Hi there. It's so nice to
meet you!
I’m Wendy—a Virtual Assistant and Bookkeeper who
keeps finances organized and brands looking sharp.
About Me
I’m a graduate of Bachelor of Science in Accountancy who loves
bringing clarity and structure to both numbers and creative
projects. From balancing books and preparing reports to helping
brands grow through social media, influencer outreach, and
content review, I’ve built a career on accuracy, organization, and
results. More than anything, I’m excited to partner with
businesses that want reliable support—so they can focus on what
they do best while trusting that the details are taken care of.
Ready for organized books and a polished brand?
Work with me!
Education & Certification
Bachelor of Science in Accountancy
Batch 2018 Graduate
Xero Advisor Certified
QuickBooks Certified ProAdvisor
Work Experience
Brand Marketing Strategist |
Virtual Assistant
Helped brands grow through social media
optimization, influencer outreach, and
content review—delivering accurate, ontime results.
Search Query Evaluator
Deputy Controller
Assessed search queries to improve search
engine performance while adapting to
complex, evolving guidelines.
Handled financial reporting,
reconciliations, budgeting, and credit
application processing, ensuring accuracy
and compliance.
DEDICATED DIGITAL MARKETING
PARTNERS
CHIEF (formerly Advente Digital)
www.chiefgrows.com
Brand Marketing Strategist | Virtual Assistant
(2021–Present)
Managed diverse marketing and administrative tasks assigned, including:
Supporting brand development and optimizing social media.
Conducting influencer research and outreach.
Proofreading designers’ work to ensure text on visual assets aligns with intended copy.
Handling other client-focused projects as needed.
Ensured all work was accurate, aligned with client goals, and professionally presented.
Coordinated client projects efficiently, maintaining high-quality work and consistently submitting all deliverables on time.
DIGITAL AI & DATA SOLUTIONS
PARTNERS
TELUS
www.telusdigital.com
Search Query Evaluator
-)
Evaluated and categorized search queries to optimize search engine performance.
Applied complex, multi-layered guidelines to assess the relevance, quality, and intent behind diverse user queries.
Adapted efficiently to evolving project guidelines, demonstrating flexibility and a strong commitment to continuous learning in a fast-paced
environment.
ONE OF THE THRIFT BANKS IN THE
PHILIPPINES
Producers Savings Bank Corporation
www.producersbank.com.ph
Deputy Controller
-)
Prepared weekly and monthly accomplishment reports, supporting management in monitoring performance and key updates.
Prepared and reconciled monthly Accounts Payable and Accounts Receivable schedules, ensuring all transactions were accurately recorded,
discrepancies were resolved, and any errors or suspicious activity were promptly identified.
Reviewed and prepared the monthly Loan Ageing Report, accurately identifying past-due accounts to support management decisions.
Conducted and prepared monthly supplies inventory report, tracking stock levels, identifying discrepancies, and recommending adjustments as
needed.
Performed daily liquidity reporting and bank reconciliations, ensuring accurate cash flow and account balances.
Processed and evaluated credit applications for approved loans in the Finacle, preparing necessary adjusting entries to maintain accurate
financial records.
Conducted daily transaction call-backs, verifying that all entries were accurate, resolving discrepancies, and promptly identifying any errors or
unusual activity.
Assisted the Branch Head in preparing the annual budget and strategic financial plan, contributing detailed analysis and recommendations.
VIRTUAL ASSISTANT | BOOKKEEPING | DIGITAL MARKETING &
SOCIAL MEDIA SUPPORT
Skills &
Proficiencies
MARKETING & CREATIVE
Social Media Management & Optimization
Influencer Research & Outreach
Brand Development Support
Visual Content Review & Proofreading
FINANCIAL & ADMINISTRATIVE
QuickBooks Certified ProAdvisor
Xero Advisor Certified
Financial Reporting
Bank & Account Reconciliation
Data Entry & Accuracy
CORE STRENGTHS
Detail-oriented & highly organized
Strong problem-solving & critical thinking
Adaptable and quick to learn new tools
Excellent written & verbal communication
My Go-To Tools
ACCOUNTING & FINANCE
VIRTUAL ASSISTANCE & PRODUCTIVITY
DESIGN, SOCIAL MEDIA & OTHERS
QuickBooks Online
Google Workspace
Canva
Xero
Trello
Meta Business Suite
Finacle
Ring Central
Ahrefs
Microsoft Excel / Google Sheets
Lark
AI Tools (Like ChatGPT and Gemini)