Assistant Financial Analyst
Resume:
EMMANUEL L DELA CRUZ
BLK * LOT * SAN GABRIEL ST DEL PAN TONDO MANILA
**********@*****.***
Objective:
To be able to contribute my knowledge and skills to my chosen fields by working with a great sense of responsibility, dedication and hard work such that whatever expertise or skills I gain will be used for personal development and share in the further growth of the company.
EDUCATIONAL ATTAINMENT
Post Graduate Studies March 2016—June 2017 Master in Business Administration and Entrepreneur
Universidad de Manila
College of Graduate Studies
Arroceros Manila City Philippines
June 2012—Present Juris Doctor
Universidad de Manila
College of Law
Arroceros Manila City Philippines
College Studies June 2002—March 2006 Bachelors of Science in Business Administration
Major in Marketing
College of Business Administration
City College of Manila (now Universidad de Manila) Escolta Binondo Manila City Philippines
WORK EXPERIENCE
Private: November 2018—Present Sun Life of Canada Philippines Inc.
Financial Advisor Birch NBO
Quintin Paredes st Binondo Manila
(632-***-**-** to 40
632-***-**** (Fax no)
Job Description:
Provide Financial Analysist and create Financial Plans through Customer Base Needs.
Achieve Financial Goal through short term and long term needs on a holistic approach. Monitor
Investment portfolio via digital tools given by the company based on the economic activities.
Government:
October 2015—April 2019 Department of Social Welfare and Development
Pantawid Pamilya Pilipino Program
Administrative Assistant III
Cash Grant Unit
UFMU Contractual
Job Descriptions:
Provide assistant to Financial Analyst on terms of report such as; providing, keeping, updating and monitoring of Pantawid Pamilya Members for their grants. Give support to Case worker/ City Links on matter of grants concern. Processing cash card of Pantawid members when: Lost, damage, perforated, due to fire and other related issue in relation to physical card. Give assistant to City Link by facilitating over-the-counter payout, distribution of cash card as a representative to our Land Bank partner. Initiate action on issue arises to unclaimed grants and non-moving account of members.
Participate on planning activity of City Links/case workers together with local government. Provide report that we are on the right track along with the National goal.
July 2015—October 2015 OBBSB Program
Administrative Assistant III
Financial Management Division
Contract of Service
Job Description:
Encode, monitor, and remit individual tax of employees under OBBSB Program. Process payroll and cash advances, liquidation report for COA submission. Monitor allocated fund for the program. Assist financial analyst for daily, bi-monthly, monthly and year-end report.
Private:
March 2013—April 2015 Bank of Makati Inc. (Savings Bank)
Credit Investigator/Specialist (officer-in- charge)
Loan Operation Group-Consumer
Makati City Philippines
Job Description:
Review, evaluate and recommend reports on loan application. Provide assistance to Cluster Head for daily, weekly, monthly, quarterly and yearly report. Conduct credit investigation to High risk loan such as Car Loan, Housing Loan, enterprise loan and other bank loan products. Provide assistant to risk management group from head office to investigate fraud matter within the company employees and client profile. Support and participate vision casting together with the sales managerial team on matter of policies and providing them necessary solution to meet sales quota volume without sacrificing bank policy.
January 2010—Feb 2013 Bank of Makati Inc. (Savings Bank)
Collection Counselor/Specialist (Senior) Credit and Collection Regional Group
Regular Employee
Makati City Philippines
Job Description:
Close monitoring of collections and account receivables of the bank from loans on a daily basis. Minimize non-performing loan by volume from delinquent account client by providing appropriate solution for the company to collect, on the other hand to make good relationship with client, as much as possible. Visit client with difficulty in paying their loan, give possible solutions for a win-win. Submit monthly end report of collection performance to collection supervisor. Review and analyze past performance to take appropriate collection plan for the next collection period.
Private
March 2008—Oct 2008 Concerted Management Corporation
Marketing Assistant
Motortrade Tondo Branch
(Town Links Inc.)
20TH Floor 2000 Galleria Tower, Ortigas Pasig City Philippines
Job Description:
Formulate marketing and sales plan for the whole month, conduct daily marketing activity. Provide daily sales report to forecast monthly sales quota. Contact potential customer for daily sales, assist walk-in client led them to what product that will suits their need. Prepare product presentation; activate the motor vehicle for client checking. Submit project proposal for quarterly marketing activity to the Sales manager. Assist senior sales Manager for technical report for the whole area. Assist area manager for all logistics concern such as product movement and all related supply chain management.
October 2008-December 2009 Concerted Management Corporation
Credit Counselor
Motortrade Tondo Branch
(Town Links Inc.) Motortrade Nationwide Corporation
20TH Floor 2000 Galleria Tower, Ortigas
Pasig City Philippines
Job Description:
Close monitoring of collections and account receivables of the bank from loans on a daily basis. Minimize non-performing loan by volume from delinquent account client by providing appropriate solution for the company to collect, on the other hand to make good relationship with client, as much as possible. Visit client with difficulty in paying their loan, give possible solutions for a win-win. Submit monthly end report of collection performance to collection supervisor. Review and analyze past performance to take appropriate collection plan for the next collection period.
June 2007—November 2007 Excellent Manpower Services
Messenger
BPI Head Office
Quintin Paredes St., Binondo Manila
Job Description:
Messengerial job, non-disclosure of documents, checks, promissory notes and the likes unless received by the proper person/s.
August 2006—March 2007 Registrar Officer/Assistant Teacher
Gymnazo Christian Academy
Zabala St., Tondo Manila
Job Description:
Clerical job: such as encoding, filing, receiving payments posting announcement, processing payrolls. Update student records and other documentations for school data base. Make lesson plans as a teaching tool, assist head teacher. Substitute for absent teacher to other grade levels.
July 2005—October 2005 On-the-job Training
Records Department
PAG IBIG Fund
Ocampo St, Manila
Job Description:
Provide assistant to permanent employee on recording, filing, encoding, and organizing. Keep member’s record in tack; provide new system to locate specific records on where to find. Complete 120 hours for the subject.
January 2005—June 2005 Head Crew
Wendy’s Philippines
Recto Sampaloc Manila
Job description:
Start all the machine and equipment needed in the store operation for the whole day. Provide all needed supply for every station. Support store manager on inventory and manpower management. Provide quality product without sacrificing food safety for better store rating.
May 2003—March 2004 Teacher’s Aide
Gymnazo Christian Academy
Zabala St, Tondo Manila
Job Description:
Provide aide, for head teacher on assisting student to pick up lessons, pasting and echoing assignment, projects needed, up-coming activities, important announcement and other related task for all the students and parents. Assist student within the school premises.
February 2002—Sept 2002 Janitor/Maintenance
Light Rail Transit Authority
St. Peter Janitorial Services
Ma. Orosa St, Ermita Manila
Job Description:
Maintain the cleanliness of the whole station from flat form to stairways, hall way, floor area, walls, windows, plant boxes, mirror, etc. Provide waters for daily consumption, making sure that all cleaning materials are present and properly place. Provide color coded garbage bag for every garbage bin. All floors are properly mopped, from wet mop to dried mop. Maintain cleanliness at all times.
TRAINING AND SEMINAR
Estate Planning 101
Sun Life of Canada Phil Inc
Frabell Bldg Makati City
June 26, 2019
Mutual Fund 101
Sun Life Asset Management Co.Inc
Felisa Bldg Makati City
June 11-13, 2019
Sustaining Global Competitiveness through Global Marketing Management
January 21, 2017, Ramada Hotel
Graduate School of Business Administration
Universidad de Manila
Financial Management 1st semester Program Implementation
July 7 to 8, 2016, Vista Venice Bataan
Department of Social Welfare and Development-NCR
Training on Gender and Sensitivity-GAD
August 19 to 20, 2015, Makati Palace Hotel
Department of Social Welfare and Development
Basic Credit and Investigation Program
April 10 to 11, 2014, Bank of Makati Inc., Makati City
Bank of Makati Inc.
Corporate Orientation and Vision Casting & Cultural-Building program and
Anti-Money Laundering Act (AMLA) Seminar
July 14 to 15, 2010, Bank of Makati Inc., Makati city
Bank of Makati Inc.
PERSONAL INFORMATION
BIRTH DATE : MAY 21, 1984
BIRTH PLACE : MANILA, PHILIPPINES
AGE : 35 YEARS OLD
NATIONALITY : FILIPINO
CIVIL STATUS : MARRIED
RELIGION : CHRISTIAN (BORN AGAIN)
GENDER : MALE
HEIGHT : 5’3’’
SPOUSE NAME : JOANA BAUTISTA ABAYON
CHARACTER REFERRENCE
Rodylen Espregante John Riley Dela Cruz
Real Estate Broker Section Head
094*-***-**** Accounting Department
Supreme Court of the Philippines 092*-***-****
Justiniano Gregorio
Executive Director
Human Resource Department
Avega Corp.
ATTESTATION
I hereby certified that the above information is true and correct according to the best of my knowledge
EMMANUEL L. DELA CRUZ
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