Analyst Lean Six
Resume:
MARIFE A. ANGELES Lot *A
Lot *A Blk * Ciudad del Carmen
C. Raymundo Ave Rosario Pasig City
*************@*****.***
CERTIFICATION
CPA – Certified Public Accountant, Professional Regulation Commission, October 2010 PROFESSIONAL EXPERIENCE 9 years
CITIBANK N.A. PHILIPPINES May 2016 - Present
Product Manager (Market Services and Segments Senior Analyst - Oct 2019 to Present)
Responsible for the overall profitability of the PH FX and Time Deposits business through spread management across client segments, driving client penetration and volume through campaigns and pricing strategy, and lead projects which drive scale in revenue growth, such as enhancing digital value propositions.
Responsible for end-to-end product management of the FX and Time Deposit products which includes technology set-up, UAT & production testing, competitive analysis, marketing & communication plan, campaign set-up, and monitoring of results and overall product financials.
Point person for any client complaints, deviations requests, relating to the FX and Time Deposit products.
Reconciliation Officer - Controls Management & Reporting (May 2016 to Oct 2019)
Responsible for the reconciliation of investment and insurance related transactions of Citicorp Financial Services & Insurance (CFSI) such as daily cash reconciliation, trailer fees, and Assets under Management reconciliation.
Responsible in accounting and monitoring of balance sheet accounts related to CFSI portfolio.
Identified opportunities to drive cost effective strategies such as process enhancement and eliminating process redundancies.
Responsible in constant review of the recon process of CFSI and ensure complete and updated process manuals.
Attended to both internal and external audit requirements. DEUTSCHE KNOWLEDGE SERVICES, Deutsche Bank Group Oct 2015 – May 2016 Business Revenues Specialist (Senior Analyst) – Wealth Management, Asia Pacific Region
Lead migration of process from Singapore due to system change – DB Trader to Avaloq.
Responsible in preparation of external portfolio managers’ fees payments accruals and calculation of actual payments and monthly substantiation of balance sheet accounts.
Member, Continuous Improvement working committee. SHELL BUSINESS OPERATIONS, Manila Philippines May 2012 – Oct 2015 Stock Accounting Analyst – Shell Chemicals US & CA, Intermediates
Analyst handling the stock reconciliation of terminals, consignments, purchase for resale, and exchanges.
Report product issues to on-shore team for immediate resolution, manage inventory adjustments and transfers, generate and maintain monthly reports on inventory levels.
Ensure that the process owned is complying with SOX Controls. Logistics Analyst – Shell Chemicals US & CA
Analyst handling the review and coding of third party invoices related to transportation & storage across Supply Chain.
Responsible in preparation of downstream billings and monitoring collections.
Responsible in reconciliation of Suspense Accounts e.g. Lease, Maintenance, Mileage & Switch & Storages.
Intragroup Analyst – Shell Chemicals
Responsible in reconciliation of sales and payables related to Intragroup transactions between US, Canada & Europe.
Ad-hoc Roles
Action Based Learning Facilitator – Business Communications
Continuous Improvement Team Focal
SHOPPING CENTER MANAGEMENT CORPORATION January 2011 – March 2012 Accounting Associate
Prepare monthly notes to financial performance of Cinema, Snackbar and Carpark.
Account accurately the invoice in correct code and timely payment and ensure proper approval.
Prepare the daily sales and daily cash reports and record entries in SAP.
Conduct monthly inventory count of Snackbar products, and Carpark tickets. BEHAVIOURAL & LEADERSHIP ATTRIBUTES
Strong accountability mindset and has dedication and commitment to get things done. Can do self- manage and resolve issues with less supervision.
Analytical and Strategic planner. Able to identify blockers.
Handled various projects to drive revenue growth and operational efficiencies
Handled various team focal roles such as Learning & Development Trainer and Business Continuity Plan.
EDUCATION
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES-STA.MESA, Bachelor of Science in Accountancy
President’s List, 1st Semester S.Y. 2007-2008
Member: Philippine Institute of Certified Public Accountants (PICPA) CONCEPCION INTEGRATED SCHOOL
High School Diploma, April 2006
First Honorable Mention – Academic Excellence Award SKILLS & RECOGNITIONS
Strong SAP background, proficiency in Microsoft Applications, and strong command in English.
Received Lean Six Sigma Yellow Belt certification, July 2013
Consistent Reconciliation awardee; SoAR awardee
Lead various continuous improvements JDI projects e.g. Improved Manual Journal Entries; Issue log improvements & work instructions standardization PERSONAL
Born February 06, 1990
Filipino
Outdoor Enthusiast
Interest in Sports e.g. basketball
CHARACTER REFERENCE & TRAININGS ATTENDED
Available upon request.
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