BS Management Accounting
Ateneo de Zamboanga University
Ateneo de Zamboanga University
Escalates when inconsistencies, breaks or swings are found in the data flow
● Performs adhoc and admin tasks
● Performs data analysis from one software to another using bank tools
● Performs stakeholder management
● Performs User Acceptance Testing for Requirements and RCAs leveraging bank tools
provided and excel based reports. To this date, over 8 source request testing (SRTs),
over 500 table record layouts (TRL) tested, and 1 change requests (CR) tested
successfully and still counting
● Assisted in the creation and maintenance of domain level, and rolled up project
documentation and reports
● Assisted the PMO team in creating and maintaining project dashboards, monitoring project
plans, timelines, and costs, and makes timely callouts
● Assisted the Project Delivery team in strategizing integrated assessment of build programs
● Coordinated project management activities with internal resources and third-party vendors
related to domain specific tasks
● Provided timely updates and project reports as needed
● Transformed project data to a usable report for the project delivery team
● Advised clients on what to use or do using the FactSet tools for faster report build
● Handled calculation methodology queries and formula/code building using FactSet tools
● Maintained client satisfaction
● Handled the reprocessing of updated customer ID in preparation for redelivery of credit cards
to new addresses provided by the contact center
● Handled vault inventory management for returned credit cards due to failed deliveries
● Maintained courier relation at the most effective and efficient way possible
● Conducted financial data review to spot erroneous forecast input that will potentially
affect overall program budget and escalate to onshore counterparts for possible risk and
issues of overspend and underspend of budget per project
● Conducted knowledge transfers to new hires
● Performs adhoc tasks requested from on-shore counterparts
● Prepared daily deliverables management report utilizing Project Portfolio Management tool,
JIRA, JIRA RAID using excel based reports depending on onshore request and templates
given.
● Prepared forecast vs. actuals financial management report utilizing financial raw data
prepared and extracted from Project Portfolio Management tool
● Assisted the team lead in overseeing team members to achieve team metric goals
and account goals
● Handled customer account registration
● Handled customer lost or stolen card
● Handled in-bound calls regarding customer queries
● Handled loan documentations and unsecured end to end loans processing
● Maintained client portfolio by continuously monitoring monthly payment, past due accounts,
and upcoming past due accounts
● Marketed bank products on field and in branch
● Performed review of client’s credit capacity in compliance of bank rules and regulations
and loan metrics
● Assisted the Finance manager on accounting related tasks especially accounts payables and
inventories
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Oversee a company's financial data, maintain accurate books on accounts payable and receivable and other tasks related.
Manages project from start to finish through business analysis, coordination, report generation, and project tracking.