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Jareth “Jha” is a seasoned accounting and bookkeeping professional with 20 years of experience, including the last 5 years working with international clients as a freelancer. She has serviced businesses across Australia, the UK, the US, Canada, and New Zealand, spanning industries such as IT, real estate, e-commerce, hospitality, and payroll/accounting services. Jha is certified in Xero and QuickBooks, and is proficient with accounting platforms including NetSuite, MYOB, and SAP. She has solid experience with Dext for invoice capture and processing, particularly in Australian accounting contexts. Her expertise covers end-to-end accounting functions—accounts payable/receivable, payroll preparation, BAS and PAYG compliance, bank reconciliation, and financial reporting.

Work Experience

• End-to-End Accounting & Bookkeeping – Managed AP/AR, processed and reconciled accounts, prepared monthly financial reports including balance sheets, and handled bank reconciliation.
• Australian Accounting Expertise – Worked with Melbourne-based hospitality business handling AP, deposits, BAS lodging, PAYG, ATO compliance, and AP reconciliation.
• Payroll Processing – Experienced in preparing payroll for AU clients, coordinating payment execution with onshore counterparts.
• International Client Support – Provided accounting services to companies in multiple countries with varying compliance requirements.
• Software Proficiency – Certified Xero Advisor and QuickBooks ProAdvisor; skilled in Dext, NetSuite, MYOB, and SAP.
• Compliance & Reporting – Ensured adherence to local tax regulations, prepared accurate compliance reports, and supported management with timely financial data.

Predictive Index Behavioral Profile: Operator

 Strongest behavior:

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener whowon’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

 

Behavioral Summary: 

• Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Jareth has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well-thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.Will focus on the details of the work and will handle them with somewhat better than average accuracy. Inkwork involving repeated contact with people, Jareth will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Jareth is a seasoned accounting and bookkeeping professional with an impressive 20 years of experience across diverse international markets, including the United Kingdom, Australia, New Zealand, Canada, and the Philippines. Throughout her career, she has taken on a wide range of roles that have sharpened her ability to work within various financial systems, navigate complex reporting standards, and adapt to industry-specific accounting practices. Her academic foundation is equally strong—she holds a Bachelor of Science in Commerce, majoring in Financial Accounting, from Far Eastern University, where she graduated with honors (Cum Laude) and achieved a GPA of 1.50.

Professionally, Jareth is a certified Xero and QuickBooks Pro Advisor, and she possesses advanced expertise in leading ERP platforms such as SAP and Netsuite. These skills empower her to manage intricate accounting workflows and implement system integrations with confidence and efficiency. Her work history also reflects a strong track record of loyalty and advancement, most notably her 8-year tenure at Aprisa Business Process Solutions Inc., where she progressed into leadership roles, supervising accounting staff and overseeing core finance operations.

She is particularly well-versed in both Philippine and Australian accounting environments, with a deep understanding of local compliance protocols and statutory requirements. Jareth has hands-on experience with regulatory tasks such as the preparation and lodgment of Business Activity Statements (BAS), Goods and Services Tax (GST) reporting, and submissions to the Australian Taxation Office (ATO). This international compliance background makes her an ideal candidate for roles that demand both technical accounting expertise and cross-border regulatory knowledge.

 

1. Career Highlights / Relevant Projects

• Has 3 years of Australian bookkeeping experience, primarily in the hospitality and training sectors, handling end-to-end accounts payable, BAS/GST lodgment, and monthly financial reporting.
• Although no direct construction industry experience in AU was noted during freelancing, has prior exposure to construction-related bookkeeping from his work with a real estate firm (Ayala Land) locally, which involved familiarity with compliance processes.
• Played key roles in clean-up/reconciliation projects for multiple clients, including backlog resolution for prior-year audits — a highly valued experience for the prospective role.
• Was part of multiple international finance teams, including at Food and Desire (Australia) and Williams Stanley & Co (UK), showcasing adaptability and cross-border accounting competence.
• Experience working with an agency/BPO structure, indicating strong collaboration and communication with multiple stakeholders.

 

2. Skill Proficiency + Tech / Software Proficiency

• Strong technical grasp of accounting cycles including AP/AR, payroll preparation, bank reconciliation, P&L reporting, and fixed asset reconciliation. Demonstrated clear communication skills and a collaborative attitude, with the ability to work full-time, mid or day shift, and start immediately.

• Tech / Software Proficiency: Advanced in Microsoft Excel and Google Sheets — comfortable with formulas including VLOOKUP, HLOOKUP, PivotTables, and complex data modeling, as confirmed during the interview. Software proficiency includes: Accounting: Xero (4+ years), QuickBooks, SAP, Netsuite, MYOB, Cooking the Books. Payments/Banking Tools: Payway, Triple C, ACH. Productivity Tools: MS Excel, Google Workspace, Priava, Tripleseat

 

 She can start immediately.

Predictive Index Behavioral Profile: Operator

 
Strongest behavior:

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener whowon’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

 

Behavioral Summary: 

• Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Jareth has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well-thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.Will focus on the details of the work and will handle them with somewhat better than average accuracy. Inkwork involving repeated contact with people, Jareth will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Anamarie brings over five years of combined experience in accounting and bookkeeping, gained through both corporate and work-from-home setups. She has worked with clients based in Australia and the United States, managing tasks for a diverse range of industries including e-commerce, hospitality, real estate, food services, and financial advisory.

She has extensive experience performing core bookkeeping responsibilities such as:

• Bank and credit card reconciliation
• Data entry and categorizing transactions
• Accounts payable (AP) and accounts receivable (AR)
• Payroll processing support, including accurate timesheet and deduction tracking
• Preparation of financial reports including profit and loss statements

Technical Proficiency:

Anamarie is skilled in using a range of accounting software:

• QuickBooks Online – 2 years of experience; self-rated 7/10 in proficiency
• Xero
• Wave
• Zoho Books
• AppFolio (used for real estate clients)
• Microsoft Excel and Google Sheets – adept in formulas (e.g., VLOOKUP, HLOOKUP, SUMIF), creating graphs, and report formatting

She is also comfortable working with CRM tools and has experience generating and managing sales invoices through QuickBooks.

She is available to start immediately and is open to full-time and part-time arrangements.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.

• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.

Behavioral Summary:

Anamarie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Anamarie, who takes responsibilities very seriously.

With experience and/or training, Anamarie will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Anamarie is motivated by a real concern for getting work done on time and correctly.

 

 

Richelle is a highly experienced bookkeeper with six years of experience in finance, accounts receivable (AR), accounts payable (AP), and debt collection. She has worked in various industries including government, food & beverage, construction, and media production.

Work Experience:

📌 Freelance Bookkeeper (USA & Singapore, 2023 – Present)

• Manages bookkeeping, financial reporting, and reconciliations for a video production company (USA) and a music production company (Singapore).
• Handles both AP and AR processes, including invoicing and collections.
• Utilizes QuickBooks Online and Xero for financial management.

📌 Part-Time Bookkeeper (USA-Based Firm, 2022 – 2023)

• Processed AP & AR transactions, including billing, payment tracking, and sending reminders for overdue accounts.
• Conducted bank reconciliations and financial reporting.

📌 Bookkeeper – Government & Food & Beverage Industry (Philippines, 2019 – 2022)

• Managed financial records, payroll processing, and tax compliance.
• Implemented a structured follow-up system that successfully reduced outstanding debt.
• Maintained AP/AR, reconciled accounts, and prepared financial statements.

📌 Bookkeeper – Construction Industry (Philippines, 2017 – 2019)

• Handled daily financial operations, including invoicing, payments, and payroll processing.
• Tracked job costing and financial reporting for construction projects.

Key Skills & Expertise:

• Accounts Receivable & Debt Collection (Invoicing, Payment Tracking, Follow-Ups)
• Accounts Payable (Bill Processing, Supplier Reconciliation, Expense Tracking)
• Bookkeeping & Bank Reconciliation
• Payroll Processing & Financial Reporting
• Software & Tools: QuickBooks Online (Advanced), Xero (1+ Year Experience), Microsoft Excel

Performance & Achievements:

📌 Reduced outstanding debt for a previous employer by implementing a structured follow-up system.
📌 Successfully transitioned from government and corporate bookkeeping to international freelance bookkeeping.
📌 Experienced in handling financial operations for both local and international clients, including Australian businesses.

She can start ASAP and is amenable to part-time arrangement.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Behavioral Summary

Richelle is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Richelle, who takes responsibilities very seriously.

John Paul is a highly qualified accounting professional with dual bachelor's degrees in Accountancy and Management Accounting. He holds multiple certifications, including QuickBooks Online Pro Advisor, QuickBooks Online Advanced Certification, Xero Advisor Certification, and a national certificate in bookkeeping from TESDA. His educational background, combined with extensive hands-on experience in bookkeeping and financial management, makes him a strong candidate for this role.

• He has a solid accounting and bookkeeping background, having worked as both an in-house accounting officer and a virtual assistant specializing in bookkeeping for over two years.
• His experience includes managing accounts, processing invoices and expenses, reconciling accounts, and generating financial statements such as balance sheets, income statements, and cash flow reports.
• He is proficient in Xero and QuickBooks Online, handling day-to-day financial transactions, tax preparation assistance, and inventory management.
• Additionally, he has experience working with Australian clients, demonstrating familiarity with Australian accounting standards, including BAS and GST reporting.
• His current and previous roles have also involved reconciling bills against purchase orders and ensuring financial accuracy, which aligns well with the responsibilities of the role.
• He is using accounting software such as Xero and QuickBooks Online, as well as receipt management tools like Hubdoc.
• He has a structured workflow for processing transactions, ensuring accuracy by reconciling bank feeds with recorded transactions, preventing duplicates, and performing mid-month and end-of-month reconciliations.
• He is able to start immediately.

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

Behavioral Summary

John is unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, He is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. John Paul gets along easily with a wide variety of people.

• Over 8 years of extensive experience in accounting, bookkeeping, financial planning, and taxation, with a strong focus on Australian accounting practices.
• Worked with diverse portfolios, including real estate, manufacturing, SMEs, and unique industries such as synthetic grass manufacturing and funeral homes.
• She has proven ability in people management, having supervised teams ranging from 20 to 80 accountants, onboarding clients, and providing coaching..
• She also previously held leadership roles, including Team Lead, Tax Reviewer, and Manager, for prominent organizations like Accenture and Integrate Solutions.
• Her key skills include:
  • Accounting Systems & Software Proficiency:
    • SAP HANA, MRI Software (Real Estate), Xero, MYOB, HubDoc, and Microsoft Excel (Advanced reporting and basic macros).
  • Expertise in automation and cost-efficiency tools gained through transformational projects at Accenture.
  • Australian Taxation and Compliance:
    • Extensive experience in BAS (Business Activity Statement), IAS (Income Activity Statement), and FBT (Fringe Benefits Tax) preparation and submission for over 5 years.
    • Familiarity with Australian GST requirements and other tax regulations, along with trust accounting.
  • Bookkeeping and Financial Management:
    • Skilled in bank reconciliations, journal entries, general ledger review, and balance sheet reconciliations.
    • Proficient in working capital management, financial forecasting, and budget reporting to key business stakeholders.
  • Client Interaction and Stakeholder Management:
    • Direct collaboration with Australian clients to meet reporting needs and address business challenges.
    • Strong focus on building client relationships and providing tailored solutions for SMEs.
  • Team Leadership and Mentoring:
    • Effective leadership in recruiting, training, and managing teams while maintaining high levels of productivity.
    • Ability to act as a backup for technical roles, ensuring hands-on expertise and connection with the technical aspects of accounting.
• She transitioned to freelance financial consulting, supporting small businesses in tax preparation, financial reporting, and business development
• She's currently in Canada but is available to start immediately.

• Rhenneshy brings a strong background in accounting and taxation with extensive experience working in various industries, including private companies, retail, and global accounting firms.
• With over five years of professional experience, Rhen has developed expertise in Australian taxation, financial reporting, and auditing.
• Key Skills and Competencies:
• Taxation Expertise
• Proficient in preparing and lodging individual tax returns (ITRs) with end-to-end handling, including queries and lodgment using Xero Practice Manager (XPM).
• Experienced in trusts and company tax returns, BAS (Business Activity Statements), and IAS (Instalment Activity Statements).
• Knowledgeable in Division 7A and Fringe Benefits Tax (FBT), with familiarity in property investment tax and other Australian tax regulations.
• Adept at working with Self-Managed Superannuation Funds (SMSFs), using BGL 360 for processing and audits.

Accounting and Bookkeeping

Skilled in bank reconciliation, ensuring accuracy between bank records and financial statements.

Prepared financial reports, including taxable income summaries, financial statements, and other tax-related documentation.

Ensures accuracy and timeliness of accounting processes to meet client deadlines and reporting requirements.

Tools and Software Proficiency

Proficient in Xero and familiar with MYOB, QuickBooks, and BGL 360 for accounting and SMSF processing.

Strong working knowledge of Microsoft Excel for financial analysis and reporting.

Experienced in using ERO systems for tax lodgment.

Auditing and Compliance

Worked as an Internal Auditor for a retail company, performing merchandise audits, inventory checks, and compliance reviews.

Ensured compliance with government regulations and company policies by validating document accuracy before submission to government agencies (e.g., LTO in the Philippines).

Communication and Client Collaboration

Managed a portfolio of 240+ individual clients while working for an Australian accounting firm (TOA Global).

Proactively sought additional tasks and responsibilities from clients, showcasing a strong work ethic and commitment to delivering value.

Experienced in handling client queries, providing clear communication, and building strong professional relationships.

Completed a seven-week Australian accounting training program with TOA Global, passing weekly exams and gaining specialized knowledge in Australian accounting and taxation standards.

He is available to start immediately and is willing to start as part-time.

• Argel has 15 years of experience in Finance/ Admin in the Philippines and UAE.

• She is proficient in managing financial records, A/R, A/P, reconciliations, and financial reporting

• Familiar with QuickBooks, SAP HANA, Tally ERP, Microsoft tools, and Google tools

• She has Experience in corporate settings, handling A-Z accounting processes

• She directly presented financial reports to management in most recent role

• Assisted with inventory accounting, focus on general accounts

• Industries: government organization, general merchandise, real estate (Dubai)

• Created processes from scratch in previous roles

• Managed workload through prioritization and scheduling

• Comfortable working independently or as part of a team

• She can Start ASAP

 

Behavior Summary

Arjeluz is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

• A graduate of Bachelor of Science in Accountancy, with nearly 8 years of experience in accounting, including expertise in accounts reconciliation (GL/AR/AP), financial planning, intercompany transactions, and process automation.
• Holds advanced skills in financial tools and automation technologies.
• Led process improvement initiatives such as Value Stream Mapping (VSM), achieving 1500 hours of annual savings through process standardization and bottleneck elimination.
• Developed automation tools for invoice processing and reconciliation, significantly increasing efficiency and accuracy.
• Managed global AR/AP imbalances, resolving issues to prevent operational disruptions and period reopenings.
• Directed minor system enhancements and implemented financial software migration projects to improve operational performance.
• Advanced proficiency in SAP (S4 Hana, Fiori), KNIME, Blue Prism, and Microsoft Office Suite (Word, Excel, PowerPoint).
• Skilled in process automation, financial analysis, and reconciliation, as well as implementing innovative solutions to optimize accounting operations.
• Demonstrates strong leadership, project management, and problem-solving abilities, with a focus on continuous improvement and operational excellence.

Predictive Index Behavioral Profile - Operator

Strongest Behaviors

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

Behavioral Summary
Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. arce katherine has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.
 

• Arce has gained 11 years of professional accounting experience and has handled roles like accounts receivable officer, business analyst, and IT consultant.
• She is proficient in accounts payable, accounts receivable, month-end closing, general ledger, and financial reporting.
• Her expertise include Microsoft Excel (Advanced level) including Power Automate, VBA Macros, and Power Query.
• She has worked with multinational clients, including Australian, European, and U.S.-based organizations.
• She also gained experience as SAP FICO Consultant with a background as an end-user and system implementer.
• She is available to start ASAP and prefers part-time arrangement

Czarina is an experienced bookkeeping professional with over four years of experience supporting Australian clients across various industries, including real estate, sports management, and small-scale construction. She demonstrates strong technical proficiency in Xero, has a solid understanding of the Australian Taxation Office (ATO) regulations, and is confident in her ability to prepare and support BAS submissions under the cash basis accounting method.

Technical & Work Experience:

She has worked extensively with Australian SMEs, handling end-to-end bookkeeping processes such as:

• Bank and credit card reconciliations (daily and monthly)

• Accounts payable/receivable management

• Invoice processing and document matching via Hubdoc integration with Xero

• BAS preparation and adherence to GST regulations

• Report generation and month-end financial summaries

She also utilizes productivity tools such as Excel, OneNote, and digital calendars to manage multiple accounts concurrently, demonstrating strong organizational skills. She currently manages bookkeeping for a real estate development firm and has experience handling up to eight entities simultaneously.

Her familiarity with construction-related bookkeeping, including contract management and invoice tracking, aligns well with the needs of the client in the civil construction sector.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.
• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.
• Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.

Behavioral Summary

Czarina is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

Alino presents a solid background in accounting and bookkeeping, with over seven years of experience in the industry. His experience aligns well with the client's requirements, especially with handling multiple entities and diverse industries, which is essential for managing the family business’s complex bookkeeping needs.

Strengths:

1. Relevant Experience: Alino has substantial experience as a bookkeeper, accounting supervisor, and team lead, which has equipped him with comprehensive skills in accounting and bookkeeping. His current role managing a team and handling multiple client accounts demonstrates his capability to handle complex bookkeeping for diverse businesses.
2. Software Proficiency: He has worked with essential accounting software, specifically Xero, MYOB, and QuickBooks, covering all necessary tools for the client’s Australian business operations.
3. Exposure to Australian Accounting Standards: Alino has over a year of direct experience with Australian clients, which ensures familiarity with the country’s financial regulations and practices.
4. Educational Background: Currently finalizing his master’s thesis and involved in teaching accounting, Alino demonstrates an ongoing commitment to academic and professional development.
5. Remote Work Setup: He has a well-equipped home office, including backup equipment and internet, demonstrating his readiness for remote work.

Overall Impression: Alino is a qualified candidate for the bookkeeping role, especially given his extensive experience, exposure to Australian clients, and knowledge of the necessary accounting software. His experience across different sectors and direct handling of monthly and year-end financial tasks aligns with the job's responsibilities, making him a strong fit for the role.

Behavioral Assessment: 

Alino is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right.
The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

Alino is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.

• Fatima finished a bachelor's degree in management accounting and has eight years of experience in strategic planning, customer relationship management, and account reconciliation. 
• She started as an Accounts Payable Analyst and became an AP Helpdesk Analyst. Presently, she works as a Senior Accounts Payable Analyst handling 3 teams.
• She is an expert in invoice processing, financial data entry, and record-keeping. 
• She has been a Top Performer. She was involved in making process improvements and her achievements/ successful proposals include Automated QA Template, Automated DPC NA Netting, Automated DPC UK Netting, and Automated Productivity Tracker.
• She is proficient with SAP, Oracle ERP systems, ServiceNow ticketing, JDE, and MS Office.
• She is currently working full-time and can start with another engagement after 4 weeks notice.

Predictive Index Behavioral Profile - Artisan

Strongest Behaviors

• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.

Behavioral Summary
FATIMA is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within her area of expertise. Works at a steady, even pace, leveraging her background for the betterment of the team, company, or customer.

With experience and/or training, she will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Her work pace is steady and even-keeled, and she is motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; FATIMA plans ahead, double-checks, and follows up carefully on decisions and actions.

• Charlie has been working for 9 years in one company in Digital, Exporting, and Retail industry. He handled different positions such as Bookkeeper, Accounting Controller, VAT Claims Supervisor, and General Accountant. For 9 years, he was promoted multiple times. He has bachelor degree in Accounting Technology. Throughout his career, he have demonstrated proficiency in various accounting principles. HIs goal is to ensure precise financial data management, enabling businesses to make well informed decisions and achieve the financial objectives. He upskill and worked for 3 moths in AU company. He supported the following task:
  • Setting up Xero system of client
  • Bookkeeping
  • Monitored cashflows, fixed assets, and depreciation
  • Manage payroll
  • Superannuation
  • Prepared BAS, IAS, and income Tax
  • Liquidation
  • Invoices
  • Journal entries
• He is a Xero Advisor and Xero Payroll certified. 
• Charlie is available to start after 2-4 weeks and he is amenable to working the day shift for a full-time position.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome.

Behavioral Summary
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Charlie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

Charlie is unselfish, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously.

• Jen acquired a degree in Business Management, majoring in Management Accounting. She has been working for 5 years now. She joined companies in manpower, financial services, and accounting firms. Her 1-year service to retail and coaching business clients in Australia through an outsourcing company exposed her to its accounting and tax processes.
• Her collective experience in accounting and tax includes:
  • BAS and IAS preparation
  • Individual ITR preparation
  • Accounts receivable - preparing reports for collectibles
  • Tax Compliance
  • Local payroll
  • Accounts payable
  • Bank reconciliation
• She adeptly uses several tools and software like QuickBooks, Xero, MYOB, Microsoft Office Apps (Excel, Word, PowerPoint, Teams, Outlook), and Google Drive.
• She can start anytime.
• She is amenable to a day shift, part-time, or full-time position.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Jensen Ann will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Catherine has been working for 5 years in different companies in BPO and Auditing firms. She handled different positions such as Customer Service Representative, Senior Auditor, and General Virtual Bookkeeper. She graduated with Bachelor's Degree in Accountancy. She started her freelancing career in 2021 and worked with US clients. She supported the following task:
  • Bookkeeping
  • Bank reconciliation
  • Financial Statement
  • Data migration
  • Financial statements
  • Customer Service
• She is QuickBooks Online ProAdvisor and Xero Certified. 
• She trained 4 junior team members in the Auditing team. 
• She is proficient in accounting systems such as XERO, and QuickBooks.
• Catherine is available to start immediately and she is amenable to working the day shift for any part-time job.

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Behavioral Summary
Catherine Mae is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Catherine Mae, who takes responsibilities very seriously.

• Rea is an Accountancy graduate with 10+ years of relevant experience. She was employed in a healthcare facility as an Accounting Staff. After 8 years, she was absorbed by its parent company and was promoted to Accounting Supervisor until the Manager post. She handled different businesses under the company such as supermarkets, real estate, and hotels. She left in mid-2019 to pursue remote work.
• At present, she helps 2 local clients with their bookkeeping and social media management needs during weekends.
• As an accounting professional, she performs the following:
  • Local payroll
  • Accounts receivable (debt collection)
  • Accounts payable
  • End-to-end accounting
  • Tax compliance, preparation, and filing
  • Preparation of financial statements
  • Quarterly and monthly report preparation
  • Bank reconciliation
  • Book of accounts updating
• She is an expert user of Microsoft Office Apps (Excel, Word, PowerPoint, Teams) and Google Workspace (Mail, Drive, Spreadsheets, Documents, Form) while intermediate in QuickBooks, Xero, Asana, Trello, Notion, Canva, and Adobe Photoshop.
• She is certified in QuickBooks and Xero.
• She can start as soon as possible.
• She is amenable to a part-time or full-time role in any shift.

Predictive Index Behavioral Profile - Collaborator

Strongest Behaviors

• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
• Works steadily at an even pace; most productive with fewer interruptions.

Behavioral Summary

Fissan Rea is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

Unassuming, cooperative, agreeable, and particularly socially-focused; their understanding of others, and ability to get along well with them, are strong qualities. They are much less effective with complex work of a technical nature which requires exactness and accuracy with details. They can be very effective in situations that require frequent contact with others, communicating and collaborating, and understanding different viewpoints.

• Mayla has a degree in Nursing and a registered nurse . She describes herself as detail-oriented bookkeeper with expertise in data entry, bank categorization, and reconciliation. Adept at utilizing Xero and other accounting tools to maintain accurate financial records. I am seeking a challenging position to leverage my skills and contribute to the efficiency of financial operations.
• She was proficient in having these skills and tools:
  • Attention to Details
  • Organizational Skills
  • Adaptability
  • Positive Attitude
  • Confidentiality
  •  Trained in Xero and QuickBooks

 

• She has been an Accounting and Bookkeeper for 9 years. Responsible in:
  •  Data Entry and Recordkeeping: Inputting financial transactions from various sources into accounting software (e.g., Xero, QuickBooks). Maintaining organized and up-to-date records of income, expenses, and other financial activities.
  • Bank Reconciliation: Ensuring that bank statements align with the company's financial records. Identifying and resolving discrepancies to maintain accuracy.
  • Financial Reporting: Generating regular financial reports, such as income statements and balance sheets. Providing insights into the company's financial health and performance. 
  • Accounts Payable and Receivable: Managing invoices, bills, and payments to suppliers (accounts payable). Handling customer invoices, receipts, and collections (accounts receivable).
  • Financial Analysis: Analyzing financial data to identify trends, patterns, and areas for improvement. Providing insights to support informed decision.

 

• Mayla can start ASAP and open for full time and part time roles.

 
Predictive Index Behavioral Profile - Operator
 
Strongest Behaviors
Mayla will most strongly express the following behaviors:

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.

 
Behavioral Summary
Mayla is helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Mayla has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.
Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Mayla will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.
 

• Lorraine has a bachelor's degree in Accountancy and has worked for 9 years in different local companies in the BPO, hotel, and manufacturing industries. She handled positions such as Accountant, Junior Cost Accountant, Payroll Inventory Assistant, and Accounts Payable Assistant. In 2020, she shifted to remote work and was employed by US and Australia-based clients
• She was a remote contractor to an Au accounting firm for a 2-month project through Remote Staff as an Accounting Assistant. She also worked for other AU client for 2 months.
• She is competent in supporting the following tasks:
  • General Accounting
  • Bookkeeping
  • Audit of financial statements
  • Filing of GST and PST 
  • BAS preparation and lodgment
  • Invoicing
  • Billing
  • Accounts Payable and Accounts Receivable
  • Bank reconciliation
  • Payroll
  • Financial statements
  • Admin and Reports
• She is proficient in systems such as Xero, NetSuite (ERP), QuickBooks, Salesforce, and Microsoft tools.
• Lorraine is available to start immediately, and she is amenable to working the day shift for any part-time or full-time role.

Predictive Index Behavioral Profile - Altruist

Strongest Behaviors

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Behavioral Summary

A pleasant and extraverted person, Lorraine is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Lorraine gets along easily with a wide variety of people. Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Cielo has been working for 2 years in different companies in the Accounting Firms industries. She handled different position such as Accounting & Implementation Officer, Junior Accounting Associate, and AU Tax Accountant. She graduated Cum Laude with a Bachelor of Science in Accountancy in 2021. She started working with Australian clients in 2022 and managing more than 100 clients. She supported the following task:
  • General accounting 
  • Process Tax returns for individuals, partnership, sole trader, Trust & Company
  • Financial reporting 
  • Reconciliation
  • Preparation of BAS/AIS
  • Payroll management
  • Bookkeeping
• She is proficient in accounting systems such as XERO, QuickBooks, and Microsoft tools.
• Cielo is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Artisan

Strongest Behaviors

• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
• Methodical, steady, and even-paced; loses productivity when interrupted.

Behavioral Summary

CIELO MAE is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; CIELO MAE plans ahead, double checks, and follows up carefully on decisions and actions.

 

With almost 10 years of work experience as an Accountant, Auditor, and Financial Analyst within the Hotels and crypto trader industries. She holds a degree in BS Accountancy. She currently provides accounting services to different clients based in the US UK and UAE.
She supported the following tasks:

• Bookkeeping
• Accounts Receivable
• Accounts Payables
• Preparations of Journal entries
• Payroll management
• Bank Reconciliation
• Tax Support
• Financial Statements
• Assisting the General manager
• Admin task

She is adept at using different tools and applications like:

• Xero
• QuickBooks
• Peachtree
• Microsoft Dynamics
• SAP
• Workday
• Slack

She can start with one week's notice for any full-time or part-time position.


Predictive Index Behavioral Profile- Maverick

Strongest Behaviors

• Strongly venturesome in taking risks and focusing on the future; almost exclusively concerned with where they’re going rather than either how they’ll get there, or where they’ve been. Very adaptable; solves problems as they occur rather than through advance planning.
• Makes decisions and takes action, even when there’s an absence of proof confirming their decision. Comfortable operating outside of traditions, LENY pursues strongly innovative ideas, even in the face of failures or popular opposition.
• Remarkably independent. Resists authority and proven, “by the book” methods in favor of their own ideas.

Behavioral Summary

 

A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.

Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. This individual is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. They talk briskly, with assurance and conviction and are a stimulating influence on others, while being direct, determined and flexible.

 

• Jennie is an Accountancy graduate with 8 years of relevant experience. She started her career as an Accounting Assistant II in an automotive business where she stayed for more than 4 years. She then joined a manufacturing company where she spent the next 3 years as a General Junior Accountant. In September 2022, she shifted to remote work and landed a freelance Accountant job in an Australia-based accounting firm. She catered to 10+ clients engaging in the laundry and food industries for around 11 months.
• Throughout the years, she gets to perform the following:
  • Invoice and transaction monitoring
  • Accounts receivable management
  • Bank reconciliation
  • Bookkeeping
  • Payroll processing
  • Assisted in financial statement preparation
  • BAS and IAS preparation
  • PAYG and superannuation
  • GST preparation
• She is a certified Xero Advisor.
• Jennie is proficient with Xero, Xero Practice Manager, HubDoc, Oracle, Deputy, Dropbox, Microsoft Office Apps (Word, Excel, Outlook, Teams), and Google Suite (Drive, Sheets, Calendar), while a beginner with MYOB and SAP.
• She can start ASAP and is amenable to working the day shift in any part-time or full-time role.

Viva  is an accounting professional with over 14 years of combined corporate and freelance experience, including 5 years supporting international clients, primarily in the Australian accounting and taxation space. Her background includes end-to-end accounting services, intercompany reconciliation, payroll processing, internal audit, and tax compliance for both local and offshore entities. She holds a Xero Advisor Certification and has approximately 4 years of hands-on Xero experience, including migrating from Wave to Xero, setting up chart of accounts, and ATO lodgment.

Her experience spans various industries such as manufacturing, real estate and leasing, logistics, accounting and advisory services, and BPO firms, making her versatile and adaptable to different financial environments. She has worked with accounting firms and tax advisory firms in Australia, handling multiple client books, preparing Business Activity Statements (BAS), Income Activity Statements (IAS), Single Touch Payroll (STP), and income tax returns for individuals, companies, and trusts.

Work Experience Summary:

Australian Accounting & Tax Experience:

• End-to-end accounting and payroll processing using Xero
• Experienced in preparing and lodging BAS, IAS, STP, and ITRs
• Supported both internal company accounting and external client compliance
• Worked on AU accounts in the creative, advisory, and SaaS sectors
• Handled system migration and cleanup from Wave to Xero for Canadian expansion of an AU company
• Assisted in tax planning and provided insights for tax-saving strategies

Industry Exposure:

• Manufacturing, Real Estate, Brokerage/Transportation, Education, Professional Services, BPO
• Handled audit and compliance for multi-branch logistics and facility management

Tools & Software Proficiency:

• Xero (Certified Advisor; 4 years hands-on)
• QuickBooks Online
• DEXT, HubDoc, PayApps, and other Xero-integrated platforms
• Wave (for transition/migration to Xero)
• FAT accounting system (used in earlier local roles)

Technical Skills & Responsibilities:

• Bookkeeping & General Ledger Reconciliatio
• Tax Compliance & ATO Lodgment (BAS, IAS, ITR, STP)
• Payroll Setup and Processing (AU shift, timesheet verification, superannuation)
• Software Migration and Chart of Accounts Setup
• Invoice Processing via HubDoc, DEXT, PayApps
• Internal Audit and Financial Controls
• Financial Reporting for multi-entity and intercompany transactions

She can start immediately and is amenable to part-time arrangement.

Predictive Index Behavioral Profile - Scholar

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Behavioral Summary

Viva Mercedes is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.

Quiet and reserved in primarily social situations, this individual will express themself factually and specifically in talking about matters of which they have knowledge. With experience, will likely develop thorough, detailed knowledge and expertise in their particular field of training and experience.

• Viva is an Accountant with 14 years of experience. After acquiring a degree in Accountancy, she joined the workforce and was employed in a local paper manufacturing company as an Accounting Assistant. Some of the other companies she engaged with are retail, outsourcing, and accounting firms where she worked with numerous clients in the property management, logistics, advertising, and entertainment industries. She had the opportunity to work with US and Australia-based clients.
• At present, she helps a US-based client in their bookkeeping needs as a QuickBooks Reconciler. She works 10 hours per week on a flexible schedule.
• Viva, through the years, has gained expertise with:
  • Accounts payable management
  • Accounts receivable management
  • Billing
  • Financial statement preparation
  • Bookkeeping
  • Bank account reconciliation
  • Monthly and quarterly preparation and lodgment of BAS and IAS
  • GST preparation
  • Payroll
  • Superannuation
• She held progressive roles and as a supervisor, led 3 members under her supervision.
• She has proficiency in navigating and using XPM, ATO Portal, ASIC, QuickBooks Online and Desktop, Xero, Wave, Dext, Microsoft Office Apps (Excel, Outlook, Teams), Asana, Tasks in a Box, and Slack.
• She is a Certified Xero Advisor.
• She can start immediately.
• Viva prefers working the day shift to any part-time or full-time role.

Predictive Index Behavioral Profile - Scholar

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

• Precy is a Certified Public Accountant with 14 years of relevant experience. She is also a practicing lawyer for 5 years focusing on taxation, business, intellectual property, and labor laws. For more than a decade, she gets to explore a number of industries such as marketing, BPO, government, and accounting firms. In August 2020, she shifted to remote work and was a Virtual Accountant and Legal Assistant for 2+ years to a US-based real estate business and a Virtual Accountant to an Australian accounting and taxation consulting for 6 months.
• She is proficient in performing the following:
  • Legal research
  • Drafting of notices and contracts
  • AU Payroll
  • Local and US tax compliance
  • Bookkeeping
  • Invoice audit
  • Accounts payable management
  • Account reconciliation
• She is knowledgeable about BAS and GST.
• Some of her employment milestones were:
  • Filed small claims cases for a US real estate client
  • Assisted the legal counsel in California and helped the firm apply for a renter's subsidy
  • Spearheaded the migration from personalized accounting software to QuickBooks
• She managed up to 10 members as a Finance Manager.
• She is well-versed with MYOB Advance, Xero, QuickBooks, MS Dynamics, SAP, JDE, Entrata, Microsoft Office Apps (Word, Excel, PowerPoint, Teams, Outlook), and Google Workspace.
• She can start ASAP.
• She is amenable to working the day shift in any part-time or full-time role.

Cheryll work history includes roles such as Operations Manager and Administration Manager/Bookkeeper, where she processed invoices, reconciled transactions, and supported month-end reporting in collaboration with external accountants. Additionally, she has effectively maintained internal systems, led process improvements, and created SOPs and templates to enhance efficiency.

She is highly organized and communicative, with experience handling over 150 clients and 160 staff, showcasing excellent multitasking and interpersonal skills. She is adept with a wide range of tools including Xero, Google Workspace, Notion, Slack, Asana, and Monday.com, and is quick to adapt to new platforms and workflows.

Her ability to self-direct and operate in remote/asynchronous environments is well-established, complemented by certifications in Agile, Scrum, Six Sigma, and Executive Assistance. She displays a proactive, problem-solving mindset and has proven success in both independent and collaborative settings.

Overall, this is a strong candidate who meets and exceeds the key requirements for the role, with the versatility, tech proficiency, and leadership experience ideal for supporting dynamic and evolving business operations.

Bookkeeping & Financial Tasks (Xero, BAS, Payroll, Invoicing)
Direct Experience:
Extensive use of Xero across multiple roles including payroll processing, leave tracking, and maintaining credit card transactions.
Experience reconciling sales and rental bank transactions.
Experience in payroll, invoice processing, and sales commission settlements.
Strength: Strong command of Australian bookkeeping tools and practices; Xero-certified (Advisor and Payroll).

Operational Support & Documentation
Created and maintained monthly reports, statements, and ledgers.
Supported the preparation of marketing packages, employee documents, and management agreements.
Has worked closely with Property Managers and Clients, showing a strong admin and operations support background.

Email, Calendar, and Supplier Coordination
Coordinated with external stakeholders and handled admin support tasks in current and previous roles.
Likely to have transferable experience in email/calendar management though not explicitly stated.

Process Improvement & Initiative
Demonstrated ability to suggest improvements and systematize tasks in banking and real estate environments.
Took initiative in organizing and filing systems, maintaining records, and streamlining payroll and tax processes.

Technical Proficiencies Evaluation:

Cheryll displays an impressive and comprehensive level of technical proficiency aligned with the needs of the role. She is highly tech-comfortable, with hands-on experience using a wide range of platforms essential for bookkeeping, operations, project coordination, and remote team collaboration.

Key platforms and tools include:
Accounting & Finance: Xero (certified), QuickBooks, MYOB, Class, Stripe – used for processing invoices, reconciliations, and financial reporting.

Project & Task Management: Asana, Notion, Monday.com, Trello, AdviserLogic – utilized to support project coordination, streamline workflows, and manage team efficiency.

Administrative & Communication Tools: Google Workspace, Microsoft Office Suite, Slack, Microsoft Teams, SharePoint, WhatsApp – for document management, team communication, scheduling, and email coordination.

CRM & Marketing Platforms: HubSpot, Keap, Mailchimp, ClickFunnels, GHL, Hootsuite, Infusionsoft – used in client engagement, marketing support, and lead nurturing roles.

Other Systems: Dropbox, ATO Portal, Practice Protect, LinkedIn Sales Navigator, Canva, Social Media Schedulers (Socialbu, Social Jukebox) – supporting research, creative tasks, and secure data handling.

Her ability to quickly adopt and optimize a wide variety of systems shows strong digital literacy and adaptability. This technical fluency, coupled with her operational and administrative expertise, makes her particularly well-suited for a fast-paced and evolving role.

Overall, the candidate demonstrates exceptional technical competence, capable of leveraging tools effectively to support strategic and day-to-day operations.

Predictive Index Behavioral Profile - Venturer

Strongest Behaviors
Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.
Flexible approach to “the book” often bends the rules and does things their own way. An innovative, "outside the box" thinker who is undaunted by failure.
Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.

Overall Recommendation:
Cheryll is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

Cheryll is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.
 

Cheryll has more than 5 years of experience in the finance industry specifically dealing with Australian clients

She has experience in doing basic accounting work such as:

• General bookkeeping
• Accounts Receivable management
• Accounts Payable management
• Client set-up and management in MYOB
• Data entry and client set-up in XERO
• Payroll entry

She also has experience with SMSF 

Cheryll is also a Certified Scrum Master, Agile Scrum Certified, Scrum Fundamentals Certified, Six Sigma White and Yellow Belt

She is open to both part-time and full-time positions and is available to start immediately
 

Predictive Index Behavioral Profile - Venturer

Strongest Behaviors:

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.

• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.

Behavioral Summary:

Cheryll is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick her neck out”; and take responsibility for risks when she believes she is right. The challenge of new problems and new ventures is stimulating and will be responded to with action. She has a lot of confidence in herself, her own knowledge, ability and decisions.

Cheryll is an ingenious and innovative problem-solver and troubleshooter. She has an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. She will drive hard to get things done her own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. She has a strong competitive drive, is ambitious, and will drive hard to achieve goals. Her sense of urgency and impatience for results will put pressure on others as well as on herself.