
Entry-level bookkeeper and virtual assistant with a Bachelor’s degree in Entrepreneurship (Magna Cum Laude) and hands-on experience in journal entries, financial statement preparation, and QuickBooks Online. Combines bookkeeping fundamentals with customer service and sales support experience from a banking environment, bringing accuracy, organization, and client-facing communication skills to remote accounting support roles.
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Maintain CRM database for sales and service requests, ensuring accurate and up-to-date client records
Support sales and service of bank products through direct customer engagement
Resolve customer complaints, maintaining service quality and client satisfaction
Assist customers with gathering and completing loan documentation requirements
Support loan document signing process, coordinating with clients to finalize paperwork
Assisted in journalizing and posting financial entries to support accurate bookkeeping records
Supported preparation of financial statements for management review
Assisted in tax preparation processes to ensure compliance
Helped identify and resolve deficiencies in financial statement accuracy
Managed inventory tracking of raw materials and finished products to support production planning
Led production of paper soap products from start to finish
Designed packaging templates to standardize product presentation
Calculated Cost of Goods Sold and prepared product sales forecasts to support financial planning