Kathleen Jane Solmayor-San Jose
Talisay City, Cebu,Philippines
Overview
12
12
years of professional experience
Work History
Lead Disposition Specialist
Land Caller
07.2024 - 04.2025
- Evaluated calls to assess lead quality and ensure compliance with company standards, ensuring accurate tagging of each call.
Virtual Assistant Bookkeeper
Aeris Insurance Solutions
12.2021 - 01.2023
- Assisted accountant with filing and responding to emails.
- Organised and managed digital files, documents, and records.
- Facilitated sending of invoices and follow-up on payments via email.
- Performed data input and journal entry in QuickBooks Online.
- Performed bank reconciliation to ensure accuracy of financial records.
- Assisted with payroll calculation.
- Ensured confidentiality and securely handled sensitive information.
Real Estate Virtual Admin Assistant
TreeTrunk Inc.
07.2020 - 12.2021
- Primary Support to Damji+Co.
- Assisted in managing calendars and scheduling meetings and appointments.
- Facilitated electronic filing and sending of contracts and ensured acquisition of necessary signatures on documentation.
- Supported client management tasks by making phone calls and responding to emails and follow-up activities.
- Entered and updated client data and transaction details.
- Organised and maintained digital files, documents, and records.
- Coordinated communications, presentations, reports, and documentation.
Remote Account Officer
ABC CPAs
10.2019 - 04.2020
- Supported staff remotely with bookkeeping and accounting tasks.
- Conducted bank reconciliation to ensure accuracy of financial records.
- Assisted with payroll calculations.
- Performed data input and journal entries in QuickBooks efficiently.
- Generate financial statements for reporting purposes.
Accounting Manager
8S Accounting & Consultancy Services
03.2016 - 04.2020
- Oversaw daily accounting operations.
- Served as point of contact for clients, addressing inquiries regarding billing and financial services.
- Provided customer service and assistance to clients in a professional manner.
- Scheduled client meetings, consultations, and appointments.
- Examined journal entries, ledgers, inventories, and other financial records to ensure accuracy of financial recording and compliance with deadlines.
- Attended client meetings and processed engagement proposals.
- Handled regulatory registrations and filings with SEC, DTI, and BIR, including business permit processing and tax filing.
- Performed data entry, reconciliation, and reporting using various software applications.
- Prepared financial reports and generated reports for internal use and client reviews.
Technical Support Professional
Convergys
08.2013 - 02.2016
- Assisted users in resolving QuickBooks Online payroll payment issues and other Intuit product inquiries.
- Resolved customer complaints in a timely manner.
- Interacted with customers to address inquiries, concerns, and requests regarding bills, products, and services.
- Followed up and made scheduled callbacks to customers when necessary to ensure concerns were fully resolved.
- Handled payments and processed transactions while managing billing inquiries to ensure accurate account information.
Education
Bachelor of Science - Accountancy
CIT-University
01-2011
Bachelor of Science - Management Accounting
University of San Carlos
01-2009
Juris Doctor - Law
University of Cebu-Banilad
Skills
- Bookkeeping and financial reporting
- QuickBooks Online and Desktop proficiency
- Bank reconciliation
- Accounts payable and receivable
- Customer service and communication
- Microsoft Excel and Google Workspace
- Peachtree Accounting and Wave Accounting
- Account reconciliations
- Payroll administration
- Data entry and digital filing
- Executive support
- Email management
- Calendar management
Timeline
Lead Disposition Specialist
Land Caller
07.2024 - 04.2025
Virtual Assistant Bookkeeper
Aeris Insurance Solutions
12.2021 - 01.2023
Real Estate Virtual Admin Assistant
TreeTrunk Inc.
07.2020 - 12.2021
Remote Account Officer
ABC CPAs
10.2019 - 04.2020
Accounting Manager
8S Accounting & Consultancy Services
03.2016 - 04.2020
Technical Support Professional
Convergys
08.2013 - 02.2016
Bachelor of Science - Accountancy
CIT-University
Bachelor of Science - Management Accounting
University of San Carlos
Juris Doctor - Law
University of Cebu-Banilad