THEOFELYN ILA ALVAREZ

Work History

GoVirtual Assistants Inc

10.2023 - 12.2024

Provided administrative and financial support to a Senior Manager of Finance Operations, assisting with financial reconciliation, reporting, and process optimization. Managed correspondence, prepared documentation, and ensured accuracy in financial records to support operational efficiency.
In charge of reconciliations of Personal and Commercial Lines Direct Bill commissions using Applied Epic and Comulate
Monitors daily operating banking reports of wires and checks (lockbox) and other transactions like bank.transfers, Journals and other payment deposits.
Handled disbursements of return commission checks to carriers.
Coordinated and communicates with account managers to resolve problems between statements and policy setup in Epic and other commission and billing issues.
Ensure revenue is recorded accurately by preparing month-end reconciliations to tie out revenue booked in Epic to funds received in the bank.
Spearheaded the transition of manual reconciliations to an automated platform.
Implemented process improvements to drive operational efficiency and increase accuracy.
Designing presentations, workflows and process flowcharts.
Effectively handled departmental responsibilities during periods of reduced staffing, ensuring seamless operations and task completion.
Supervised and trained new hires.
Email Management
2024 CEO Spotlight Awardee

PATRA Philippines

03.2021 - 09.2023

Provided administrative and analytical support to a Senior Financial Analyst, assisting with financial documentation, data reconciliation, and process improvement initiatives. Managed correspondence, prepared reports, and ensured accuracy in financial records.
Responsible on Direct Bill Reconciliations of Personal Lines and Commercial Lines Commissions and some Benefits, including consolidating statements, month end report and other administrative tasks as requested by management.
Review of Expense forms and Processing of Vouchers.
Pulling and consolidating statements from insurance carriers for commission deposits.
Implemented process improvements to drive operational efficiency and increase accuracy.
Ensured accuracy in financial records by reconciling accounts and preparing detailed reports.
Design presentations, workflows and process flowcharts.

TATA Consultancy Services

07.2020 - 02.2021

Handled inbound and outbound calls for a global healthcare company as an IT Service Desk representative, diagnosing and troubleshooting computer, system, and application issues.
Provided support for hardware, network connections, software, basic configurations, and Microsoft Office to ensure seamless operations.

TATA Consultancy Services

10.2019 - 06.2020

Handled inbound and outbound calls for a global advertising company, ensuring the accuracy of clients' business details in their advertisements.
Managed data entry and management, organization, and protection to support business promotion efforts.
Fostered strong client relationships, providing guidance to enhance advertising strategies and increase online visibility.
Collecting, organizing, and protecting client's data to help promote their business.
Executed ad hoc tasks as directed by management to maintain operational efficiency.
Increased customer satisfaction by promptly addressing concerns and providing effective solutions tailored to their needs.
2020 Top Agent for Inbound

TATA Consultancy Services

06.2015 - 09.2019

HIBU Philippines Private Ltd

10.2014 - 06.2015

Worked on both inbound and outbound calls for an international directory/advertising company.
Making sure the customers' business details are correct in their advert.