JILL FRANCES CABALUNA

Bookkeeper · Financial Analyst

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Jill Frances

Reliable Financial Operations. Clearer Decisions.

I help growing teams keep clean books, build useful reports, and turn messy data into decision-ready insights - with every output personally reviewed.

02 / VALUE

Outcomes first

What changes when I join your workflow.

What I bring isn’t a skillset, it’s a mindset. I join your team to solve real problems, not just complete tasks. My value isn’t in what I use; it’s in what I leave behind: better processes, clearer insights, and measurable progress.

  1. 1 view

    Clearer sales insights

    Built an interactive Excel dashboard showing revenue, profitability, category mix, sales channels, and payment methods.

  2. 100%

    Documentation completeness

    Maintained complete supporting documents for procurement requests and claims — clean records with fewer missing pieces.

  3. 4

    Departments kept aligned

    Coordinated daily requirements, updates, and deliverables across four departments and external contacts.

Precision Ownership Clear communication

Every number is tied to real work.

03 / CAPABILITIES

How I support a team

One operator across books, reports, and workflows.

Broad enough to keep work moving. Structured enough to keep the details dependable.

  1. Bookkeeping

    • General ledger posting
    • Bank reconciliation
    • Accounts payable / receivable
    • Payroll support
    • Month-end close
    • Audit-ready records

  2. Financial analysis

    • P&L · balance sheet · cash flow
    • Variance analysis
    • Budgeting and forecasting
    • KPI dashboards
    • Cost and pricing models
    • Decision-focused insights

  3. Operations support

    • Process documentation
    • Records management
    • Client onboarding
    • Calendar and deadline tracking
    • Stakeholder updates
    • Cross-functional follow-through

  4. AI-assisted workflows

    • Data extraction and cleaning
    • Research and synthesis
    • Report drafting
    • Workflow orchestration
    • Quality-control checks
    • Human-reviewed outputs

Tools I work in

  • QuickBooks
  • Advanced Excel
  • Microsoft 365
  • Power BI
  • R
  • Stata
  • Google Workspace
  • Notion · Slack · Trello

04 / Selected Work

Proof, not just promises

Work that shows how I think.

Each project connects a practical business need to a clear, reviewable output.

  1. EXCEL · FINANCE OPERATIONS

    Quantivo Sales Dashboard

    VLOOKUP, PivotTables, PivotCharts, slicers, and KPI cards surface revenue, profitability, channel mix, and payment methods.

    527 TRANSACTIONS · ONE VIEW HUMAN-VALIDATED
    Open live dashboard

  2. ECONOMETRICS · RESEARCH

    Gold Hedge Research

    180 monthly observations using ADF, ARDL, and CUSUM. Gold acts as a crisis hedge, not a consistent long-run hedge.

    JAN 2010 — DEC 2024 R · STATA
    Read the LinkedIn post

  3. AI WORKFLOW DESIGN

    Clara

    My personal AI assistant coordinates 14 specialized agents across six capabilities for finance, bookkeeping, data, and research.

    14 AGENTS · 6 GROUPS REVIEWED BY JILL
    Open Clara dashboard

Portfolio dashboard figures are sample data for demonstration only and do not reproduce confidential company information.

QuickBooks work sample · August 2026

A reconciliation that closes to the cent.

The QuickBooks report shows cleared payments of PHP 215,710.74 and cleared deposits of PHP 567,443.00, with both the statement ending balance and register balance at PHP 351,732.26.

View the full report
Preview of Jill Cabaluna's updated QuickBooks bank reconciliation training report
Freelance Academy certificate awarded to Jill Frances Cabaluna for 15-hour QuickBooks Online Advanced Training

Software training

QuickBooks Online Advanced

15 hours · Freelance Academy · August 2026
 TESDA Bookkeeping NC III Certificate of Training awarded to Jill Frances Cabaluna

Accounting foundation

Bookkeeping NC III

436 hours · TESDA · August 2026

Ready to support a US bookkeeping team

QuickBooks Online workflows · bank and credit-card reconciliation · AP/AR support · accurate coding · review-ready records · clear remote communication

The reconciliation is a training work sample and is presented as evidence of hands-on practice, not as a client engagement. Sample information is used for demonstration.

05 / Experience

Built in operations

Finance support, administrative coordination, banking operations, and research translated into dependable day-to-day execution.

2026

Bookkeeper (Contractual, Part-Time)

Apr 2026 — Present

Quantivo Client Growth Systems

Digos, Davao del Sur, Philippines

  • Built an interactive Excel sales dashboard using VLOOKUP, PivotTables, PivotCharts, slicers, and dynamic KPI cards to surface revenue, profitability, category mix, channels, and payment methods. (Dashboard figures are sample data shown for portfolio purposes.)
  • Supported recurring bookkeeping activities in Advanced Excel — general ledger postings, AP/AR, payroll runs, and monthly bank reconciliations.
  • Prepared the monthly reporting pack (P&L, balance sheet, cash-flow summary) for management review.
2025

Administrative Assistant

Aug 2025 — Jul 2026

Amapola Broadcasting Systems

Remote

  • Coordinated calendars and correspondence for four department heads, prepared the documents they presented, and processed procurement requests with complete supporting documentation.
  • Maintained organized financial records — vendor payments, budget monitoring, and expense documentation — across the monthly close cycle.
  • Acted as liaison between four internal departments and external stakeholders, keeping a current digital filing system for recurring document retrieval.
2025

Intern (Banking Operations)

Jun 2025 — Jul 2025

LandBank of the Philippines

Davao City, Philippines

  • Processed and verified client account applications through the Digital Onboarding System across a two-month rotation, confirming each file met documentation and compliance requirements.
  • Rotated through retail operations, regulatory compliance, and credit risk — applying each module to live account files and front-desk client service.
2025

Project Transcriber / Translator

Apr 2025 — Jun 2025

IA - PMD Project

Davao City, Philippines

  • Translated and transcribed technical economic documents, reviewing each batch against the source material before delivery.
  • Delivered every batch inside the deadline windows of a three-month engagement, holding formatting and terminology consistent across the full document set.

06 / Education

Education

Jill Frances Cabaluna at graduation

Degree

BSc Economics, major in Monetary & Financial Economics

University of Southeastern Philippines University of Southeastern Philippines — College of Applied Economics

Davao City, Philippines Cum Laude

Defended undergraduate thesis on gold as a macro hedge in the Philippines (ARDL bounds, 180 monthly observations, BSP / PSA / Iacoviello GPR sources). Graduated June 2026 with Cum Laude honors.

Relevant Coursework

  • Microeconomics
  • Macroeconomics
  • Econometrics
  • Monetary Economics
  • International Finance
  • Economic Research Methods
  • Quantitative Research Design

07 / Clara

My personal AI assistant

CLARA - Clarity
to your numbers.

I built Clara to coordinate the finance, bookkeeping, data, reporting, and research work behind my deliverables. She routes assignments to specialized agents and brings their work back for my final review.

14 specialized agents · 6 core capabilities
Human-reviewed

Every output is reviewed, validated, and finalized by me. Clara improves my workflow; accountability stays with Jill.

01 · Input

Your brief

Records, reporting need, research question, or workflow problem.

02 · Coordinate

Clara

Selects specialists, manages handoffs, and keeps tasks structured.

03 · Deliver

Jill reviews

I verify the work, resolve inconsistencies, and finalize the output.
  • Bookkeeping
  • Excel
  • Financial analysis
  • Research
  • Reporting
  • Quality control
Tools accelerate the work. Human judgment signs it off.

Clara is not a product being sold. She is Jill's personal coordination layer—a structured way to use AI while keeping ownership and quality control human.

Open Clara's live dashboard

08 / Contact

Let's work together

Let's make your
financial workflow
easier.

If you need someone who can keep the records clean, find the story in the numbers, and keep work moving, I'd be glad to learn what your team needs.

Email Jill LinkedIn Book a call