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• Jel has a Bachelor's Degree in Business Administration, majoring in Financial Managerial Accounting. She has been working for 7 years within financial, rental, and software development companies where she held roles such as Bookkeeper, Billing Specialist, Executive Assistant, HR Administrator, Revenue Specialist, Internal Auditor, and Finance Officer.
• She adeptly performed the following financial activities:
  • Weekly and semi-monthly payroll
  • Accounts Payable/Accounts Receivable Management
  • Bank reconciliation
  • Revenue reporting
  • Invoicing
  • Collections
  • Bills, Payments, Managing past due accounts
• In 2020, she shifted to remote work and provided her services to Australian and US-based clients.
• She is proficient with a variety of tools like QuickBooks, Xero, NetSuite, Sage, Salesforce, Zoho, MYOB, Microsoft Office Apps (Outlook, Teams, Excel), and Google Workspace.
• She can start anytime.
• She prefers working the day shift and is open to any part-time or full-time positions.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

Jelly Marie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Jelly Marie, who takes responsibilities very seriously.

• Ruel is Certified Public Accountant with 33 years of experience in Financial/Accounting/Credit and Collection in an ERP Environment.
• Has a solid background in accounting, costing and budgeting rendered in a multi-national and manufacturing companies.
• Had extensive knowledge in SAP and JD Edwards ERP Financial modules.
• Been the champion of CO Module of SAP (HANA version) from the most recent job.
• He was able to support multinational companies over the years which include companies for the following:
  • manufacturing and shipping industries
  • music industry
  • auditing (ERP solution)
  • IT consultancy firm
• He is ready to start immediately.

• Technical Expertise: Proficient in accounting software (QuickBooks, Salesforce, SAP), financial statement preparation, and multi-state sales tax compliance.
• Process Optimization: Adept at documenting and streamlining workflows, contributing to knowledge sharing and operational consistency.
• Team Leadership: Strong mentoring skills, effectively training new employees on systems and best practices.
• Client Management: Exceptional at onboarding, maintaining communication, and addressing client concerns, ensuring satisfaction and compliance.
• Attention to Detail: Demonstrates accuracy in managing high-volume transactions, reconciliations, and regulatory reporting.
• She is able to start immediately.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-dened team for which they produce high-quality output and decisions.
• Unhurried and deliberate, stable and will do things using the established process; nds it dicult to change these systems.
• Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

Katrina is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Katrina Marie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Katrina Marie is unselsh, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously. Does things the established or conventional way, and will make changes only when convinced, with hard evidence, that the new way will be better. In rolling out new changes, Katrina Marie will be very tactical, thinking through exactly how it should be done, creating a complete plan, and having solutions to possible pitfalls. Decisions will be equally well thought-out.

• Jona is a Certified Public Accountant with 10 years of relevant experience. She was employed within the BPO, accounting firm, and real estate industries in progressive roles. She showcased her expertise in different accounting functions to clients based in Australia and Singapore. In addition, she also provided consulting services to local clients for 2 years where she got exposed to royalty reporting for a real estate client.
• She is proficient in supporting, but not limited to, the following:
  • General Accounting
  • Reporting Analysis
  • Budgeting
  • Taxation
  • Bookkeeping
  • Accounting Reconciliation
• She used numerous applications and software such as JDE, Xero, IFCA Property Plus, QuickBooks Desktop, SAP, MS Excel, MYOB, Sleek ERP, Dext/Receipt System, HubDoc, Zendesk, Front, Slack, and MS 365.
• She is a certified Xero Advisor.
• She can start immediately, prefers the day shift, and is open to either a part-time or full-time position.

• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

• Jen has been working since 2012 and has handled roles such as Customer service Representative, Accounts payable helpdesk, Senior Loan processor, and Document Registration/ Credit Officer within BPO, Insurance, Loan, and Mortgage industries.
• She honed her skills in Customer Service, Admin support, She honed her skills, in the end, to end loan processing from lodgment through to settlement, Credit assessor, Loan approval, Bank statement Analysis,  creating new customer records, Document preparation, Ensuring of Pre Settlement Documents, Disbursement of pricing matrix.
• She worked with US and Australian clients and brokers.
• Well versed with the following software tools:
  • Mercury- 4 years
  • Apply Online
  • Encompass
  • MS Excel
  • CRM
• She can start Immediately.

• Danny, a Certified Public Accountant, has been working for 25 years, specializing in finance and accounting. He worked overseas and decided to stay in the country to spend time with his family. Some of the industries he was employed in were healthcare, BPO, repair and maintenance services, and marine. 
• He was a Remote Contractor for a year to an Au-based sports company where he got exposed to GST, BAS, and the preparation of requested documents/data for ITR.
• He is offering bookkeeping and accounting consultancy to local small and medium business owners.
• With 25+ years of experience, he became proficient in performing the following:
  • Financial Reporting
  • Financial Analysis 
  • Accounting
  • Bookkeeping
  • Accounts Receivables
  • Accounts Payables
  • Inventory Management
  • Fixed Asset Management
  • General Ledger
  • Account Reconciliation
  • Bank Reconciliation 
• He is also an adept user of QuickBooks, Xero, SAP. JD Edwards, Oracle, Excel, Hyperion, MS Apps (Excel, Word, Sway), and Stripe.
• He is a Certified Real Estate Salesperson.
• He holds a degree in Accounting.
• He is amenable to start immediately to any full-time, day shift role.

• Angelisa has been doing accounting work for over nine years. Some of her responsibilities include:
  • Processing and monitoring of Account Payables and Receivables
  • Bank Reconciliations
  • Preparation of IAS, BAS, and GST
  • Assisted in the annual forecast and budget model creation
  • Prepared monthly and annual accrual report
  • Prepared journal entries for allocation and recovery of Utilities consumption
  • Cash flow forecast and management
  • Payroll set-up, processing and reconciliation
  • Preparing monthly end reports for cash flow and profit and loss
• She has worked with a real estate company where she is mainly responsible for processing monthly rentals and utilities as well as managing petty cash 
• Proficient in Xero, SAP, Oracle, Myob, Quickbooks, Odor
• Has worked with clients in Australia and New Zealand
• Open for both part-time and full-time positions.
• She can start after November 17 

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

• Angelisa is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Angelisa has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

• Cost accounting
• Pricing and costing modeling
• Balance sheet review
• Preparation of financial statement, annual budget
• Bookkeeping
• Tax exposure review
• Cash forecasting
• Variance analyses

• SAP
• Oracle
• Quickbooks
• Netsuite
• QBO

• Jen has been working for almost 3 years now. At present, she is providing virtual assistance to a US real estate client.
• She is proficient in supporting the following:
  • Financial Reporting
  • General Accounting
  • Bank Reconciliation
  • Data migration to Quickbooks Online
  • Data entry
  • Lead Generation
  • Email Handling
  • Social Media Management
• She is exposed to the following tools/applications/softwares:
  • Quickbooks Online
  • MS Excel
  • Google Workspace
  • Xero
  • MLS
  • Ring Central
• She holds a degree in Accountancy.
• She has the following certifications:
  • Certified Bookkeeper
  • Certified Quickbooks Proadvisor
  • Certified Xero Advisor
  • Xero Payroll Certified
  • Civil Service Professional
• She can start in a week notice.
• She is open for a part-time job between 8PM-12AM and 4AM-8AM Manila time.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome.

Behavioral Summary

Jenilyn is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. Jenilyn will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

• Samuel is a graduate of Business Administration and had majored in Technology Accounting. He has more than 5 years of experience in the accounting field and has worked with both international and local clients.
• He has expertise in the following:

• Bookkeeping and accounting
• Bank reconciliation
• Australian Taxation and GST
• Preparing BAS
• Payroll and Auditing Financial Reports. 

• He is well verse in accounting software such as Xero, QuickBooks, Hubdoc, and Microsoft tools (Excel and Word).
• He is XERO Certified
• He is currently working part-time and is looking for a full-time position
• Available to start ASAP. 

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.

• Rennica is a Certified Public Accountant in the Philippines with 7 years of hands-on experience in financial administration. She is a freelance Accountant/Bookkeeper to a US-based client, allotting 4-5 hours per day in a flexible setup. 
• At present, she is a part-time Accountant for an automotive company in Australia through Remote Staff.
• She is proficient in performing the following:
  • Bookkeeping
  • Financial Analysis
  • Journal Entries
  • Reconciliation
  • Budgeting and Planning
  • Accounts Payable
  • Accounts Receivables
  • Fixed Asset Management
  • Payroll,
  • Financial Closing
  • Management reporting
  • Tax filing
• She is a user of Xero, QuickBooks Online, and MS 365 (Outlook, Excel, Word).
• She is knowledgeable in Australian GST.
• She can start immediately and is amenable to working any day-shift part-time position

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

• Anthony is a Certified Public Accountant with six years of relevant work experience. He has a short stint of working in a local Accounting firm.
• In his experience as a Freelance Accountant for 4 years, he has catered clients in the US and Australia in the field of retail, manufacturing, food and beverage.
• Overall, he is confident in supporting the following:
  • bookkeeping
  • taxation 
  • accounts payables
  • financial reporting
  • general ledger
• He is proficient with the following tools:
  • MS Excel
  • Xero
  • Quickbooks
  • Oracle
  • SAP
  • Freshbooks
  • MYOB
• He can start ASAP. Open for full-time and part-time position. 

Behavioral Summary
Anthony John is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people.

Predictive Index Behavioral Profile - Captain

Strongest Behaviors