Bonjovie Pia
Equity Research Analyst
Mandaluyong City
Summary
Astute analytical professional adept at reviewing company reports and analyzing financial statements to better formulate an understanding of the market data.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
Work History
Equity Research Analyst
Factset Philippines Inc.
09.2023 - Current
- Worked with Drona Legacy application tool for data collection, analysis and processing of financial market data from various sources into the database.
- Provided timely, accurate and reliable demographic and statistical financial market data on internal database and to internal/external clientele.
- Presented query discussions and Root Cause Analysis reporting and maintained records of tasks done on a timely basis.
- Achieved the highest accuracy with 99.8% in a quarter.
Financial Reporting Analyst
CitiBank N.A. ROHQ
08.2019 - 01.2021
- Analyzed financial data including preparation, review and posting of financial adjustments using the Citi reporting systems
- Investigated any major variances and reviewed the reasonableness of the balances while ensuring US GAAP have been properly applied in the financial reports.
- Managed and assessed credit risk through firm data analysis and escalated issues related to transactions, processes, reports, or procedures.
- Performed process reviews/enhancement/streamlining and UAT system testing.
- Supported the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting.
- Mentored junior analysts, sharing best practices and fostering a collaborative work environment within the finance team.
Administrative Assistant
Matteo Ricci Mandarin Program, Ateneo de Davao Univeristy
04.2018 - 08.2018
- Processed various requests and reports in line with the needs of the department. This included cash requests, liquidation reports, bills payments.
- Organized and gave necessary requirements for faculty especially during the start of the semester. This included identifying/organizing class schedules and equipment, and setting room assignments.
Education
Bachelor of Science - Finance
Ateneo de Davao University
01.2012 - 01.2018
Skills
- Statistical Modeling
- Report Generation
- Process Improvement
- Attention to Detail
- Data Mining
- Data Visualization
- Data Interpretation
Timeline
Equity Research Analyst
Factset Philippines Inc.
09.2023 - Current
Financial Reporting Analyst
CitiBank N.A. ROHQ
08.2019 - 01.2021
Administrative Assistant
Matteo Ricci Mandarin Program, Ateneo de Davao Univeristy
04.2018 - 08.2018
Bachelor of Science - Finance
Ateneo de Davao University
01.2012 - 01.2018
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