Penny Acosta
Mandaluyong City,Philippines
Summary
Secure a stable position to fully utilize my strong organizational skills, ability to work well with people, and value-adding skills.
Professional with extensive experience in executive support and office management. Adept at coordinating schedules, managing communications, and handling confidential information with discretion. Strong focus on team collaboration and achieving high-impact results. Known for adaptability, reliability, and exceptional organizational and multitasking skills. Proficient in calendar management, travel arrangements, and project coordination, ensuring seamless operations in fast-paced environments.
Organized professional with solid experience in executive support, ready to contribute to fast-paced environment. Proven ability to enhance workflow and increase productivity by anticipating needs and managing complex calendars. Known for strong team collaboration, adaptability to changing priorities, and proficiency in communication and project management.
Overview
20
20
years of professional experience
Work History
Senior Executive Assistant
JPMorganChase
Taguig, Metro Manila
06.2024 - Current
- Coordinated executive schedules and travel arrangements to optimize time management and operational efficiency.
- Managed communication between senior leadership and stakeholders, ensuring timely responses and information flow.
- Developed and maintained comprehensive filing systems for sensitive documents, enhancing retrieval efficiency and data security.
- Streamlined office processes through the implementation of digital tools, improving workflow effectiveness across teams.
- Analyzed operational workflows to identify areas for improvement, resulting in enhanced productivity and reduced redundancies.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Contributed to smooth business operations by planning and organizing meetings and conferences.
Accounting Administrative Assistant
FlowFi
10.2023 - 03.2024
- Provided admin assistance to the Director of Accounting and wherever needed in the company.
- Accounts Payable Support
- Administrative Assistance
- Manage and organize the accounting department’s documentation and files.
- Assist in internal and external communication related to accounting matters.
- Handle ad-hoc tasks and requests from the accounting team and management.
Executive Assistant
Liquor Loot
01.2023 - 03.2024
- Provide administrative and adhoc support as needed by the company executives. (eg Sales, Graphic Design, Reporting, Research, etc.)
- Check and prioritize the founder’s inbox.
- Sort through incoming emails and prioritize those that require immediate attention.
- Save and consolidate meeting notes.
- Manage calendar and schedule of the founder.
- Send reminders for any upcoming appointments or deadlines.
- Handle any personal errands or tasks for the founder as needed, such as booking travel or making appointments.
Executive Virtual Assistant
FlowFi
05.2022 - 09.2023
- Provided calendar management for Chief Financial Officers and Head Accountant.
- Helped manage the email of the Head Accountant.
- Appointment setting and rescheduling meetings if needed
- Assisted in transcribing minutes and taking notes during their meetings
- Kept track of the CFO’s and Head Accountant’s to-do list and urgent matters that needed their attention.
- Software used are Google Suite, Slack, Notion, Rippling, Expensify, Gong and Front.
Project-Based Writer
Freelance
12.2020 - 05.2022
- As a screenplay ghostwriter, I adapt novels into screenplays.
Executive Virtual Assistant
Sidekick Services Ltd.
09.2021 - 04.2022
- I mainly assist in calendar and email management, research and other miscellaneous tasks.
- Software used were Hubstaff, Slack, Asana, Google Suite, ClickUp
Team Leader, Client Data Management
NOSAI
10.2018 - 11.2020
- Responsible for monitoring the work of the Client Data Management team which involves processes like inserting new accounts, amending the static data and stock transfers between depots in Fundmaster.
- Coordinated with other sites to ensure alignment of the process.
- Reviews the work of the team as per SLA, sets short-term priorities, and ensures timely and accurate completion of the work.
- Conducts performance management including disciplinary actions and career development processes.
Assistant Manager of Operations, Equity Client Service
HSBC GSC Manila
03.2016 - 09.2018
- Single point of contact for assigned Strategic clients on any processing queries for both confirmations and settlement.
- Understand market information and clearly articulate this to the concerned parties.
- Work with the front office, managers and MI’s to deliver better service to the client.
Business Specialist
HSBC GSC Manila
01.2015 - 02.2016
- Deliver the BCP strategy for all Cash Equities activities in the GSC. If this is not possible, ensure risks are highlighted and remediation plans are in place.
- Ensure a robust and compliant business administration structure with all the migration documentations updated, catalogued and retained appropriately.
- Ensure all the relevant migration documents and sign offs are in place and within the agreed timelines for project management.
Control Assistant Manager of Operations, UK Settlements
HSBC GSC Manila
06.2014 - 12.2014
- Monitors all the key risk items (Unmatched Fails, Matched Fails, Exception Nostro, Stock and Proof header breaks) in the KRI dashboard to ensure all are actioned and resolved accordingly.
- Monitors escalated trades to ensure immediate resolution and provide feedbacks to associates as necessary.
- Drives control awareness within Cash Equities.
Assistant Manager of Operations, International Markets Equities Settlements
HSBC GSC Manila
07.2011 - 05.2014
- Monitored all the key risk items (Unmatched Fails, Matched Fails, Exception Nostro, Stock and Proof header breaks) in the KRI dashboard are actioned accordingly.
- Implemented process improvements in the team as well as asserting the team members to challenge existing procedures and presenting improvements for sign off.
- Handled process and team escalations, and maintained and established relevant controls.
- Coached and developed my staff, oversee the daily work allocation, empower my associates to understand process procedures and system behaviors to improve it.
Associate, International Pre-Settlements
HSBC GSC MANILA
05.2010 - 06.2011
- Ensured the trades of the clients in the Domestic and EOC markets with value dates of up to S-1 are pre-matched. If the trade details and/or SSIs doesn’t match the clients, I liaise w/ the middle office to get the trade amended and ready to settle.
- Provided excellent customer service to both external and internal clients by replying to them in a timely manner which is evidenced by the NIL complaints from the business partners and counterparties.
US Collections Associate
HSBC GSC MANILA
06.2007 - 05.2010
- The task is to call the customers w/ 30days delinquent credit card accts and exhaust all possible means to provide customers w/ the best option on how and when to make the payment.
Travel Specialist
PeopleSupport (Phils.) Inc.
11.2006 - 05.2007
- Assisted customers who are using all WWTE websites such as Hotels.com, GoCheap, Golden Nugget, Wyndham vacations, and etc. with their travel needs
- Assisted customers in booking flights, hotels, activities, and rental cars, educated customers of the airline policies and hotel’s rules and restrictions.
- Provided comprehensive customer service skills, worked in shifts, educated customers on how to use the website, assisted customers in their travel needs e.g. exchanging tickets, ticket cancellations, flight reaccommodation, hotel kick-backs, and etc.
Universal Agent
Expedia.com
03.2006 - 11.2006
- Assisted Expedia.com customers, Assisted customers in booking flights, hotel activities, and rental cars, educated customers of the airline policies and hotel’s rules and restrictions.
- Worked in US shifts.
- Educated customers on how to use the website, assisted customers in their travel needs e.g. exchanging tickets, ticket cancellations, flight reaccommodation, hotel kick-backs, and etc.
Outbound Call Center Agent
Pacific Hub Corporation
03.2006 - 11.2006
- Served as telemarketer, worked for selling online yellow pages, worked in night shifts, persuaded customers to sign up for the product, tasked to call America.
Education
B.S. - Accountancy
University of Immaculate Conception
Davao City, Philippines04-2004
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University of Immaculate Conception
Davao City, Philippines03-2000
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University of Immaculate Conception
Davao City, Philippines03-1996
Skills
- Strong organizational skills
- Strong communication (both verbal and written)
- Initiative and problem-solving skills
- Stakeholder management skills
- Result-oriented
- People management
- Administrative skills
- High-level confidentiality
- Adaptable to change
- Efficient travel arrangements
- Able to take direction
Timeline
Senior Executive Assistant
JPMorganChase
06.2024 - Current
Accounting Administrative Assistant
FlowFi
10.2023 - 03.2024
Executive Assistant
Liquor Loot
01.2023 - 03.2024
Executive Virtual Assistant
FlowFi
05.2022 - 09.2023
Executive Virtual Assistant
Sidekick Services Ltd.
09.2021 - 04.2022
Project-Based Writer
Freelance
12.2020 - 05.2022
Team Leader, Client Data Management
NOSAI
10.2018 - 11.2020
Assistant Manager of Operations, Equity Client Service
HSBC GSC Manila
03.2016 - 09.2018
Business Specialist
HSBC GSC Manila
01.2015 - 02.2016
Control Assistant Manager of Operations, UK Settlements
HSBC GSC Manila
06.2014 - 12.2014
Assistant Manager of Operations, International Markets Equities Settlements
HSBC GSC Manila
07.2011 - 05.2014
Associate, International Pre-Settlements
HSBC GSC MANILA
05.2010 - 06.2011
US Collections Associate
HSBC GSC MANILA
06.2007 - 05.2010
Travel Specialist
PeopleSupport (Phils.) Inc.
11.2006 - 05.2007
Universal Agent
Expedia.com
03.2006 - 11.2006
Outbound Call Center Agent
Pacific Hub Corporation
03.2006 - 11.2006
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University of Immaculate Conception
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University of Immaculate Conception
B.S. - Accountancy
University of Immaculate Conception