Regine Gañac
Quezon City, Metro Manila
Summary
Seasoned fund servicing manager with extensive experience in global cash and position break reconciliations, investigations, income processing, and corporate actions event processing. Possesses strong analytical and problem-solving skills essential for efficient day-to-day operations, complemented by effective communication abilities that foster collaboration within teams. Recognized for identifying opportunities to improve internal processes, enhancing efficiency and accuracy. Actively contributed to Project Endeavour, successfully re-platforming APAC clients to a streamlined accounting system that minimized manual touchpoints across various applications.
Overview
10
10
years of professional experience
Work History
ASSET SERVICING MANAGER4
JP Morgan Chase & Co
11.2024 - 08.2025
- Manages and monitors daily team operations and process execution to ensure efficiency and adherence to SOPs and daily SLAs.
- Performs daily operational tasks while also reviewing outputs for accuracy and compliance, supporting end-to-end process accountability.
- Performs daily reviews/checks on deliverables and ensures they are signed off on strict timetables to meet upstream and client needs.
- Daily investigation and reconciliation of income and corporate action cash and position breaks.
- Validation, processing, investigation, and reconciliation of all exceptions and ensuring that all exceptions feed in to the accounting system through a corporate action fund accounting engine.
- Ensures that all exceptions are investigated and cleared.
- SOD bulk processing of identified easy kill breaks via Alteryx that reduces processing time for overall deliverables by about 45%.
- Leads knowledge-sharing and learning activities to achieve team’s goal of zero error in all deliverables.
- Ensures all stakeholder queries are responded to and resolved in a timely manner.
- Liaising with fund accountants, custodians, counterparts, and other stakeholders to ensure swift resolution of any outstanding issues and/or queries.
- Ensures that all day-to-day issues are handled and escalated in a timely manner.
- Active contributor and participant in projects related to BAU and non-BAU activities.
- Conducts necessary trainings with BAU teams to discuss how the tasks are being completed in the optimized accounting system.
- Attends calls with senior leadership team regarding agency cash and position breaks that require close monitoring, and drive closure through effective investigation once all necessary information is available.
- Ensures that all issues of material importance are escalated as soon as identified.
- Provides assistance to other staff to speed up completion of tasks as needed.
- Actively participates in weekend-work activities to support other teams requiring assistance.
- No major errors logged since joining the firm.
- Responsible for overseeing key metrics files and other admin files of the team.
- Suggested and initiated several process changes that resulted in a faster, more efficient completion of tasks and streamlined processes as observed.
- Working knowledge of financial data providers such as Bloomberg, Financial Times Interactive Data, DTCC, Markit and Euroclear.
- Consistent top Peer-to-Peer awardee.
- Led cross-functional teams to enhance operational efficiency and streamline processes.
- Developed and executed strategic initiatives that improved client satisfaction and retention rates.
- Oversaw project management, ensuring timely delivery of key financial services initiatives.
- Implemented risk management protocols, enhancing compliance with regulatory standards across departments.
- Mentored junior members, fostering professional development and promoting a culture of continuous improvement.
- Analyzed market trends to inform strategic direction and optimize service offerings for clients.
- Coordinated resource allocation to maximize productivity and align with organizational objectives.
- Established performance metrics to assess team effectiveness and drive accountability across functions.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and stakeholders.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
- Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
- Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
ASSET SERVICING TEAM LEAD
JP Morgan Chase & Co
07.2022 - 11.2024
- - Manages and monitors daily team operations and process execution to ensure efficiency and adherence to SOPs and daily SLAs.
- - Performs daily operational tasks while also reviewing outputs for accuracy and compliance, supporting end-to-end process accountability.
- - Performs daily reviews/checks on deliverables and ensures they are signed off on strict timetables to meet upstream and client needs.
- - Daily investigation and reconciliation of income and corporate action cash and position breaks.
- - Validation, processing, investigation, and reconciliation of all exceptions and ensuring that all exceptions feed in to the accounting system through a corporate action fund accounting engine.
- - Ensures that all exceptions are investigated and cleared.
- - SOD bulk processing of identified easy kill breaks via Alteryx that reduces processing time for overall deliverables by about 45%.
- - Leads knowledge-sharing and learning activities to achieve team’s goal of zero error in all deliverables.
- - Ensures all stakeholder queries are responded to and resolved in a timely manner.
- - Liaising with fund accountants, custodians, counterparts, and other stakeholders to ensure swift resolution of any outstanding issues and/or queries.
- - Ensures that all day-to-day issues are handled and escalated in a timely manner.
- - Active contributor and participant in projects related to BAU and non-BAU activities.
- - Conducts necessary trainings with BAU teams to discuss how the tasks are being completed in the optimized accounting system.
- - Attends calls with senior leadership team regarding agency cash and position breaks that require close monitoring, and drive closure through effective investigation once all necessary information is available.
- - Ensures that all issues of material importance are escalated as soon as identified.
- - Provides assistance to other staff to speed up completion of tasks as needed.
- - Actively participates in weekend-work activities to support other teams requiring assistance.
- - No major errors logged since joining the firm.
- - Responsible for overseeing key metrics files and other admin files of the team.
- - Suggested and initiated several process changes that resulted in a faster, more efficient completion of tasks and streamlined processes as observed.
- - Working knowledge of financial data providers such as Bloomberg, Financial Times Interactive Data, DTCC, Markit and Euroclear.
- - Consistent top Peer-to-Peer awardee.
ASSET SERVICING SENIOR SPECIALIST
JP Morgan Chase & Co
02.2021 - 07.2023
- - Manages and monitors daily team operations and process execution to ensure efficiency and adherence to SOPs and daily SLAs.
- - Performs daily operational tasks while also reviewing outputs for accuracy and compliance, supporting end-to-end process accountability.
- - Performs daily reviews/checks on deliverables and ensures they are signed off on strict timetables to meet upstream and client needs.
- - Daily investigation and reconciliation of income and corporate action cash and position breaks.
- - Validation, processing, investigation, and reconciliation of all exceptions and ensuring that all exceptions feed in to the accounting system through a corporate action fund accounting engine.
- - Ensures that all exceptions are investigated and cleared.
- - SOD bulk processing of identified easy kill breaks via Alteryx that reduces processing time for overall deliverables by about 45%.
- - Leads knowledge-sharing and learning activities to achieve team’s goal of zero error in all deliverables.
- - Ensures all stakeholder queries are responded to and resolved in a timely manner.
- - Liaising with fund accountants, custodians, counterparts, and other stakeholders to ensure swift resolution of any outstanding issues and/or queries.
- - Ensures that all day-to-day issues are handled and escalated in a timely manner.
- - Active contributor and participant in projects related to BAU and non-BAU activities.
- - Conducts necessary trainings with BAU teams to discuss how the tasks are being completed in the optimized accounting system.
- - Attends calls with senior leadership team regarding agency cash and position breaks that require close monitoring, and drive closure through effective investigation once all necessary information is available.
- - Ensures that all issues of material importance are escalated as soon as identified.
- - Provides assistance to other staff to speed up completion of tasks as needed.
- - Actively participates in weekend-work activities to support other teams requiring assistance.
- - No major errors logged since joining the firm.
- - Responsible for overseeing key metrics files and other admin files of the team.
- - Suggested and initiated several process changes that resulted in a faster, more efficient completion of tasks and streamlined processes as observed.
- - Working knowledge of financial data providers such as Bloomberg, Financial Times Interactive Data, DTCC, Markit and Euroclear.
- - Consistent top Peer-to-Peer awardee.
PROCESS PROJECT SPECIALIST
JP Morgan Chase & Co
12.2019 - 02.2021
- - Manages and monitors daily team operations and process execution to ensure efficiency and adherence to SOPs and daily SLAs.
- - Performs daily operational tasks while also reviewing outputs for accuracy and compliance, supporting end-to-end process accountability.
- - Performs daily reviews/checks on deliverables and ensures they are signed off on strict timetables to meet upstream and client needs.
- - Daily investigation and reconciliation of income and corporate action cash and position breaks.
- - Validation, processing, investigation, and reconciliation of all exceptions and ensuring that all exceptions feed in to the accounting system through a corporate action fund accounting engine.
- - Ensures that all exceptions are investigated and cleared.
- - SOD bulk processing of identified easy kill breaks via Alteryx that reduces processing time for overall deliverables by about 45%.
- - Leads knowledge-sharing and learning activities to achieve team’s goal of zero error in all deliverables.
- - Ensures all stakeholder queries are responded to and resolved in a timely manner.
- - Liaising with fund accountants, custodians, counterparts, and other stakeholders to ensure swift resolution of any outstanding issues and/or queries.
- - Ensures that all day-to-day issues are handled and escalated in a timely manner.
- - Active contributor and participant in projects related to BAU and non-BAU activities.
- - Conducts necessary trainings with BAU teams to discuss how the tasks are being completed in the optimized accounting system.
- - Attends calls with senior leadership team regarding agency cash and position breaks that require close monitoring, and drive closure through effective investigation once all necessary information is available.
- - Ensures that all issues of material importance are escalated as soon as identified.
- - Provides assistance to other staff to speed up completion of tasks as needed.
- - Actively participates in weekend-work activities to support other teams requiring assistance.
- - No major errors logged since joining the firm.
- - Responsible for overseeing key metrics files and other admin files of the team.
- - Suggested and initiated several process changes that resulted in a faster, more efficient completion of tasks and streamlined processes as observed.
- - Working knowledge of financial data providers such as Bloomberg, Financial Times Interactive Data, DTCC, Markit and Euroclear.
- - Consistent top Peer-to-Peer awardee.
ASSET SERVICING SPECIALIST
JP Morgan Chase & Co
08.2018 - 12.2019
- - Daily reconciliation of income and corporate action cash and position breaks, daily monitoring of income and corporate action events.
- - Processing of all work load assigned as per Standard Operating Procedure and client exceptions.
- - Reconciliation of clients’ position against custodians’ to determine entitlements.
- - Processing of entitlements into clients’ accounts as per standard entitlement and general market rules.
- - Monitoring of SLAs and ensuring that sign offs are timely received and sent off to the next processing team.
- - Accurate and timely escalation to team lead/manager for any exceptions handling, including deviations from the SOP or inability to process within the expected turn-around time.
- - Liaising with custodians and other teams to resolve any issues.
- - Ensuring that all major risks are identified and appropriately dealt with.
- - Active participant in relevant business contingency testing and support to other GSCs during actual contingency procedure.
TRANSACTION PROCESSING SPECIALIST
JP Morgan Chase & Co
07.2016 - 07.2017
- - Daily reconciliation of income and corporate action cash and position breaks, daily monitoring of income and corporate action events.
- - Processing of all work load assigned as per Standard Operating Procedure and client exceptions.
- - Reconciliation of clients’ position against custodians’ to determine entitlements.
- - Processing of entitlements into clients’ accounts as per standard entitlement and general market rules.
- - Monitoring of SLAs and ensuring that sign offs are timely received and sent off to the next processing team.
- - Accurate and timely escalation to team lead/manager for any exceptions handling, including deviations from the SOP or inability to process within the expected turn-around time.
- - Liaising with custodians and other teams to resolve any issues.
- - Ensuring that all major risks are identified and appropriately dealt with.
- - Active participant in relevant business contingency testing and support to other GSCs during actual contingency procedure.
ASSOCIATE - SALES AND TNM
Maersk Global Service Centres (Phils.) Ltd
07.2015 - 07.2016
- - Timely and qualitative filing of clients’ shipment booking to the Federal Maritime Commission to avoid tariff prices shouldered by the client.
- - Direct communication with key clients to ensure that filing requests are secured with duly signed and updated contracts.
- - Processing of ad-hoc requests/exceptions and ensuring that the requests are fulfilled with a sense of urgency.
- - Ensuring that productivity and accuracy targets set by the team are met.
- - Coordination with business partners and other teams for related queries.
- - Active participation in relevant business contingency testing and support to other GSCs during actual contingency procedure.
Education
BACHELOR OF SCIENCE - Economics
Polytechnic University of The Philippines
Skills
- Income and Corporate Actions - Events Announcement Capture
- Income and Corporate Actions - Global Cash and Position Breaks Reconciliation and Investigation
- Team management team leadership
- Critical thinking and analysis
- Organization and attention to detail
- Verbal and written communication skills
- Problem Solving
- Asset servicing management
- Process optimization
- Stakeholder engagement
- Exception management
- Compliance assurance
- Project participation
- Operational efficiency
- Training facilitation
- Workflow automation (Alteryx)
- Client relationship management
- Performance monitoring
- Risk assessment and mitigation
- Continuous improvement initiatives
- Complex Problem-solving
- Staff training and development
- Task delegation
- Documentation and reporting
Timeline
ASSET SERVICING MANAGER4
JP Morgan Chase & Co
11.2024 - 08.2025
ASSET SERVICING TEAM LEAD
JP Morgan Chase & Co
07.2022 - 11.2024
ASSET SERVICING SENIOR SPECIALIST
JP Morgan Chase & Co
02.2021 - 07.2023
PROCESS PROJECT SPECIALIST
JP Morgan Chase & Co
12.2019 - 02.2021
ASSET SERVICING SPECIALIST
JP Morgan Chase & Co
08.2018 - 12.2019
TRANSACTION PROCESSING SPECIALIST
JP Morgan Chase & Co
07.2016 - 07.2017
ASSOCIATE - SALES AND TNM
Maersk Global Service Centres (Phils.) Ltd
07.2015 - 07.2016
BACHELOR OF SCIENCE - Economics
Polytechnic University of The Philippines
References
- Juan Paolo Jadaone
- Jerah Nica Rivera
- John Paul Joven
Contact details available upon request.