Summary
Overview
Work History
Education
Skills
Trainings Courses
Awards Recognition
Key Skills Capabilities
Professional Affiliation
Previous Roles
Projects
Interests
Ultramarathoner- 160KM footrace finisher
Timeline
OfficeManager
Leo Año

Leo Año

Taguig City

Summary

I am a reconciliations team lead with solid background in Fund Services and Securities Services market operations, specifically for APAC region. I perform various forms of fund reconciliations. On top of my BAUs, I manage process automation projects. I have an intensive developer experience in Xceptor and technical skills with other automation tools.

Overview

15
15
years of professional experience

Work History

Reconciliations Team Lead

JP Morgan Chase & Co., Corporate & Investment Bank
01.2020 - Current
  • As a Reconciliations Supervisor in Global Reconciliation & Investigations Team(GRIT)- APAC, I am performing both supervisory roles and BAU tasks
  • My supervisory tasks are primarily on controls and productivity managementmonitoring and ensuring that reconciliation reports/sign-offs of my colleagues are met as per SLAs
  • My BAU activities, involve being an SME for various reconciliation processes; iRECS and FM Rec
  • I investigate and provide timely reporting of breaks(discrepancies) between accounting and custody/statement, and escalate them as needed, to relevant internal teams or clients
  • I also lead the GRIT APAC team and serve as main POC for various process automation initiatives.

Senior Reconciliations Team Member

JP Morgan Chase & Co., Corporate & Investment Bank(CIB)
01.2016 - 01.2020
  • SME for various forms of reconciliations such as Custody Rec(iRECS), Fund Manager (FM Rec)
  • Additionally, I contributed to streamlining processes of the team through various automation projects using Xceptor as automation tool.

Reconciliations Team Member

JP Morgan Chase & Co., Treasury & Securities Services(TSS)
01.2012 - 01.2016
  • Team member performing reconciliations between Custody and JPM Accounting System(WINS/Hiport) in iRECS for APAC and EMEA regions.

Research Analyst

JP Morgan Chase & Co., Retail Finance Services(RFS)
01.2009 - 01.2012
  • As a Research Analyst, I supported the mortgage consumer business of the firm ensuring timely and accurate posting of mortgage payments
  • I developed analytical and investigative skills.

Education

Bachelor of Science in Business Administration, Ateneo de Naga University -

Skills

Fund Reconciliation

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Trainings Courses

  • UIPath Developer Course, 05/15/23, 5-day intensive in-person developer course by JPMC Intelligent Automation Team aimed to provide technical knowledge and expertise in designing automation using UI Path application.
  • Alteryx Designer Course, 03/27/23, in-person classroom developer training of Alteryx as an automation tool.
  • Tableau In-Person Training, 03/14/23, beginner course for Tableau as visualization automation tool.

Awards Recognition

Recognized by APAC SSO Agents of Automation together with SLT(Senior Leadership Team), 09/26/23, for having most automation projects and attended automation trainings

Key Skills Capabilities

  • Fund reconciliation
  • Process automation
  • Developer experience and technical knowledge with automation tools; Xceptor, Ui Path, Alteryx and Tableau
  • Project Management

Professional Affiliation

  • CFA Society Philippines, https://www.cfasociety.org/philippines/home
  • CFA Institute, https://www.cfainstitute.org/

Previous Roles

  • Senior Reconciliations Team Member, JP Morgan Chase & Co., Corporate & Investment Bank(CIB), Taguig City, Philippines, 2016-01-01, 2020-01-01, SME for various forms of reconciliations such as Custody Rec(iRECS), Fund Manager (FM Rec). Additionally, I contributed to streamlining processes of the team through various automation projects using Xceptor as automation tool.
  • Reconciliations Team Member, JP Morgan Chase & Co., Treasury & Securities Services(TSS), Taguig City, Philippines, 2012-01-01, 2016-01-01, Team member performing reconciliations between Custody and JPM Accounting System(WINS/Hiport) in iRECS for APAC and EMEA regions.
  • Research Analyst, JP Morgan Chase & Co., Retail Finance Services(RFS), Taguig City, Philippines, 2009-01-01, 2012-01-01, As a Research Analyst, I supported the mortgage consumer business of the firm ensuring timely and accurate posting of mortgage payments. I developed analytical and investigative skills.

Projects

Fund Manager(FM) statement Xceptor automation projects, I spearheaded Fund Manager(FM) statement Xceptor automation projects(planning, development to go-live) for top tier clients of FS Sydney:, ISA271119002.CR16 (INSIGNIA), 44, 07/19/23, ISA271119002.CR17 (AUSTRALIAN SUPER), 35, 10/03/23 JIRA-SSO230511001 RPA-33127, on-boarding to UI Path (end-to-end, unattended robot) of APAC Client Reporting(specifically FS Sydney Hourly Report) JIRA SSO100523003 RPA-33079, Proposal to replace JARVIS by UI Path unattended robot in mailbox FM statement management

Interests

Ultramarathoner

Ultramarathoner- 160KM footrace finisher

An ultramarathon or any race is a diorama of life. There will be obstacles and challenges along the way. You can choose to succumb or carry on. The one with tough mind, patience, never-say die and positive attitude always wins.

Timeline

Reconciliations Team Lead

JP Morgan Chase & Co., Corporate & Investment Bank
01.2020 - Current

Senior Reconciliations Team Member

JP Morgan Chase & Co., Corporate & Investment Bank(CIB)
01.2016 - 01.2020

Reconciliations Team Member

JP Morgan Chase & Co., Treasury & Securities Services(TSS)
01.2012 - 01.2016

Research Analyst

JP Morgan Chase & Co., Retail Finance Services(RFS)
01.2009 - 01.2012

Bachelor of Science in Business Administration, Ateneo de Naga University -

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