About
Results-driven professional with extensive experience in financial data operations, investment document management, and team leadership, specializing in Limited Partnership (LP) Fund Agreements and Company Key Performance Indicators (KPIs). Proven ability to develop and implement efficient processes for data integrity, financial documentation, and reporting, driving operational excellence and supporting strategic financial decision-making. Passionate about fostering high-performing teams and delivering impactful learning solutions in dynamic environments.
Work
Aumni - A JPMorgan Company
|Head of Training (Training Manager)
Cebu City, 6000, Philippines
→
Summary
Led the comprehensive design, implementation, and evaluation of training programs to enhance employee performance and ensure compliance with company goals and industry standards.
Highlights
Designed and implemented comprehensive training programs, enhancing employee performance and aligning learning initiatives with strategic company goals.
Led training needs assessments, identifying critical skill gaps and developing tailored learning solutions to improve team capabilities and operational efficiency.
Oversaw the successful delivery of diverse training modalities, including sessions, workshops, and e-learning modules, for new and existing employees.
Evaluated program effectiveness through systematic feedback collection and performance analysis, driving continuous improvement in learning outcomes.
Managed and mentored a team of trainers, fostering high-quality learning experiences and promoting continuous professional development.
Aumni - A JPMorgan Company
|Data Operations Trainer
Cebu City, 6000, Philippines
→
Summary
Facilitated comprehensive onboarding and continuous learning programs, developing instructional materials and providing coaching to enhance team performance.
Highlights
Facilitated onboarding and continuous learning programs for new hires and tenured employees, accelerating skill development and integration into team workflows.
Developed instructional materials and interactive training modules, enhancing learning engagement and comprehension for complex data operations.
Provided targeted coaching and mentoring to new hires, significantly contributing to improved team performance and faster ramp-up times.
Aumni - A JPMorgan Company
|Associate Data Operations Manager
Baguio City, 2600, Philippines
→
Summary
Supervised daily data operations within the Limited Partnership department, optimizing workflow efficiency and coordinating cross-functional teams to achieve critical operational objectives.
Highlights
Supervised daily operations, ensuring high data accuracy in the Limited Partnership department for investment and fund agreement processing.
Developed and implemented strategies that optimized workflow efficiency and significantly reduced processing time for critical financial documents.
Coordinated effectively with cross-functional teams to achieve key operational objectives and enhance inter-departmental collaboration.
Aumni - A JPMorgan Company
|Data Operations Prefect
Baguio City, 2600, Philippines
→
Summary
Led a team of specialists in processing investment and fund agreements, maintaining data integrity and providing insights for process improvement.
Highlights
Led a specialized team in processing complex investment and fund agreements, ensuring operational efficiency and accuracy.
Maintained stringent data integrity standards, safeguarding critical financial information and enhancing data reliability.
Provided actionable insights for process improvement, contributing to streamlined data operations and enhanced productivity.
Aumni - A JPMorgan Company
|Data Operations Specialist
Baguio City, 2600, Philippines
→
Summary
Handled data processing of investment and fund agreements in venture capital markets, ensuring accuracy and compliance in all documentation.
Highlights
Handled the meticulous data processing of investment and fund agreements within dynamic venture capital markets.
Ensured high levels of accuracy and compliance in all investment-related documentation, mitigating risks and supporting regulatory adherence.
Education
Saint Louis University
→
Bachelor of Science in Business Administration
Financial Management
Courses
Graduated as a working scholar, demonstrating strong academic performance while balancing office administrative responsibilities.
Awards
Force Multiplier Award
Awarded By
Aumni - A JPMorgan Company
Recognized for significantly amplifying team productivity and impact.
Polaris Star Award
Awarded By
Aumni
Awarded for exceptional leadership and guidance, acting as a force multiplier for team success.
Rookie of the Year
Awarded By
Aumni
Acknowledged as the top-performing new employee within the first year of employment.
Languages
English
Certificates
Financial Literacy Modules
Issued By
Unknown
Career Development in Finance and Investments
Issued By
Unknown
Louisian Entrepinoy: Bidaka!
Issued By
Unknown
ABC's Stock Exchange
Issued By
Unknown
Skills
Data Operations & Financial Management
Investment Data Management, Limited Partnership (LP) Fund Agreements, Company Key Performance Indicators (KPIs), Company Capitalization Tables, Venture Capital Markets, Financial Documentation, Data Integrity, Compliance Management.
Training & Development
Training Program Design, Training Program Delivery, Learning Solutions Development, Needs Assessment, Instructional Material Development, E-learning Modules, Performance Analysis, Coaching & Mentoring.
Leadership & Management
Team Leadership, Operations Management, Team Mentorship, Cross-functional Collaboration, Process Improvement, Strategic Planning.
Analytical & Communication
Analytical Skills, Communication Skills, Problem-Solving, Reporting, Digital Communication, Remote Collaboration.
Software & Tools
Microsoft Office Suite, Google Suite, Slack, CRMs (Zendesk), ClickUp, Jira, Notion.
References
Available upon request
References available upon request.