I am a motivated and proactive professional with extensive experience in collaborating with onshore counterparts and front-office teams. My career is marked by a strong finance background across various industries, honed in challenging environments. My proven ability to adapt and excel makes me an invaluable asset to any organization.
Overview
10
10
years of professional experience
Work History
PRODUCT CONTROLLER (SENIOR ANALYST)
DEUTSCHE KNOWLEDGE SERVICES PTE. LTD.
06.2011 - 07.2016
Produce daily Risk & Profit and Loss Report.
Conduct in-depth research and analysis of significant trade movements, providing detailed commentary on trades with notable profit and loss (P&L) outcomes.
Perform data completeness and integrity checks, review breaks, and clear exceptions through adjustments.
Investigate system errors, and provide updates to the desk.
Resolve traders' queries promptly and obtain traders' sign-offs for final Risk and Profit and Loss.
Create or maintain the pricing models for exotic financial products.
Drive workflow improvements to boost efficiency and optimize processes.
Facilitate daily team huddles and monthly group meetings.
Produce monthly KPI reports.
Mentor and train new joiners, facilitating a smooth onboarding experience.
Achievement: Employee of the Month for streamlining processes, and reducing headcount needs for handling multiple books.
TREASURY ASSISTANT
CHARTER PING AN ( Now AXA PHILIPPINES)
05.2008 - 05.2011
Prepare daily cash positions and monthly investment reports for submission to the Insurance Commission.
Conduct detailed fund analysis and look for investment opportunities.
Process funding needs for all branches.
Monitor maturing investments, cash/stock dividends, interest payments, and coupon payments.
Prepare checks and bank transaction forms for various expenses, investments, and insurance claims.
Prepare accounting entries for investment movements via GenIIsys.
Generate long and short-term investment accruals and investment stock reports.
Attend investor briefings.
Prepare requirements for long and short-term investments.
Prepare minutes of meeting for the Investment Committee.
SALES ASSOCIATE
ROBINSON & CO PRIVATE LTD.
11.2006 - 05.2007
Assist customers in the children's department with products such as shoes and clothing
Maintain sales floor appearance
Process purchases and returns
Assists with inventory, including receiving and stocking merchandise
Education
BACHELOR OF SCIENCE - ACCOUNTANCY
DIVINE WORD COLLEGE OF LEGAZPI
Legazpi, Province Of Albay, Philippines
10-2007
SIX-MONTH TRAINING ATTACHMENT - SALES ASSOCIATE
ROBINSON & CO PRIVATE LTD.
05.2007
Skills
Analytical
Research
Microsoft Excel
Cash Management
Cash Flow Forecasting
Data Analysis
Data Entry
Attention to detail
Staff training
Problem-solving abilities
Languages
Filipino
English
Timeline
PRODUCT CONTROLLER (SENIOR ANALYST)
DEUTSCHE KNOWLEDGE SERVICES PTE. LTD.
06.2011 - 07.2016
TREASURY ASSISTANT
CHARTER PING AN ( Now AXA PHILIPPINES)
05.2008 - 05.2011
SALES ASSOCIATE
ROBINSON & CO PRIVATE LTD.
11.2006 - 05.2007
SIX-MONTH TRAINING ATTACHMENT - SALES ASSOCIATE
ROBINSON & CO PRIVATE LTD.
BACHELOR OF SCIENCE - ACCOUNTANCY
DIVINE WORD COLLEGE OF LEGAZPI
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