Summary
Overview
Work History
Education
Skills
Certification
Timeline
Kish Santiago  (General VA | Bookkeeper)

Kish Santiago (General VA | Bookkeeper)

Quezon City,Metro Manila

Summary

  • 5 years as a General Virtual Assistant and Accountant
  • 2 years as a Virtual Accounting Associate and Customer Care Specialist
  • Proven expertise in corporate administration and accounting, delivering cost-effective solutions
  • Detail-oriented and efficient, thriving with minimal supervision
  • Tech-savvy with reliable high-speed internet and equipment for seamless operations

Overview

11
11
years of professional experience
1
1
Certification

Work History

Accounting Associate and Customer Care Specialist

Fathom HQ
Brisbane, Australia
05.2023 - 06.2025
  • Promoted from Customer Care Specialist to Accounting Associate within one year at Fathom HQ.
  • Responded promptly to customer inquiries via email and chat using Intercom.
  • Conducted support calls for users requiring additional assistance.
  • Identified customer needs and provided guidance on software features.
  • Invested time in testing scenarios to investigate and report product malfunctions.
  • Updated internal databases with logs of technical issues and key customer interactions.
  • Monitored social media platforms to address customer complaints effectively.
  • Collected and communicated customer feedback to Product, Sales, and Marketing teams.

Freelance General Virtual Assistant and Bookkeeper

Multiple businesses from Australia and the USA
01.2022 - 04.2023

Mosaic Designs Labs | Digital Stream NZ | Signature Brows & Beauty | Domainate | Culture Home | Ottie Merino

Administrative and Operational Support

  • Assisted Director with company operations, including setting reminders in ClickUp.
  • Managed calendars, scheduled appointments, and coordinated travel and conference registrations.
  • Filtered, sorted, and responded to important emails for efficient communication.
  • Conducted online research and performed data entry tasks.
  • Created, edited, and organized digital documents and various reports.
  • Supported e-commerce operations, including processing returns, refunds, manual orders, product creation, and Shopify updates.
  • Executed additional work-related duties and special projects as assigned.

Accounting and Bookkeeping:

  • Reviewed and categorized receipts for all expenses and bank transactions in QuickBooks and Xero.
  • Recorded payments in QuickBooks, ensuring alignment with records in Harvest.
  • Managed client invoices by issuing new ones and following up on outstanding payments in QuickBooks.
  • Drafted and discussed monthly payroll computations with Director for accuracy.

Project and Task Management:

  • Established project assignments and task distribution for staff in ClickUp and Teamwork.
  • Managed data collection and input processes within ClickUp, Monday.com, and Teamwork.com.
  • Facilitated efficient organization of projects

Client and Proposal Management:

  • Created and followed up on client proposals, enhancing project understanding.
  • Oversaw onboarding procedures for new clients to ensure comprehensive integration.
  • Collected crucial information from clients to support effective project management.

Customer Relationship Management:

  • Managed CRM activities in Pipedrive and Hubspot, organizing contacts and entering business cards.
  • Cultivated LinkedIn network to identify and connect with relevant partners.
  • Followed up with recent contacts to strengthen relationships and enhance engagement.

Social Media and Marketing Support:

  • Conducted comprehensive marketing research to identify trends and opportunities.
  • Designed and edited images for social media campaigns.
  • Scheduled and posted engaging content across various social media platforms.
  • Crafted targeted marketing emails using Drip and Mailchimp.
  • Assisted in developing general marketing strategies to enhance brand presence.

Executive Assistant | Social Media Assistant

Digital Nomads HQ
Mooloolaba, QLD
01.2020 - 01.2022
  • Provided comprehensive professional and personal support to the Director.
  • Managed Director's Outlook, responding to emails as needed.
  • Coordinated calendars, scheduling in-person and Zoom meetings efficiently.
  • Conducted online research on topics relevant to team and client needs.
  • Created and maintained client accounts in HubSpot and Mailchimp effectively.
  • Organized digital documentation, invoices, and company files systematically.
  • Developed digital marketing proposals for clients using HubSpot and Canva.
  • Oversaw onboarding process for new clients, ensuring smooth transitions.

Virtual Accountant

CRT Network Solutions | Digital Nomads HQ
Mooloolaba, QLD
08.2019 - 01.2020
  • Utilized MYOB AccountRight and MYOB Essentials for all accounting transactions.
  • Allocated customer payments efficiently.
  • Generated and sent fortnightly and monthly client invoices.
  • Produced weekly reports detailing paid and unpaid project deposits.
  • Managed purchase orders while verifying invoicing status in MYOB.
  • Recorded and allocated company expenses accurately.
  • Reconciled bank, credit card, and line of credit accounts monthly.
  • Established direct debit payments through Pay Advantage.

Accounting & Administrative Assistant

Tatarata Inc. (Apu Restaurant)
City of Dreams Manila
09.2015 - 07.2019
  • Computed and prepared all Accounts Payable entries, vouchers, and checks.
  • Entered financial information and payments to ensure timely supplier compensation.
  • Reconciled company bank, credit card, and line of credit accounts.
  • Safeguarded and reconciled petty cash fund to maintain accurate records.
  • Conducted weekly internal audits with Accounting Officer to prevent cash misappropriation.
  • Monitored daily gross and net sales recorded in Google Sheets for accuracy.
  • Managed inventory of restaurant stocks, including kitchen and bar supplies; submitted detailed reports.
  • Prepared financial statements in collaboration with external auditors to ensure transparency.

Accounting Assistant

Sigmatech Inc.
Muntinlupa City
06.2014 - 07.2015
  • Managed collection and updating of Accounts Receivables from customers and third parties.
  • Prepared collection reports to assess status of outstanding balances.
  • Issued and recorded official receipts and related documentation.
  • Handled Accounts Payable journal vouchers and entries efficiently.
  • Recorded journal entries for Expense Reports and petty cash reimbursements.
  • Facilitated timely processing of financial transactions to maintain accuracy.

Education

BSBA Management Accounting -

Lyceum of the Philippines University, Manila
2014

Bachelor of Science in Accountancy -

Lyceum of the Philippines University, Manila
2012

Skills

Productivity & Collaboration:

  • MS Office Suite Google Workspace Outlook Gmail Slack MS Teams Skype WhatsApp Zoom Google Meet

Accounting & CRM:

  • QuickBooks MYOB Xero Fathom HQ Harvest Pay Advantage HubSpot Pipedrive Zoho Sign Intercom

Project & Marketing Tools:

  • Mondaycom ClickUp Teamworkcom & Desk Trello Mailchimp Canva Capcut Adobe Acrobat Facebook Instagram TikTok Facebook Creator Studio Preview App LinkedIn ChatGPT Gemini AI

Certification

  • Certified Fathom Advisor | Fathom Advisor | 2023
  • Licensed Financial Advisor | Philippines Insurance Commission | 2019
  • Civil Service Professional | Civil Service Commission | 2013

Timeline

Accounting Associate and Customer Care Specialist - Fathom HQ
05.2023 - 06.2025
Freelance General Virtual Assistant and Bookkeeper - Multiple businesses from Australia and the USA
01.2022 - 04.2023
Executive Assistant | Social Media Assistant - Digital Nomads HQ
01.2020 - 01.2022
Virtual Accountant - CRT Network Solutions | Digital Nomads HQ
08.2019 - 01.2020
Accounting & Administrative Assistant - Tatarata Inc. (Apu Restaurant)
09.2015 - 07.2019
Accounting Assistant - Sigmatech Inc.
06.2014 - 07.2015
Lyceum of the Philippines University - BSBA Management Accounting,
Lyceum of the Philippines University - Bachelor of Science in Accountancy,
Kish Santiago (General VA | Bookkeeper)