Ivy David – Financial Planning Admin Assistant, Bookkeeper

Ivy-David-vaHi, My name is Ivy David. I graduated from Holy Angel University last April 2003 with a degree in Finance and Management Accounting.

I’ve been working for almost 18 years in different financial institutions. I spent almost 3 years in NepoMall under the accounting department, almost 8 years in SecurityBank, 2 years in UAE Remittance Center, and almost 3 years in BPO (bookkeeper and financial admin asst.). The other 2 years of my experience were spent working in Manson Drug Corporation as Audit Inventory Clerk and a Pharmacy Assistant.

In my first job, I worked as an audit inventory clerk, my primary task then was to make sure that the pharmacy medicines matched with stocks and the actual inventory. After 4 months, the company decided to transfer me to a different position as a Pharmacy Assistant. With this job, my primary task is to sell medicine and assist customers.

The 3rd job that I had was as an Accounting Assistant in a mall. My primary task was doing the daily collection of the mall, preparing and adjusting entries after transactions were posted. I worked for almost 3 years then decided to try another job which is a Bank Teller in Security Bank. I was then promoted as Branch Service Officer for 8years.

Ivy-David-vaAfter working locally, I decided to try my luck in Dubai UAE. I landed a job as a Remittance Clerk in Al Ansari Exchange and stayed there for 2 years. Working abroad is not an easy thing so we decided to go back to the Philippines and started working as a Virtual Assistant. I started as an Admin Assistant for a Financial Adviser, then worked as a Bookkeeper/Admin Assistant, Financial Planning and Admin Assistant, and Bookkeeper.

While working as a Virtual Assistant, I learned different CRM and Accounting software such AdviserLogic, Slack, ASANA, Box.com, Xero, MYOB, Quickbooks, MS Office.

For my other personal information, I am happily married with only one kid (boy).

That’s all for my life story 🙂

For a copy of Ivy’s resume please click here.