RICH-ANN PIQUERO

Executive Assistant- Operations & Financial Systems Specialist

Cagayan de Oro City,PH

Summary

Results-driven professional with a strong background in executive support and administration. Demonstrates capability in streamlining operations and improving productivity through effective organizational skills. Experienced in managing complex schedules, coordinating high-level meetings, and maintaining confidentiality. Committed to enhancing operational efficiency and supporting business objectives.

Overview

years of professional experience

Certification

Work history

Operations & Financial Administrator

Canadian Construction Firm

2023.03 - 2025.12

Revenue Recovery: Optimized the AR/AP cycle by implementing automated payment reminders, significantly reducing outstanding balances and stabilizing cash flow.
Workflow Automation: Identified and eliminated documentation bottlenecks, resulting in a 30% increase in project turnaround speed.
CRM Optimization: Re-architected HubSpot and GoHighLevel pipelines to track the complete client lifecycle, ensuring zero lead leakage and 100% data accuracy.
Strategic Reporting: Engineered complex tracking systems in Excel for project milestones, providing leadership with real-time visibility into operational health.

CSR Team Lead

Versatel Marketing

2022.06 - 2023.05

Conversion Optimization: Refined lead qualification scripts and CRM data fields, directly increasing booking rates and sales efficiency.
Pipeline Integrity: Managed high-volume U.S. lead flows, ensuring data hygiene and high-intent routing for technical teams.

General Virtual Assistant

WoodBows

2020.07 - 2022.11

Scalability: Authored a library of Standard Operating Procedures (SOPs) that allowed the team to scale onboarding without losing service quality.
Digital Asset Management: Centralized cloud storage and website assets on WordPress, improving team accessibility and brand presentation.
Maintained client confidentiality by adhering strictly to data protection laws and company policies.
Supported recruitment processes by coordinating interviews and assisting in candidate selection thus aiding workforce development.

Education

Bachelor of Science - Management Accounting

Liceo de Cagayan University

Philippines

Skills

Financial Operations: Revenue Reconciliation, Accounts Payable/Receivable (AP/AR), Invoicing, Cash Flow Management
Systems Architecture: HubSpot (Certified), GoHighLevel (GHL), Pipedrive, WordPress, QuickBooks, Xero
Business Intelligence: Data Visualization, Advanced Excel/Google Sheets (Pivot Tables, VLOOKUPs), Workflow Automation
Operations Management: SOP Development, Project Lifecycle Management, Executive Support, Lead Qualification
Payroll management
Database administration

Decision-Making assistance
Extensive travel arrangements
Time management mastery
Customer relationship management software
Confidentiality assurance
Client Relationship Management

Certification

HubSpot Social Media Strategy, Amazon VA (Pro VA), Facebook Ads (Udemy), Project Management (Coursera)

WHY HIRE ME?

Analytical Mindset: Unlike generalist VAs, my accounting background means I treat your data like a financial statement—accurate, reconciled, and audit-ready.
Software Agnostic: Whether it’s QuickBooks for your books or GoHighLevel for your marketing, I integrate your tech stack so your tools actually talk to each other.
International Standards: 8 years of experience working with UK, US, and Canadian business cultures, ensuring proactive communication and deadline reliability.

Languages

English

Advanced

Timeline