Summary
Overview
Work History
Education
Timeline
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Nikki Mae Chan

Nikki Mae Chan

Analyst
Las Piñas City

Summary

Results-driven finance professional with expertise in administrative management, financial reconciliation, and transaction review. Proven ability to work effectively in fast-paced remote environments, ensuring accuracy, efficiency, and collaborative support. Seeking to leverage transferable skills in a new professional challenge, driving business growth and streamlined operations through adaptable and reliable expertise.

Overview

9
9
years of professional experience

Work History

M&A Advisor- Project Base

Regalis
08.2024 - 01.2025
  • Maintained up-to-date knowledge on industry trends and regulations, providing accurate advice
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning
  • Utilized advanced CRM tools to track client interactions and maintain detailed records
  • Identified potential deals and initiated contact with brokers
  • Coordinated deals by signing NDAs, collecting and organizing CIMs and financials, and following up with brokers
  • Monitored emails and responded promptly
  • Kept team members informed about deal progress
  • Managed partner's email account, staying up-to-date on email threads and context, and informing team members about time-sensitive responses.

Senior Analyst (Wealth Management Compliance Department)

AGR Operations Manila Inc. dba Personiv
03.2022 - 12.2024
  • Created dashboards to track KPIs
  • Developed scripts and queries for data extraction and analysis
  • Utilized data visualization techniques for complex data sets
  • Generated standard and custom reports for business insights
  • Developed and implemented data governance policies and procedures
  • Provided technical support for analytics and reporting issues
  • Identified patterns and trends in large data sets
  • Provided actionable insights and recommendations
  • Analyzed data to identify root causes of problems
  • Improved company efficiency with KPIs and tracking metrics
  • Optimized project management for timely deliverables
  • Collaborated with cross-functional teams for operational effectiveness
  • Mentored junior analysts for professional development
  • Enhanced team productivity through workflow streamlining
  • Deployed predictive analytics models for future trends
  • Created data models to support decision-making processes

Virtual Legal Research Consultant

Projuris
11.2022 - 04.2023
  • Searching for legal papers (agreements, emails provided by the attorney, the building company's legal permit, etc.), entering data into the system, and determining where to group the documents
  • Monitored emails, organized inbox, and prioritized messages for Attorney.
  • Established strong relationships with key stakeholders, facilitating open lines of communication throughout all stages of project execution.
  • Enhanced research quality by implementing rigorous data analysis techniques and innovative methodologies.
  • Advised or assisted in obtaining patents or meeting other legal requirements.

Real Estate Virtual Assistant

Dynacom
01.2021 - 02.2022
  • Providing guidance and assisting sellers and buyers in marketing and purchasing property for the right price under the best terms
  • Determining clients' needs and financials abilities to propose solutions that suit them
  • Performing comparative market analysis to estimate properties' value
  • Organized CEOs inbox, prioritized messages, and monitored important emails.
  • Facilitated effective communication by setting up Zoom meetings and sharing agendas with attendees.
  • Answered and screened calls to provide information, schedule appointments and take detailed messages.
  • Ensured client deliverables were met on time by closely monitoring deadlines and coordinating task completion across teams.
  • Maintained a well-organized database system for improved information accessibility in daily operations.
  • Managed multiple priorities effectively under tight deadlines while remaining detail-oriented throughout each task.
  • Organized and managed team tasks using Trello and Asana.

Research Specialist - Operation Lead

Integreon Managed Solutions, Inc
04.2021 - 02.2022
  • Gathered asset information from public sources (annual reports, financial statements, websites, news sites, etc.)
  • Validated data points and escalated discrepancies
  • Collected data on real estate assets (carbon emissions, building footprint, etc.)
  • Researched carbon and CSR data for global portfolios
  • Conducted analysis and provided written commentaries to derive ESG ratings
  • Ensured adherence to client quality standards
  • Conducted peer reviews of extracted content
  • Trained and mentored team members
  • Managed a team of 25 analysts in production and behavior
  • Updated daily/monthly task trackers
  • Supported production of reporting and training materials

Medical Admin Assistant Front Desk

San Antonio Medical Clinic
07.2020 - 04.2021
  • Managed multi-line phone system, routing calls and delivering messages
  • Provided excellent customer service, responding promptly to client inquiries
  • Fostered positive relationships with clients and colleagues through effective communication
  • Maintained accurate and up-to-date records through diligent data entry and database management
  • Implemented secure filing systems and adhered to strict privacy policies
  • Coordinated office supply inventory management, proactively ordering necessary items
  • Assisted with human resources tasks, such as updating employee files and submitting time-off requests
  • Boosted team productivity by managing communication channels and ensuring timely responses
  • Optimized calendar management for doctors, scheduling appointments strategically
  • Streamlined invoice processing procedures, ensuring timely payment and minimizing errors

Virtual Data Analyst - One Time Project

Freelance
09.2020 - 03.2021
  • Assisted clients in automating data processes using Excel files and Google spreadsheets
  • Analyzed data from client websites and converted it into automated Excel processes
  • Audited and reconciled advisor accounts, ensuring accuracy and consistency
  • Tracked and analyzed commission data for advisors by team, creating formulas and spreadsheets as needed
  • Prepared forecasts and identified trends using data analysis
  • Maintained confidentiality of all client data and ensured secure handling of sensitive information
  • Coordinated with clients online to discuss additional tasks and project requirements

Senior Analyst

Deutsche Knowledge Services Pte
12.2019 - 06.2020
  • Verified and reported monthly revenues for Wealth Management
  • Resolved revenue-related issues and discrepancies
  • Assisted Relationship Managers (RMs) with payment computations and processing for External Asset Managers (EAMs)
  • Monitored and responded to EAM payment queries on a daily basis
  • Supported team members with month-end closing of books and records for Wealth Management and EAM
  • Prepared EAM accruals, reconciliations, and journal postings
  • Produced daily deposit liquidity reports to support departmental reconciliations
  • Performed monthly substantiation of various accounts and certified investigations (MRP Process)
  • Provided coaching and quality assurance for new hires


Operation Analyst

Citco International Support Services Philippines
06.2017 - 11.2019
  • Verified and reported daily trading activity for clients (PB, FX, Collaterals)
  • Produced daily operational reports, including trade activity, position, and cash reconciliations, in line with Service Level Agreements
  • Resolved discrepancies between CITCO and brokers/clients, including front and back office reconciliations
  • Supported the conversion of new clients and existing migrations
  • Worked with teams, clients, and other CITCO offices to resolve open issues, conducting root cause analysis as needed
  • Provided coaching and QA/reviews of daily reconciliation reports
  • Assisted in migrating processes from other CITCO offices
  • Produced monthly/weekly reconciliation reports for tier-one clients
  • Performed month-end sign-off (M-1, 2, 3 to B1 to B5)

Financial Analyst

State Street HCL Services
05.2016 - 06.2017
  • Ensured accurate and timely trade processing, meeting client expectations and company standards
  • Monitored trade processing daily, resolving discrepancies promptly
  • Performed operational tasks as necessary
  • Reconciled system data with client instructions
  • Maintained accurate records of research, follow-ups, and client interactions
  • Collaborated with operations teams to resolve processing issues
  • Maintained knowledge of current standard operating procedures
  • Provided training and guidance to junior Client Service Representatives
  • Conducted detailed financial analysis to identify trends and areas for improvement
  • Streamlined financial reporting, providing clear and concise analysis for informed decision-making

Education

Bachelor of Science - Business Administration, Financial Management

Adamson University
Manila, Philippines
04.2001 -

Timeline

M&A Advisor- Project Base

Regalis
08.2024 - 01.2025

Virtual Legal Research Consultant

Projuris
11.2022 - 04.2023

Senior Analyst (Wealth Management Compliance Department)

AGR Operations Manila Inc. dba Personiv
03.2022 - 12.2024

Research Specialist - Operation Lead

Integreon Managed Solutions, Inc
04.2021 - 02.2022

Real Estate Virtual Assistant

Dynacom
01.2021 - 02.2022

Virtual Data Analyst - One Time Project

Freelance
09.2020 - 03.2021

Medical Admin Assistant Front Desk

San Antonio Medical Clinic
07.2020 - 04.2021

Senior Analyst

Deutsche Knowledge Services Pte
12.2019 - 06.2020

Operation Analyst

Citco International Support Services Philippines
06.2017 - 11.2019

Financial Analyst

State Street HCL Services
05.2016 - 06.2017

Bachelor of Science - Business Administration, Financial Management

Adamson University
04.2001 -

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