Credit Analyst

• May 2023 - Present

Investor Relations Manager

• Nov 2021 - Nov 2022

Oversee relationships with 3 investors and ensure all purchase conditions are resolved to mitigate risks and ensure all Fintech products are saleable. Analyze files for sale risk and prioritize at-risk loans for investor condition resolutions or to rebuttal investor expectations as needed.

Senior Account Manager

• Oct 2019 - Nov 2021

Promoted from operations to manage the end-to-end sales process for a Fintech organization, onboarding over 800 new accounts onto the Fintech platform and converting 78% accounts into new sales. Promote adoption of the company’s software system, analyze account health, and lead discovery calls with clients.

Loan Procurement and Finance Specialist

• Feb 2019 - Oct 2019

Partner with relationship managers and customers to complete finance onboarding for an online tech company selling peer to peer vehicles. Review financial statements and verify financial information to minimize fraud and risk exposure. Provide feedback to data scientists and engineers for tooling enhancements.

Finance Specialist

• Aug 2018 - Feb 2019

Finance Coordinator

• Nov 2017 - Jul 2018

Operations Specialist

• Jun 2017 - Nov 2017

Consulting Intern

• Dec 2016 - May 2017

-Developed a progressive five-year vision business plan on the company’s current products and services with a focus on battery storage technologies. -Established customer and marketplace needs. -Developed a progressive five-year vision business plan on the company’s current products and services with a focus on battery storage technologies. -Established customer and marketplace needs.

Operations Manager

• Feb 2015 - Jun 2016

-Spearheaded the Operations department together with 8 team leads and managing daily production, logistics and sales in the multi-million peso monthly revenue enterprise.-Worked closely with Accounting for cash reconciliations, payment date accounting, monthly reporting, daily reporting and modeling, analysis and reporting, and financial analysis.-Provided timely, relevant, and accurate reporting and analysis of the results of the company’s performance against budgeted, forecasted, and strategic planning results to facilitate operational decision making. -Participated in compensation management, semi-annual and annual incentive compensation payments, provided financial and analytical support for the incentive compensation for about 180 employees.-Established and implemented departmental policies, goals, objectives, and procedures, conferring with members of the organization as necessary. -Oversaw marketing budget and optimized advertising sources which drove initiatives such as performance reports and successful marketing agendas boosting all product lines and improving weaker products by 48%. Show less

Assistant Operations Manager

• May 2014 - Feb 2015

-Determined staffing requirements and facilitated the hiring and new hire training and orientation.-Collaborated with IT to upgrade purchasing and inventory system specifically fit for the organization resulting in a dramatic increase of efficiency in daily operations and 52% more efficiency in inventory replenishment-Organized safety and security seminars and routinary sales coaching seminars for all members of the organization.

Purchase Specialist

• Sep 2013 - May 2014

-Worked closely with General Manager in identifying inventory and supply needs depending on demand-Sourced raw materials, forecasted inventory requirements, negotiated with suppliers and lowered materials cost and assessed risk.-Controlled and maintained a working inventory budget of Php 4,000,000.00 each month