Team Member Ready for Placement
PERSONAL DETAILS
Name: Jonel Chavez
Date of Birth | Gender | Marital Status |
---|---|---|
20 June, 2001 | Male | Single |
Interview with Jonel
ABOUT JONEL
Jonel is a dedicated professional who brings a passion for accounting to the table. As a graduate with a Bachelor of Science in Management Accounting and having completed one year in Accountancy, Jonel combines his academic achievements with practical experience. Balancing his professional life with personal interests such as Netflix, video games, and jigsaw puzzles, Jonel embodies a well-rounded individual with a keen eye for detail and a commitment to continuous learning.
Onboarding Training and Assessment
At AffordableStaff, we ensure that every team member possesses a robust understanding of administrative tasks while also having a deep appreciation and comprehension of Australian business practices and cultural nuances. This dual focus ensures they are exceptionally well-prepared to support their clients effectively. All our VAs begin with general admin training that focuses on real estate, providing them with valuable context for working with Australians and a comprehensive overview of general admin competencies. This foundational training ensures that trainees are versatile and capable of supporting a wide range of administrative tasks.
Our training program for Accounts Virtual Assistants encompasses a comprehensive suite of topics essential for proficient financial administration. The curriculum begins with foundational bookkeeping tests and a basic accounting refresher, followed by specialised modules on an introduction to Australian accounting and taxation. Trainees delve into business activities and entity reporting within Australia, learn the basics of accounting ledgers, and get acquainted with various accounting software, including Xero and MYOB. The program includes detailed steps for setting up and using these tools, covering everything from bank feeds to payroll compliance and invoice creation. VAs gain hands-on experience by processing various tasks in Xero, ensuring practical application of their learning.
Additionally, the training addresses taxation topics, including types of taxes, regulations, and laws specific to individuals and businesses in Australia. The final segment includes a thorough assessment and certifications in Xero and MYOB, ensuring that trainees are well-prepared for real-world accounting tasks.
This comprehensive approach ensures our VAs are highly skilled in both general administrative support and specialised accounting functions, making them invaluable assets to their clients.
AffordableStaff Tools Training
Tools Training is a crucial part of our training program, ensuring our team members gain proficiency in essential software used in daily operations. Our team members are introduced to LastPass for password management, Outlook for email and calendar organisation, TechSmith for capturing and recording, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for file management, and Trello for project management.
For those completing our Accounting Foundations course, we place a significant emphasis on Xero and MYOB. Accounting VAs spend considerable time honing their skills through practice and repetition using these tools, ensuring they become highly adept and efficient.
Additional Tools Proficiency
Prior to our onboarding training, Jonel was identified as proficient with the following tools and software:
- Practical Application: Microsoft Word, Excel, PowerPoint, Canva
- Limited Experience: Microsoft Outlook, OneNote, Teams, OneDrive
- Basic Knowledge: Adobe Photoshop
Additional Skills and Notable Experience
Jonel’s prior experience includes a three-month internship at an accounting firm, where he gained practical knowledge by encoding invoices and receipts, filing BIR tax returns for clients, and assisting in account identification and organisation. This hands-on experience has fortified his foundational skills and prepared him for more complex accounting tasks.
Learning Ability and Work Proficiency
Jonel is a steady worker who shows continuous progress in his work. He adapts quickly to existing systems and workflows and is highly autonomous, often taking initiative without the need for close supervision. His organisational skills are exceptional, ensuring that he manages tasks efficiently and effectively. Although he tends to feel pressured in himself when mistakes occur, this self-awareness drives his commitment to improvement and accuracy.
Interpersonal Skills and Personal Characteristics
Jonel is an attentive and enthusiastic individual who brings a friendly and cooperative spirit to the workplace. His clever and brilliant mind allows him to grasp complex concepts quickly, while his systematic approach ensures tasks are completed efficiently. Jonel is also known for his enthusiasm and interest in his work, which is evident in his proactive attitude and willingness to accept responsibility. His pleasant demeanor and ability to work well with others make him a valuable team player.
Suitability
Jonel is greatly suitable for any general accounts or general administrative position, including basic social media roles.
Why Jonel is Suitable for the Role
Jonel’s solid academic background in management accounting, combined with his practical internship experience and proficiency in essential accounting software, makes him an excellent fit for the role. His ability to adapt quickly, work autonomously, and maintain high levels of organisation ensures he can handle the demands of the Australian accounting space. Jonel’s enthusiasm for learning and continuous improvement, along with his friendly and cooperative nature, will make him a valuable asset to any team.
EDUCATIONAL BACKGROUND
Degree: Bachelor of Science in Management Accounting
Level: Graduate
Degree: Bachelor of Science in Accountancy
Level: Completed 1 year
EMPLOYMENT HISTORY
Business name: E.G Aguilar Tax and Accounting Services
Position: Trainee
Date of Employment: February 2024 – May 2024
Business name: Texting Factory (Dating app)
Position: Chat Operator
Date of Employment: May 2021 – August 2023
SKILL SET SUMMARY
English Composition
DISC
VAK