How AU SME’s Can Benefit From Outsourcing To the Philippines (And How to Get Started)

Reylina brings over 12 years of professional experience in administrative support and inventory management, primarily within the trading industry. Throughout her tenure, she has advanced through progressively responsible roles—from Inventory Auditor to Consignment Admin/Supervisor, and eventually serving as Consignment/Operations Manager. In these roles, she gained extensive hands-on experience managing inventory audits, validating large volumes of data, resolving discrepancies, and preparing detailed reports for internal review.

Her most recent responsibilities included overseeing administrative workflows and ensuring the accuracy of data across multiple branches. She worked extensively with enterprise systems such as SAP and QuickBooks, where she managed the end-to-end process of downloading data from internal CRMs, validating it, and uploading it into SAP with precision and attention to detail. Beyond her technical duties, Reylina also supported customer service operations by responding promptly to client emails and phone inquiries, managing invoicing, and coordinating with internal teams to ensure timely resolution of requests.

Reylina’s educational foundation is equally commendable—she holds an Associate Degree in Health Science Education and was a consistent academic achiever, earning awards such as Dean’s Lister and a scholarship recipient. Her well-rounded experience and commitment to professional growth make her a strong fit for roles requiring accuracy, reliability, and administrative efficiency.

1. Career Highlights / Relevant Projects

• Oversaw day-to-day operations and directed the activities of inventory auditors across multiple consignment branches.Played a key role in improving audit accuracy and efficiency by developing and implementing departmental policies and standards.
• Experienced in high-volume data transactions—processing 100 to 150 uploads weekly—indicating a high level of task management and accuracy under pressure.
• Demonstrated strong time management skills, juggling multiple responsibilities simultaneously including QuickBooks entries, customer service, and data uploads.

2. Skill Proficiency + Tech / Software Proficiency

• Skill Proficiency: Proficient in data entry and management, audit reporting, and CRM navigation. Excellent written and verbal communication skills; responsive and professional in handling customer inquiries and internal correspondence.
• Tech / Software Proficiency: Strong command of Microsoft Office tools (20+ years experience), Google Workspace (Docs, Sheets), and familiarity with project management platforms such as Trello and Monday.com. Experienced with industry tools including SAP and QuickBooks; while not yet using NetSuite professionally, she has proactively studied it to expand her toolset.

She can start Immediately

Predictive Index Behavioral Profile: Scholar

Strongest behavior:

• Strongly formal and reflective; a cool, sometimes withdrawn person who’s often deep in thought. Very skeptical of new people, requires substantial “proof” to build trust in someone.
• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Nearly exclusive focus on technical, rather than social issues. Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.

Behavioral Summary:

• Reylina is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.
• This individual is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure

Reylina is an experienced operations and customer support professional whose career trajectory reflects her commitment to operational excellence, client relations, and team leadership within the construction materials and retail industries. 

• Over 12 years of relevant work experience primarily in construction materials and retail industries.
• Key areas of expertise includes
• Operations management and branch support
• Inventory and logistics coordination
• Customer service handling and telemarketing
• Team supervision and auditing management

Erica has 5+ years of relevant experience in lead generation, business development, and sales enablement roles across the IT and consulting industries. Her drive for performance is palpable, reflected not only in her extensive remote work experience but also in her ability to independently build lead databases from scratch and handle multiple markets such as the Philippines and Singapore.

• Successfully created and maintained prospecting databases using platforms like Apollo.io and LinkedIn Sales Navigator.
• Handled end-to-end sales cycles—from data scraping and outreach to deal closure and post-sale coordination.
• Introduced cold outreach automation workflows and played a key role in nurturing leads with minimal marketing support.
• Demonstrated agility by adapting to both startup and corporate environments, showcasing her ability to independently drive pipeline growth in ambiguous or evolving structures.
• She can start immediately

• Lead Generation:  Linkedin Sales Navigator, Apollo.io, Lusha, and LeadScraper
  Sales Enablement and CRM Management: Salesforce, HubSpot, and GoHighLevel in past roles.
• Project & Task Coordination: Familiar with Slack, Notion, and Trello to streamline workflows and collaborate with teams.

PI Behavioral Profile: Venturer

Strongest Behaviors:

• Intense proactivity and aggressiveness in driving to reach goals. 
• Strongly independent in putting forth their own ideas, which are innovative and original, and if implemented, will change the organization.
• Resourceful and forceful in overcoming obstacles, vigorously and directly attacks problems; fights back hard when challenged.
• Incredibly strong sense of urgency and strongly task-focused

Behavioral Summary:
Erica 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.

Lean is a highly skilled B2B Digital Advertising Specialist with a strong background in Google Ads and Meta Ads Management. With extensive experience in digital marketing, customer service, and account management, she has developed a results-driven approach to campaign strategy, optimization, and performance analysis. She is proficient in client interaction, problem-solving, and multi-platform advertising, making her a strong candidate for roles focused on digital marketing and customer engagement.

• Collaborated with CEOs, decision-makers, and business owners to enhance ad performance and increase return on investment.
• Helped businesses achieve their marketing objectives through data-driven advertising strategies.
• Conducted quality assurance assessments to improve customer service processes and optimize campaign efficiency.

• Manages client ad accounts, analyzing and optimizing performance for maximum return on investment.
• Develops strategic marketing plans and implements data-driven targeting techniques to improve campaign success.
• Monitors and adjusts campaigns to ensure cost-effectiveness and goal achievement.

• Provided technical support and campaign optimization for Meta Ads Manager.
• Analyzed ad performance metrics to ensure campaigns met key performance indicators.
• Trained and mentored new representatives in Meta Ads best practices and campaign troubleshooting.

Certifications & Training

• Expertise in Google Ads and Meta Ads, with hands-on experience in campaign management.
• B2B Marketing and Account Management Training.
• Campaign Strategy and Performance Optimization.

Digital Advertising: Google Ads, Meta Ads, Search Engine Advertising
Campaign Management & Analytics: Google Analytics, Meta Business Suite
Customer Service & Account Management: Client interaction, problem-solving, quality assurance
Other Tools: CRM software, ad tracking tools, social media management platforms

• Mark Sherwin has extensive experience in customer support, collections, administrative operations, and technical troubleshooting within industries such as telecommunications, financial services, healthcare, and hospitality.
• His background includes roles in customer service, back-office support, and technical repair, demonstrating a strong foundation in handling client inquiries, process management, and system operations.
• Additionally, he has leadership experience as an Assistant Manager, where he was responsible for team supervision, performance evaluation, and hiring processes.
• Successfully handled customer inquiries, booking management, and CRM operations in a high-volume support environment, ensuring client satisfaction and operational efficiency.
• Managed collections and financial account support, handling back-office processes and ensuring compliance with company protocols.
• Led team performance management and resource allocation, conducting performance evaluations, hiring, and training initiatives.
• Provided technical troubleshooting and repair services as a business owner, demonstrating hands-on expertise in diagnosing and fixing hardware and software issues.
• Skill Proficiency:
  • Customer Support & Relationship Management
  •  Technical Troubleshooting & Repair
  • Collections & Financial Process Handling
  • Team Supervision & Performance Management
  • Administrative & Compliance Operations
• Tech/Software Proficiency:
  • CRM & Booking Management Systems
  • API Feeds & Process Automation Tools
  • Microsoft Office Suite (Word, Excel, Outlook)
  • Back-Office & Collections Systems
• Can start immediately.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.

Mark is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters.
• Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• Proactively connects quickly to others; open and sharing.
• Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume.
• Enthusiastically persuades and motivates others considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others.
• Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• 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

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.

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.

Cian is a seasoned recruitment professional with nearly 12 years of progressive experience, 10 of which have been in leadership capacities. His background is a unique blend of hands-on talent acquisition, client success, and recruitment strategy across diverse global industries.

• Extensive background in recruitment strategy, sourcing, and end-to-end talent acquisition for mid- to executive-level roles
• Hands-on experience recruiting for industries such as technology, healthcare, manufacturing (including tech, automation, and agricultural sectors), education, architecture, construction, logistics, and pharmaceuticals
• Worked with clients from the Asia-Pacific region (Southeast & East Asia), Europe, the Middle East, and North America
• Successfully closed roles across the entire spectrum—from individual contributors to enterprise-level decision-makers
• Implemented strategies to expand candidate pipelines by persuading clients to consider talent from adjacent industries, particularly in the logistics and manufacturing domains
• Cian is available to start immediately

Skill Proficiency + Tech / Software Proficiency:

• ATS & CRM Tools: iCIMS, SuccessFactors, Zoho Recruit, Salesforce, Bullhorn, Monday.com, CTC, CareerOne, NavSys
• Sourcing Platforms: LinkedIn Recruiter, JobStreet, Indeed, Founded, Seed, BetterTeams, Facebook, GitHub (for tech roles)
• Office & Collaboration Tools: Google Workspace, Microsoft Office

Strongest Behaviors:

• Task-focused and highly analytical, with a drive to identify and resolve technical or system inefficiencies
• Operates independently with a strong sense of personal accountability and goal orientation
• Highly precise, detail-oriented, and disciplined, with a preference for deep follow-through and quality standards

Behavioral Summary:
Cian demonstrates a disciplined, results-oriented personality grounded in objectivity and technical acumen. He brings a data-driven, precise approach to his work and excels when allowed the freedom to develop creative solutions based on his expertise. Socially reserved but assertive, Cian is direct in communication and prefers environments where he can focus on execution over small talk. He sets high personal standards, is proactive in overcoming challenges, and avoids risk when lacking sufficient data, always striving for the most accurate solutions.

Mark is a seasoned Paid Media Specialist with 4 years of hands-on experience in managing end-to-end campaigns across Google, Meta, Bing, and YouTube platforms. He has supported a diverse range of international clients from the U.S., Canada, New Zealand, Israel, and the UAE, catering to various industries including e-commerce, B2B services, healthcare, legal, real estate, digital products, and construction.

With strong expertise in campaign setup, performance tracking, audience targeting, and conversion optimization, Mark has delivered proven ROI-driven results. Notable achievements include delivering a 22% conversion rate for a UAE client and generating a 5:1 return on ad spend (ROAS) in multiple campaigns. He is also highly adept at A/B testing strategies, integrating performance data to refine future ad initiatives.

Mark is certified in Google Ads (Search, Display, Video, Creative, AI-Powered Performance), Google Analytics, and Meta Blueprint, reflecting his ongoing commitment to skill development. He is analytical, data-focused, and confident in leveraging automation tools to scale paid campaigns effectively.

Paid Media Specialist – Freelance (Multiple International Clients):

• Provided full-funnel campaign management for global clients across industries such as e-commerce, real estate, dental practices, construction, and SaaS.
• Created and managed campaigns across Google, Meta, YouTube, and Bing platforms
• Handled Performance Max, Search, Lead Gen, and Conversion-focused campaigns
• Conducted in-depth A/B testing to optimize ad creatives, copy, and audience segmentation
• Implemented accurate conversion tracking and troubleshooting using Google Tag Manager
• Reported campaign performance via Google Analytics, Looker Studio, and third-party tools

• Worked with marketing firms to deliver strategy, setup, and reporting for client accounts across Shopify, WordPress, and custom landing page systems
• Drove continuous optimization efforts by analyzing CTRs, bounce rates, and conversion data
• Supported automated retargeting and lookalike audience development
• Managed budgets and advised on allocation based on performance trends
• Contributed to client growth through measurable ROAS improvements

• Ad Platforms: Google Ads (Search, Display, Performance Max), Meta Ads, Bing Ads, YouTube
• Analytics & Reporting: Google Analytics, Looker Studio (Data Studio), Google Tag Manager
• Third-Party Tools: Report Compass, AI-based ad optimization tools
• Web Platforms: Shopify, WordPress
• Meta Ads (Meta Blueprint)
• 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.

• Google Ads Search, Display, Video, Creative, AI-Powered Performance
• Google Analytics

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.

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. Mark 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, Mark will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

Professional Background and Experience: Mark has a solid foundation in digital marketing, with recent roles as a Digital Marketing Specialist at The VA Camp and Home-Based Connect. In these positions, he managed Google and Meta Ads, handled social media, and provided customer service support, demonstrating versatility in both advertising and customer engagement. Additionally, he took on responsibilities as a Technical and Stage Management Director for visuals and lighting at Every Nation Campus Santa Maria, reflecting his skills in managing technical workflows in event environments.

Skills: Mark brings a well-rounded set of advanced digital marketing skills, including Facebook Ads, Google Tag Manager, Video and Graphic Ads, Google Analytics, and SEO/SEM. His proficiency in AdSense and tools like SEMrush highlights his ability to handle both organic and paid search strategies, while his use of Canva indicates creative capabilities in graphic content design for social media.

Strengths:

• Comprehensive Digital Marketing Skillset: Mark’s advanced knowledge of various advertising platforms and analytics tools equips him to execute and optimize campaigns effectively, ensuring strong ad performance and ROI.

• Experience in Social Media and Content Creation: His roles have required him to oversee social media content and ad design, which is valuable for roles needing a blend of creative and strategic oversight.

• Technical Management Experience: His work in stage management for technical setups, including visuals and lighting, points to his capacity to handle technical equipment and event-based settings, an asset for roles that benefit from operational versatility.

Overall Recommendation: Mark is well-qualified for roles in digital marketing and social media management, particularly where advanced ad management, SEO/SEM, and creative content skills are valuable. His diverse experience in both customer engagement and technical support roles adds depth to his profile, making him a versatile candidate for marketing roles that also involve client interaction or event management support.

Eunice is a Virtual Assistant and Accounts Administrator with 5 years of freelance experience supporting Australian, US, and Canadian businesses in accounting, bookkeeping, payroll support, and operational administration. Skilled in managing accounts payable and receivable, bank reconciliations, invoicing, payroll assistance, financial reporting, and executive support. Experienced in working directly with CEOs and business owners in remote environments while handling confidential financial and administrative tasks with accuracy and professionalism.

Brings an additional 10 years of customer service experience from international-facing industries, demonstrating strong communication skills, client relationship management, and the ability to thrive in fast-paced environments.

• Accounts Payable & Accounts Receivable
• Bank Reconciliation
• Payroll Support & Processing
• Financial Reporting
• Invoice Preparation & Management
• Data Entry & Financial Records Management
• ITR Support
• XPM Financial Administration
• Vendor Payment Processing
• Receivables Follow-up

• Executive Assistance
• Email Management
• Calendar & Task Coordination
• Operational Administration
• Document Processing
• Client Communication
• Follow-up Calls & Coordination
• Remote Team Collaboration

• Loan Application Processing
• Client Document Collection
• Mortgage Documentation Review
• Bank Requirement Coordination
• Client Qualification Assistance

• International Customer Support
• Client Relationship Management
• Professional Written & Verbal Communication
• Problem Solving
• Multi-client Management

• Facebook Management
• Instagram Management
• LinkedIn Management
• Basic Video Editing
• Visual Content Creation

• Xero
• QuickBooks
• Microsoft Excel
• Microsoft Outlook
• Upwork
• General Accounting & CRM Platforms

2020 – Present

Worked with international clients, particularly Australian businesses, providing accounting, bookkeeping, payroll support, administrative assistance, and operational support.

• Managed accounts payable and receivable records
• Assisted with payroll processing using Xero and QuickBooks
• Performed bank reconciliations and financial reporting
• Supported preparation of financial documents and ITR-related tasks
• Handled invoice processing and vendor payments
• Worked directly with the CEO on administrative and accounting functions

• Processed mortgage and loan applications
• Coordinated client documentation and compliance requirements
• Communicated with clients regarding loan requirements and updates
• Assisted with email management and operational support
• Managed social media accounts including Facebook, Instagram, and LinkedIn
• Created visuals and performed basic video editing for marketing support

Casino Industry | Prior to Freelancing

• Built strong customer service and communication skills through direct interaction with international customers
• Developed professionalism, attention to detail, and the ability to work effectively under pressure
• Gained experience in customer engagement and relationship management in a fast-paced environment

• Eunice Franchette Biascan demonstrates a solid foundation in accounting, payroll, and administrative support, with relevant work experience across multiple roles, including Real Estate VA, Payroll Assistant, Legal Assistant, and Internal Audit Officer.
• Her educational background in Accounting Technology provides her with a strong base in accounting principles and business law, though she is relatively new in terms of formal academic qualifications.
• Effectively managed data entry, billing, and collections in real estate support, showcasing her ability to handle diverse financial tasks and client interactions.
• Streamlined payroll processes by implementing efficient data collection and collaboration practices, demonstrating her capacity for process improvement.
• Provided high-level legal support and contributed to compliance audits and reporting, indicating her versatility and attention to detail in legal and compliance environments.
• Proficient in accounting and payroll management, customer service, and executive assistance, Eunice is skilled in tools such as Xero, QuickBooks, Excel, and Google Workspace.
• Her experience with communication and project management tools like Slack and Asana, along with her ability to adapt to various office tools, highlights her strong technical adaptability and support capabilities.

• 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.

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, Eunice Franchette 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. Eunice Franchette gets along easily with a wide variety of people.

Jars is a performance-driven operations leader with 5+ years of supervisory experience in the business process outsourcing (BPO) industry, particularly in content moderation for social media platforms. 

• Successfully led a team of 12-20 content moderators handling live stream content moderation, where accuracy in flagging community guideline violations was mission-critical
• Work scope includes coaching team members, monitoring KPI metrics like accuracy, AHT (average handling time), and completion rate, and regular client calibration meetings
• He also worked as a Sales Associate for a telecommunications account and Healthcare Virtual Assistant for a U.S.-based clinic, managing appointment setting, calendar scheduling, and prescription refills
• Jars can start immediately

Tools Used:

• Client-provided software for moderation and tracking
• Lark (internal communications)
• RingCentral (VOIP for outbound/inbound calls)
• Hubstaff and Slack (time tracking and team communication)

PI Behavioral Profile: Adapter

Strongest Behaviors:

• Careful, detail-oriented, and follows a plan to avoid errors
• Friendly, socially focused, and values teamwork and shared goals
• Operationally efficient, focused on timely and accurate results

Behavioral Summary:
Jars exhibits a flexible and moderate behavioral range, allowing him to adapt based on the situation. He values structure but can deviate from it when necessary to achieve task completion. Though task-focused, he communicates empathetically and prefers a collaborative team environment. He can operate well under pressure and is likely to thrive in environments where quality and consistency are key. While adaptable, he may favor predictability and relies on clearly defined expectations for success.

• Candidate has a total of 3 years experience as a Virtual Assistant handling social media, accounting and administration.
• Her primary skills:  Canva (10/10), Excel (8/10), social media management
• Additional Skills: Basic WordPress, familiarity with Wix and Strikingly, basic invoicing and billing
• Development Goals: Plans to enhance skills with upcoming courses in bookkeeping and SEO

• John is a highly skilled professional with over three years of experience as a Lead Generation Specialist and General Virtual Assistant in the BPO and publishing industries.
• His expertise lies in driving lead generation campaigns and managing client relationships, consistently surpassing performance metrics.
• With a proven ability to work independently in remote settings, he has helped streamline processes, improve team productivity, and deliver exceptional customer service.
• Work Experience & Educational Background:
  • John's career spans multiple roles across industries, including account management, sales, and team leadership.
  • Highlights of his experience include:
  • Over three years as a Lead Generation Specialist, excelling in the use of industry-standard CRM tools such as LinkedIn Sales Navigator, HubSpot, and Salesforce.
  • A background in publishing consultancy and sales, assisting authors in marketing and distribution strategies.
  • Leadership experience, having managed and supervised teams to meet performance targets and maintain quality standards.
• John holds a Bachelor of Science in Computer Engineering from Mindanao Polytechnic State College, where he also completed a foundational program in Computer Electronics.
• Career Highlights & Relevant Projects:
  • John successfully managed lead generation campaigns that resulted in increased client acquisition and revenue growth.
  • At a BPO company, he coordinated with internal teams to align client expectations with service delivery, achieving high customer satisfaction scores.
  • His ability to qualify leads and measure campaign success contributed to revenue increases at his previous roles.
• Skill Proficiency & Technical Expertise:
  • John is proficient in tools such as Salesforce, HubSpot, ZoomInfo, and PipeDrive.
  • His technical skill set includes data entry, invoicing, and process optimization, while his soft skills encompass communication, leadership, and problem-solving.
  • These skills enable him to work efficiently in virtual environments, effectively managing client relations and delivering high-quality results.

• 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.

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.