Rizzalyn J. Tulagan
Caloocan City
Summary
Experienced in financial data analysis following collection policy to deliver high quality results. Demonstrates accountability, effective time management, and prioritization while maintaining a positive attitude. Constantly seeks opportunities for learning and growth. Committed to a challenging position that contributes meaningfully to business needs. Passionate about providing help and attention within the organization. Capable of working independently.
Overview
7
7
years of professional experience
Work History
Client Onboarding Analyst (C09)
Citibank, ROHQ
04.2021 - 01.2023
- Process client's requests related to system set up and provide response to client's inquiries.
- Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance process.
- Applies appropriate bank's regulations.
- Remains up to date with the current procedures, internal rules, external regulations and follows the changes in the aforementioned documents.
- Performs other crucial tasks instructed by supervisor and escalates urgent / risk issues through appropriate escalation channels.
- Verification and authorization of date entered in the systems.
- Ensures high levels of client's satisfaction.
Research Analyst
Factset Philippines Inc.
06.2017 - 02.2020
- Provides accurate, reliable and timely demographic and statistical financial information to internal database/ and to internal/external clientele.
- Fulfills the research/analytical/ market study needs required/ requested by the external clients in order to procure and retain future and current business.
- Supports internal and external clients on data queries.
Processor
Pricewaterhouse Coopers SDC Manila
06.2016 - 05.2017
- Importing and mapping of the accounts of the trial balance provided to the electronic audit file/database
- Setting up the substantive analytics template of the current period with last year’s balances, including mathematical accuracy checks
- Performing internal consistency checking for amounts within the financial statements, checking mathematical accuracy and recalculations
Education
Bachelor - Banking and Finance
Polytechnic University of the Philippines
01.2016
Trainee -
PHILIPPINE NATIONAL BANK
04.2016
Skills
- Strong Adaptability to Organizational Changes
- Consistent Professional Commitment
- Dedicated Work Ethic
- Proficient in MS Excel
- Strong Verbal and Written Skills
- Effective Time Management
- Collaborative Team Player
- Self-Motivated Professional
- Strong analytical skills
Personal Information
- Age: 30
- Date of Birth: 01/19/95
- Marital Status: Single
Timeline
Client Onboarding Analyst (C09)
Citibank, ROHQ
04.2021 - 01.2023
Research Analyst
Factset Philippines Inc.
06.2017 - 02.2020
Processor
Pricewaterhouse Coopers SDC Manila
06.2016 - 05.2017
Trainee -
PHILIPPINE NATIONAL BANK
Bachelor - Banking and Finance
Polytechnic University of the Philippines
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