financial consultant, virtual assistant and accountantfinancial consultant, virtual assistant and accountant
spencer
ID Verified$800
per month
($5/hour)
Profile Description
Dedicated and detail-oriented Virtual Assistant with over 3 years of experience specializing in administrative support, customer service, and email management. I excel at organizing daily schedules, managing client communications, and keeping operations running smoothly. I am highly adaptable, comfortable working independently in remote settings, and committed to helping businesses scale efficiently.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Virtual Assistance & Admin
Work Experience
Accountant/ Financial admin specialist
Simplep[ay Capital Limited
Mar 2024 - Present
Key Achievements:
Manage daily financial operations and administrative workflows, ensuring 100% accuracy in data entry and record-keeping. Oversee payroll management, statutory filings, and detailed inbox/email correspondence with corporate clients and insurance firms. Utilize advanced Excel and QuickBooks to compile financial reporting, budget forecasts, and digital statements. Collaborate across remote/cross-functional teams to streamline workflows, identify cost savings, and resolve client account queries.
Accounts receivables and client relations specialist
Surecred Capital Limited
Nov 2022 - Feb 2023
Key Achievements:
Managed high-volume client communications, resolving payment issues using professional, empathetic, and persuasive negotiation. Maintained accurate, up-to-date customer files and database records to track outstanding balances. Collaborated closely with internal finance and customer success teams to refine credit control workflows and minimize overdue accounts.