Manager Financial Analyst
Resume:
Romeo F. Navarro Jr
adg29c@r.postjobfree.com
Unit 1001 Dasman Residences
Malibay, Pasay City
Summary
Experienced MIS Officer and Financial Analyst with fifteen (15) years of solid experience with specialization in financial reporting, database management, budget allocation and monitoring, variance analysis as well as processing of system software reports. Analytical, customer-centric and passionate about delivering quality services and contributions to the company.
Professional Experience
Philippine Bank of Communication
July 2019 – March 2020
Assistant Manager
Performance & Project Management Division – MIS
Responsibilities
1.Primary responsibility is to provide data gathering, data processing and reporting assistance to the MIS Head and PPM Head for use in the bank's internal performance reports.
2.Generate and distribute management reports such as Bank Comparatives and Customer Profiling; report on the Financial Position of the Bank on a daily basis to key stakeholders.
3.Provide the Transaction Banking Group with easy to understand financial reports that allow them to closely monitor the business behavior of its conglomerates and suppliers.
4.Provide ad hoc reporting and analysis support to the management information systems (MIS) manager and other members of the team
RCBC Savings Bank
September 2016 – July 2019
Assistant Manager
General Accounting – GL Section
Responsibilities
1.Maintain, operate and control the bank’s Oracle and Financial System to provide timely information pertaining to the bank’s financial position through Daily Trial Balance.
2.Ensure the bank’s compliance with regulatory bodies through computation and preparation of the bank’s Daily Foreign Currency Position Report and FCDU Cover monitoring.
3.Provide financial information to Management by analyzing data and preparing MIS Reports requirements and monitoring key result indicators for Comptrollership.
Banco de Oro
October 2010 – September 2016
Junior Assistant Manager
MIS – Comptrollership
Responsibilities
1.Prepared reports and schedules based on Business Unit Profitability Report
Prepared Actual vs. Budget report in accordance with Management requirements and appropriate accounting controls, procedures and adjustments.
Prepared group detailed Business Unit Profitability Report and comparative analysis with substantial increase/decrease from previous month’s report for the following groups: Institutional Banking, Marketing Corporation and Information and Technology.
2.Forecasted and allocated budget for Business Unit Profitability Report
Prepared annual budget for Institutional Banking Group.
Ensured all adjustments are included before budget distributions.
Validated data with bank-wide budget.
3.Provided analysis of Board Reports and prepared comparative analysis with substantial increase/decrease from previous month’s report.
4.Reviewed and analyzed financial variances.
Equitable PCI Bank
September 2004 – October 2010
Financial Analyst
CIMRD Comptrollership
Responsibilities
1.Prepared and/or assisted in the preparation of financial information requirements as well as ad hoc reports needed by Senior Management and other units of the Bank.
2.Prepared ALCO reports (in close and consistent coordination with the concerned units) to provide information about, but not limited to the following:
a.Movement in the level of total sources of funds
b.On/off books loan portfolio movement
c.Comparative volume, yield and spread of loan releases and maturities
d.Volumes of imports and exports
e.Summary of ALCO reports
f.Balances vs. totals of accounts being handled by respective ComBank units
g.Report on Divisional Peso and FCDU loan portfolio yield
Educational Background
Ateneo de Naga University
BSBA – Financial Accounting
Graduated October 2003
La Consolacion College
Iriga City
1995-1999
Seminars/Trainings Attended
Microeconomics & Macroeconomics (Nov 2019)
Anti-Money Laundering Act
Regulatory Compliance
Biscuit 1 & 2: Information Technology Security Management (June 2013)
OLAP – Online Analytical Processing (December 2010)
ODP – Officership Development Program (March 29 – April 6, 2010)
Computer Literacy Program – Advance Excel (September 12 - 13, 2006)
Relational Database Concepts (February 7, 2006)
Computer Literacy Program – Basic Computing (August 3, 2005)
SAS Enterprise Guide Training
Other Skills
Good verbal and written communication skills
Good interpersonal and organizational skills
Proficient in using MS Office 2010/2016 (Word, PowerPoint, Excel)
Knowledgeable in several banking software including Oracle, Finacle, T24, FMS, PowerOLAP and SAS Enterprise Guide
References
Michelle Lopinto
Hong Kong Shanghai Bank - Chief Accounting Officer
(Former Department Head at EPCIB)
Ma. Adora Zarah Cabute
Banco de Oro - Manager 2
Jesica Tiamson
RCBC - Manager
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