Hiring Offshore Doesn’t Fail—Handoffs Do

• Zel has been working for almost 4 years in the Healthcare, Security Services, Property Management/Real-estate, software, and information technology business, and Business Process Outsourcing handling telecommunications accounts. She handled and performed roles such as Account Executive, Back-Office Specialist, Technical Support, Virtual Assistant - Cold Caller, Procurement Sourcing Specialist, and Social Media Manager. She handled US, UK, US, Spanish, and Jewish Clients. Also, she has been working as a Virtual Assistant for 3 years.
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Email Handling
  • Client Management
  • Calendar management
  • Data entry
  • Retention
  • Billing and collections
  • Customer Service 
  • Technical Support
  • Sales and Marketing
  • Administrative tasks
• She is proficient in using CRMs, Salesforce, MS Office, Sprout, Ringcentral, Aircall, Telegram, DocuSign, Whatsapp, Zoho, Whatsapp, Trello, and MS Dynamics
• She loves cooking, singing, and traveling. 
• She can start ASAP, is amendable working any shifts, and open is to any full-time or part-time role. 

Predictive Index Profile - Venturer

Strongest Behaviors

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.

• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
• Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.

Behavioral Summary

LUZEL is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

LUZEL is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.

Ara worked as a Virtual Paralegal at a private law firm in Australia, where her primary responsibilities included drafting legal documents and reports. She also proofread and reviewed legal documents and contracts, providing critical administrative support to her employer, a lawyer, in his daily tasks. Additionally, she managed his social media accounts, focusing on lead generation and content management.

In her role as a Conveyancing Paralegal for an Australian company, she reviewed contracts and liaised with clients, solicitors, and banks. She prepared initial and post-settlement letters and managed property settlements across WA, VIC, and QLD. Her role involved supporting the team administratively and managing email communications. With over seven years of experience in the legal field, paralegal work, and virtual assistance, she brings a solid understanding of legal terminology, exceptional organizational skills, and adaptability across multiple industries, including real estate, law, and administrative support.

 

• 7+ years of legal and administrative support experience
• Industry expertise: Legal services, Real Estate, Social Media Management
• Educational Background: Juris Doctor (2024, Aklan Catholic College) and BA in Political Science (2017, West Visayas State University)
• Notable Responsibilities: Managed the property settlement process, prepared legal documents, and optimized client communication

Skills and Proficiency:

• Key Skills: Legal research, drafting, process improvement, data-driven strategic planning
• Software: Proficient in Microsoft Office, Zoho, Slack, Asana, HubSpot, PEXA, and Leap
• Additional Tools: CRM experience with Salesforce; digital marketing and team coordination tools like Canva, Jira, and Monday.com

Prepare adjustments ✓
Figure out penalty interest ✓
Complete all items and settle a matter on PEXA unsupervised ✓
Order searches for a matter ✓

Ara is available to start immediately for a Full-time position.


Adapter - The Predictive Index

 

• Kath has a bachelor's degree in Accountancy. She has been working for almost 7 years in the amusement and telecommunications industries where she handled and performed roles such as Accounting Assistant - Accounts Payable Section and Accounts Receivable Accountant.
• As part of her upskilling, she attended a Virtual assistant training for  Bookkeeping with QuickBooks Online Certification last April 2023.
• She has a background in the following accounting administrative tasks:
  • Accounts Payable and Accounts Receivable Management.
  • Phone Support - Call suppliers, contractors, clients, and customers.
  • Account Reconciliation
  • Invoicing
  • Billing and Collections
  • Processing payments 
  • Prepare cash disbursements
  • Auditing
  • Preparation of reports
• She is proficient in using QuickBooks online and desktop and MS Office.
• She is QuickBooks certified.
• She can start in after 3 weeks, amendable working any shifts, and open for any full-time or part-time role.

Predictive Index Profile - Specialist

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

KATHERINE is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in KATHERINE, who takes responsibilities very seriously.

With experience and/or training, KATHERINE will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and KATHERINE is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Ruth has extensive experience in various roles, including Sales and Marketing Executive, Public Adjuster/Telemarketing Lead, and Customer Service Manager. She has over 9 years of managerial experience, with a strong focus on customer service, sales, marketing, and virtual assistance.
• She holds a Master’s degree in Business Administration, which complements her practical experience in business development and customer relations.
• She has successfully led LinkedIn marketing campaigns, managed CRM systems, generated leads, and executed webinar campaigns.
• She has also been involved in the hiring process, mentoring colleagues, and managing social media content.
• In her role as Customer Service Manager, she developed contingency plans and coached customer service associates, highlighting her leadership and problem-solving abilities.
• She is proficient in Microsoft Office, Google Suite (with advanced knowledge in Excel and Google Sheets), and various project management tools such as Notion, Asana, and Clockify.
• She also has experience using CRM tools like Pipedrive and Housecall Pro, AI tools such as Jasper AI and ChatGPT, and lead generation tools like Apollo.ai. She is proficiency in content creation tools like Canva and ConvertKit, as well as communication platforms (Zoom, Skype, Slack).
• Can start immediately.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Ruth will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

• Emi has over three years of experience in the BPO industry, transitioning successfully to an online career, running 7 years now. Her background as a Senior Customer Service Representative, Technical Service Representative, and Fashion Consultant demonstrates her ability to handle customer inquiries, process orders, manage subscriptions, and provide technical support effectively. Emilyn's dedication to customer satisfaction is evident through her roles servicing US & UK clients where she managed customer relationships and ensured seamless service delivery.
  
  Her experience spans multiple industries, including healthcare, technology, and fashion. Her proficiency in CRM software such as Shopify, Zendesk, Tidio, Google Apps, and Microsoft Office, combined with her excellent customer retention strategies, makes her a valuable asset.
• Successfully managed customer subscriptions and retention, significantly reducing subscription cancellations.
• Provided technical support for diverse product lines, enhancing customer satisfaction and loyalty.
• Leveraged CRM tools to streamline customer service operations and improve response times.
•  
• Customer Service Skills:
  • Exceptional communication and problem-solving abilities.
  • Strong customer retention and relationship management.
  • Phone and email management
  • Customer Satisfaction
  • Process Replacements and Refunds
•  
• Technical Skills:
  • Proficient in Shopify, Zendesk, Amazon Seller, Tidio, Google Apps, Microsoft Office.
  • Experienced in managing websites and providing technical support.
  • Technical Support
• She is available to start immediately for Part-Time or Full-Time roles.
• Predictive Index Behavioral Profile - Operator
  
  Strongest Behaviors
  Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
  Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
  Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
  Behavioral Summary
  Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Emilyn has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

• Ava is a seasoned HR professional with expertise in recruitment for 9 years. She acquired a degree in Psychology and immediately joined a start-up power company where she stayed in the next 5 years. She started as an HR Assistant and was promoted to a Specialist position. In 2019, she transferred to an insurance company as an HR Officer until July 2023.
• Throughout the years, Ava honed her skills in executing the following:
  • End-to-end recruitment (sourcing, interviewing, onboarding)
  • Training and development
  • Compensation and Benefits Administration
  • Record keeping
• She helped deploy a wide range of engineering roles from the local market such as Civil, Mechanical, Computer, Industrial, and Chemical Engineers. Other roles she was able to fill were Executive Assistant, Admin Assistant, Customer Service Representative, Security Assistant, IT Head, GL Analyst and Supervisor, AP Processor, Disbursement Officer, and Warehouse and Procurement positions.
• She prides herself on carrying out the recruitment of 70+ employees for numerous positions in the start-up company she worked within a limited span of time.
• She is a user of Oracle, Maximo, iRecruit, Agency Portal, Jobstreet, Kalibrr, Indeed, Google Spreadsheets, and Microsoft Office Apps (Outlook, Teams, Excel).
• She can start anytime.
• Ava prefers working the day shift to any part-time or full-time role.

Cheryll work history includes roles such as Operations Manager and Administration Manager/Bookkeeper, where she processed invoices, reconciled transactions, and supported month-end reporting in collaboration with external accountants. Additionally, she has effectively maintained internal systems, led process improvements, and created SOPs and templates to enhance efficiency.

She is highly organized and communicative, with experience handling over 150 clients and 160 staff, showcasing excellent multitasking and interpersonal skills. She is adept with a wide range of tools including Xero, Google Workspace, Notion, Slack, Asana, and Monday.com, and is quick to adapt to new platforms and workflows.

Her ability to self-direct and operate in remote/asynchronous environments is well-established, complemented by certifications in Agile, Scrum, Six Sigma, and Executive Assistance. She displays a proactive, problem-solving mindset and has proven success in both independent and collaborative settings.

Overall, this is a strong candidate who meets and exceeds the key requirements for the role, with the versatility, tech proficiency, and leadership experience ideal for supporting dynamic and evolving business operations.

Bookkeeping & Financial Tasks (Xero, BAS, Payroll, Invoicing)
Direct Experience:
Extensive use of Xero across multiple roles including payroll processing, leave tracking, and maintaining credit card transactions.
Experience reconciling sales and rental bank transactions.
Experience in payroll, invoice processing, and sales commission settlements.
Strength: Strong command of Australian bookkeeping tools and practices; Xero-certified (Advisor and Payroll).

Operational Support & Documentation
Created and maintained monthly reports, statements, and ledgers.
Supported the preparation of marketing packages, employee documents, and management agreements.
Has worked closely with Property Managers and Clients, showing a strong admin and operations support background.

Email, Calendar, and Supplier Coordination
Coordinated with external stakeholders and handled admin support tasks in current and previous roles.
Likely to have transferable experience in email/calendar management though not explicitly stated.

Process Improvement & Initiative
Demonstrated ability to suggest improvements and systematize tasks in banking and real estate environments.
Took initiative in organizing and filing systems, maintaining records, and streamlining payroll and tax processes.

Technical Proficiencies Evaluation:

Cheryll displays an impressive and comprehensive level of technical proficiency aligned with the needs of the role. She is highly tech-comfortable, with hands-on experience using a wide range of platforms essential for bookkeeping, operations, project coordination, and remote team collaboration.

Key platforms and tools include:
Accounting & Finance: Xero (certified), QuickBooks, MYOB, Class, Stripe – used for processing invoices, reconciliations, and financial reporting.

Project & Task Management: Asana, Notion, Monday.com, Trello, AdviserLogic – utilized to support project coordination, streamline workflows, and manage team efficiency.

Administrative & Communication Tools: Google Workspace, Microsoft Office Suite, Slack, Microsoft Teams, SharePoint, WhatsApp – for document management, team communication, scheduling, and email coordination.

CRM & Marketing Platforms: HubSpot, Keap, Mailchimp, ClickFunnels, GHL, Hootsuite, Infusionsoft – used in client engagement, marketing support, and lead nurturing roles.

Other Systems: Dropbox, ATO Portal, Practice Protect, LinkedIn Sales Navigator, Canva, Social Media Schedulers (Socialbu, Social Jukebox) – supporting research, creative tasks, and secure data handling.

Her ability to quickly adopt and optimize a wide variety of systems shows strong digital literacy and adaptability. This technical fluency, coupled with her operational and administrative expertise, makes her particularly well-suited for a fast-paced and evolving role.

Overall, the candidate demonstrates exceptional technical competence, capable of leveraging tools effectively to support strategic and day-to-day operations.

Predictive Index Behavioral Profile - Venturer

Strongest Behaviors
Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.
Flexible approach to “the book” often bends the rules and does things their own way. An innovative, "outside the box" thinker who is undaunted by failure.
Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.

Overall Recommendation:
Cheryll is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

Cheryll is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.
 

Cheryll has more than 5 years of experience in the finance industry specifically dealing with Australian clients

She has experience in doing basic accounting work such as:

• General bookkeeping
• Accounts Receivable management
• Accounts Payable management
• Client set-up and management in MYOB
• Data entry and client set-up in XERO
• Payroll entry

She also has experience with SMSF 

Cheryll is also a Certified Scrum Master, Agile Scrum Certified, Scrum Fundamentals Certified, Six Sigma White and Yellow Belt

She is open to both part-time and full-time positions and is available to start immediately
 

Predictive Index Behavioral Profile - Venturer

Strongest Behaviors:

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.

• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.

Behavioral Summary:

Cheryll is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick her neck out”; and take responsibility for risks when she believes she is right. The challenge of new problems and new ventures is stimulating and will be responded to with action. She has a lot of confidence in herself, her own knowledge, ability and decisions.

Cheryll is an ingenious and innovative problem-solver and troubleshooter. She has an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. She will drive hard to get things done her own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. She has a strong competitive drive, is ambitious, and will drive hard to achieve goals. Her sense of urgency and impatience for results will put pressure on others as well as on herself.

• Grace has a bachelors degree in Accountancy.
• She has been working for almost 9 years in the property management/real-estate industry where she handled roles such as:
  • Senior Trust Accountant
  • Property Accountant
  • Billing and Collection Officer
• She has an experience with the following tasks:
  • Tax Compliance
  • Billing and Collections
  • Invoicing
  • Accounts receivable and payable management
  • Prepare financial reports and statements
  • Account reconciliation
  • Client coordination
  • Budgeting
  • Journalizing
  • Payroll 
  • Trust accounting
  • Bookkeeping
  • Data entry
• She has an experience working for local and Australian client.
• She has a background in Australian accounting.
• She is familiar with GST, BAS and IAS.
• She is proficient using microsoft office, CRMs and PropertyPlus.
• She has a basic knowledge in Quickbooks, Xero and oracle.
• She can start after June 9, 2023, prefer morning shifts and open for any full-time or part-time role.

Predictive Index Profile - Operator

Strongest Behaviors

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Behavioral Summary

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Mary Grace has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Mary Grace will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Anna is a graduate of Computer Science. She has 12 years of experience working within various industries such as retail, information technology, and home improvement. She handled roles like Assistant Store Manager, Virtual Assistant, Bookkeeper, Accounts Payables Assistant, and Sales Administrative. She catered to clients in the US and Australia. She also helps in their family bookkeeping business.
• She supported the following tasks in line with accounting:
  • Invoicing
  • Accounts payables and accounts receivable
  • Financial statement preparation
  • Bank reconciliation
  • Payroll
  • Billing
• She was a previous Remote Contractor and worked with one of our clients for 4 years where she was exposed to Australian Payroll. She also prepared BAS and shadowed with its lodgment to the ATO portal.
• She is proficient with NetSuite, QuickBooks, Xero, MYOB, Microsoft Office Apps (Excel, Word, Teams, Outlook), Google Spreadsheets, Slack, and Asana, while a beginner with Notion, Shopify, and HubSpot.
• Anna is available to start immediately, and she is amenable to working the day shift for any part-time or full-time position.

Predictive Index Behavioral Profile - Analyzer

Strongest Behaviors

• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.
• Proactivity in driving to reach goals while moving at a faster-than-average pace. 

Behavioral Summary

Anna Marie Vanessa is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which they are responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

Marietha has over 5 years of experience in accounting specifically in Accounts Receivables, Invoicing, and Billing process

Some of the tasks she has performed include:

• Processing of revenue reconciliation 
• Recording and review of payments
• Accounts Receivables
• Preparing weekly billing statements
• Follow-up clients with outstanding invoices via phone, email, or onsite visit
• Processing of invoices
• Encoded bookings from Simplr to SAP
• Entering new accounts into SAP

She has hands-on experience with these accounting tools

• Xero (11 months)
• SAP (4 years)
• Cisco (5 years)

She is open to both part-time and full-time positions and is available to start immediately
 

Predictive Index Behavioral Profile - Artisan

Strongest Behaviors:

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary:

Marietha is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within her area of expertise. Works at a steady, even pace, leveraging her background for the betterment of the team, company, or customer.

With experience and/or training, she will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Her work pace is steady and even-keeled, and she's motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to her decision-making; Marietha plans ahead, double checks, and follows up carefully on decisions and actions.

• Jean has more than 20 years of relevant work experience as an Accountant in the bank, construction, consultancy, and distribution industries where she catered to clients who are based locally and internationally (US and Japan). She has a degree in Accountancy and a Master’s Degree in Business Administration. Jean has worked in Dubai for 6 years catering for two companies as an Accountant.

• She is adept at performing the following tasks:

  • Accounts Payable/Accounts Receivable
  • Accounts & Bank Reconciliations
  • Resolving Discrepancies and Fraud Findings
  • Bookkeeping
  • Petty Cash handling
  • Payroll Processing
  • Inventory Control
  • Tax/Vat Reports Submission 
  • Budget Forecast
  • Assisting in Audits
  • Preparation of Financial & Management Reports 

• Jean just finished her training for Australian Taxation and keeps herself up to date with accounting trends via webinars and watching videos online.

• She is proficient in accounting systems such as QuickBooks, ERP systems, Sage50,  and tools like Microsoft Excel, Microsoft Word

• She needs 1-week notice before starting and is amenable to working the morning and night shifts for any full-time and part-time position.

 

Predictive Index Behavioral Profile - Analyzer

Strongest Behaviors

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”

• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.

 

Behavioral Summary

Jean is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which they are responsible. The approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

Much more technically than socially-oriented; has confidence in technical/professional knowledge and ability to get things done correctly. With experience, Jean will develop a high level of expertise in  her own work and will be critical of mistakes made by herself or others. Takes the work and responsibilities very seriously and expects others to do the same.

Jannel is an accomplished Certified Public Accountant with 15 years of experience in the banking industry, primarily serving local clients. She currently excels as a Senior Accountant for a U.S.-based client, handling a comprehensive array of tasks including bank and account reconciliation, journal entries, financial report preparation, payroll processing, utility auditing, and budget forecasting. Her practical expertise, combined with her QuickBooks ProAdvisor Certification, make her proficient in managing diverse accounting needs efficiently.

While she has undergone specialized training in Australian accounting practices and Xero software, she has yet to gain hands-on experience with Australian clients or Xero in a professional capacity. However, her training demonstrates her readiness and adaptability, positioning her well for roles that may require these skills in the future.

Jannel is also highly skilled in software such as QuickBooks, Propertyware, HubSpot, Microsoft Excel, Teams, and Outlook, enabling her to manage complex financial processes seamlessly. Her dedication to continuous improvement is evident through her recent certifications, including a 2024 QuickBooks Online Recertification, and advanced training in public finance budgeting and controls.

Available to start immediately, Jannel is open to day-shift positions and would be a valuable asset for both full-time and part-time roles requiring a meticulous, adaptable, and skilled accounting professional.

 

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome.

• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

 

Behavioral Summary

Jannel is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Jannel, who takes responsibilities very seriously.