Marica Shane Calanao

Client

• Worked with clients to support understanding of rationale and details of financial strategies.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Presented financial plans and investment recommendations to clients.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Helped clients make informed decisions about financial future.
• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Team

• Teach and mentored new financial advisors to generate ideas, share knowledge and guide them.
• Hosting in our Unit meetings and Branch meetings as well as making the presentations.
• Devised strategy to effectively engage new and existing financial advisors in our loop.
• Make posters and spiels in our loop to engage the team and to engage in our teams activities.

• Checked previous shifts credited deposits (Credit missed credit deposit, Tally the deposits received and credited in Spots)
• Responsible in processing deposits (Manual Deposits, Poli deposits and Card Deposits) of the client received in the banks ( Combizz and Bpoint )
• Accurate and timely delivery of reports related to deposits i.e, Chargeback Report, Poli Files, Uncleared Funds Report and daily emails to Handlers/ Consultants.
• Ensure clients deposit/ withdrawal request are completed timely and accurately
• Daily recordinf of the transactions in spreadsheet and prepares reconcile reports for deposit.
• Extract and compiles data for analysis when required.
• Daily checking and loading of cashbook files (deposits, knockbacks & withdrawals)
• Investigate and resolve missing deposits/ withdrawals.
• Assisting other departments via chat and emails with regards to payment-related issues.
• Check and verify transaction prior for processing.
• Communicate with Customer Service Team regarding player’s monetary concerns.
• Email clients of their money ins via Zendesk and responding to them.
• Validate player account legitimacy.
• Report any suspected fraudulent activity.
• Handled Australia, US, Europe and Canada accounts for accounts payable processes
• Setting up existing and new vendors / suppliers details via XERO, Netsuite
• Timely and efficient accounts payable invoice processing via XERO, Netsuite
• Ensuring that there are no double payments/ posting of invoices.
• Double check the GL code, Taxes (If it have or not and how much) and Dept. used in the specific invoices processed in Netsuite
• Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
• Prepared vendor invoices and processed incoming payments.
• Entering invoices, submitting for approval, entering draft payments for banking
• Monitor, checking and sweeping of bills/purchase orders/invoice received each entity via Outlook.
• Meet SLA, must process invoices within 24 hrs upon receiving in OUTLOOK.
• Coordination with stakeholders on the correct GL account used for invoice processing
• Substantiation of credit card expenses by coordinating with employees and uploading details in Netsute
• Contributed to producing and interpreting improved finance related methods to establish consistency with accounts payable prerequisites.
• Continuous process improvement and updating of manual procedures.
• Composing email templates for Finance Team and 3rd Party Companies.
• Managing accounts emails and queries from internal and external stakeholders
• Checking and Reviewing previous shifts deposits and invoices
• Responding to all customer service inquiries at the earliest time possible. Handles email inquiries from internal and external customers regarding deposits and withdrawals.
• Check and verify pay out transactions prior for processing. Uploads payment in bank online and ensure correctness of the beneficiary details.
• Assisting other departments via chat and emails with regards to payment-related issues.
• Handle sensitive information in a confidential manner
• Take accurate and detailed minutes of meetings
• Coordinate office procedures
• Assist with administration as required
• Work under a system with KPI
• Daily, weekly and monthly reconciliation of deposits
• Monthly Bank Statements Saving.
• Investigate and resolve missing balance cases.
• Ensure all internal and external reports recorded are accurate and tally.
• Prepares reconcile reports for deposit.
• Extract and compiles data for analysis when required.
• Complete the monthly payment schedule
• Reduced financial discrepancies, effectively reconciling bank accounts and organizing informations
• Measured actual performance against operating plan and interpreted results for all levels of management.
• Compiled and coordinated financial data for analysis and reconciliation.
• Compiled data, reports and year-end audit information.
• Preparing and assisting in the preparation of regularly scheduled reports
• Daily processing and submitting Iowa and Illinois Retail Reporting to our counterparts in other country.
• Assistance in preparing AU payroll.
• Streamlined daily reporting information entry for efficient record keeping purposes.
• Preparing and Sending NTRC (Northern Territory Racing Commission) Reports monthly to the heads of the company here in the Philippines and in our US counterpart.
• Presented findings to our superiors regarding our tasks.
• Keep accurate records for all daily transactions
• Daily Cash Summary Reports - US, AU, Canada and Europe
• Reconciliations of bank amounts as support to Daily Cash Summary reports sent daily to stakeholders
• Timely and accurate generation of financial data for various stakeholder and management purposes
• Assist in compilation of financial data for external/internal audit purposes
• Preparation and assessment of the manual deposits (money-in) process
• Daily inputting of manual deposits in client’s accounts
• Processing of credit adjustments and goodwill in client’s accounts
• Processing and crediting of bounced withdrawal from client’s accounts
• Coordination with customer support and stakeholders on inquiries related to manual deposits
• Generate financial information from various finance and accounting systems to assist management in creation of metrics and dashboards for Manila and Global perspective
• Also a Manila Engagement Ambassador who handles activities and events of the company

• Filing of documents and scanning of filed documents each month
• Maintained accurate and complete documentation to facilitate accounting and filing functions.
• Assigned to encode the Phil health Contribution of all Company employees.
• Rechecking PH contribution in the company site and approving the contribution
• Learn to use SSS site and use SSS r3 Generator to encode SSS contributions
• Checking , approving and rejecting reimbursements of employees – Medical, Transportation, Communication and Fitness
• Scan and file Statutory Remittances such as SSS, PHILHEALTH and HDRM.
• Scan and file Tax Related forms such as BIR.
• Contact BDO through telephone regarding credit card application of the employees.
• Contact PAGIBIG through telephone regarding contributions

• Worked flexible schedule and extra shifts to meet business needs.
• Answered questions about store policies and addressed customer concerns.
• Welcomed customers and helped determine their needs.
• Addressed customer needs and made product recommendations to increase sales.
• Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
• Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
• Restocked, arranged and organized merchandise in front lanes to drive product sales.
• Reviewed weekly sales circulars and monitored price changes.
• Counted cash in register drawer to balance register at beginning and end of shift.
• Used POS system to enter orders, process payments and issue receipts.
• Processed POS transactions, including checks, cash and credit purchases or refunds.
• Created orders, documented special requirements and discussed needs with kitchen personnel to provide customers with desired food and minimize complaints.
• Responded promptly to requests for assistance, spills and customer inquiries.

• Member of Junior Philippine Institute of Accountants
• Received Scholarship from Bataan Government Scholar

• Member of Junior Philippines Institue of Accountants
• Member of Men in Boards
• Recipient of Lisa Scholarship

• Cadet/Member of Girls Scouts of the Philippines
• Awarded Winner of Scidama, Damath and Chess
• Recipient of Operation Big Brother Scholarship from La Salle
• School Contestant of Metrobank-MTAP Deped Math Challenge
• Copyreader of MAPAZETTE (Newspaper of the School)

Awarded Metrobank-MTAP Deped Math Challenge till Regional Level

Graduated as 3rd Honorable Mention

Journalism student- Copyreading Contestant