Jan Vince Ulanday
City of Muntinglupa, Province of Rizal
Summary
- Accomplished Financial Analyst with a proven track record at Citi, enhancing financial reporting and decision-making through advanced financial statement analysis and Microsoft Excel mastery. Known for superior time management and organizational skills, I led initiatives that significantly improved team productivity. Expert in leveraging research and data analysis to identify investment opportunities and risks, fostering informed strategic planning.
- Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.
- Diligent Chief Data Officer (CDO) with robust background in financial analysis and strategy development. Demonstrates history of impactful financial modeling and insightful data interpretation that drive key business decisions. Proven ability to leverage analytical skills and strategic thinking to support team objectives and company goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Analyst
Citi
03.2012 - 07.2022
- Evaluated trends and identified potential areas for improvement through in-depth financial analysis.
- Optimized monthly end-close process through effective reconciliation of accounts and prompt discrepancy management.
- Enhanced financial reporting to facilitate informed decision-making.
- Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
- Developed financial models to assess potential investments and identify potential risks.
- Assisted companies with choosing and timing investments for optimal results.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Monitored market trends and news to identify emerging opportunities.
- Enhanced team productivity, leading initiatives to improve financial analysis tools and techniques.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Cashier
Jollibee BF Homes
02.2006 - 11.2011
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Helped customers complete purchases, locate items, and join reward programs.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
- Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
Education
Bachelor of Science - Data Analytics
San Beda College Alabang
City Of Muntinglupa, Province Of Rizal, Philippines01-2006
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Research and data analysis
- Superior time management
- Cost-benefit analysis
- Strong organization
- Data inputting
- Data collection & research
Accomplishments
- Lowered company costs by 30% through accurate financial modeling, budgeting and process improvement.
- Managed a $15 million dollar federal grant and associated contract negotiations.
- Created expenses database to resolve $100 million dollars in duplicate payments.
- Received a professional excellence award from the Financial Management Association.
- Collaborated with team of 30 in the development of Project Swift.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Affiliations
- San Beda College Alabang
- Jollibee BF Homes
- Citi
Certification
- Chartered Financial Analyst (CFA) - CFA Institute.
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Certified Fund Specialist (CFS) - Institute of Business & Finance.
Timeline
Financial Analyst
Citi
03.2012 - 07.2022
Cashier
Jollibee BF Homes
02.2006 - 11.2011
- Chartered Financial Analyst (CFA) - CFA Institute.
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Certified Fund Specialist (CFS) - Institute of Business & Finance.
Bachelor of Science - Data Analytics
San Beda College Alabang
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