Hi! I am Joanna Nicole Candelaria, Treasury Assistant with one year of experience in the real estate industry and six months in Tax and BIR compliance. I have a solid background in issuing invoices, posting payments, and monitoring clients’ outstanding balances to ensure timely collections. Proficient in Microsoft Excel, skilled in organizing data, generating reports, and performing accurate reconciliations. My expertise includes managing cash flow, maintaining precise financial records, and ensuring compliance with government regulations. I take pride in my attention to detail and efficiency, I am committed to supporting smooth financial operations and contributing to the organization’s overall success.

Finance, Budgeting & Operations Specialist | Executive Support | Virtual Assistant

I help business owners and executives gain control over their finances and operations through accurate reporting, budget monitoring, expense management, and administrative support.

With experience in accounting, financial reporting, project cost monitoring, executive assistance, and virtual operations, I provide reliable support that helps businesses stay organized, make informed decisions, and improve efficiency.

Whether it's preparing reports, tracking budgets, managing emails, coordinating projects, maintaining records, or supporting leadership teams, I take ownership of tasks and ensure they are completed accurately and on time.

I am highly organized, analytical, and committed to delivering quality work with minimal supervision.

I am a reliable and detail-oriented Virtual Assistant with a strong background in executive support, operations, HR, and accounting. I have experience working with U.S.-based companies where I handled a wide range of responsibilities, including calendar management, email coordination, CRM management, lead generation, bookkeeping support, and process documentation.

I specialize in creating organized systems that help businesses run smoothly. From maintaining clean and structured data to developing SOPs and workflows, I ensure that tasks are completed efficiently and accurately. I am highly comfortable using tools like GoHighLevel (GHL), Google Workspace, CRM platforms, and various communication tools.

I am proactive, resourceful, and able to work with minimal supervision. I take initiative in solving problems, following up on tasks, and making sure nothing falls through the cracks. I also have experience supporting teams, coordinating with different departments, and assisting executives in daily operations.

My goal is to help business owners save time, stay organized, and focus on growth while I handle the backend operations with precision and care.

Certified Public Accountant with over 10 years of experience in Financial Accounting, Controls and compliance, Project Management and Reporting. Handled various projects for process improvements across all finance department. Expertise includes creating dashboards via excel and PowerBI, KPI analysis, financial analysis, and report presentation.

Certified Public Accountant and Bookkeeper skilled in financial accounting, reconciliation,
and ----------- support, with expertise in QuickBooks and Excel, delivering accurate reporting,
compliance, and results-driven financial management.

Bookkeeping, Accounting, US Tax Preparation, Tax Advisory, Financial Statement Analysis, Lacerte, QuickBooks, SAP, CRM, MS software

## DO YOU NEED AN ASSISTANT THAT CAN HIT THE GROUND RUNNING? ##

• The Accounting Assistant you’ve been looking for.
• I know my way around Finance and Bookkeeping, so your numbers are always in good hands.
• I focus on mastering the tools I know best so you get reliable results every time.
• I keep operations organized and efficient, making sure nothing slips through the cracks.

Here’s how I will improve your business:

Administrative Support |Accounting Assistant|Bookkeeper

Operate as a core financial and administrative control function. My presence in your team serves as the critical data layer that ensures transaction accuracy, regulatory compliance, cash flow visibility, internal control effectiveness, and reliable financial reporting to support informed decision-making and sustainable business growth.

Here are the processes I can run for you:

Administrative and Office Support
- Document Management
- Document Editing and Scanning
- Document Conversion
- Forms Development
- Scheduling and Calendar Management
- Email Management

Finance and Bookkeeping
- Financial Analysis
- Financial reporting
- Accounts Receivable
- Accounts Payable
- Inventory management
- Billing/invoicing
- Bank reconciliation
- Payroll
- Data entry

Tech-savvy to the core — I handle these tools like second nature:
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Google Workspace
- Google Spreadsheet
- Google Drive
- Google Forms
- Canva
- Odoo
- QuickBooks Online
- Zero
- Slack
- Trello
- MS Teams
- Telegram
- Whatsapp
- ChatGPT
- Gemini Ai


I can also wear different hats and successfully taken another role such as:
-Data Annotation
-Lead Generations
-Graphic Design
-Video Editing


Seems like a good fit for your empire?

Drop a personalized message and let’s see in what capacity I could help :)

De La Salle University - Lipa
BS Accountancy graduate

Experience:
Tax Intern:
- Tax Compliance
-Audit and Assurance engagements

Accounting Officer:-----------
- Fixed Asset Management (Budgeting - Writeoff Assets)
- Managing company's Leases (Lessee)
- Depreciation Expense
- Capital expenditures (CAPEX)
- Provide internal and external data/reports related to above mentioned responsibility
- Also involved in AP accounting

Associate Accountant:
- Fund Administration (Private Equity Funds)
- Fund Admin Onboarding and Migration
- Onboarding and Migration of funds
- Process and Technology

System with experience:
1. SAP Hana
2. Paxus

!!! WILLING TO LEARN !!!

Versatile
and results-driven professional with extensive experience across legal
assistance, immigration services, customer support, and technical training.
Proven expertise in handling visa applications, legal documentation, and client
communication within fast-paced, compliance-driven environments. Adept at
delivering high-quality administrative support and managing end-to-end case
processing. Strong background in customer service and IT troubleshooting, with
a track record of enhancing user satisfaction and operational efficiency.
Experienced trainer and mentor with a talent for facilitating learning and team
development. Committed to providing reliable, solution-oriented service with
professionalism and empathy.

OBJECTIVE
Organize and creative thinker candidate with more than 9 years of solid experience working in a
multinational company seeking to make a significant contribution to the success of the organization.

Virtual Assistant

Graduate of BS Management Accounting
Skills Set:
Basic Quickbooks
Bookkeeping
Spreadsheets

no skill summary

Hi! I’m -----------, your reliable Virtual Assistant who can help with customer service, executive support, inbox and email management, data entry, and bookkeeping. I’m passionate about helping clients stay organized and stress-free by handling daily admin tasks with accuracy and professionalism. You can count on me for clear communication, reliability, and a positive attitude in every project I handle. Let’s connect and discuss how I can help your business grow!

Accounts Receivable
Accounts Payable
Journal Entry
Invoicing
Ledger Activities
Payroll
Taxes
Bank Reconciliation
Budget Management
Inventory Management