Philippines
With 14+ years in financial services, including 10 years leading a Global Reporting Team at a multinational investment bank, I specialize in reporting transformation, process automation and operational analysis. An SIE (Securities Industry Essentials) exam passer, demonstrating foundational knowledge of financial markets and regulatory frameworks I partner with management and executive leadership to select the right tools, optimize costs and implement governance frameworks and workflows that streamline operations, improve risk management and drive efficiency. Combining hands-on expertise in Power BI, Power Apps, Power Automate, SharePoint, VBA, Macros, SQL and project management with strategic leadership, I deliver scalable, reliable, high-impact analytics and automation solutions. Through the automation initiatives I have led, we delivered annual savings of PHP 2M by reducing processing time by 80%.
Managed a high-performing Reporting Team for a global financial firm, overseeing recruitment, onboarding, training, automation, performance & setting up workflow and governance for managing BAU, Ad Hoc, process improvements and risks & issue management. • Project-managed multiple automation initiatives end-to-end, coordinated with clients & stakeholders to define reporting requirements, identify automation opportunities & implement risk aware workflows reducing manual effort by 80% & deliver PHP 2M in annual savings. • Led the end-to-end transformation of dashboards from static reports to dynamic Power BI dashboard, leveraging DAX, M language & Power Query to validate data model, interactivity, boost report usability & real-time insights by 80%. • Built SharePoint team sites to centralize resources, streamline communication, cutting duplicated work by 60%, enhancing accessibility, collaboration & reducing report generation time by 80%. • Migrated legacy reports to Cloud platforms, integrated Power Apps & Power Automate to establish controlled workflows & dynamic forms. • Conducted training sessions for end users, empowering team how to navigate Power BI, SharePoint & other automated tools ensuring adherence to confidentiality & access control. Key Recognitions: >Elevate Riser Award 2023 - For innovative solutions to streamline reviews that improved SLA compliance & impressed customers >Superior Performance and Recognition Certificate 2021 - Nominated by the Elevate President & CEO for delivering exceptional reporting services with outstanding client feedback >Superior Performance and Recognition Certificate 2018 - Led a team which produce high-quality Customer Service Reports under tight deadlines, overcoming system challenges & receiving positive client feedback for exceptional performance. >Associate of the Month 2017 - Led the automation initiative for Service, Aging & Case reports, cutting 30 hours of manual work & enhancing overall process productivity.
- Led a pioneering team of 4–5 members, resolving engagement escalations, monitoring performance and ensuring smooth project execution with consistently high‑quality results. - Conducted journal entry testing across multiple regions (Hong Kong, Singapore, India, Japan), handling millions of line items with ACL analytics software to ensure data integrity and compliance. - Developed and optimized ACL scripts for large‑scale data testing, significantly improving audit accuracy and efficiency across high‑volume datasets. - Led Risk & Quality Assurance meetings, delivered monthly reports for senior leadership and automated project/time trackers and streamlining reporting processes. - Reviewed and analyzed financial statements to validate accuracy, compliance and alignment with reporting standards strengthening overall audit reliability.
- Prepared End of Day (EOD) recap reports to provide leadership with daily visibility into request statuses and workflow progress. - Managed work distribution and client prioritization, ensuring requests within cut‑offs were processed accurately and urgent needs addressed promptly. - Performed complex customer account maintenance, including exception pricing, hierarchy changes, credit carry forwards and regional pricing updates. - Partnered with onshore management to deliver regular updates, reports and escalations while maintaining compliance and operational accuracy. - Achieved 100% accuracy rate, earning multiple CHAMPS CIRCLE Individual Awards for excellence in reporting and account maintenance.
- Investigated dividend breaks between front office records and back office settlements to ensure accuracy. - Resolved discrepancies by coordinating with the appropriate teams for timely corrective action. - Performed weekly and monthly reconciliations for Cash and Program Trading dividends. - Ensured completeness, timeliness and accuracy of reconciliation processes to support reliable trading operations.