Virtual Assistant Project Management

JACKLINEOPATAOBONDO

VIRTUAL ASSISTANT FINANCE ENTHUSIAST

***********@*****.***

Personal Profile

A Highly organized and detail-oriented Virtual Assistant with a strong background in finance, auditing, and project management. Proven ability to provide exceptional administrative support, streamline operations, and enhance productivity for clients remotely. Experienced in managing calendars, email communication, digital files, and online research. Trained Virtual Assistant with ALX with refined skills in digital communication, time management, and remote project coordination. Committed to providing clients with high-quality virtual support and ensuring seamless workflow management. Experience

Virtual Assistant July 2023- 2024

Drafting email correspondence and handling various business communications with professionalism and accuracy.

Facilitating video conferencing and ensuring smooth technical setup and effective communication between participants.

Interfacing directly with clients and customers to address inquiries and foster relationships.

Coordinating and scheduling meetings, events, and appointments, ensuring all logistics are efficiently organized.

Conducting in-depth online research and compiling relevant data into spreadsheets for analysis and reporting.

Preparing reports, performing data analysis, and presenting actionable insights to support decision-making.

Assisting in creative tasks, including drafting content for writing projects and developing media-related materials.

Handling additional administrative duties, such as maintaining records, managing files, and supporting ad-hoc projects.

Remote Bookkeeper Part Time Jan 2022- 2024

Processing financial transactions using QuickBooks to ensure accuracy and timeliness.

Maintaining comprehensive records for accounts payable and receivable, providing clients with updated financial overviews.

Conducting monthly bank reconciliations, preparing financial reports, and ensuring timely submission of tax filings.

Managing payroll for small businesses and providing financial support, ensuring compliance with tax regulations.

Collaborating with clients to provide regular updates on financial health and recommending cost-saving measures.

Crowe Erastus and Co CPAs Senior Audit Associate Jan 2022- December 2024

Establishing work knowledge of clients' accounting procedures and processes.

Assisting with preparations of Financial Statements, Management letters, and Donor Fund accountability statements.

Assisting with engagement administration including preparation of audit plans, budgets, and engagement letter.

Evaluating internal control procedures and making recommendations for improvement .

Preparation of working papers that summarize audit procedures and controls.

Developing recommendations for audit findings.

Training and Guiding audit trainees and audit interns on practical audit. Hope To The Vulnerable Communities Project Finance Assistant Oct 2019 – Dec 2021

Daily record of payment vouchers in the QuickBooks system.

Maintained custody of the office cash and made payments of approved transactions.

Supported program planning and ensured work plans, expenditures, and procurement plans are aligned.

Assisted program staff in tracking the budget expenditures and commitments in line with the approved spending and work plans.

Prepared payroll and ensured timely remittance of statutory deductions.

Ensured accurate documentation and kept organization records as per the retention policies.

Assisted in monitoring and controlling of budgets of projects in compliance with Finance and Donor requirements.

Assisted in project progress tracking and preparation of project financial reports.

Assisted with audit preparation by retrieving documents and preparing audit files together with the support documentation.

Actively participated in resource mobilization, assets verification, and proper management of the organization's assets.

Prepared bank reconciliations and ensured monthly cash requests and BVAs were received as per the agreed timelines.

Okumu John and Associates Audit Intern Jan 2019 – Sept 2019

Checked the accuracy of accounting systems and procedures.

Verified and Inspected accounts receivables, payable ledgers, and general ledgers.

Inspected and assessed budgets, balance sheets, and other financial statement records.

Reviewed and recommended changes in internal audit controls.

Quick book entry of data, maintenance, and VAT filing.

Checked, inspected, and reconciled bank deposits and payments.

Prepared financial statements reports and documentation supporting client’s audit opinions.

Education

ALX Academy 2024

Major: Virtual Assistant

Developed skills in digital communication, task management, and project coordination for remote support.

Mastered the use of virtual assistant tools and platforms, such as Google Workspace, Asana, and Trello, to enhance client productivity.

Taita Taveta University 2018

Major: Procurement

Bachelor of Purchasing and Supplies Management

Second class honors (upper division )

KCA University 2019

Major: Accounts

Certified Public Accountant (CPA IV )

Skills & abilities

Management

Virtual Assistance & Administrative Support

Calendar Management & Email Communication

Digital File Organization & Cloud-Based Systems

QuickBooks and Financial Software

Task & Project Management Tools (Dropbox, Slack, Google Workspace)

Online Research & Data Compilation

Social Media Content Creation & Scheduling

Financial Reporting & Payroll Management

Excellent Communication & Time Management

Client-Focused Problem Solving

References

CPA(K) Okumu John

Managing Partner

Okumu John & Associates

Email: *****.***@*****.***

Mr Oscar Waiyego

Audit Senior

Crowe Erastus and Co (CPAs)

*****.*******@*****.**.**

Mr Antony Oduor

Executive Director

Hope To the Vulnerable Community

********@**********.***

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