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Wahii
Executive Assistant / Virtual Assistant
Contacto
Competencias
Expertise in managing CRM systems like ContractorPlus and maintaining accurate client and project data
Proficient in processing invoices, reconciling accounts, and maintaining financial records accurately
Skilled in managing schedules, communications, and project coordination across diverse teams
Experienced in high-volume data entry, verification, and generating management reports
Proficient in Microsoft Excel, Google Sheets, QuickBooks, Oracle NetSuite, and Zoho
Educación
Idiomas
Resumen
Dedicated professional with over 6 years of experience supporting operations, managing financial records, and streamlining processes across multiple industries. Adept at leveraging technology to enhance efficiency and accuracy.
Logros Clave
- Successfully managed CRM and project records, ensuring accurate and up-to-date client and project information
- Streamlined billing, invoicing, and order tracking processes, improving efficiency in sales support roles
- Processed and reconciled accounts payable with high accuracy, reducing discrepancies and errors
- Coordinated multi-stakeholder communication, supporting seamless project operations and executive management
- Handled high-volume data entry and financial records with precision, ensuring compliance and data integrity
Experiencia
Executive Assistant / Virtual Assistant
Managed and maintained ContractorPlus CRM with accurate client and project records.. Coordinated project updates between contractors, clients, and internal team members.. Organized estimates, proposals, invoices, and project documentation.. Scheduled meetings and maintained calendars for ongoing construction projects.. Assisted with QuickBooks invoicing and administrative finance tasks.. Prepared reports using Google Sheets and Microsoft Excel.. Organized digital files for efficient document retrieval.
Inside Sales / Administrative Support
Coordinated quotations, invoices, billing, and customer documentation.. Managed order tracking, delivery schedules, and payment follow-ups.. Generated monthly management reports and sales summaries.. Maintained accurate CRM and spreadsheet records.. Supported communication between clients, suppliers, and internal teams.
Payable Analyst
Processed and reconciled accounts payable records and supplier transactions.. Reviewed invoices, purchase orders, and supporting documents for data accuracy.. Updated supplier journals and maintained organized financial records.. Performed payment reconciliations and resolved data discrepancies.. Prepared payment vouchers and maintained audit-ready documentation.
Executive Assistant
Coordinated communication between the CEO, clients, suppliers, and internal teams to support project operations.. Managed the CEO's calendar, meetings, and administrative priorities.. Prepared and organized construction contracts, financial documents, quotations, and project records.. Coordinated client transactions, project documentation, and follow-ups to ensure timely completion.. Assisted with budgeting, costing summaries, and expense tracking using Microsoft Excel and Google Sheets.. Maintained organized records of dealership transactions, supplier documents, and confidential business files.
Finance Staff
Processed inventory, receiving, and transaction records using Oracle NetSuite, Zoho, and QuickBooks.. Entered and verified warehouse and finance data across multiple systems.. Monitored inventory movements and maintained accurate transaction records.. Prepared operational reports and supported data tracking activities.. Ensured compliance with company documentation and reporting procedures.
Accounting Staff
Processed and summarized hotel payments for inbound travel bookings.. Managed financial records and booking documentation for both internal and external hotel reservations.. Prepared payment requests, secured required approvals, and processed bank transactions.. Verified invoices, payment records, and supporting documents to ensure accuracy.. Maintained organized accounting records and assisted with reconciliations and financial reporting.
Data Entry Staff
Managed high-volume shipment data with strong accuracy.. Verified logistics documentation before submission.. Maintained compliance with SOPs and quality standards.. Supported operations through timely record processing.