Why Your Back Office Functions Should Be the First Things You Outsource

• Eiza has been working for almost 12 years in the Business Process Outsourcing Industries handling accounts such as Telecommunications and Leasing Company performing roles such as Customer Service Representative and Appointment Setter. She then venture into the freelancing world and became a General Virtual Assistant. She holds a bachelor's degree in Information technology. She has catered to international clients.
• She was exposed to the following tasks such as:
  • Phone Support - Inbound and Outbound
  • Appointment Setter 
  • B2B and B2C Campaign
  • Lead Generation
  • Customer Service
  • Bookkeeping
  • Social Media Management
  • Conduct Research 
  • Administrative tasks
• She is proficient in using tools such as:
  • MS Tool
  • Avaya
  • Hubstaff
  • Zoom
  • Skype
  • Google Apps
• She can start ASAP, amenable to working any shifts and open to any part-time roles.

Predictive Index 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.

• 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.

Behavioral Summary

Eiza 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 Eiza, who takes responsibilities very seriously.

With experience and/or training, Eiza 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 Eiza is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Darwin has been working for almost 8 years in the PH booking firm and Business Process Outsourcing handling radio network account where she handled and performed roles such as Customer Service Representative and Office Staff. She holds a bachelor's degree in Business Administration. 
• He attended online training for upskilling as General Virtual Assistant.
• She was exposed to the following tasks: 
  • Phone Support - Inbound and Outbound calls
  • Customer Service
  • Lead Generation
  • B2C Campaign
  • Billing 
  • Technical Support
  • Retention
  • Sales
  • Bookkeeping
  • Administrative tasks
• He is a proficient in using MS Tools, Google Apps, Calendly, Asana and Mailchimp. 
• He can start ASAP, amenable to working any shifts and open to full-time or part-time roles.

Predictive Index 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.

• 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.

Behavioral Summary

Darwin 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.

•  

• Abigail has worked for 6 years in different companies from BPO, Retail, Real Estate, and Healthcare. She handled different positions such as Medical Scribe, Amazon Supplier Outreach Specialist, Amazon FBM and FBA, Real Estate Agent, Medical Coding Instructor, and Benefit Claims Processor. She graduated with a Bachelor of Science in Nursing. She started her freelancing career in 2019 and worked with clients from the US and Australia. She supported the following tasks:
  • Admin support - records management, data entry
  • Store management
    • product listing, inventory management, product research, content creation, quality assurance
  • Handling medical records
  • Handling patients' records
  • Ensure all documentation follows the facility's guidelines and standards
  • Processing claims
  • Back-office support
  • Customer support
• She is proficient in systems such as NextGen EHR, Health Fusion, Microsoft Office, Slack and e-commerce platforms.
• She is available to start immediately, and she is amenable to working the day shift for any part-time or 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.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

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. Abigail 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.

• In her more than 20 years of employment, Phoebe has held positions such as real estate virtual assistant, ESL tutor, customer service representative, activation specialist, and customer relations consultant in educational institutions, property management/real estate, and business process outsourcing firms handling telecommunications, financial, and law publishing accounts. She has catered to global clients.
• She was exposed to the following tasks:
  • Appointment Setting
  • Lead Generation
  • Cold Calling
  • Email and Chat Support
  • Phone Support
  • Customer Service
  • Technical Support
  • Social Media Management
  • Researching
  • Marketing Analysis
  • Administrative Tasks
• She is proficient in using tools such as Microsoft Office, Google apps, LinkedIn Sales Navigator, Netsuite, Mojo, Siebel, Dos, Asana and Skype.
• She can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

Predictive Index Profile - Persuader

Strongest Behaviors

• 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 by 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 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.

Behavioral Summary

Sunset Phoebe is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

• Aiza has been working for more than 10 years now in the Financial Service and Online Educational Institution handling roles such as Sales Consultant, Purchaser & Admin, Online English Instructor and Part-time Financial Advisor. She then started being a independent contractor in 2022 as Social Media Manager for Real-estate and Pastry business. She was able to handle clients from Israel.
• She was exposed to the following tasks:
  • Social Media Management (FB, IG, Tiktok, Twitter and Youtube)
  • Content Strategizing
  • Analytics and Reporting
  • Graphic Designing
  • Sales
  • Online Teaching
  • Administrative tasks
• As as Social Media Manager she was tasked to: 
  • Effectively handle the social media presence and administrative tasks to promote the company's properties,engage with potential clients, and enhance its online reputation.
  • Maintain an up-to-date database of property listings,including details like property descriptions, images, videos,pricing, and availability status.
  • Organize and manage leads generated through socialmedia channels, website inquiries, and other sources. Followup with potential clients and nurture them throughout the sales process.
  • Communicate with clients, both buyers and sellers, throughvarious channels, such as email and direct messaging, toprovide updates, answer questions, and maintain a positiveclient experience.
  • Conduct market research to stay updated on real estatetrends, property values, and competition in the local market.Provide insights and recommendations to the real estate team based on the research findings.
• She also into article writing, topics were about beauty products.
• She is proficient in using tools such as Capcut, Filmora, Canva, Adobe Photoshop, Google workspace, MS Office, Trello, Monday.com, Notion and Click-up.
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

Predictive Index 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.

Behavioral Summary

Aiza Concepcion 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.

Understanding the technical aspects of own work well, is capable of exercising ingenuity in problem-solving within the limits of specialized expertise and training. Conservative and eager to avoid risk, is cautious and skeptical about new ideas. Will be comfortable with established, approved systems, technology, organizational relationships, and people.

Ana Grace has a diverse background in customer service, healthcare, and medical virtual assistance. She has worked in various industries including healthcare and BPO, holding roles such as Medical VA, Supervisor, Medical Specialist, and Customer Service Representative. Her experience spans over 13 years, showcasing her adaptability and growth in both supervisory and specialist roles. She is proficient in different systems such as Slack, CPS, Zendesk, and Microsoft tools.

Strengths:

1. Healthcare Experience: Ana has significant experience in the healthcare industry, particularly as a Medical Virtual Assistant. She has handled tasks like scheduling patient appointments, managing prior authorizations, and handling patient charts. Her advanced skills in medical informatics and records research make her well-suited for roles that require a deep understanding of healthcare processes.

2. Leadership and Supervisory Roles: Ana has held supervisory positions in BPO settings, where she was responsible for monitoring team performance, providing feedback, and conducting final interviews. Her experience in leadership roles demonstrates her capability in managing teams and ensuring operational efficiency.

3. Customer Service Expertise: Her extensive background in customer service across multiple industries, including telecommunications, banking, and insurance, shows her versatility. She has handled complex customer interactions, including technical support, collections, and corporate account management.

4. Advanced Skills: Ana possesses advanced skills in data entry, administrative support, virtual assistant duties, and customer service. These skills are crucial for any role that requires meticulous attention to detail and the ability to manage multiple tasks effectively.

Recommendation: 

Ana Grace is a strong candidate for roles that require a blend of customer service excellence, healthcare industry knowledge, and supervisory experience. She would be particularly well-suited for medical administration, healthcare support, or customer service leadership positions within healthcare or related industries. Her advanced skills in virtual assistance and back-office support make her a valuable asset for roles that require a high level of organizational and administrative competency.  

Predictive Index Behavioral Profile - Captain
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.
• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.

Behavioral Summary
Ana grace is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has condence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating inuence on others, while being rm, direct, and self-assured in dealing with them.

• Ana has been working for 11 years in different companies in BPO, Healthcare, and Medical industries.  She handled different positions such as Medical Virtual Assistant, Customer Service Representative, Medical Specialist, Collection Customer Advocate, Corporate Account Specialist, and Technical Support. She studies Nursing for 4 years. She started working as a Customer Service Representative back in 2010, but pursued her freelancing last year. She also catered to a client in the US. She supported the following tasks:
  • Patients Scheduling
  • Handle information of patience in the database
  • Data entry
  • Customer Service
  • Process credit cards and bank accounts
  • Technical Support
• She is passionate about coaching and mentoring new employees.
• She is proficient in different systems such as Slack, CPS, Zendesk, and Microsoft tools.
• Ana 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 - Captain

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.
• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.

Behavioral Summary
Ana grace is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has condence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating inuence on others, while being rm, direct, and self-assured in dealing with them.

• Judith is a Computer Science graduate and has 20+ years of experience. Her career started when she was employed in a hotel resort as a Front Office cum Cashier and was promoted to Accounting-in-charge. She also joined an insurance company as a Data Encoder for 4 years. Since 2014, she has been an ESL online teacher to Chinese adult students on a flexible schedule. Simultaneously, she got hired in a BPO as a Customer Service Representative assigned to an education campaign.
• Over the years, she became well-versed in performing the following:
  • Online teaching
  • Accounts receivable
  • People management
  • Encoding patient information
  • Proctoring and monitoring student's exam
  • Customer support via phone
  • Student technical assistance
• As a Data Encoder, she
  • Accurately input and update data into the company database;
  • Conduct regular data quality checks to ensure accuracy and completeness; and
  • Collaborate with team members to streamline.
• She is adept with Slack, Zoho, Twilio, Zoom, GoTo Meeting, Canva, Microsoft Office Apps (Word, Excel, Teams, Outlook), and Google Spreadsheets.
• She can start immediately.
• She is amenable to a morning or mid-shift, part-time or full-time position.

Predictive Index Behavioral Profile - Captain

Strongest Behaviors

• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.

Behavioral Summary

Judith is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating influence on others, while being firm, direct, and self-assured in dealing with them.

• Matthew has been working for 7 years in different companies in BPO industry. He handled different positions such as Speech Transcriptionist, Technical Support Representative, and Customer Service Representative. He started working as a Customer Service Representative back in 2016. He supported the following tasks:
  • Data entry 
  • Admin
  • Customer Service
  • Transcriptionist
  • Technical Support
  • Trouble shoot 
  • Ticketing
  • Email support
• He is proficient in systems such as CRM, ITC, and Microsoft tools.
• Matthew 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 - Maverick

Strongest Behaviors

• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• 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.
• Fluent, enthusiastic, and comparatively frequent in communication; a motivator who pays attention to others’ points of view.

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. 

• Zel has been working for almost 4 years in the Healthcare, Security Services, Property Management/Real-estate, software, and information technology business, and Business Process Outsourcing handling telecommunications accounts. She handled and performed roles such as Account Executive, Back-Office Specialist, Technical Support, Virtual Assistant - Cold Caller, Procurement Sourcing Specialist, and Social Media Manager. She handled US, UK, US, Spanish, and Jewish Clients. Also, she has been working as a Virtual Assistant for 3 years.
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Email Handling
  • Client Management
  • Calendar management
  • Data entry
  • Retention
  • Billing and collections
  • Customer Service 
  • Technical Support
  • Sales and Marketing
  • Administrative tasks
• She is proficient in using CRMs, Salesforce, MS Office, Sprout, Ringcentral, Aircall, Telegram, DocuSign, Whatsapp, Zoho, Whatsapp, Trello, and MS Dynamics
• She loves cooking, singing, and traveling. 
• She can start ASAP, is amendable working any shifts, and open is to any full-time or part-time role. 

Predictive Index 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.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.

• 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.

Behavioral Summary

LUZEL 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.

LUZEL 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.

• Kath has a bachelor's degree in Accountancy. She has been working for almost 7 years in the amusement and telecommunications industries where she handled and performed roles such as Accounting Assistant - Accounts Payable Section and Accounts Receivable Accountant.
• As part of her upskilling, she attended a Virtual assistant training for  Bookkeeping with QuickBooks Online Certification last April 2023.
• She has a background in the following accounting administrative tasks:
  • Accounts Payable and Accounts Receivable Management.
  • Phone Support - Call suppliers, contractors, clients, and customers.
  • Account Reconciliation
  • Invoicing
  • Billing and Collections
  • Processing payments 
  • Prepare cash disbursements
  • Auditing
  • Preparation of reports
• She is proficient in using QuickBooks online and desktop and MS Office.
• She is QuickBooks certified.
• She can start in after 3 weeks, amendable working any shifts, and open for any full-time or part-time role.

Predictive Index Profile - Specialist

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.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• 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

KATHERINE 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 KATHERINE, who takes responsibilities very seriously.

With experience and/or training, KATHERINE 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 KATHERINE is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Heidi has been working for almost 4 years in business process outsourcing and ventured into freelancing where she handled Healthcare and Maintenance accounts where she handled and performed roles such as Accounts Receivable Analyst, Billing Specialist, and Payroll Specialist. She catered to clients from Germany and California. She has a bachelor's degree in accountancy. She is also a Certified Public Accountant, Registered Cost Accountant, and Certified Accounting Technician.
• She was exposed to the following tasks:
  • Accounts Receivable Management
  • Monitor Credit Insurance
  • Billing
  • Payroll
  • Invoicing
  • Preparation of financial reports
  • Customer Service
  • Administrative tasks
• She is proficient in using tools such as JIRA, SAP, Slack, Google apps, Microsoft Office and Teams.
• When she was working in the Healthcare company she has been awarded as a Billing Superstar.
• She can start ASAP, amendable working any shifts and open to any full-time or part-time role.

Predictive Index Profile - Scholar

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.

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

Behavioral Summary

Heidi 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 high-quality results.

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.

• Grace has a bachelors degree in Accountancy.
• She has been working for almost 9 years in the property management/real-estate industry where she handled roles such as:
  • Senior Trust Accountant
  • Property Accountant
  • Billing and Collection Officer
• She has an experience with the following tasks:
  • Tax Compliance
  • Billing and Collections
  • Invoicing
  • Accounts receivable and payable management
  • Prepare financial reports and statements
  • Account reconciliation
  • Client coordination
  • Budgeting
  • Journalizing
  • Payroll 
  • Trust accounting
  • Bookkeeping
  • Data entry
• She has an experience working for local and Australian client.
• She has a background in Australian accounting.
• She is familiar with GST, BAS and IAS.
• She is proficient using microsoft office, CRMs and PropertyPlus.
• She has a basic knowledge in Quickbooks, Xero and oracle.
• She can start after June 9, 2023, prefer morning shifts and open for any full-time or part-time role.

Predictive Index 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.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• 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

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