Accounting and Admin Virtual Assistant
Davao del Norte
Hey there! I’m Switzel, and I’m an experienced Virtual Assistant with over five years of experience supporting U.S.-based businesses. My background is mainly in accounting and administrative support. I have hands-on experience with QuickBooks, invoicing, bank and credit card reconciliations, sales and order reports, data entry, and other day-to-day business operations. Over the years, I’ve learned that being a great Virtual Assistant is not just about completing tasks. It’s about being reliable, paying attention to details, communicating well, and taking ownership of your work. I’m comfortable working independently, learning new systems, and adapting to different processes and responsibilities. I’m now looking for a long-term opportunity where I can contribute my experience, continue to grow, and become someone my client can truly rely on. If you think I’d be a great fit for your team, I’d love to connect with you. Thank you!
US-Based Accounting Firm, part_time
Jan 2023 to Aug 2023
‣ Managed bookkeeping and transaction recording for multiple client accounts using various accounting software platforms. ‣ Coded and categorized financial transactions while maintaining accurate and organized accounting records. ‣ Reconciled bank accounts, credit card accounts, and general ledger balances, investigating and correcting discrepancies. ‣ Assisted with the preparation of financial statements and management reports for clients and external accountants. Maintained financial documentation in accordance with established accounting procedures and Generally Accepted Accounting Principles (GAAP). ‣ Collaborated remotely with clients and accounting professionals to ensure accurate and timely financial information.
US-Based Promotional Products Company, full_time
Aug 2021 to Present
‣ Perform monthly bank and credit card reconciliations, maintaining accurate account balances and supporting timely financial reporting. ‣ Process, review, code, and categorize approximately 500–1,000 financial transactions per month across appropriate expense and income accounts. ‣ Manage accounts receivable and collections, contributing to a 70–85% reduction in AR aging through consistent account monitoring and timely client follow-ups. Perform monthly loan account reconciliations, investigate discrepancies, and maintain accurate supporting financial records. ‣ Reconcile Shopify and CommonSku sales data and monitor inventory-related reports to support accurate reporting and cash flow visibility. ‣ Prepare and file state sales tax returns for Alabama, South Carolina, and Georgia, supporting timely remittance and regulatory compliance. ‣ Manage 1099 preparation and filing, including proper vendor classification and year-end reporting. ‣ Maintain organized accounting records and supporting documentation for financial transactions and reconciliations. ‣ Coordinate with external auditors and provide required accounting records and supporting documentation during audit procedures. ‣ Identify and resolve reconciliation discrepancies to maintain the accuracy and integrity of financial records.
Sutherland Global Services, full_time
Sep 2019 to Dec 2019
‣ Managed customer billing inquiries, payment processing, payment arrangements, and billing discrepancy resolution. ‣ Delivered customer support through effective communication, account investigation, and problem resolution. ‣ Supported sales through appropriate product and service upselling and cross-selling.