Manila, National Capital Region, Philippines
A tech savvy professional experienced in Information Technology, Customer Success, and Finance. Innately analytical, good with numbers, and a tried and true problem solver with a strong aptitude for learning new things.
Serving as a financial leader to a Non-Profit Corporation who ensures stability, transparency, and long-term viability of the community. Responsible for preventing underfunded reserves, sudden special assessments, and financial disputes - ultimately protecting both property values and homeowner trust. Key Results: • Negated a claim amounting to 72% of Annual Revenue upon Building Turnover, invalidating it to be legally unsound • Drove a 53% reduction to Annual Costs by implementing cash-flow engineering and phased funding strategies for 2025 despite actively responding to contingencies arising from initial Developer disputes at Turnover Key Responsibilities: • Fiduciary stewardship o Ensuring HOA funds are used solely for their intended purposes o Maintaining strong internal controls to prevent mismanagement or misuse of funds o Acting in the best long-term interest of the association, not individual board members • Financial strategy and risk management o Developing and maintaining long-term financial plans aligned with the community’s needs o Monitoring vendor contracts and major expenditures for financial risk • Budgeting, forecasting, and cash flow management o Annual budgeting and multi-year forecasting o Monitoring actual results versus budget and explaining variances to the board o Managing cash flow to ensure the HOA meets operating and reserve obligations without financial stress • Financial reporting and transparency o Producing clear, accurate, and timely financial reports for the board o Ensuring reports are understandable to non-financial board members and homeowners o Supporting audits, reviews, or compilations by external accountants • Advisor to the Board o Providing objective, data-driven recommendations o Translating complex financial matters into actionable insights o Challenging assumptions when financial decisions could harm the association
Superior Admin Limited went through acquisition. Continued working remote as a Data / Technical Analyst, and newly Senior Support Specialist and Coordinator for one of New Zealand’s top SaaS Student Management Systems - now offered by an AU-Based Managed Service Provider prominent in different business verticals across the globe. Responsible for both voiced and non-voiced customer support, and all-around Subject Matter Expert (SME). Key Responsibilities: • Customised SaaS financial model creation based on customers’ institutional workflow • Customer data management, quality assurance, and consulting on Government regulations; e.g. o Staffing & scheduling o Compliance o Funding forecasts • Level 1 & 2 investigational product support • Administrative support (e.g. Progress Reporting and Team Management) • Process training & mentoring • Consulting on customer onboarding & data migrations • Process documentation & workflow review • Bug reporting & smoke testing • Multinational & cross-functional team collaborations Key Results: • Key involvement in the successful product transition after the original company acquisition. o Played a key role as an SME and Process Mentor in facilitating training and the successful transition of responsibilities to the new company's cross-functional teams. o Single-handedly completed 97% of the overall product knowledgebase transfer from the old platform to the new. • Key involvement in customer retention efforts by utilising product knowledge and mastery. o Took over and resolved multiple potential churn cases o Provided insightful immediate workarounds to broken high priority functions o Helped in the root cause analysis of critical and high priority system bugs leading to speedy permanent fixes • Managed an outsourced remote team provided by a vendor. o Trained a team of six people focusing on three specialists o Ensuring quality outputs and timely completion in coordination with the onshore teams’ deliverables
Worked remote for a Startup as a Data / Technical Analyst and Onboarding Specialist for one of New Zealand’s top SaaS Student Management Systems. Responsible for both voiced and non-voiced customer support and onboarding. Key Responsibilities: • Customer data management and quality assurance - consulting on Government regulations, e.g.: o Staffing and scheduling o Compliance o Financial forecasting • Level 1 investigational product support • Customer onboarding and data migrations • Process documentation and workflow review • Bug reporting and smoke testing
Worked in a startup project focusing on the development of Natural Language Processing (NLP) and Machine Learning for the client’s Chatbot in the field of Finance. Key Responsibilities: • Data annotations, management, and maintenance • Workflow creation • Process mentoring • Research and data mining • Smoke testing • Administrative support (i.e. Progress Reporting and Team Management) Key Results: • Spearheaded client relations resulting to the Team acquiring decision-making rights for the project • Developed process workflows and new tools bolstering accuracy and lessening turn-around time • Secured a new additional project from the client
Processed US Court documents under strict guidelines with targeted daily deliverables. Key Responsibilities: • Document processing • Quality control • Content acquisition • Data mining • Administrative support (e.g. Project Reporting, Team Progress Reporting, etc) Key Results: • Revived an income-generating project that was already on hiatus for 8 months after an acquisitor’s error in document transmission halted production. Developed a method that by-passed regular transmission which has been adopted to the project’s workflow moving forward. • Developed a new tool that automated part of the document processing for a specific project acquiring over 23,000 documents each run on average, cutting processing time of the step from an average of 2hrs (depending on file volume), to less than 3mins regardless of file volume. • Founded new methods and process workflows for various other projects, streamlining efficiency for the Team and ultimately allowing for new additional projects to be taken on simultaneously.