Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Jaisiree Ann Ramirez

Jaisiree Ann Ramirez

Taytay, Rizal

Summary

Detail-oriented professional with banking and business performance analysis experience seeking a remote or hybrid work-from-home position. Eager to leverage analytical skills, financial expertise, and strong problem-solving abilities to contribute to the success of a dynamic team. Committed to continuous learning and professional growth.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Business Performance and Management Officer

Metropolitan Bank and Trust Company
Makati City, Metro Manila, Philippines
04.2022 - Current

● Assists in defining and setting financial targets for the Branch Banking Sector (Home Loan, Car Loan, Credit Card Count, Operating Expenses and Capital Expenditure).

● Monitors the sector’s performance on Operating Expenses, CAPEX, Non-Interest Income and Traditional Deposits.

● Updates and monitors the performance scorecards of Branch Heads and Branch Sales Officers.

● Presents CASA Performance of branches and other reports at BBS Executive Committee Meetings as required.

● Assists Region Head, Area Heads, Branch Heads, and Sales Officers with requests regarding their financial performance and other queries.

Information Management and Analytics Officer

Metropolitan Bank and Trust Company
Makati City, Metro Manila, Philippines
07.2020 - 04.2022

● Updates Customer Relationship Management (CRM) reports.

● Work with other units for the extraction and validation of customer information and transaction details.

● Updates transaction mapping (debits and credits per channel/ product).

● Organize and convert raw data into relevant information in support of management’s objectives.

● Prepares Grow Accounts Monitoring Report of Branch Sales Officers.

● Coordinates with the Data Warehouse for the automation of reports

Branch Performance Management Officer

Metropolitan Bank and Trust Company
07.2016 - 07.2020

● Updates and validates monthly reports which measure performance of branches.

● Computation of Annual Branch Awards winners.

● Budget Preparation for branches.

Branch Performance Management Associate

Metropolitan Bank and Trust Company
Makati City, Metro Manila, Philippines
09.2012 - 06.2016

● Assists the department in the preparation of daily monitoring reports on Peso CASA and other deposits.

● Updates monthly and semi-annual reports on deposits.

Education

Bachelor of Science - Accountancy

Polytechnic University of The Philippines
Maragondon, Cavite
04.2001 -

Skills

Management reporting

Variance analysis

Time management

Willing to learn

Multitasking

Budget planning

Certification

Certified Public Accountant

Timeline

Business Performance and Management Officer

Metropolitan Bank and Trust Company
04.2022 - Current

Information Management and Analytics Officer

Metropolitan Bank and Trust Company
07.2020 - 04.2022

Branch Performance Management Officer

Metropolitan Bank and Trust Company
07.2016 - 07.2020

Branch Performance Management Associate

Metropolitan Bank and Trust Company
09.2012 - 06.2016

Bachelor of Science - Accountancy

Polytechnic University of The Philippines
04.2001 -
Jaisiree Ann Ramirez