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Hire the best Financial Planners in Quezon City, PH

Check out Financial Planners in Quezon City, PH with the skills you need for your next job.
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  • $8 hourly

    • 4.9/5
    • (25 jobs)
    🌟 Professional Virtual Assistant | Executive Assistant with 4+ Years of Experience in Remote Administrative Support Hello! I’m a detail-oriented and highly organized Virtual Assistant (VA) and Executive Assistant (EA) with over four years of experience delivering top-notch remote administrative support to executives, entrepreneurs, and teams. My expertise spans calendar management, email management, document formatting, and social media management—all aimed at optimizing your operations and enhancing productivity. 🎯 Core Services & Expertise Executive & Administrative Support Calendar Management: Efficiently handling scheduling, reminders, and meeting coordination. Document Formatting & PDF Conversion: Expert in creating, formatting, and converting files in Microsoft Office and Google Suite tools. Email Communication & Email Management: Professional inbox management, client follow-ups, and response handling. Data Entry and File Management: Precise data organization and secure file storage. Travel & Accommodation Booking: Expert in business travel planning and reservations. Lead Generation & Internet Research: Skilled in sourcing contacts and performing in-depth market research. Invoice Management & Expense Reporting: Proficient in expense tracking and financial reporting. Customer Service & Support Chat Support, Email Support, Social Media Support: Providing prompt and friendly customer service across multiple communication channels. Social Media Management Social Media Account Management: Skilled in managing Facebook, Instagram, Twitter, LinkedIn, YouTube, TikTok for engagement and growth. Social Media Engagement: Expertise in organic engagement strategies Content Creation & Graphic Design: Developing creative and engaging content using Canva for social media platforms. 🛠 Technical Skills & Tools Microsoft Office Suite: Word, Excel, PowerPoint, Outlook, MS Teams Google Workspace: Google Docs, Google Sheets, Google Slides, Google Calendar, Gmail, Google Meet Other Tools: Canva, Adobe Acrobat DC, SAP Concur, Zoom, Slack, Airtable, Kajabi, Acuity Scheduling, Expandi, Trello 🏆 Why Work With Me? As a dedicated Virtual Assistant and Executive Assistant, I bring excellent communication skills, a strong ability to multitask, and experience working under pressure with minimal supervision. I pride myself on being a pivotal point of contact for clients and stakeholders, always valuing teamwork and collaboration to drive success. I thrive in dynamic environments and quickly adapt to new processes, which I believe is essential in today’s fast-paced world. If you’re looking for a reliable and adaptable assistant to enhance your team’s efficiency, let’s connect! Send me an invitation, and let’s start optimizing your operations today.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Expense Reporting
    Invoice
    Financial Management
    Event Management
    Document Formatting
    Documentation
    Travel
    Business Travel
    Data Entry
    Calendar Management
    Client Management
    Project Management
    Email Communication
    Executive Support
    Virtual Assistance
  • $10 hourly

    • 4.1/5
    • (179 jobs)
    It is always been my mindset to deliver output quickly and accurately. I am an experienced accountant and bookkeeper for more than 21 years locally and online. I have a strong passion for this craft so I always target quality result. A flexible team player and values commitment. I am an organized and detail-oriented individual and always welcome changes and new learnings. I have an extensive experience in using various accounting software like Quickbooks Online, Quickbooks Desktop, Xero, Sage and Wave.
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    Financial Management
    Financial Analysis
    Bookkeeping
    Tax Preparation
  • $9 hourly

    • 5.0/5
    • (6 jobs)
    - Financial Services professional experienced in Sales Operations, Financial Markets, Risk Services, Training Operations, Home Lending Operations, Global Operations and Client Services. - I am highly critical and analytical in solving problems whilst committed to provide the highest level of client service. - I have strong aptitude and desire to learn, embracing new skills, ideas and technologies.
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    Information Analysis
    Finance & Banking Chatbot
    Financial Management
    Customer Service
    Microsoft Office
    Sales
    Management Skills
    Data Analysis
    Education
    End User Technical Support
  • $8 hourly

    • 5.0/5
    • (12 jobs)
    With 10 years of experience in a reputable Financial Institution. • Investigated into fraud claims by performing relevant research of accounts and timelines • Collected information to assist in performing detailed research to determine if fraud claim is valid • I am committed to meeting deadlines and taking responsibility for the quality of my performance. • Strong analytical and problem solving abilities • Excellent in providing great Customer Service experience • Organized, self-motivated, and has the ability to perform well with minimal supervision in a fast paced and target driven environment. • Took complaints regarding online or real time credit card frauds Skills: Fraud Analysis: Responsible for observing various customer transactions to flag or identify suspicious activity. Obtain information that can support the origin of the transaction. Investigates forgery and theft within customers’ accounts and transactions on behalf of a bank or a financial institution. We track and monitor the bank’s transactions and activity that comes through the customers’ accounts. We identify and trace any suspicious or high-risk transactions, determine if there is improper activity involved, and determine if there is any risk to the bank or its customers. For fraudulent items, information can bear out who perpetrated the fraudulent item and is responsible for the criminal activity in question. We contact the bank branch, the account holder, and any other intermediate parties like merchant that may have come in contact with or handled the questionable item. We are responsible for keeping any collected information confidential while working to catch the criminal(s) who may have committed the fraudulent activity on the account. Chargeback Analyst: Confer with clients to determine their complaints regarding unauthorized credit card transactions. Monitor high alert accounts to identify possible fraudulent activities and suspected transactions. Use automated or other systems to verify clients and verify received information. Contest chargeback claims when viable economically and monitor claims recovery. Lead team of chargeback agents by guiding them through processes to determine fraudulent activities in clients’ accounts. Work with clients to collect and document information that may be used in resolving outstanding disputes. Prepare periodic chargeback management reports and follow up on payments that may need to be made to clients. Make-certain that all chargeback activities are handled in accordance to statutory requirements
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    Customer Service
    Project Plans
    Fraud Detection
    Financial Management
    Financial Risk
    Data Mining
    Administrative Support
    Project Risk Management
    Microsoft Excel
  • $8 hourly

    • 4.6/5
    • (2 jobs)
    GVA | Designer | A' Setter | SMM | Data | Property Lister| Creation of Booking/Shipments | Underwriter Designer templates, blogs, Social Media, Posters (CANVA) Transcriber Copywriter to E-Book Lead Generation Email Marketing Campaign Customer Service via email Researcher Data Entry Property listing Administrative Email marketing Content creation Logistics booking.
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    Loan Approval
    Financial Management
    Booking Management System
    Virtual Assistance
    Underwriting
    Social Media Engagement
    Social Media Advertising
    Property Management
    Multitasking
    Property & Equipment Lease
    Social Media Design
    HubSpot
    Data Entry
    Email Marketing
    Copywriting
  • $10 hourly

    • 4.3/5
    • (1 job)
    My name is Marlon Salom. As for my experience, I have 6 years of experience working in accounting field. I started my career as a Finance Assistant in a Manufacturing company way back 2016 up until late of 2018 wherein I handle mostly AP, AR Bank reconciliation processing of Invoices up until paying it the vendors, I Also prepare the consolidation and preparation of output and input VAT doing the monthly schedules of Accruals and Prepayments. After that I joined IBM as an accounting analyst for 3 years, I was part of the record to report team and was assigned to handle entities in APAC region which are Singapore, Australia and Philippines may main responsibilities handling (General Accounting, Treasury, Fixed Asset Management, Reporting of Financial reports and doing the Month end close activities.) We also make sure that all BS accounts are reconciled monthly. We are responsible in providing the documents needed by the auditors. And my last employer was TOA global Manila Inc, and I am an Accountant there. TOA Global is an outsourcing company wherein they will hire accounting professionals then they will outsource them to other countries like Australia, New Zealand, Canada and for me I was outsourced to a US client which is Furey Financial Services an accounting firm in the USA. In this company they let me handle 9 to 10 clients with different industries. So, with these clients I am responsible in monitoring their accounting mailboxes so all queries like receiving, processing, and verifying invoices up until the payment part I am the one doing that. I am also the one who do the setting up the vendor’s details in the system. I also do the Bank reconciliations for (Cash and CC accounts); maintenance of the fixed assets register doing the monthly entries for accruals and prepayments and preparing the AP and AR ageing and monthly financial reports. The ERP’s and accounting software that I have experience using are SAGE 300, SAP, QuickBooks, and XERO.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Management Accounting
    Financial Management
    Bill.com
    QuickBooks Online
    Xero
    Bookkeeping
    SAP ERP
    Payroll Accounting
    SAP
    Accounts Payable
    Bank Reconciliation
    Accounts Receivable
    Account Reconciliation
    Sage
    General Ledger
    Financial Report
  • $11 hourly

    • 0.0/5
    • (1 job)
    💼 Welcome to my profile! I am Detail-oriented Bookkeeper available for hire! With years of experience in handling financial records and maintaining accurate accounts. 📞Let's connect and discuss how I can help you maintain your financial records seamlessly and ensure your business runs smoothly. ✅ What I bring to the table: 📊 Expertise in managing payroll, accounts payable, and accounts receivable. 🌐 Proficient in utilizing various accounting software and tools. 📂 Meticulous attention to detail to ensure precise financial records. 📈 Strong analytical skills to identify trends and provide valuable insights. 🔑 Excellent time management and organizational abilities. 🗣️ Effective communication skills for collaborating with clients and team members. 🤝 Dedication to delivering high-quality work and meeting deadlines. 📈 Whether you're a small business owner or a busy entrepreneur, I am here to handle your bookkeeping needs with utmost professionalism and accuracy. 💪
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    Google Sheets
    Microsoft Word
    Google Docs
    Discord
    Slack
    Canva
    LinkedIn
    Microsoft Office
    Financial Management
    Account Reconciliation
    Intuit QuickBooks
    Bookkeeping
    Accounting
    Bank Reconciliation
    Payroll Accounting
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    I am a dedicated professional with over a decade of experience in accounting and financial management, currently serving as a Budget Officer in an agency under the Office of the President of the Philippines. My background in accounting equips me with a robust understanding of financial principles, allowing me to effectively manage budgets, analyze expenditures, and ensure fiscal responsibility. As an MBA graduate and a current public policy student, I am passionate about leveraging my knowledge to improve public service delivery and promote effective governance. My academic pursuits enhance my analytical skills and provide me with a comprehensive perspective on the intersection of finance and policy-making. Key Highlights: Accounting Expertise: Extensive experience in financial reporting, budgeting, and maintaining accurate financial records, ensuring compliance with regulations and standards. Budget Management: Proven track record in crafting, evaluating, and consolidating budget proposals, effectively managing resources, and providing strategic financial guidance. Public Policy Knowledge: Focused on understanding the implications of fiscal decentralization and its impact on local government units, aiming to improve service delivery in various sectors. Strong Analytical Skills: Adept at data analysis, financial forecasting, and reporting, with a keen attention to detail and a commitment to high-quality work. I am eager to contribute my expertise in accounting and finance while applying my academic insights to drive positive change in public policy. Let’s connect to discuss how I can support your organization’s goals!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Financial Management
    Managerial Finance
    Internal Auditing
    Accounting Basics
    Business
    Budget
    Construction
    Microsoft Office
    Management Accounting
    Construction Management
    Business Management
    Management Skills
    Budget Proposal
    Accounting
    Financial Audit
  • $9 hourly

    • 5.0/5
    • (1 job)
    I'm a financial services professional with extensive experience in financial reporting, has experience in data entry, accounting/bookkeeping, project management, excel and power point. Also has experience in people management with emphasis on coaching and training and development.
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Project Management
    Bookkeeping
    Data Extraction
    Data Entry
    Coaching
    Training & Development
    People Management
    Microsoft PowerPoint
    Financial Management
    Finance & Accounting
    Management Accounting
    Accounting Basics
    Excel Formula
    Accounting
  • $17 hourly

    • 0.0/5
    • (0 jobs)
    Financial Analyst : I can be an asset to the company and contribute my knowledge, skills, and experience as well. Eager to learn new skills, explore other areas that I never had prior experiences in and learn something new to hone my skills and expertise. My strengths lie in my ability to organize my time effectively and prioritize my workload. Being detail-oriented, flexible, hardworking, resourceful, and a team player makes it easy for me to manage a variety of responsibilities efficiently.
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    SAP C/4HANA
    SAP ERP
    SAP FICO
    SAP CRM
    Financial Management
    Financial Analysis
    Phone Communication
    Technical Support
    Microsoft Office
    Microsoft Excel
    Customer Service
    Finance & Accounting
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    EXPERIENCE CONVERGYS (September 9, 2015—January 6, 2018) • Was a Technical support representative for 8 months and was pulled out as a floorwalker for 3 months and got promoted as an SME/Technical coach for the rest of the stay with the company with Microsoft Answer Desk. CONVERGYS (May 28, 2018—April 20, 2019) • Was a Technical support representative with AT&T U- verse for 3 months and had been transferred to AT&T Mobility Sales and Billing support for the rest of the stay with the company. 24/7 INTOUCH (October 6, 2019—February 1, 2020) • Was a Customer Care representative with Calphalon kitchenware. TELETECH NOVALICHES (February 6, 2020—March 14, 2021) • Was a customer service representative with billing and Sales department for Verizon Wireless. ACQUIRE (March 15, 2021—August 11, 2023) • An email representative in Roblox. Specialized in handling concerns regarding hacked accounts, moderating accounts, resetting passwords and login issues. I'm currently a V.A in a Property management in AirBNB from September 2023 to Present
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    Zendesk
    Slack
    Booking Services
    Collections Framework
    Financial Management
    Back-End Development
    Operating System
    Content Moderation
    Sales Management
    Leadership Training
    Technical Support
    Customer Service
    Management Skills
    Business Management
    Property Management
  • $11 hourly

    • 0.0/5
    • (0 jobs)
    Experienced in practical utilization of resources through hands on operations of a restaurant business. A graduate of Applied Economics and Marketing Management. In depth knowledge of the functional areas of business : Operations, Inventory, Accounting, and Marketing. These areas of business are properly executed through the use of readily available online systems and self-made systems using google sheets.
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    Marketing Consulting
    Financial Management
    Business Operations
    Sales & Inventory Entries
    Analytical Presentation
    Inventory Plugin
    Business Management
    Management Skills
    Data Analysis
    Information Analysis
    Cost Management
    Cost Accounting
    Google Sheets
    Cross Functional Team Leadership
    Systems Development
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    I'm an aspiring virtual assistant with a passion for organization and efficiency. I've dedicated time to studying and mastering essential skills and applications that make administrative tasks seamless and productive. Here’s a list of essential tools that I am familiar with: 1. Microsoft Office Suite - Word - Excel - PowerPoint - Outlook 2. Google Workspace - Google Docs - Google Sheets - Google Calendar (for scheduling) 3. Project Management Tools - Trello 4. Communication Tools - Slack - Zoom 5. Cloud Storage Solutions - Google Drive - Dropbox 6. Time Management Tools - Toggl
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    Copywriting
    Editing & Proofreading
    Administrative Support
    Management Skills
    Financial Management
    Bank Statement
    Accounting Basics
    Data Entry
    Light Bookkeeping
    Computer
    Communication Skills
    Bookkeeping
  • $6 hourly

    • 0.0/5
    • (1 job)
    Hardworking and self-motivated customer service representative who has over 6 years of experience in email, chat and telephone service. Experience with sales, troubleshooting, tech support and customer care. Proven expert at assisting clients by finding creative solutions. Looking to fulfill the role of a virtual assistant in order to maintain exceptional and internal communication.
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    Management Accounting
    Data Analysis
    Customer Service
    Business Management
    Customer Support
    Financial Management
  • $10 hourly

    • 0.0/5
    • (0 jobs)
    Dedicated professional with expertise in customer service, logistics, and accounting support. Skilled in utilizing tools like ZenDesk, Salesforce, PureCloud, and Google Workspace to efficiently manage customer interactions, resolve complaints, and optimize workflows. Experienced in financial reporting, bookkeeping, and data analysis, I bring strong organizational and problem-solving abilities to every task. With a proven track record in team management, complaint resolution, and logistics coordination, I thrive in fast-paced environments where attention to detail and time management are essential. Proficient in Microsoft Office, I ensure accuracy and efficiency in all operations. Let’s collaborate to enhance your business operations and deliver exceptional results!
    vsuc_fltilesrefresh_TrophyIcon Financial Plans
    Managerial Finance
    Customer Service
    Customer Support Plugin
    Customer Support
    Business Management
    Management Skills
    Email Support
    Financial Management
  • $5 hourly

    • 0.0/5
    • (0 jobs)
    A highly organized and detail-oriented professional with a strong background in office administration and team management. With years of experience as a Clerk and Assistant Manager, I possess excellent multitasking skills, proficiency in office software, and a comprehensive understanding of customer service, operations, and team coordination. • Good communication skills for interacting with clients, handling inquiries, and resolving issues effectively. • Expertise in organizing and maintaining office systems, both digital and physical, ensuring easy retrieval of information. •Strong knowledge of Microsoft Office Suite (Word, Excel, PowerPoint), Google Workspace, or other office tools to prepare documents, reports, and handle communications.
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    Facebook Marketplace
    Virtual Assistance
    Data Entry
    Financial Management
  • $20 hourly

    • 0.0/5
    • (0 jobs)
    My work experiences and background handling both residential and commercial with total of seven properties under my management includes to oversee the day-to-day operations, LGU regulatory framework, building management, contract review, customer service parking managements, financial and rental management, and offer key term solutions such as construction and build of rental spaces of tenants. Boosting the awareness and foot traffic of the commercial properties under my management includes marketing events, promotions and activities. I am convinced my track record of achievements, skills and experience will add significant value to your client’s strategic goals and targets. My diverse experience in corporate and working with government sectors has equipped me with the skills necessary to thrive in various environments. This is further attributed by a high degree of commercial awareness, resilience, discipline and focus. I strive to no compromise on quality of service to customers, contractors and affiliates through strict audit and quality control, impression, professionalism and presentation. My people and leadership skills dealing anything from frontline workers up to executive management taught me how to adapt, adjust, show resilience as well as make critical decisions under pressure. If given the opportunity, I am committed to leveraging my skills, dedication and loyalty to contribute to the strategic success any company you act on behalf of.
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    Telemarketing
    Events & Weddings
    Contract Management
    Office Management
    Financial Management
    Local Operations
    Property Management
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