Lourde Armada

Finance and Operations Manager at Avant Global, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Philippines, PH
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Marketing Analytics: Setting and Measuring KPIs
    LinkedIn
    Aug, 2020
    - Nov, 2024
  • General Securities Registered Representative License (Series7)
    Financial Industry Regulatory Authority (FINRA)
  • Uniform Securities State Law License (Series63)
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Avant Global, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Finance and Operations Manager
      • Dec 2019 - Present

      *Responsible for keeping both the financial and back-end operational aspects of AG and its subsidiaries running smoothly.*As a Finance Manager, I ensure that bills are controlled and prepared for payment in a timely fashion, that all information necessary to produce monthly statements and reports are accurate and available, and to generally maintain a well-organized and fiscally responsible organization.*As an Operations Manager, I am responsible for handling a variety of operational tasks associated with our investment portfolio and internal procedures to ensure that front-end business development activities have all the relevant data needed to achieve stellar results.

  • PayStaff
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Head Of Operations
      • Jan 2019 - Aug 2019

      *Responsible for the Support and Business Development teams.*Oversight of all Operations activities and initiatives such as staffing, system enhancements, tools and resources.*Responsible for stakeholder and change management, process improvements, business development.*Responsible for team targets and strategies, and provided regular progress report to the CEO. *Responsible for the Support and Business Development teams.*Oversight of all Operations activities and initiatives such as staffing, system enhancements, tools and resources.*Responsible for stakeholder and change management, process improvements, business development.*Responsible for team targets and strategies, and provided regular progress report to the CEO.

  • Manulife
    • Canada
    • Insurance
    • 700 & Above Employee
    • Finance Team Manager
      • Aug 2016 - Dec 2018

      *Short Term Assignment for 2.5 months at the Manulife Regional Office, Hong Kong; directly reported to the Regional CAO.*Responsible for hiring, conducting general trainings, and grew the team from 8 to 21 FTEs.*Oversaw the Regional Accounting, Expense Reporting, Management Reporting, Financial Planning & Analysis, and miLens teams.*Responsible for team performance, progress reports, team targets and strategies, key initiatives and projects, et al. *Short Term Assignment for 2.5 months at the Manulife Regional Office, Hong Kong; directly reported to the Regional CAO.*Responsible for hiring, conducting general trainings, and grew the team from 8 to 21 FTEs.*Oversaw the Regional Accounting, Expense Reporting, Management Reporting, Financial Planning & Analysis, and miLens teams.*Responsible for team performance, progress reports, team targets and strategies, key initiatives and projects, et al.

  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Product Controller
      • Jan 2009 - Aug 2016

      *Production of the cyclical Profit&Loss and Risk Reporting for the Emerging Markets LDN team (Supervisor); Convertible Bonds team (Lead Book Runner); Securities Lending Team (Team Deputy); and GED London - T+0 Risk Team (Product Controller).*Team performance and stakeholder management.*Participated in the various process improvements, and systems UAT testings and migrations.*Responsible for running the checking marks against market rates, checking corporate actions significant to the P&L, and producing relevant commentaries regarding the day’s report among others.*Responsible for answering queries and reporting requirements in relation to the derivatives and structured products being traded in the book.*Answer traders, CFO and internal desk questions on funding, collaterals, fees & rebates, shorts and stock borrow.*Responsible for consolidating, analyzing and preparing related reports – KPI tracker, PIP report as well as various End of Day narratives.

  • eTelecare Global Solutions
    • United States
    • Outsourcing/Offshoring
    • 300 - 400 Employee
    • Team Leader
      • Sep 2003 - Nov 2008

      Part of the Ameriprise Financial Inc (formerly known as American Express Financial Advisor) team managing brokerage accounts, answering US tax queries, corporate actions, and providing service to both account holders and financial advisers alike. Held the Series 7 and Series 63 licenses (FINRA).*Responsible for supervising a team of Financial Representatives who answers US financial advisors and brokerage clients’ queries over the phone.*Responsible for supervising a team of Back Office representatives who processes US estate settlements.*Made quarterly assessments of performance metrics in order to make sure we meet all our shareholders’ needs.*Processed wire transfers, ACH and other client and/or financial advisor requests for brokerage accounts.*Responsible for answering US tax questions, corporate actions, market movements.*Responsible for attending various roundtable meetings with potential clients for the company.*Main point of client escalation and commendations alike.

Education

  • University of the Philippines
    Bachelor of Science (B.S.), Economics
    1998 - 2003

Community

You need to have a working account to view this content. Click here to join now