
Key Contributions
✔ 50 lead records encoded from handwritten PDF forms
✔ Duplicate removal and data deduplication
✔ Phone number and birthdate formatting standardization
✔ Unclear records flagged and extracted for client review
Tools Used
Excel | Google Sheet
SUBCONTRACTOR & CLIENT INVOICE TRACKER
Australian Electrical Contracting Business (Remote) | July 2026
Project Summary
Designed and built a Google Sheets tracker to support invoice monitoring and payment visibility for an ongoing remote engagement.
Key Contributions
✔ Linked subcontractor invoices to corresponding client invoices
✔ Monitored payment obligations, and client collections
✔ Supported weekly payment status reporting
Tools Used
Airtable | Gmail | Google Drive | MYOB | Tally Form
▪ Intuit Certified Bookkeeping Professional
▪ Certified QuickBooks Online ProAdvisor
▪ Certified Xero Advisor
▪ Civil Service Professional Eligibility (Level II)
▪ Certified Financial Market Professional
Need help with bookkeeping, administrative support, or business organization?
Let's connect and explore how I can support your operations.
EMAIL djamolata@gmail.com
WHATSAPP +63976-645-9916
