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Allysa Sollesa

@allysasollesa

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Financial analyst at Taxcash who assessed ERC eligibility and prepared compliant claims.

Philippines

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What I'm looking for

I’m seeking a role where I can apply my experience in data analysis, report generation, social media management, and finance to support operational excellence in an online or brick-and-mortar business.

At UnionDocs, I managed fiscal sponsorship operations for independent filmmakers and artists, from project onboarding to crowdfunding campaigns and account inquiries. I also reviewed payment requests and reconciled project balances between Airtable and Xero.

As an independent contractor Project Manager at Attest Education, I managed project files and task progress, prepared school documents, and supported charter applications. I created surveys and visualized data to help improve student performance and teacher productivity.

At Taxcash, I analyzed Employee Retention Credit eligibility and prepared claims in line with program requirements. I also researched potential leads, monitored email campaign performance, and handled accounts receivable and invoices.

At Paymentwall, I analyzed client revenue patterns and prepared reports to help teams identify irregularities and improve monetization. Earlier, I worked as a Franchising Officer at Mont Albo Wellness Corp. and a Supervisor at Appen.

Experience

Work history, roles, and key accomplishments

Grants and Program Assistant

UnionDocs

Apr 2024 - Oct 2026 (2 years 6 months)

Managed fiscal sponsorship operations for independent filmmakers and artists, including project onboarding, agreements, crowdfunding campaigns, donations, and account inquiries. Reviewed payment requests and reconciled project balances between Airtable and Xero.

Airtable Xero Grant Research Fiscal Sponsorship Project Management Data Reconciliation Administrative Support

Financial Analyst

Taxcash

Mar 2023 - Feb 2024 (11 months)

Conducted comprehensive analysis of the Employee Retention Credit program, prepared and submitted ERC claims, and monitored accounts receivables. Supported sales team with lead generation and campaign optimization.

Financial Analysis ERCs Compliance Lead Generation ZoomInfo Email Campaigns Accounts Receivable

Project Manager

Attest Education

Jul 2022 - Feb 2024 (1 year 7 months)

Managed multiple projects, created graphic content for social media, and prepared documents for schools. Conducted market research and visualized data to improve student performance and teacher productivity.

Canva Video Editing Social Media Management Project Management Market Research Data Visualization Survey Design

Data Monitoring Analyst Subject Matter Expert

Paymentwall

Jul 2021 - Sep 2022 (1 year 2 months)

Analyzed processes, monitored client revenue, and suggested improvements to optimize monetization. Generated performance reports and presented revenue and conversion reports to senior management.

Data Analysis Revenue Monitoring Process Improvement team training KPI Reporting Google Sheets Excel

Data Monitoring Analyst

Paymentwall

Jan 2020 - Jul 2021 (1 year 6 months)

Tracked revenue patterns, investigated fluctuations, and prepared reports for internal teams. Communicated with merchant support and escalated queries from global departments.

Data Analysis Revenue Tracking Investigation Reporting Google Sheets Excel Communication Skills

Franchising Officer

Mont Albo Wellness Corp.

Jul 2019 - Jan 2020 (6 months)

Assisted with financial reporting for franchise branches and sourced new leads. Conducted regular visits and audits of franchise facilities.

Financial Reporting Lead Generation Audit Business Planning Sales Marketing

Supervisor

Appen

Oct 2017 - Mar 2019 (1 year 5 months)

Supervised a team of image annotators, ensuring quality and accuracy. Organized weekly briefings and provided individualized coaching to improve team performance.

Team Leadership Quality Assurance Coaching performance reporting Data Annotation