Jeffrey Santos

CAREER SUMMARY STAFF ACCOUNTANT | US CLIENT Sagan LLC - Car Parts International | November 2023 - April 2024 JEFFREY A. SANTOS VIRTUAL ASSISTANT/ACCOUNTANT CAREER HIGHLIGHTS/ACHIEVEMENTS Managed 50 projects successfully Handled 120 customers progressively Sustained leaders within the team and the management Contributed 100% to the business growth and continuity - Managed the financial transactions and reports of the ecommerce clients - Resolved the financial concerns of the clients and colleagues - Aided the company in collaborating with the admin to carry out the projects and tasks in accordance with the goals, vision, mission, and core values BOOKKEEPER | US CLIENT My Amazon Guy | April 2023 - September 2023 - Managed the financial transactions and reports of the ecommerce clients - Resolved the financial concerns of the clients and colleagues - Aided the company in collaborating with the admin to carry out the projects and tasks in accordance with the goals, vision, mission, and core values CUSTOMER SUCCESS MANAGER/ACCOUNTANT | UK CLIENT EXPERTISE & SKILLS Admin Support and Virtual Assistance Marketing and Sales Financial Management, Accounting and Auditing Human Resource Management Project and Tasks Management Leads Generation and Engagement Customer Service and Support Systems Process Documentation and Improvement Graphics Design and Video Captioning ACADEMIC HISTORY ATENEO DE DAVAO UNIVERSITY Bachelor of Science in Accountancy June 2009 - March 2013 Excelled in Management subjects and Basic Accounting CONTACT DETAILS Email:-Skype: jeffrey.santos1993 Address: Digos City, Philippines, 8002 CHARACTER REFERENCES Chianti Martin P. Yntig Executive Virtual Assistant, TaskBullet-Ruel D. Morales Marketing Manager, SM Shopping Center Management Corporation- White Label Crowdfunding (WLCF) | May 2020 - March 2023 - Set appointments and conducted demos and assistance to clients in the APAC, North and South America, Canada, UAE, and Europe - Managed the Hubspot, MS Outlook, Microsoft 365 and Xero account for the client - Aided the company in collaborating with the admin to carry out the projects and tasks in accordance with the goals, vision, mission, and core values ACCOUNTANT/ASSISTANT DEBT ADVOCATE | AUSTRALIAN CLIENT CreditReboot | April 2021 - March 2022 - Managed the Xero, Google Suite, Google Calendar, Google Sheets, Gmail, and Hubspot. Zoho CRM and phone software for the client - Analyzed, recorded, and reconciled the financial transactions - Generated and analyzed financial statements to provide insights for the client EXECUTIVE VIRTUAL ASSISTANT | AMERICAN, CANADIAN, EUROPEAN, APAC CLIENTS TaskBullet | March 2020 - March 2022 - Managed the Quickbooks account, Xero account and CRM account of the clients - Managed the engagement updates and reports of the clients - Managed the social media accounts, admin support and reports of the clients - Proficient in software apps, such as HubSpot, Google apps. Microsoft apps, Slack, Asana, Trello, Quickbooks, Xero, Claritysoft, Kajabi, social media accounts, etc. BRANCH MANAGER| LOCAL CLIENTS SM Bowling & Leisure Center | January 2018 - March 2020 - Managed the overall operations and administration, such as email and social media marketing, inbound and outbound sales, budgeting, financial management and reports, human resource management and systems documentation - Improved sales performance by hitting or exceeding 100% almost monthly - Aided company in overseeing the personnel to carry out the projects and tasks in accordance with the goals, vision, mission and core values SALES REPRESENTATIVE AND FINANCE ASSOCIATE | AMERICAN, CANADIAN, EUROPEAN AND APAC CLIENTS Callbox Sales and Marketing Solutions | May 2013 - Dec 2017 - Set appointments and handled IT, marketing and financial campaigns in the APAC, North America, Canada and Europe thru data analytics, leads generation and conversion and email marketing Managed the QuickBooks account, social media accounts, Google apps, Microsoft apps, Hubspot, Wordpress, phone softwares for the clients