Beatriz Mendiola Email & Phone Number

Metro Manila, Philippines

• Strategy & Organization Specialization
• Technical Modules: Analytics for Managers, Digital Marketing, AI for Talent Management
• Strategy Coursework: Financial Management, Global Strategic Management, Marketing, Consulting Project (Venture Capital)
• Scholarship: Asian Development Bank – Japan Scholarship Program
• Liaised with diverse cohort from various countries and industries to come up with corporate strategy recommendations for a fintech conglomerate, go-to-market proposals for food & beverage players, digital marketing.

• Developed market intelligence tool using PowerBI and Advanced Excel to process and aggregate construction data of 12,000+ projects and support CRM initiatives for sales teams across seven (7) countries in the APAC.
• Conceptualized and presented go-to-market strategies and account management plans using data-driven insights for identified enterprise accounts which include leading construction firms
• Coordinated with global stakeholders, regional leadership, and human resources to develop, localize and implement the company’s sales onboarding program
• Developed segment profitability and staffing standards data aggregation, visualization, and simulation for leadership team’s organizational planning and strategy
• Prepared industry-specific playbooks for healthcare, data center, life science, higher education, and commercial building projects for seven (7) countries in the APAC region

• Reviewed and authorized investment and fund transfer transactions of other marketing personnel.
• Handled customer relationship management for key investment and loan syndication clients and authorized investment, fund transfer, and fresh fund transactions of other marketing personnel
• Developed Power Automate flows which enabled personalized communication and bulk sending for the group’s client loyalty campaign for 1,500+ retail accounts
• Initiated digital preparation of five (5) regular monitoring reports to enable marketing personnel to focus on revenue-generating and compliance-related functions

• Team leader and marketing authorizer especially during lockdowns requiring skeleton workforce.
• Analyzed trends, developed financial projections, and presented investment strategies to heads of top revenue-generating corporate accounts.
• Liaised with nine (9) major domestic banks and corporate borrower and prepared reports on appraisal and syndicated loan tracking
• Developed business continuity workflow using SharePoint and Office 365 for remote and onsite collaboration.

• Relationship manager for seven (7) financial institutions from Japan, India, Singapore and the Philippines for a USD-denominated loan arrangement.
• Applied due diligence procedures to offshore and local entities to facilitate eight (8) loan transfers.

• Key contact for financial, key performance indicators (KPIs), and budget versus actual reports.
• Prepared business case documents for group’s technical enhancement requirements.
• Coordinated with department heads for memoranda and presentations for board committee meetings.
• Spearheaded updating of Marketing, Investment, and Operations process manuals using MS Visio.

Trust Banking Group - Marketing

• Managed retail and corporate accounts for investment management and trust accounts.
• Improved counterparty accreditation turnaround time and enhanced fee matrix using advanced MS Excel.

Management Associates Program

• Completed rotations and examinations on financial analysis and modelling, credit terms and bank services.

• Prepared disclosures for the Securities and Exchange Commission and the Philippine Stock Exchange
• Supported department head in corporate governance and corporate planning functions

Master Of Business Administration - Mba, Business Administration, Management And Operations, 4.50 (Highest Distinction Tier)

One Year Course On Trust Operations And Investment Management

• Top 3 out of 130 Graduates from Banking and Financial Institutions • Graduated With Distinction

Bachelor’S Degree, Industrial Economics

Activities and Societies: Business Economics Association• Cum Laude • 100% Merit Scholar of the University • Dean's List (2010 - 2014)