Virtual Assistant Bookkeeping & Data Entry Specialist

DANIEL ALEJANDRO MARTINEZ FIALLO

Virtual Assistant Bookkeeping Assistant Data Entry Specialist

PROFESSIONAL SUMMARY

Detail-oriented and dependable Virtual Assistant with professional experience supporting a U.S.-based commercial insurance company since 2024. Experienced in data entry, bookkeeping support, financial record organization, digital document management, and email organization. Skilled at maintaining accurate and up-to-date records, organizing invoices and financial documentation, reviewing information for inconsistencies, and handling confidential business information. Strong ability to work independently in a remote environment while following company procedures and meeting deadlines. PROFESSIONAL EXPERIENCE

Virtual Assistant — USA Commercial Insurance

Remote 2024 – Present

• Perform accurate and timely data entry into company systems and spreadsheets.

• Provide bookkeeping and administrative support for daily business operations.

• Organize and maintain digital financial records and business documents.

• Assist with organizing invoices, receipts, and other financial documentation.

• Review records and data to identify missing, incomplete, or inconsistent information.

• Maintain organized and up-to-date bookkeeping and administrative files.

• Assist with tracking and organizing financial transactions and related records.

• Manage and organize business emails and digital correspondence.

• Follow company procedures for maintaining and organizing confidential records.

• Handle sensitive business and financial information with professionalism and discretion.

• Communicate with team members regarding questions, missing information, or discrepancies.

• Work independently while maintaining accuracy, organization, and productivity in a remote environment. CORE SKILLS

Bookkeeping Support • Data Entry • Financial Record Keeping • Invoice & Receipt Organization • Digital Document Management • Email Management • Spreadsheet Management • Financial Data Organization • Record Review & Verification

• Administrative Support • Confidential Information Handling • Attention to Detail • Organization & Time Management • Remote Work • Written Communication • Problem Solving TECHNICAL SKILLS

QuickBooks • Microsoft Excel • Microsoft Word • Google Sheets • Google Workspace • Email & Digital Communication • Data Entry Systems • Digital File Management • Online Business Platforms • Bilingual — Spanish & English PROFESSIONAL STRENGTHS

• Accuracy: Strong attention to detail when entering, reviewing, and organizing information.

• Organization: Able to maintain structured digital files, records, emails, and financial documentation.

• Confidentiality: Experienced in handling business and financial information responsibly.

• Reliability: Dependable and consistent when completing routine administrative and bookkeeping tasks.

• Remote Work: Comfortable working independently, communicating virtually, and managing daily responsibilities without direct supervision.

EDUCATION

Bilingual Education Institute (BEI)

English Language Studies Houston, Texas Expected Completion: 2028 ADDITIONAL INFORMATION

• Experienced working with U.S.-based business operations.

• Available for remote work.

• Comfortable working independently and as part of a remote team.

• Strong willingness to learn new bookkeeping software and company-specific systems.

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