Virtual assistant, investment / account manager

Expected Salary:
Employment Type:
Part Time
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Basic Information

Member Since
September, 2021
Bachelors Degree

Top Skills

Email Management

Data Entry

Admin Assistant


WORK EXPERIENCE Senior Financial Analyst ARQ SME Mezzanine Advisors Inc. September 06- Present - Evaluate financial and investment information to help the company push through with the buying, selling, or investing of funds. - Continuously interprets data, such as company financial statements, price development, and economic fluctuations. Farm Manager Gil Cunada Farm (Family Farm) February 2018- September 5, 2021 - Income from sugarcane produce increased by 5% following implementation of effective bookkeeping, and execution of thorough research and analysis of the farm’s soil composition. Thus, leading to adaptation appropriate farm strategies. - Responsible for improvement of production, development of marketing strategies, and employee management. - Produced dragon fruits, and sugarcane - Inspects farm, and ordering maintenance activities, as needed. Commercial Banking Account Manager Philippine National Bank – Iloilo Business Center April 2016 – February 2018 - Achieved 181% beyond target key performance index within 19 months. - Successfully managed and grow an average of 25 SMEs (small-to￾medium enterprise) with a total portfolio of at least Php450Million

Exceeded target via continuous interaction with the clients, and their stakeholders to drive-in opportunity. - Captured intelligence data of client’s recurring and upcoming business requirements. - Fostered close partnership with various groups in commercial bank to assist in expanding existing relationships and acquiring new clients. - Generated and maintained a pipeline of business opportunities via multiple business development techniques. Corporate Banking Account Manager Philippine National Bank – Corporate Banking Group December 2014 – April 2016 - Effectively handled key corporate accounts having minimum asset of at least Php1ooMillion per account. - Successfully managed Php40billion portfolio. - Yearly target reached and exceeded via constant communication and collaboration with the clients. - Maintained existing client relationship and identified new business opportunities. - Regularly monitored commercial, industrial, economic, and financial condition relating to existing, new, and prospect clients. Management Trainee Philippine National Bank June 2014 – December 2014 Legal Researcher Cunada Law Office January 2014- June 2014 Sales Advisor Megaworld Corporation February 2013 – April 2013 Freelance Writer October 2012-December 2013 Freelance Events Organizer and Graphics Designer June 2012- April 2014

Skill Rating

Admin & Office (Virtual Assistant)

Admin Assistant
Data Entry
Email Management
Event Planner
Human Resource Management
Project Coordinator
Quality Assurance
Travel Planning
Appointment Setter
Personal Assistant
Recruitment Assistant

Customer Service and Admin Support

Customer Support
Phone Support
Email Support

English Skills

Tutoring Teaching

Finance and Management (Virtual Accountants)

Investment Researching
Financial Forecasting
Financial Management
Inventory Management
Strategic Planning
Tax Preparation
Business Plans
Financial Analysis

Graphics and Multimedia

Shirt Design
Print Design
Logo Design
Graphics Editing


Technical Writing
Editing Proofreading
Creative Writing

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