Joana De Leon

Detail-oriented Finance Virtual Assistant specializing in QuickBooks Online (QBO), payroll support, and financial customer service. Experienced in handling financial transactions, troubleshooting accounting issues, and supporting clients with bookkeeping processes. Adept at maintaining accuracy, improving workflows, and delivering high-quality administrative and financial support in fast-paced environments. Eager to leverage finance expertise in a remote bookkeeping or financial VA role.

Customer Service Representative / Subject Matter Expert (SME) at Foundever (2023-11 – 2025-12)

• Provided expert-level support to customers using QuickBooks Online (QBO) and payroll systems.
• Troubleshot financial and technical issues, guiding clients through account reconciliation, invoicing, and payroll processes.
• Delivered accurate and timely resolutions for transaction and account-related concerns.
• Collaborated with internal teams to identify recurring issues and improve workflows and documentation.
• Supported agents by sharing best practices and assisting with complex financial concerns.

E-Banking Assistant at Producers Savings Bank Corporation (2022-09 – 2023-07)

• Processed and monitored daily financial transactions with high accuracy and compliance.
• Assisted customers with banking inquiries and resolved transaction-related concerns.
• Maintained accurate financial records and ensured adherence to internal policies and procedures.
• Contributed to workflow improvements that enhanced efficiency and reduced errors.

Social Media Brand Ambassador at Producers Savings Bank Corporation

Freelance

• Created and managed content for social media platforms to support brand visibility and engagement.
• Collaborated with marketing teams to align messaging with brand goals.
• Monitored engagement metrics and suggested improvements based on performance insights.

Bachelor of Science in Business Administration in Financial Management (2018 – 2022)