Summary
Overview
Work History
Education
Skills
Timeline
Generic

Richard John Daclis

Summary

Personable and analytical, with strong foundation in financial principles and keen eye for detail. Well-versed in financial modeling and data analysis, and skilled in Excel and financial reporting. Committed to utilizing these skills to drive insightful financial decisions and support business growth.

Overview

9
9
years of professional experience

Work History

Financial Analyst Team Leader

Maxxim
06.2019 - Current
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • giving solution to the recent problem.
  • thinking the possible will happen

Senior Financial Analyst

Maxim
02.2018 - Current
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.

Finance Online Cashier

Mergetech Asia System Inc.
07.2017 - 02.2018
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.

Financial Analyst

Mega Wealth Technologies Inc
07.2015 - 02.2017

Education

Information Technology - Information Technology

Microlink Institute of Science And Technology
City Of San Jose Del Monte Bulacan
03.2014

Skills

  • Microsoft Excel (Formula)
  • Financial and operational reporting
  • Financial statement analysis
  • Excellent attention to detail
  • Flexible team player
  • Advanced computer skills
  • Statistical analysis
  • Superior time management
  • Comparative analysis
  • Report creation
  • Strong organization
  • Analyzing performance
  • Expert in customer relations
  • Advanced financial analysis
  • Data inputting
  • Expense and revenue analysis

Timeline

Financial Analyst Team Leader

Maxxim
06.2019 - Current

Senior Financial Analyst

Maxim
02.2018 - Current

Finance Online Cashier

Mergetech Asia System Inc.
07.2017 - 02.2018

Financial Analyst

Mega Wealth Technologies Inc
07.2015 - 02.2017

Information Technology - Information Technology

Microlink Institute of Science And Technology
Richard John Daclis