JERRY
COSTIMIANO
Highly motivated and diligent virtual assistant with 5+ years working experience in
bookkeeping, accounting and finance sector. Comprehensive knowledge of
accounting principles, A/P, A/R, payroll, and bookkeeping procedures. Skilled in
accurately preparing weekly and monthly reports within tight deadlines.
EXPERIENCES
VBP Back Office Support Pty. Ltd.
October 2021 - February 2023
FINANCIAL PLANNING ASSISTANT
Works directly with Financial Advisers and
Paraplanners based in Australia and provide
them with high quality of work. Provides a quick
turnaround for completion of tasks and being
proactive and responsive to client requirements.
Prepare forms, reports, and necessary
documents throughout their advice with their
clients.
Do product research about insurances,
pensions, investments and superannuation.
Uses software like Salesforce, XPlan,
WorkSorted and etc.
SourceMee
Nov 2020 - Sept 2021
VA BOOKKEEPER / FINANCE ASSISTANT
Accurately record and review financial
transactions and reconcile bank accounts.
Manage bank feeds, handle accounts receivable
and accounts payable.
Process payments through online banking.
Maintains financial records and manage
accounting software like XERO QuickBooks
Online.
Crosschecking of financial transactions from
bank accounts / source documents with
payment gateways like PayPal.
AREAS OF EXPERTISE
Catch-up & Clean-up of accounts
Bookkeeping & Transaction archiving
Bank reconciliation & Run payroll
Accounts Payable & Accounts Receivable
management
Financial Reporting
Finance & Administrative support
Software: XERO, QuickBooks Online, Receipt bank &
Salesforce
ADDITIONAL
SKILLS
High attention to details
Good organizational & management skills
Excellent problem solver
Integrity & Transparency
Can work with less supervision
CERTIFICATIONS
XERO Certified
https://bit.ly/XERO_certificate
QBO ProAdvisor Certified
https://bit.ly/QBO_certificate
Bookkeeping Workshop Certificate
https://bit.ly/bookkeeping_workshop
CONTACTS--
ACADEMIC HISTORY
2011 - 2016
Saint Paul School Of Professional Studies
Degree holder in Accountancy
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