Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Princess Imperial

Princess Imperial

Pasay City,Manila

Summary

I am an accomplished Financial Services Professional with a proven track record, distinguished for my meticulous attention to detail and analytical abilities, both in independent and collaborative settings. With over 5 years of experience, I excel in meticulous bookkeeping, encompassing transaction monitoring, data analysis, proficiency in KYC procedures, and risk management, with a strong emphasis on regulatory compliance and effective risk mitigation. My skill set extends to Customer Service, where I specialize in complaint resolution and ensuring customer satisfaction. Additionally, I effectively assisted a team of 15 members in delegating daily tasks with efficiency and effectiveness. With this versatile expertise, I am well-equipped to handle diverse financial responsibilities and deliver exceptional support to customers and organizations.

Overview

7
7
years of professional experience
4
4
years of post-secondary education

Work History

Senior Financial Service Analyst

Aximtrade Ltd. Corporation
Pasay City
08.2022 - 09.2023
  • Precise bookkeeping, reporting, and transaction reconciliation.
  • Prompt and professional client query resolution via email.
  • Transaction verification for clients.
  • Detailed analysis and reporting for management decision support.
  • Active contribution to risk management and KYC compliance, including client identity verification and risk assessment.

Financial Service Analyst II

First GlobalTransit Inc
Pasay City
02.2018 - 08.2022
  • Bookkeeper: Prepare accurate transaction reports, align financial records, and resolve discrepancies.
  • As the backbone of the backoffice I serve as the core operations:
  • Efficiently manage financial documentation, accounts, and databases for organized records.
  • Client Email Support: Address queries with clear, concise responses, delivering exceptional service.

Customer Service Representative

Iqor Philippines
Dasmariñas, Cavite
02.2017 - 12.2017
  • Customer Representative: Deliver outstanding service by promptly and professionally handling calls, actively listening to customer concerns, and fostering positive relationships.
  • Account Specialist: Resolve complaints, troubleshoot complex issues, and implement effective solutions with clear communication to ensure client satisfaction.

Education

Bachelor of Science - Business Management Major in Financial Management

Cavite State University, Indang, Cavite
06.2013 - 06.2017

Skills

  • Knowledgeable in MS Excel and Spreadsheet
  • Data Entry, Management and Analysis
  • Adept in Risk Management
  • Versed in KYC
  • Detailed Oriented
  • Critical Thinker
  • Quick Books Online
  • Statement Reconciliation
  • Customer Relationship Management
  • Helpdesk Operations
  • Financial Transactions
  • Financial Reporting
  • Trading Strategy
  • Phone Inquiries
  • Call Center Customer Service
  • Account Documentation
  • Foreign Currency Exchanges

Accomplishments

  • Process Streamlining
    - Designed and implemented task streamlining templates, enhancing operational efficiency and contributing to process optimization.
  • Documentation Expertise
    - Produced comprehensive documentation for training materials, macros, and Standard Operating Procedures (SOPs), ensuring a standardized and well-documented approach to tasks.
  • Client Issue Resolution and Security Expertise
    - Conducted training sessions to equip individuals with the skills to adeptly handle client complaints via email, resolve technical issues promptly, and proactively identify and address suspicious activities, including the identification of potential fraud clients

Timeline

Senior Financial Service Analyst - Aximtrade Ltd. Corporation
08.2022 - 09.2023
Financial Service Analyst II - First GlobalTransit Inc
02.2018 - 08.2022
Customer Service Representative - Iqor Philippines
02.2017 - 12.2017
Cavite State University - Bachelor of Science, Business Management Major in Financial Management
06.2013 - 06.2017

Similar Profiles

CREATE PROFILE
Princess Imperial