Julian Cases

Expert Contributor at Slader
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Contact Information
us****@****om
(386) 825-5501
Location
AU
Languages
  • English Native or bilingual proficiency
  • Filipino Native or bilingual proficiency
Skills

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Bio

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Credentials

  • SNL Basic Excel Certification
    SNL Financial
  • SNL Basic Standard Query Language (SQL) Certification
    SNL Financial

Experience

  • Slader
    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Expert Contributor
      • Mar 2022 - Present

      • Contributes solutions via LaTex on college-level Managerial and Corporate Finance • Contributes solutions via LaTex on college-level Managerial and Corporate Finance

  • Citi
    • United States
    • Financial Services
    • 700 & Above Employee
    • Credit Portfolio Analyst
      • Jan 2020 - Sep 2021

      • Generated Credit Analysis Memos and Final Obligor Risk Ratings of Citi’s counterparties through periodic risk assessment of financial results, analysis of the credit and financial strength of Citi’s customers within the Credit Policy Framework of the Risk Department to provide appropriate extensions of credit remaining within Risk appetite; • Continuously monitored the Malaysia and Philippine credit portfolio through peer analyses, preparation of financial projections, evaluative of industry trends and impacts to key relationships; • Identified and escalated potential credit issues to IRAU Team Leads, ICG Risk and BCMA Partners and proposed risk mitigation action to be taken by staying informed of related developments/ news for the portfolio and industry covered; • Collaborated with applicable regional and industry stakeholders in BCMA and Independent Risk in the implementation of credit assessment and monitoring standards for applicable portfolios.

  • BDO Unibank
    • Philippines
    • Financial Services
    • 700 & Above Employee
    • Credit Analyst
      • May 2016 - Dec 2019

      Responsible for credit evaluation of the bank’s corporate credit risk assets across bank products (e.g., lease financing, credit lines, and term loans) by: • Analyzing financial statements and making financial projections based on available primary and third-party information • Conducting client calls and plant visits • Researching on industry trends, news, and other important information that may affect client's viability • Creating credit reports by highlighting financial condition, industry, management, and other areas which determine the client’s capacity to service debt, thus minimizing the bank’s risk exposure • Managing account portfolio by ensuring timely release of credit report

  • S&P Global
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Research Analyst - Metals and Mining Industry
      • Jun 2015 - Apr 2016

      • Achieved a client 98.7% satisfaction rate in generating research and analysis and providing product support for S&P Global’s internal and external client base in the financial markets and metals and mining sectors. • Created and customized excel-based templates to aid in commodity analysis, investment and market research and financial modeling. • Contributed to product development in the metals and mining database through testing user acceptance stories to ensure quality of S&P Global’s products and to accelerate the timeliness of the company’s database.

  • Two Monkeys Desserts
    • Quezon City, Philippines
    • Owner, Finance Officer
      • Jul 2014 - Feb 2015

      Two Monkeys Desserts was a student-owned enterprise that sold banana desserts in jars. The research and planning phase stretched over a period of 5 months (June - October). Operations were conducted over the next 4 months (November - February). The business earned an approximate net income of PHP 50,000 within the four months of operations. - As part owner, I participated in formulating and implementing business strategies - As the finance officer, I managed the business' funds, financial transactions, forecasts and statements

Education

  • Ateneo de Manila University
    Bachelor of Arts (B.A.), Management Economics, Minor in Financial Management
    2011 - 2015
  • Ateneo de Manila University
    High School
    2007 - 2011

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