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BS Computer Engineering
University of San Carlos
More Info About Me
I’m a reliable and detail-oriented Business Analyst with 23+ years of experience in the BPO and financial services space, currently working with JPMorgan Chase. I help businesses stay organized and data-driven by handling reporting, process documentation, dashboards, and day-to-day operational support. I’m certified in Data Analytics, GoHighLevel, QuickBooks Online, and Facebook Ads, so I can assist with CRM management, basic bookkeeping, analytics, and digital tools that support growth. I’m now transitioning into remote and freelance work where I can support business owners and agencies with dependable, well-structured, and proactive virtual assistance.
My Skills and Competencies
Virtual Assistant
Social Media Management
Medical Virtual Assistant
Data Entry
Content Creator
Bookkeeping
Certificates
My Experience and Education
2023
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2026
JP Morgan Chase
(Business Analyst)
Analyze business processes, workflows, and operational requirements to support strategic initiatives across banking and financial services units.
Gather, document, and translate business requirements into functional specifications for technical and non-technical stakeholders.
Collaborate with cross-functional teams including product managers, developers, compliance officers, and operations to ensure accurate solution delivery.
Conduct data analysis using dashboards, reports, and KPIs to identify trends, gaps, and opportunities for process improvement.
Support system implementations, enhancements, and migrations by performing UAT, regression testing, and issue resolution.
Prepare detailed documentation such as business requirement documents (BRDs), process flow diagrams, and stakeholder presentations.
Ensure compliance with internal controls, regulatory requirements, and risk management standards.
Facilitate meetings, workshops, and status updates to align stakeholders and track project milestones.
Drive continuous improvement initiatives by recommending data-driven solutions that improve efficiency and customer experience.
2017
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2023
JP Morgan Chase
(Account Supervisor)
Supervise and manage the day-to-day activities of account teams, ensuring efficient and effective execution of financial strategies and client services.
Serve as the primary point of contact for clients, fostering strong relationships and understanding their business objectives and needs.
Coordinate the development and execution of account strategies, ensuring alignment with client goals and organizational objectives.
Review and approve financial documentation, reports, and presentations prepared by account teams, ensuring accuracy and compliance with regulatory standards.
Manage project timelines, resources, and deliverables, while maintaining a high level of service quality and client satisfaction.
Monitor account performance and provide insights and recommendations to improve profitability and client retention.
Collaborate with internal stakeholders such as operations, legal, compliance, and risk management to ensure seamless service delivery.
Lead and mentor account managers and team members, providing guidance, training, and performance feedback.
Conduct regular client reviews, presenting performance updates, financial insights, and opportunities for growth or improvement.
Oversee budgeting, forecasting, and financial reporting related to client accounts, ensuring adherence to company financial standards.
Identify new business opportunities within existing accounts, driving up-sell and cross-sell initiatives.
2010
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2016
Concentrix
(Account Supervisor)
Manage and oversee team leave administration, attendance tracking, and workforce scheduling to ensure operational coverage and service level compliance.
Coordinate with operations leaders to balance staffing needs, productivity targets, and employee availability.
Develop and implement leave policies, procedures, and tracking systems aligned with company guidelines and labor regulations.
Monitor daily operational performance, analyze workforce data, and generate reports to support decision-making and resource planning.
Address leave-related escalations, resolve attendance issues, and ensure accurate documentation and approvals.
Partner with HR, payroll, and operations teams to ensure correct leave credits, payroll processing, and employee records.
Lead and support team supervisors by providing guidance on workforce management, compliance, and performance optimization.
Drive process improvements to enhance efficiency, accuracy, and employee experience within leave and operations management.
My Services
Social Media Management
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Medical Virtual Assistant
Scheduling appointments, handling correspondence, and managing records.
Bookkeeping
Detail-oriented bookkeeper skilled in accounts, reconciliations & accurate records for smooth financial operations.
Virtual Assistant
Detail-oriented Virtual Assistant providing reliable admin, data, and operations support with accuracy