JOSEPH ALDWIN GATCHALIAN
Concord,CA
Summary
Talented financial leader well-versed in accounting principles ad regulations. Accomplished in working with executive leaders to develop business, financial and growth strategies. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 10+ years of experience and take on challenging new role.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Asst. Manager - Operations
J.P. Morgan Chase & Co. / Chase Bank
- Directly involved in overall sales performance, industry compliance, customer growth and retention of all clients with a focus on premier customers
- Ensured the branch meets and exceeds sales targets and maintains a high level of customer service
- Provided exemplary customer service, exceeding customer needs and resolving customer service issues by utilizing all available resources.
Senior Financial Representative II
Washington Mutual Bank
- Helped clients manage their monetary funds to balance their rates of risk and return
- Opened and processed clients' portfolios based on specific instructions provided by the client.
Customer Care - Team Leader
Smart Communications, Inc.
- Provided quality and efficient customer service to customers through the daily management of a team of employees
- This included hiring, motivating, recognizing and rewarding, coaching, counseling, training, and problem-solving.
Unit Controller
Sodexo
02.2023 - Current
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Oversaw month-end closing activities, ensuring timely completion of accurate financial statements for review by senior leadership.
- Increased operational efficiency by identifying bottlenecks in existing workflows and implementing process improvements.
- Developed and implemented effective budgeting strategies with the General Manager for optimal resource allocation and cost control that resulted to a 35% profit increase.
Office Manager
Legends Hospitality LLC
05.2021 - 02.2023
- Managed and directed all financial operations for both Concord Pavilion and Shoreline Amphitheatre locations, ensuring accurate budgeting and timely invoice processing.
- Ensured compliance with company policies and industry regulations through regular audits and process updates.
- Updated reports, managed accounts, and generated reports for company database.
- Managed payroll data entry and processing for 80+ employees to comply with predetermined company guidelines.
Property Manager
Gloria Apartments and Events Place
05.2019 - 03.2021
- Supervised and coordinated property maintenance and work orders.
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
- Responsible for resolving tenant concerns and complaints; marketing, leasing, applicant screening, showings, landlord-tenant laws and rent collection.
Assistant Manager / Private Client Banker
J.P. Morgan Chase & Co. / Chase Bank
07.2009 - 12.2018
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Managed a diverse portfolio of accounts for high net-worth clients, ensuring compliance with banking regulations and policies.
- Coached and mentored team members to uncover sales opportunities among current and potential business clients.
- Implemented strategies to increase customer retention, enabling investment growth.
Education
Bachelor of Science - Economics
Colegio De San Juan De Letran
Manila, PhilippinesSkills
- Operations Management
- Payroll and budgeting
- Office Administration
- Cash Flow Management
- Preparing financial statements
- Financial Forecasting
Certification
- Series 6 - Securities License / U.S.A., Financial Industry Regulatory Authority, Securities license entitling the holder to register as a company's representative and sell mutual funds, variable annuities, variable life insurance, municipal fund securities and unit investment trusts.
- Series 63 License - State of California, Financial Industry Regulatory Authority, License entitling the holder to solicit orders for any type of security in the State of California, U.S.A.
- California Life-Only Agent License, California Department of Insurance, License that will authorized the licensee to act as a life agent which entitles them to transact insurance coverage on human lives, endowments, annuities, accidental death and disability income.
Timeline
Unit Controller
Sodexo
02.2023 - Current
Office Manager
Legends Hospitality LLC
05.2021 - 02.2023
Property Manager
Gloria Apartments and Events Place
05.2019 - 03.2021
Assistant Manager / Private Client Banker
J.P. Morgan Chase & Co. / Chase Bank
07.2009 - 12.2018
Asst. Manager - Operations
J.P. Morgan Chase & Co. / Chase Bank
Senior Financial Representative II
Washington Mutual Bank
Customer Care - Team Leader
Smart Communications, Inc.
Bachelor of Science - Economics
Colegio De San Juan De Letran
- Series 6 - Securities License / U.S.A., Financial Industry Regulatory Authority, Securities license entitling the holder to register as a company's representative and sell mutual funds, variable annuities, variable life insurance, municipal fund securities and unit investment trusts.
- Series 63 License - State of California, Financial Industry Regulatory Authority, License entitling the holder to solicit orders for any type of security in the State of California, U.S.A.
- California Life-Only Agent License, California Department of Insurance, License that will authorized the licensee to act as a life agent which entitles them to transact insurance coverage on human lives, endowments, annuities, accidental death and disability income.
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