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wilkista Juma

@wilkistajuma

I Manage the chaos of your finances. Let me handle your books with precision so you can reclaim your time and focus on growth.

Philippines

Message

What I'm looking for

I am looking for a role that values teamwork and offers opportunities for professional growth in financial operations.

With over two years of experience working as a Virtual Finance and Bookkeeping Assistant, I am highly skilled at transforming financial chaos into clarity. My specialties include full-cycle bookkeeping, management of accounts payable/receivable, the completion of precise bank reconciliations, and the preparation of enlightening financial reports using software such as QuickBooks Online and Xero. I have a proven track record of assisting businesses in maximizing cash flow, minimizing inefficiencies, and achieving their financial goals through accurate and well-kept record-keeping.

In addition to the spreadsheets, I am equally interested in enabling entrepreneurs and small businesses with the financial basis they need to thrive. I am a skilled communicator and continuous learner, continually upgrading my abilities to better serve my clients. I am seeking a long-term partnership with an organization that prioritizes integrity and precision above all else, where I can contribute to your prosperity by ensuring that your finances are in top shape at all times.

Experience

Work history, roles, and key accomplishments

Bookkeeping & Executive Support

Freelance Internship

Sep 2024 - Jun 2025 (9 months)

Assisted with day-to-day bookkeeping tasks, including recording transactions and reconciling bank statements using tools like Excel. Generated and reviewed basic financial reports such as profit & loss statements and balance sheets.

Bookkeeping Financial Reporting Excel Calendar Management Client Communication

Financial VA

Pricewatercoopers

Dec 2023 - Aug 2024 (8 months)

Prepared and delivered monthly financial reports, including profit & loss statements, balance sheets, and cash flow summaries. Assisted with setting up client budgets, tracking spending, and recommending cost-saving opportunities.

Financial Reporting Budgeting Accounts Receivable Accounts Payable

Finance Officer

NHIF

May 2022 - Aug 2022 (3 months)

Attended to customers in the accounts section, responding to issues related to delayed claim payments, deductions, and penalties. Posted and reversed receipts, recording payments made by contributors into the NHIF system and making corrections in compliance with financial procedures.

Customer Service Payment Processing Financial Compliance Budget Management

Education

Degrees, certifications, and relevant coursework

ALX Africa

Certificate, Virtual Assistant

2024 - 2024

Completed a program focused on virtual assistant skills, covering administrative support, communication, and organizational tools. Gained practical experience in managing tasks and supporting remote operations.

Meru University of Science and Technology

Bachelor of Commerce, Finance

2019 - 2023

Studied finance, gaining a comprehensive understanding of financial principles, accounting practices, and economic concepts. Developed skills in financial analysis, reporting, and management.

KESAP Research Center, Meru

Certificate, QuickBooks

2022 - 2022

Acquired proficiency in QuickBooks, learning to manage accounts, prepare financial reports, and reconcile bank statements. Developed practical skills in using accounting software for small businesses.