Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Kristy Rae Peña

Bookkeeper & Client Services Coordinator
Compostela

Summary

I am a results-driven operations and client services professional with over six years of cross-functional experience in virtual assistance, bookkeeping support, and customer success. I specialise in working with Australian, New Zealand, and US entities, with a deep, practical knowledge of Australian Taxation Office (ATO) and Australian Securities & Investments Commission (ASIC) regulatory compliance. I am highly skilled at managing end-to-end client onboarding, Xero reconciliations, accounts payable and receivable, and business registration workflows, while always ensuring high-impact communication and empathetic support.

Overview

8
years of professional experience

Work History

Little Miss Bookkeeping
COMPOSTELA

Bookkeeper & Client Services Coordinator
03.2023 - Current

Job overview

  • Manage and streamline end-to-end client task coordination, acting as the primary liaison between clients and the internal administrative team.
  • Prepare and reconcile Xero accounts, ensuring flawless accounts payable and receivable processing for high-volume clientele.
  • Execute complex business registrations including ABN, GST, and PAYGW, and maintain up-to-date compliance through the ATO and ASIC portals.
  • Liaise directly with the Australian Taxation Office (ATO) on behalf of clients for negotiations, dispute resolution, and account reconciliations.
  • Oversee document handling, workflow optimization, and cloud-based file management, drastically reducing turnaround times.

Anyspaces.com

Virtual Assistant & Accounts Manager
01.2022 - 02.2023

Job overview

  • Oversaw casual leasing administration for a diverse portfolio of clients across Australia, New Zealand, and the United States.
  • Managed daily invoicing and financial operations utilizing Xero to ensure accurate cash flow tracking and reconciliation.
  • Designed and published targeted social media content, aligning visual storytelling with corporate branding guidelines.

TDCX

Airbnb Account Manager & Customer Service Associate
07.2021 - 12.2022

Job overview

  • Delivered highly responsive phone, email, and chat support to global users, maintaining excellent satisfaction scores.
  • Investigated and resolved complex booking and transaction disputes, ensuring mutually beneficial resolutions.

TikTok Account

Content Moderator
01.2020 - 02.2021

Job overview

  • Ensured strict adherence to platform policies, community guidelines, and legal standards for digital media content.

Concentrix

Customer Service Associate (Banking Account)
03.2018 - 01.2020

Job overview

  • Addressed customer inquiries regarding banking products and financial services with high confidentiality.
  • Processed account updates, managed payment follow-ups, and reconciled discrepancies for banking customers.

Education

Basilan State College

Bachelor of Science from Computer Science

Skills

Financial & Regulatory Operations

Xero Accounting (AP/AR & Reconciliation)

ATO & ASIC Registrations (ABN, GST, PAYGW)

ATO Negotiations & Compliance

Client Onboarding & Document Systems

Customer Support & Operations

Zendesk, Salesforce, and Freshdesk

E-mail, Chat, and Phone Support

Bank statement reconciliation

Customer relations

Timeline

Bookkeeper & Client Services Coordinator

Little Miss Bookkeeping
03.2023 - Current

Virtual Assistant & Accounts Manager

Anyspaces.com
01.2022 - 02.2023

Airbnb Account Manager & Customer Service Associate

TDCX
07.2021 - 12.2022

Content Moderator

TikTok Account
01.2020 - 02.2021

Customer Service Associate (Banking Account)

Concentrix
03.2018 - 01.2020

Basilan State College

Bachelor of Science from Computer Science
Kristy Rae PeñaBookkeeper & Client Services Coordinator