A passionate and experienced Financial Analyst, I bring expertise in strategic financial planning, preparing, and reporting for well-known multinational companies. My commitment to precision and analytical skills contribute to informed decision-making and problem-solving, ensuring financial growth within me and the company.
Work History
FP&A Analyst - System Consolidation
1 Year
Bon Secours Mercy Health | 10.2025 - Current
Led multiple trainings for Adaptive regarding Importing, Exporting, Adjusting, and Navigating thru Expenses Sheets
Assisted Market and Hospital CFOs to their data in terms of adjustments and analyzing
Had a stint preparing a Hospitals budget based on historical data and my knowledge as an SME in Adaptive
Preparing and Consolidating Mid-Month numbers that are presented to the Board
Prepared the Quarterly Forecasted Months Presentation presented to the Board
Prepared Budget assumptions for Markets and Hospitals
Made Office Connect and Macro VBA templates that assisted the ministry in their Data
Analyzed operating budgets and rolling forecasts to support finance leaders with timely decision-making.
Developed variance analyses for revenue, expense, and volume trends across service lines.
Streamlined forecasting models to improve scenario planning and budget-to-actual review processes.
Officer - General Financial Analyst IV
2 Years 5 Months
TELUS Digital Experience | 05.2024 - Current
Facilitated communication between finance and operations departments between the finance & operations departments Responsible for the timely and correct submission of deliverables as well as owning change management initiatives coming from the finance department.
Conducted gap analysis and collaborated with AGMs to optimize account SOW/Billing model based on findings. Responsible for developing strategies to fulfill the vision set by the Site Lead.
Defined, measured, and analyzed gaps in the optimization of revenues and margins.
Ensured seamless continuity of operations into the Improve and Control Phase with operations in line with the trusted advisor model.
Acts as liaison between the finance & operations departments Responsible for the timely and correct submission of deliverables as well as owning change management initiatives coming from the finance department.
Financial Analyst II
1 Year 8 Months
Northern Trust | 08.2022 - 04.2024
Analyzed and prepared financial statements for investment firms and multinational companies.
Worked multiple funds with clients and endured overtime hours during peak seasons to ensure quality and top-notch reports to present to clients and auditors.
Provided and prepared journal logs, distribution details, and distribution letters to facilitate bookkeeping and distributions around shareholders
Business Development Acquisition
3 Months
Digital Consulting PH | 01.2022 - 04.2022
Helped strategize and drive growth with the enterprise team by shadowing each of the team member's engagements.
Targeted and gained exposure from dealing with enterprise-level clients Curated proposals, and had a deeper understanding of both new and existing infographics or documents for clients.
Routed qualified opportunities to appropriate sales manager for closure Ensured update and accuracy of data on CRM to derive insights/data to be acted upon at given point in time.
Targeted and gained exposure from dealing with enterprise-level clients. Curated proposals, and had a deeper understanding of both new and existing infographics or documents for clients.
Education
Bachelor of Science - Financial Management
Far Eastern University | Manila | 07-2022
Asia University Taiwan | 12-2021
Virtual Exchange Program for Spring Semester
Skills
Workday: Adaptive
Office Connect — Adaptive
Macro VBAs
Microsoft Excel
Financial Analysis
Financial Reporting
Financial Management
Budgeting
Forecasting
Variance analysis
Strategic Planning
Financial Strategy
Stakeholder Engagement
Budget planning
Collaborative Analysis
InvestOne
Certification
CISI Level 2 Award in Fundamentals of Financial Services, Chartered Institutes for Securities and Investments
CCA (Certified Credit Analyst), International Federation of Professional Managers