Hiring Offshore Doesn’t Fail—Handoffs Do

• 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.

• Maylee has been working for almost 7 years in the business process outsourcing industry handling telecommunications and travel accounts where she performed the following roles:
  • Senior Associate /Travel Expert
  • Travel Consultant
  • Subject Matter Expert
  • Quality Analyst
  • Customer Service Representative
  • Sales Representative
  • Billing Representative
• She handled travel accounts for almost 6 years where she handled the following tasks:
  • Ticketing and reservations
  • Booking
  • Handle corporate travels
  • Process re-accomodation, schedule changes, cancellations and refunds
  • General customer service
• She consider herself as an expert using Sabre native and Red, Amadeus and farelogix.
• She can is currently rendering, can start by May 30 onwards, amendable working any shifts and open to any full-time or part-time role.

Predictive Index profile - Specialist

Strongest Behaviors

• Places high value on “the book,” and/or professional background, which will be followed exactly to protect the company against risk.
• Very cautious and conservative; faithfully follows a well-established, well-proven plan to ensure success; will generally not act without one. Does the homework before taking action, will find supporting proof and verify it.
• Detail-oriented with perfectionist tendencies; works best with a well-defined, proven team for which this individual can produce thorough and high-quality work and decisions based on solidly quantifiable data.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.

Behavioral Summary

Maylee 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 Maylee, who takes responsibilities very seriously.

With experience and/or training, Maylee 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 Maylee 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.

• Jonica has been working for 5 years in different company from BPO industry and handled different positions such as Customer Service Representative, and Claims Assistant. She started working as a Customer Service Representative back in 2017 but pursued her homebased career in 2021 and worked as a Virtual Executive  Assistant. She catered US client and supported the following task:
  • Customer Service
  • Inbound calls and outbound calls
  • Chat support
  • Processing of claims
  • Calendar management
  • Admin task
  • Email management
• She is proficient in Gsuite, Slack, Salesforce, Expensify, ClickUp, and Openphone.
• Jonica is available to start immediately and is amenable to working a day shift schedule for any full-time position.

Predictive Index Behavioral 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.
• 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. 

Behavioral Summary
Jonica 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 Jonica, who takes responsibilities very seriously.

 

• Hari has a bachelors degree in Accountancy, graduated as Cum laude and a Certified Public Accountant.
• He has been working for almost 8 years in the Food and Retail, Financial Institutions,  Manufacturing and Fintech start-up where he performed the following roles:
  • Audit Head
  • Senior Associate
  • Finance Officer
  • Finance Manager
  • Consultant
• He has in-depth experience in financial accounting, management
  and auditing.
• Has been involved in non-audit services such as review of interim financial statements, internal controls and compliance to different government regulatory requirements.
• He is proficient using Quickbooks, Xero, SA, Google worrkspace and MS office.
• He can start ASAP, prefers working nght shift and open to any full-time or part-time role.

Predictive Index Profile - Specialist

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• 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.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Behavioral Summary

FRANCIS HARI 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 FRANCIS HARI, who takes responsibilities very seriously.

With experience and/or training, FRANCIS HARI 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 FRANCIS HARI 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.

• Mae has a bachelor's degree in Accountancy. She has been working for almost 12 years in the Real-estate, Digital Marketing, and Business Process Outsourcing handling financial accounts where she handled and performed roles such as Financial Account Associate, Database Manager, Digital Marketing Virtual Assistant, Executive Assistant, and Real-Estate Virtual Assistant. She catered to Clients from Australia and US.
• She attended an online course for Xero Accounting.
• She worked as a Financial Account associate where she was task to do the following:
  • Customer Service
  • Phone Support
  • Process refunds
  • Resolved customer complaints via phone and verify account information.
  • Helped Clients with their Debit and Credit Card Accounts.
  • Assisted them with refunds and waiving fees.
  • Processed Credit Card Payment
  • Checked Credit Card Statements Pin and Card Activation
  • Assist clients with fraudulent transactions on their cards
• She has been working as a Virtual Assistant for almost 3 years and has a background doing the following tasks:
  • Basic Accounting
  • Accounts receivable management
  • Accounts payable management
  • Prepare financial reports and statements
  • Client and vendor management
  • Appointment setting
  • Email marketing
  • B2C and B2B marketing
  • Phone Support 
  • Cold calling
  • Contract Management
  • Copywriting
  • Social Media Marketing
  • Sales 
  • Product Research
  • Process Order
  • Creating contents
  • Qualifying leads
  • Administrative tasks
  • Assist in Transaction management
  • Property management
• She is proficient in using Salesforce, Chime, Sisu, Xero, Receipt Bank, A2x, Flodesk, ShopifyClickUp, MailChimp, Microsoft Office ( Outlook, Word, etc. ), Google Workspace, Active Campaign, Calendly, Canva, Zoom, Hubspot and Slack.
• She can start asap, is amendable working any shifts, and open to any full-time or part-time role.

Predictive Index Profile - Artisan

Strongest Behaviors

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• 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.

• 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.

Behavioral Summary

MAE 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 their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

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