SaaS Data Operations

JESSICA PELEW

Email: ************@*****.***

Phone: +639*********

LinkedIn: https://www.linkedin.com/in/jessica-pelew-129039179 Location: Baguio City, Philippines, 2600

PROFILE SUMMARY

Highly skilled and results-driven professional with extensive experience in financial data operations, investment document management, and team leadership. Expertise in handling Limited Partnership (LP) Fund Agreements, Company Key Performance Indicators

(KPIs), and Company Capitalization Tables, with a strong focus on accuracy and compliance. Adept at developing efficient processes for financial documentation, reporting, and data integrity. Brings strong analytical, organizational, and communication skills, with proven ability to support strategic financial decision-making and operational excellence. Passionate about delivering high-quality work in collaborative, dynamic environments. WORK EXPERIENCE

Head of Training (Training Manager)

May 2024 – February 2025

Aumni - A JPMorgan Company, Cebu City, 6000

● Ensured that Aumni PH Operations maintain a knowledgeable and skilled workforce capable of navigating the complexities of venture capital investments and operations.

● Designed and implemented comprehensive training programs to enhance employee performance and align with company goals.

● Led training needs assessments to identify skill gaps and create tailored learning solutions.

● Oversaw the delivery of training sessions, workshops, and e-learning modules for new and existing employees.

● Evaluated the effectiveness of training programs through feedback collection and performance analysis.

● Managed and mentored a team of trainers, ensuring high-quality learning experiences and continuous improvement.

● Ensured compliance with industry standards and company policies in all training initiatives. Data Operations Trainer

October 2023 – April 2024

Aumni - A JPMorgan Company, Cebu City, 6000

● Facilitated onboarding and continuous learning programs for new hires and tenured employees.

● Developed instructional materials and interactive training modules.

● Provided coaching and mentoring to new hires enhancing team performance.

● Collaborated with department heads to address training gaps and process improvements Associate Data Operations Manager

January 2023 – September 2023

Aumni, Baguio City, 2600

● Supervised daily operations and ensured data accuracy in the Limited Partnership department where investment and fund agreements are processed.

● Developed strategies to optimize workflow efficiency and reduce processing time.

● Coordinated cross-functional teams to achieve operational objectives. Data Operations Prefect

August 2022 – December 2022

Aumni, Baguio City, 2600

● Led a team of specialists in processing investment and fund agreements.

● Maintained data integrity and provided insights for process improvement. Data Operations Specialist

September 2021 – July 2022

Aumni, Baguio City, 2600

● Handled data processing of investment and fund agreements in venture capital markets.

● Ensured accuracy and compliance in investment-related documentation. EDUCATION

Bachelor of Science in Business Administration, Major in Financial Management Saint Louis University, Baguio City (2014-2019)

AWARDS & PROFESSIONAL DEVELOPMENT

Awards & Recognitions

● "Force Multiplier Award" – Aumni - A JPMorgan Company (July 2024)

● "Polaris Star Award" (# Force Multiplier) – Aumni (December 2022)

● "Rookie of the Year" – Aumni (December 2021)

Trainings & Seminars

● "ABC’s Stock Exchange" (March 15, 2015)

● "Louisian Entrepinoy: Bidaka!" (April 26, 2015)

● "Financial Literacy Modules" (October 20, 2018)

● "Career Development in Finance and Investments" (October 20, 2018) SKILLS & EXPERTISE

● Investment Data Management

● Training Program Development & Delivery

● Team and Operations Management

● Team Leadership and Mentorship

● Venture Capital Markets (LP Fund Agreements/KPIs/Cap Tables)

● Communication and Analytical Skills

● Operational and Strategic Planning

● Remote Collaboration & Digital Communication

● Proficient in Microsoft Office & Google Suite

REFERENCES

*Available upon request

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