Product Control Officer (September 2021 to present)
Balance Sheet Cluster – tasked with monitoring and sign-off daily movements of Balance Sheet items from across the APAC region for different business under Citibank’s Rates and Currencies business. Product portfolio is mostly comprised of government bonds and reverse repos.
Deutsche Knowledge Services Pte. Ltd.
The FX Management team is mandated to hedge cost-related foreign currency transactions incurred from major Deutsche Bank branches across US, UK, and APAC.
Responsible for validation of accruals, invoices, and settlement and clearing bookings; and booking of journal entries on SAP to recognize hedged items.
Financial Analyst | FX Management (June 2018 to September 2020)
Subject matter expert on the SAP MCA process.
Preparation of Management Information reports for presentation to internal stakeholders, as well as providing root cause analysis for FX P&L performance.
Conducted trainings on the proper booking procedures for foreign currency transactions and hedging.
Process improvements through Excel VBA automations
Cross-team process improvements through lean principles
Update KOPs to reflect changes in processes.
1x Employee of the Month, April 2020
2x Spot Awardee (September 2018 and 2019)
1x Gold Medalist, Continuous Improvement Award
Senior Financial Analyst | Central FX Team (October 2020 to present)
Assist in the creation of a centralized FX Team which aims to cover global operations, including revenue products and newer regions
Member of Automation Exchange Working Group — an internal working group dealing with in-house consulting for small-scale automation projects
Schedule Trial Balance downloads using the SAP Analysis for Office API for VBA. Front end via ActiveX Controls.
Introduced Python-based solutions for ad-hoc data analyses including:
Jupyter Notebook for miscellaneous processes like monitoring of day-to-day movements of ledger balances.
Conversion of SAP GUI automation scripts (VBScript) to Python via the pywin32 module for easier integration with data-analysis related scripts that utilize pandas.
Dashboards for monitoring product performance.
Employee of the Month, June 2021
Certified Public Accountant
Philippine Regulatory Board of Accountancy (May 2018 – present)
Philippine Institute of Certified Public Accountants, Member in Good Standing.
Python Software Foundation, Basic Member
Training and Development
Bachelor of Science in Accountancy
Polytechnic University of the Philippines (June 2013 to October 2017)