PEARLY JANE BACLAY
Makati
Summary
Dynamic Bank Executive with extensive experience at the Development Bank of the Philippines, excelling in financial reporting and regulatory compliance. Proven track record in enhancing operational efficiency through process management and creative thinking. Skilled in cash management and team leadership, driving successful automation initiatives to optimize financial systems.
Overview
5
5
years of professional experience
Work History
Bank Executive
Development Bank of the Philippines
03.2016 - 06.2020
Financial Systems Management
Financial Reporting & Analysis
Regulatory Compliance & Risk Management
Operational Efficiency & Data Accuracy
Leadership & Team Coordination
- Oversee accounting systems and ensure seamless integration with banking operations.
- Implement system upgrades and process improvements for accuracy, security, and efficiency.
- Work closely with IT and finance teams to enhance automation and digital reporting tools.
Financial Reporting & Analysis
- Prepare and review monthly, quarterly, and annual financial reports in compliance with banking regulations.
- Generate budget reports, profit & loss statements, and balance sheets for executive review.
- Analyze financial data to identify trends, risks, and opportunities for optimization.
Regulatory Compliance & Risk Management
- Ensure adherence to regulatory requirements, including AML (Anti-Money Laundering) and financial reporting standards.
- Maintain accurate audit trails and ensure compliance with internal control policies.
- Work with auditors and regulatory agencies to prepare necessary reports and documentation.
Operational Efficiency & Data Accuracy
- Monitor and improve data accuracy and integrity in financial systems.
- Develop standardized reporting templates to enhance operational efficiency.
- Collaborate with departments to ensure smooth flow of financial data across all banking functions.
Leadership & Team Coordination
- Provide training and guidance to accounting and finance staff on financial systems and reporting standards.
- Lead initiatives for process automation and digital transformation in financial reporting.
- Ensure seamless communication between finance, operations, and IT departments.
Project Bookkeeper
Coastal Conservatio and Education Foundation
06.2015 - 03.2016
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Education
Bachelor of Science - Accounting Technology
University of San Carlos
Cebu City, Province Of Cebu, Philippines03-2015
Skills
- Creative thinking
- Self-motivated nature
- Cash management
- Employee motivation and team management
- Finance and Financial Reporting and Forecasts
- Team Strategy and Building Relationships
- Accounting and Systems
- Process Management
Languages
English
Advanced (C1)
Timeline
Bank Executive
Development Bank of the Philippines
03.2016 - 06.2020
Project Bookkeeper
Coastal Conservatio and Education Foundation
06.2015 - 03.2016
Bachelor of Science - Accounting Technology
University of San Carlos
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