CCaaS - Five9


I help businesses improve operational efficiency, customer experience, & financial accuracy by combining over 19 years of leadership experience in multinational banking institutions with formal accounting knowledge & traditional bookkeeping expertise. With recent certifications in QuickBooks Online, Xero Advisor, Fundamentals of Accounting; I provide a unique blend of customer service leadership, process improvement, compliance, & financial management.
My background includes leading large teams, driving operational excellence, managing regulatory compliance, improving customer satisfaction, and implementing technology-driven solutions. Leveraging platforms such as QuickBooks, Xero, UiPath, NICE, Nexidia, Verint, Qualtrics, Intradiem, GHL, Medallia, & Claude. I help organizations streamline workflows, maintain accurate financial records, optimize processes, & make informed business decisions.
I bring a customer-focused, analytical, & solutions-oriented approach that enables businesses to strengthen operations, improve performance, & achieve sustainable growth.
• On a freelance and remote work arrangement, I develop structured, high-quality data for AI model training, annotated and evaluated data based on established criteria, ensured accuracy and consistency according to project guidelines and quality standards. Through human judgment, critical thinking, and structured feedback, I contribute to the continuous training, evaluation, and improvement of AI systems, helping enhance their reliability and overall performance.
• Develops consultative recommendations for workflow improvements, implementation planning, and service optimization.
• Advised cross-functional teams on product strategy, delivery priorities, and implementation risks
• Serves as a traditional bookkeeper in our family's store and merchandising business.
• Processed invoices, payments, and receipts while preserving organized transaction records.
• Monitored accounts payable and accounts receivable to support steady cash flow.
• Prepared bank reconciliations and resolved discrepancies promptly.
• Maintained accurate general ledger records and reconciled accounts for clean financial reporting.
• Processed accounts payable and receivable, ensuring timely invoice coding and payment tracking.
Call center operations
Project management
Quality assurance - Financial
Escalation management
Call monitoring
Quality calibration - Regulatory
Risk and Compliance
AML
Employee management
Safety regulations
Problem resolution
Cross-functional team collaboration
Product knowledge
Customer experience strategy
Root cause analysis
Coaching & feedback
Performance management
CCaaS - Five9
UiPath
MS Word, MS Excel, MS Power Point, MS Teamsm Copilot
Intradiem, CCpulse
Avaya and Cisco
Verint, NICE, Nexidia
Medallia and Qualtrics
Quickbooks Online Accountant Certification



After building a strong foundation in the corporate environment, I transitioned into freelance virtual work to apply my expertise more independently and support a diverse range of clients. My corporate experience equipped me with valuable skills in bookkeeping, financial reporting, data analysis, customer service, process improvement, and business operations, which I now provide remotely as a Virtual Professional.
As a freelancer, I manage projects directly, adapt to various business needs, and deliver high-quality results with minimal supervision. This transition has allowed me to broaden my industry exposure, strengthen my problem-solving abilities, and develop a client-focused approach while maintaining the professionalism, accountability, and attention to detail cultivated throughout my corporate career.
XERO Accounting Software
Quickbooks Online Accountant Certification