Bookkeeping, Data Entry and Financial Reporting Specialist

Maintained financial records, prepared reports, and reconciled accounts in banking and NGO settings.

Experienced in resolving client concerns and providing friendly, efficient support.

Experienced in handling financial transactions, preparing daily cash reports, and reconciling accounts within a banking environment. Maintained accurate records of deposits, withdrawals, and loan payments. Supported internal audits and ensured compliance with financial regulations. Skilled in using spreadsheets and accounting tools to track balances, generate reports, and assist in month-end closing procedures.

Proficient in Word, Excel, and PowerPoint for reports, data tracking, and presentations.

Scheduling meetings, reminders, and recurring tasks using Google Calendar and Outlook.

Fast and precise entry of financial and client data using spreadsheets and online systems.

Drafting, organizing, and responding to professional emails; maintaining inbox clarity.

5+ years handling client records, scheduling, and office tasks with accuracy and professionalism.

Created basic graphics for reports, social media, and presentations.

Skilled in Docs, Sheets, Calendar, and Gmail for remote collaboration and task management.

Prepared and reviewed reports for banking operations and accounting tasks.

Assisted new clients with account setup, document collection, and initial inquiries. Ensured a smooth onboarding experience by providing clear instructions, timely follow ups, and professional communication.

Basic familiarity with Yardi property management software, including tenant records, lease tracking, and financial data entry. Currently expanding knowledge to support real estate and leasing clients more effectively.

Experienced in handling multiple responsibilities across banking and admin roles. Skilled at prioritizing urgent tasks, meeting deadlines, and managing daily workflows to keep operations smooth and stress-free.