Larissa Kyna Matuan
Senior Financial Analyst
Quezon City
Summary
Results-driven Senior Financial Analyst with over 12 years of experience in financial analysis and strategic decision-making. Seeking to leverage strong analytical and leadership skills in a Team Leader role to drive financial performance and team success.
Finance professional with history of providing critical financial insights and supporting strategic initiatives. Known for strong focus on team collaboration and delivering reliable results in dynamic environments. Skilled in financial modeling and data analysis, with reputation for adaptability and reliability.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
Work History
Senior Financial Analyst
Manulife Data Services Incorporation
08.2019 - Current
- Managed Suspense and Non-Suspense Accounts: Oversaw the balancing of suspense and non-suspense accounts for Canada Retirement Operations under Group Retirement Services (GRS).
- Conducted Write-off Reconciliation: Led reconciliation efforts for Affinity, International Group Program (IGP), and GRS write-offs, ensuring accuracy and compliance.
- Mentored Junior Staff: Provided coaching and guidance to junior team members, fostering their professional development and enhancing team performance.
- Prepared Monthly Operations Reports: Compiled and analyzed the Monthly Operations Report for Canada Retirement Operations, delivering insights to senior management.
- Resource Management and Data Analysis: Managed resources effectively while analyzing financial data and reports to support strategic decision-making.
- Business Insight Development: Identified business and client strengths and weaknesses, contributing to strategic planning and improvement initiatives.
- Industry Knowledge Maintenance: Kept abreast of industry developments, including potential threats and challenges, to inform business strategy.
- Training and Performance Support: Assisted in training initiatives and conducted performance reviews to ensure team effectiveness and alignment with business goals.
- Financial Analysis and Communication: Analyzed and interpreted cost and expense variances, communicating findings and recommendations to management for informed decision-making.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Increased financial accuracy by conducting in-depth analyses of financial data and trends.
- Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
- Developed comprehensive financial models that informed strategic decision-making for the organization.
- Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
- Maximized company resources by performing ad-hoc analyses supporting cost reduction initiatives across departments.
- Ensured compliance with regulatory requirements through diligent review of financial documents and reports.
- Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Junior Financial Analyst
Manulife Data Services Incorporation
07.2018 - 07.2019
- Balanced Suspense and Non-Suspense Accounts: Ensured accurate reconciliation and management of suspense and non-suspense accounts, contributing to financial integrity and transparency.
- Monitored Financial Performance: Analyzed financial performance data to identify trends and provide actionable insights for strategic decision-making.
- Supported Reporting Processes: Assisted in the preparation and delivery of monthly and quarterly reports for management, ensuring timely and accurate financial communication.
- Provided Ad-Hoc Analysis: Conducted detailed ad-hoc analyses to support senior management in making informed business decisions.
- Assisted with Financial Planning and Forecasting: Supported the financial planning and forecasting processes, aiding in the development of accurate budget projections and financial strategies.
Quality Analyst
Manulife Data Services Incorporation
08.2016 - 07.2018
- Conducted Quality Checks on Suspense Reconciliation Accounts: Ensured accuracy and compliance in the reconciliation of suspense accounts through thorough quality checks.
- Managed TRECS Aging Report: Oversaw the preparation and analysis of the TRECS Aging Report to monitor outstanding items and improve account management.
- Balanced Suspense Accounts: Maintained accurate balances for suspense accounts, contributing to financial stability and reliability.
- Prepared Billing Reports: Generated comprehensive billing reports to support financial operations and client billing processes.
- Reconciled Income Statements: Performed reconciliation of income statements, specifically focusing on payment accounts, to ensure accuracy and integrity in financial reporting.
- Audited Products and Processes: Conducted audits of products and processes to identify areas for improvement, contributing to operational efficiency and effectiveness.
- Supported Training and Performance Reviews: Assisted in the training of team members and participated in performance reviews to enhance team capabilities and performance.
Control Reconciliation Analyst
Manulife Data Services Incorporation
03.2014 - 08.2016
- Balanced Suspense Accounts: Managed and reconciled suspense accounts to ensure financial accuracy and prevent discrepancies.
- Handled Tax Reporting: Prepared and submitted tax reports in compliance with regulatory requirements, ensuring timely and accurate filings.
- Performed Cash Booking: Executed cash booking transactions efficiently, maintaining accurate financial records and cash flow management.
- Reviewed Bank Reconciliation Inbox: Monitored and reviewed the bank reconciliation inbox to address and resolve discrepancies promptly.
- Ensured Effective Financial Control: Implemented and maintained financial controls across the business to ensure compliance with relevant regulations and accounting standards.
Business Processing Associate
Manulife Data Services Incorporation
09.2012 - 02.2014
- Returned Mail (life and long-term care)
- Address Change (life and long-term care)
Education
Bachelor of Science - Business Administration, Financial Management
Far Eastern University
05.2009 - 05.2012
Skills
- Financial account reconciliation
- Attentive communication
- Adaptability
- Building Trust
- Client Relationship Management
- Intelligence
- Conflict Resolution
- Strategic Planning
- Customer Focus
- Group Problem Solving
- Microsoft Proficient (Excel, word, PowerPoint, Power BI and SharePoint)
- Decision Making - Critical, Timely
- Essbase
- Finance – IFRS-17
- Financial Accounting
- KPI management
- Variance analysis
- Financial modeling
Accomplishments
- Anaplan Level 1 Passer, 11/01/24, Finance – Retirement Operations
- CAT Level 1 Passer, 07/01/19, Canadian Finance Accounting Operations
- Rockstar Rookie Award, 12/01/18, Canadian Finance Accounting Operations
- VBA Certification, 09/01/18, Canadian Finance Accounting Operations
- Top performer 2017, 01/01/17, JHAFPO - Reconciliation team and Ops Support Function
- LOMA 280 Passer, 07/01/17, JHAFPO - Reconciliation team
- Top performer 2016, 01/01/16, JHAFPO – Reconciliation Team and Ops Support Function Nominee
- Top performer 2015, 01/01/15, JHAFPO – Reconciliation Team
Training
- 2025, GBS L&D: Career Profile and Development Action Plan Workshop (Integrating AI)
- 2025, LINKEDIN: Microsoft Power Automate: Advanced Business Automation
- 2024, LINKEDIN: Decision-Making Strategies
- 2024, LINKEDIN: Communication Foundations
- 2024, LINKEDIN: Retail Customer Service Management and Coaching
- 2024, LINKEDIN: Building Vue and Node Apps with Authentication
- 2024, MBPS L&C: Change Enablement - Energizing Myself Through Change
- 2024, LINKEDIN: Microsoft Power Automate Essential Training
- 2024, LINKEDIN: Learning Power Automate Desktop for Non-Developers
- 2024, LINKEDIN: Microsoft Power Automate: Business Process Flows
- 2024, LINKEDIN: Brand Design Foundations
- 2024, LINKEDIN: Power Automate Desktop: Beyond the Basics
- 2024, LINKEDIN: Accounting Foundations
- 2024, MBPS Ability ERG: Disability Sensitivity Training
- 2024, Global Finance Anaplan COE – Anaplan Bootcamp
- 2024, LINKEDIN: Boost Resilience with Mindfulness
- 2024, Mentoring Program - Finance
- 2023, LINKEDIN: Apache Flink: Real-Time Data Engineering
- 2023, LINKEDIN: DevOps for Data Scientists
- 2023, LINKEDIN: Building Resilience
- 2023, LINKEDIN: Effective Listening
- 2023, LINKEDIN: How to Make Strategic Thinking a Habit
- 2023, LINKEDIN: Managing Your Emotions at Work
- 2023, LINKEDIN: Presenting to Senior Executives
- 2023, LINKEDIN: Crisis Communication
- 2023, LINKEDIN: Photoshop Selections: Tips, Tricks, and Techniques
- 2023, LINKEDIN: Managing in Difficult Times
- 2023, LINKEDIN: Career Advice from Some of the Biggest Names in Business
- 2022, LINKEDIN: Powerful Prioritization with the 80/20 Rule
- 2022, LINKEDIN: Social Media Marketing Foundation
- 2022, LINKEDIN: Learn to Control Your Attention
- 2022, LINKEDIN: How to Train Your Brain for Happiness
- 2022, LINKEDIN: The Six Morning Habits of High Performers
- 2022, LINKEDIN: How to Beat Burnout, Exhaustion, and Stress
- 2022, LINKEDIN: Communication with Confidence
- 2022, LINKEDIN: Influencing Others
- 2022, LINKEDIN: Building Your Visibility as a Leader
- 2021, LINKEDIN: SharePoint Online Essential Training: Beyond the Basics
- 2020, LINKEDIN: Critical Thinking for More Effective Communication
- 2020, LINKEDIN: Excel Business Intelligence: Power Query
- 2020, LINKEDIN: Power BI: Dashboards for Beginners
- 2020, MBPS SIL: Communication Assertiveness
- 2019, MBPS SIL: Stress Management
- 2019, MBPS SIL: Emotional Intelligence
- 2019, MBPS SIL: Data Storytelling
- 2019, MBPS SIL: Personal Branding: Your total perceived Value
- 2018, Time Management and Productivity Workshop
- 2018, Business Process Model and Notation
- 2018, Lean Foundation Training
- 2018, MBPS SIL: Functions- Information and Date&Time
- 2018, MBPS Creative Services SharePoint Online Fundamentals
- 2018, MBPS SIL: Charts
- 2017, Introduction to Insurance Operations
- 2017, Function Set 2: Excel Training
- 2017, Basic Spreadsheet Excel Training
- 2017, QA Coaching Workshop
- 2017, Relationship Management
- 2016, Intermediate Excel Training
- 2016, Project Management
- 2016, Business English Speaking
- 2016, Presentation Skills
- 2016, Training Resource Program 101: Training Basics
- 2015, LOMA 280
- 2015, MBPS G.L.O.B.E: Leaders Edition
- 2014, Investment Operations Training
- 2014, Investment Finance Training
- 2014, Effective Business Writing
- 2014, Business Process Management
- 2014, Problem Solving and Decision Making
- 2014, Business Process Improvement
Timeline
Senior Financial Analyst
Manulife Data Services Incorporation
08.2019 - Current
Junior Financial Analyst
Manulife Data Services Incorporation
07.2018 - 07.2019
Quality Analyst
Manulife Data Services Incorporation
08.2016 - 07.2018
Control Reconciliation Analyst
Manulife Data Services Incorporation
03.2014 - 08.2016
Business Processing Associate
Manulife Data Services Incorporation
09.2012 - 02.2014
Bachelor of Science - Business Administration, Financial Management
Far Eastern University
05.2009 - 05.2012
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