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• Karla has been working for over 20 years. She is a graduate of Accountancy and she worked with local employers in real estate and insurance companies. She also had the opportunity to operate her own auditing service business for 7 years where she catered a local shopping center giant. Working in an outsourcing company, she dealt with end-clients based in Australia as a Payment Solutions - Australian Intermediary and Int'l Broker. She is currently employed in an Au-based bookkeeping services as a Senior Bookkeeper where she performs the following:
  • Financial transactions recording
  • Bank account reconciliation
  • Credit card reconciliation
  • BAS preparation
  • Payroll
  • Collections
• Some of the clients or employers Karla worked with are in the real estate, merchandising, educational institution, IT services, consulting, construction, dental clinic, coffee shop, chamber market, and electrical services.
• She is adept with MS Office (Excel, Word, Teams, Outlook) Google Sheets, XERO, XBert, Hubdoc, MYOB, FYI Docs, SAP, Evolve, Asana, LastPass, QUW, XPM, and Oracle.
• Karla also holds a certification for Xero.
• Karla can start after 30 days but she can do an immediate resignation if necessary.
• She is amenable to working the day shift to either a part-time or full-time role.

• Eds has 4 years of relevant work experience. 
• A Bachelor's degree holder of Science in Accountancy.
• She has performed various accounting roles in different local companies where she supported the following tasks:
  • accounts payables and accounts receivable
  • financial analysis and reporting
  • budgeting and variance analysis
  • bookkeeping
  • payroll
  • bank reconciliation
  • tax accounting
    • Preparation of Business Activity Statements (BAS)
    • Preparation of Installment Activity Statements (IAS)
    • Preparation of Year End Tax Returns (Individual, Company,
      Partnership and Trust)
    • Preparation of Taxable Payments Annual report (TPAR)
• She is proficient in accounting tools such as Xero, MYOB, QuickBooks with certifications in:
  • Xero Advisor Certified
  • Xero Payroll Certified
  • Quickbooks Online Certification
  • Quickbooks Online Advanced Certification
• She is available to start immediately. She is amenable to working the day shift for any part-time or fulltime position.

• Very careful with rules; is literal and unwavering in interpreting rules, schedules and results. Puts tremendous pressure on themself to move quickly through the day.
• Cautious, exacting, and very thorough; often perfectionistic. Works diligently to ensure nothing falls through the cracks, and follows up intensely to ensure results are precisely on-time, accurate, and were achieved using the proper methods.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Eddielyn 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 Eddielyn , who takes responsibilities very seriously

• Jeffrey has been working for 9 years as Video Editor for sports, healthcare, events, and entertainment companies.
• He has a wide scope of experience doing different video editing projects which includes:
  • Explainer videos 
  • Product AVP 
  • Social media reels for TikTok, Instagram, and Facebook 
  • Vlog-type videos 
  • Seminar videos and highlight videos. 
  • Event coverage videos 
• He has supported Australian and US clients. 
• He had also experience doing motion graphics and digital designs for marketing collaterals. 
• He has also basic knowledge in 3D modeling and web designing 
• He had also worked as Photographer and Videographer for one of the well-known studios here in the Philippines.
• He is experienced with email marketing.
• He is proficient in using tools like: 
  • Maya
  • Blender
  • Canva
  • Figma
  • Adobe Premiere Pro 
  • Adobe After Effects 
  • Adobe Audition 
  • Adobe Illustrator 
  • Adobe Lightroom
  • Adobe Premiere
  • Adobe Photoshop 
• He can start as soon as possible and is open for both full time and part time positions.

• 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.

• 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, Jeffrey is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns

• Raymon has been working for 8 years now. He has gained confidence in supporting the following:
  • email marketing
  • outbound calling 
  • appointment setting
  • sales development
  • lead generation
  • team management
  • customer support
• Presently, he is doing a B2B campaign where he directly reaches out to CEO or decision-makers in various companies in the US such as in the IT and real estate industries.
• In doing lead generation, he has been keen with all the information uploaded in the CRM. He ensures that details in the database are accurate and updated.
• He is able to generate 100 leads per day.
• He is proficient in using Hubspot, LinkedIn Sales Navigator, Salesforce, Apollo.io, Zoominfo, Microsoft Office and Google Workspace.
• He can start immediately.

• Connecting very quickly to others, strongly motivated to build and leverage relationships to get work done. Openly and easily shares information.
• 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

Behavioral Summary

Raymon 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.

• Doreen worked in a bank for 13 years. She started as a Customer Service Assistant and became a Marketing Officer after around 9 years.
• In 2019, she shifted to remote working and provided her services to real estate clients where she performed the following:
  • Virtual Assistance
  • Lead Research and Generation
  • Email Marketing and Campaign
  • Data Mining
  • Digital Marketing 
  • Data Entry
  • Administrative task
  • Customer Service
  • Marketing Assistance
• She can generate 50 leads/hour.
• She had a chance to create automation workflow for an email campaign of one of her clients but most of her experience is manual email follow-up to leads.
• She is proficient in MS Office Apps, CRMs like HubSpot and Salesforce, LinkedIn, Sales Navigator, and Apollo.
• She is knowledgeable in Trello and Canva.
• She is available anytime and open for any full-time or part-time position.

• 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.
• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.

Doreen 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; Doreen plans ahead, double checks, and follows up carefully on decisions and actions.

• Ramielle has been working for 4 years. She has performed various medical roles in different companies where she supported the following tasks:
  • Virtual Assistance
  • Insurance verification
  • Billing
  • Patient Intake Appointment
  • Scheduling
  • Verification Fee Calculation
  • Customer Service
• She has catered to a client in the US.
• She is proficient with MS Word, MS Excel, and Athena. 
• She is available to start immediately. She is amenable to working the day shift for any part-time or fulltime position.

• 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.

• Angel has a 5 years professional work experience in the BPO industry handling Insurance, Healthcare, Financial, Sales and Leasing account where she supported the following roles:
  • Telemarketing
  • Lead Generation
  • Appointment Setting
  • Inbound and Outbound phone support
  • Sales and Retention
  • Warm and Cold calling
  • B2B  and B2C Campaign
  • Customer handling
• She have an experience handling clients from Australia, UK, US, New Zealand and South Africa.
• Excellent comms skills.
• She's passionate in sales, was recognized as the top performer of the year and was promoted to a Team leader position.
• She is available to start immediately. Also, open for full-time.

• 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, Angel Rose pursues strongly innovative ideas, even in the face of failures or popular opposition.
• 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.

Angel Rose is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

• Norlito, former OFW and freelance photogrpaher has been working for almost 20 years in the Industrial Equipment, Manufacturing, Steel, Construction and Buy & sell industries where he handled and performed roles such as Procurement Officer, Engineer, Procurement Specialist, Purchaser/Buyer and Market researcher. He holds a bachelors degree in Business Administration major in Marketing and Advertising Management.
• He was exposed to the following tasks:
  • Advertising
  • Market research
  • Supplier and vendor management
  • Purchasing and porcurment
  • Material Sourcing
  • ISO Documentations & Procedures
  • Logistics
  • Contract Management
  • Administrative tasks
• He is proficient in using tools such as MS Office and ERP Systems (SAP, Cassius).
• He can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

• 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.

• 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.

• Nash has been working since 2012.
• She was a former OFW for 5 years as a Customer Service Representative, Admin Assistant, and HR Manager.
• She was able to manage her own Business (Mini Call Center) where she had her agents handling TeleMarketing Accounts performing Lead Generation, Virtual Assitant tasks, and Customer Service.
• She recently worked as a Sales Development Representative & Lead Generation Specialist. She supported the following tasks:
  • Generating and qualifying leads 
  • Sales 
  • B2B marketing
  • Appointment Setting
• She also had a part-time job in the Real Estate Industry for a US client where she performs tasks like cold calling and appointment setting.
• She is proficient with Microsoft Office, LinkedIn Sales Navigator, Salesforce, Zoom Info, outplay and JobStreet.
• She is familiar with Dropbox and Hubspot.
• She can generate 100-150 leads/day. 
• She can start immediately. She is amenable to working any shift for any part-time or full-time position.

• 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

Fredie is a certified bookkeeper with over twenty years of experience in the Accounting Industry

Has extensive experience in MYOB from set-up, installation, and application

Installed and trained clients in the use of MYOB

Maintained ledgers and trial balance

Prepared monthly bank reconciliation statements

Recorded purchases and payables

Reconciled POs with payments

Prepared financial statements, profit and loss, and cash flow

Extensive experience in Accounts Payables and Receivables

He is open to both part-time and full-time positions and is available to start one week after getting hired
 

Predictive Index Behavioral Profile - Guardian

https://www.predictiveindex.com/reference-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.

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. Fredie  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. Fredie 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, he 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.

Chinas has over six years of customer service experience

She has provided assistance to customers in the US in the motor and financial industry

Did basic troubleshooting for customers having issues with the safety devices attached to their vehicles

Processed activation and reactivation of accounts in the system

When she handled the financial account she answered inquiries regarding billing and subscriptions

Process waiving of fees for customers with delayed payments

Assist in setting up disputes and fraud investigations

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

 

Predictive Index Behavioral Profile - Promoter

https://www.predictiveindex.com/reference-profile/promoter/

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.

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

• 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.

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

China 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 China to be liked and accepted, and she express herself 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.

• Sofea has been working for 5 years. She has performed various roles in different companies where she supported the following tasks:
  • Email Management
  • Calendar Management
  • Social Media Management
  • Booking Appointment
  • Email Marketing
  • Data Entry 
  • Basic graphic design
• Since 2020 she started her freelance career and worked with UK clients as a Virtual Assistant. 
• She is proficient in Microsoft tools, Google Suite, and Canva, 
• She is available to start immediately. She is amenable to working the day shift for any part-time or fulltime position.

• 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.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”