Sign in

Financial Analyst Data

Makati, Philippines
November 28, 2020

Contact this candidate



**** ****** **, ***** *****, Makati City



Able to adapt quickly to challenges and changing environments. Detail-oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Driven Financial Analyst with expertise in financial management, auditing, expense reporting and budget creation. Financial professional with superior analytical and problem solving skills. Performs a senior-level analyst role. Reliable finance professional with more than 17 years on experience in corporate finance and accounting.


•Banking and Finance

•Continuous Process Improvement

•Customer Service

•Education and Training

•Quality, Risk and Safety


Process Senior Analyst - Deal Administration,Ana Credit and Deal Execution & Agency, 05/2019 to Present

ING Bank NV Philippines - World Plaza, 27th, 5th Ave, Taguig City

•Strong understanding of overall investment strategy and screening criteria.

•Analyzing corporate development opportunities and strategic initiatives.

•Supporting the deal execution of qualified acquisitions.

•Support in the project management of due diligence teams of internal and external resources.

•Work with the Corporate Development team to determine alignment of new opportunities to overall corporate growth strategy.

•Support ad-hoc special projects originating directly from the Office of the President.

Financial Analyst - Foreign Exchange&Money Market and Derivatives, 02/2014 to 04/2019

HSBC Electronic Data Processing (Philippines) Inc - Commonwealth Ave, Quezon City

•Coordinate firm's daily funding requirements with treasury and trading desks for foreign currencies.

•Strategics with currency traders to mitigate risk and hedge outstanding positions.

•Direct client relationship management, day-to-day risk management, assisting with client position, preliquidations and recouping, and leading collaborative initiatives to provide business solutions to our clients.

•Real-time monitoring of all trading conducted within FX via live system feeds; utilizing trading systems as well as reports generated downstream to manage client and trader positions throughout the day.

•Streamlined trading operations across disparate legal entities by systematically minimizing inter-company trades and funding obligations.

•Collaborated with Global Liquidity Products desk to trade FX Spot and Forwards for hedging purposes and to assume ownership of the booking and risk management of Cumulative Translation Adjustment Hedging from Corporate Accounting.

Data Analyst - Real Estate, Site & Equipment and Projects Pool,01/2009 to 01/2014

Shell Shared Services (Asia) B.V. – Solaris One, 130 Dela Rosa St., Legazpi Village, Makati City

•Using advanced computerized models to extract the data needed.

•Removing corrupted data.

•Performing initial analysis to assess the quality of the data.

•Performing further analysis to determine the meaning of the data.

•Performing final analysis to provide additional data screening.

•Preparing reports based on analysis and presenting to management.

Loan Processor, 11/2006 to 12/2008

Allied Banking Corporation – Allied Bank Center, 6754 Ayala Avenue, Makati City

•Evaluate credit worthiness by processing loan applications and documentation within specified limits.

•Determine all application ratios and metrics and set up debt payment plans.

•Interview applicants to determine financial eligibility and feasibility of granting loans.

•Review active loan files each day to determine if any documents are missing or what can be done to help the process along.

•Identify and recommend products that meets the customer’s needs and the organization’s lending guidelines.

•Communicate with clients either to request or to provide information.

•Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization.

•Operate in compliance with laws and regulations and adhere to lending compliance guidelines.

Medical Representative, 01/2006 to 05/2006

Zuellig Pharma Corporation - Philippine AXA Life Center Sen. Gil J. Puyat Ave., Makati

•Selling the company’s medications to doctors, pharmacists and other relevant health-care professionals.

•Scheduling appointments with doctors, pharmacists, and other health-care professionals to promote company medications.

•Developing an in-depth understanding of company medications,

•Building and maintaining good business relationships with customers to encourage repeat purchases.

•Following up on leads generated by the company.

•Preparing presentations for potential customers.

•Research competitor’s medications and their respective market performances.

•Keeping abreast of new developments in the medical field to determine the effect of such developments on the company’s business strategies.

Bank Cashier, 08/2005 to 11/2005

Bank of the Philippine Islands - G/F Mall Entrance Ala bang Town Center Mall Ala bang-Zapote Road, Ayala Ala bang, Muntinlupa

•Serves customers by completing account transactions.

•Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.

•Sells cashier’s checks, traveler’s checks and series e bonds.

Claims Processor, 01/2005 to 07/2005

Accenture - MERALCO Ave., Union Bank Plaza Bldg., corner Onyx St., Pasig City

•Responsible for handling insurance claims.

•Review claim submissions, obtain and verify information, correspond with insurance agents and beneficiaries.

•Process claims payments.

Bank Cashier, 04/2004 to 11/2004

International Exchange Bank - Dharmala Center, 142 Amorsolo Street, Legazpi Village, Makati

•Serves customers by completing account transactions.

•Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits.

•Sells cashier’s checks, traveler’s checks and series e bonds.


University of Santo Tomas – Espana, Manila

Bachelor of Science: Commerce major in Business Administration, 2004

Contact this candidate