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Daniel S. Email & Phone Number

KNIME L4 Certified | Finance & Digital Transformation using Robotic Process Automation (RPA) at Citi
Location: National Capital Region, Philippines, Philippines 6 work roles 7 schools
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Current company
Citi
Role
KNIME L4 Certified | Finance & Digital Transformation using Robotic Process Automation (RPA)
Location
National Capital Region, Philippines, Philippines
Company size
201877 employees

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Daniel S. is listed as KNIME L4 Certified | Finance & Digital Transformation using Robotic Process Automation (RPA) at Citi, a company with 201877 employees, based in National Capital Region, Philippines, Philippines. AeroLeads shows a matched LinkedIn profile for Daniel S..

Daniel S. previously worked as Financial Solutions Sr. Analyst at Citi and Financial Solutions Intmd. Analyst at Citi. Daniel S. holds Bachelor Of Commerce - Bcom from De La Salle University.

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Citi

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About Daniel S.

Experience: 12 years work experience in the Financial Services & Banking Sector, more than 3 years of which are spent working for a Stock Broker and 9 years working for companies in the Banking Sector, performing roles and tasks such as: Technical and Fundamental Analysis, Equity and Market Research, Variance Analysis of Financial Statement Reports, Balance Sheet Review and Business Process Automation & Digitalization using 3rd Party Digital Tools & RPA (Robotic Process Automation) such as but not limited to: Power BI, Tableau, KNIME (L1-L4 & L2-KA Certified), Python, Macros VBAMy Plum Profile: https://secure.plum.io/p/0gB3aQg6RBD1CmcYqYN0KwRecognition:Citi Unsung Heroes Award 2021, awarded by Citigroup Chief Financial Officer - Mark Mason, Managing DirectorRemark: “Daniel has been instrumental on APAC EUC (Asia-Pacific, End User Computing) digitalization initiatives across 13 countries and was the architect of the building blocks that helped shape the overall APAC strategy in this area”View Unsung Heroes Awardees below (can be viewed by Citi Employees only): http://www.citi.net/Documents/finance/2021-Our-Unsung-Heroes-Finance.pdfFeatured in LinkedIn News - June 2022:Goldman: Recession risk has doubledhttps://www.linkedin.com/news/story/goldman-recession-risk-has-doubled-5372748/Favorite Quote: “The best path is the one that’s not there because we are in the process of creating it.”~ Craig D. LounsbroughPersonal Motto: "ALWAYS BE A PIONEER!"Interests:🥇 Digital Tools & Automation🥈 Financial Markets & Economy🥉 Market ResearchMy Personal Projects:My DAN: Meeting your Digital & Automation NeedsBlog: https://mydigitalautoneeds.wordpress.comBlog's LinkedIn: https://www.linkedin.com/company/my-danDisclaimer: Any topics and comments I posted regarding the Economy, Financial Markets, Technical Analysis in my Activity Section are my own views and/or the author's views only, it should only be considered for Educational Purposes and should Not be construed as a solicitation to buy/sell any financial instruments stated Nor should it be considered as Financial / Trading / Investment Advise. I recommend Talking to a Licensed Financial Advisor First and Always Do Your Own Due Diligence before Trading/Investing!

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Daniel S.'s current company

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Citi
Citi
KNIME L4 Certified | Finance & Digital Transformation using Robotic Process Automation (RPA)
new york, new york, united states
Website
citigroup.com
Employees
201877
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6 roles

Daniel S. work experience

A career timeline built from the work history available for this profile.

Financial Solutions Sr. Analyst

Current
Citi

Taguig, National Capital Region, Philippines

Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and.

Apr 2023 - Present

Financial Solutions Intmd. Analyst

Citi

Taguig, National Capital Region, Philippines

  • (under Dept: Regional Finance Controller - Team: APAC Finance Digital Transformation) is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems..
  • Contributes to the design, roll-out and governance of financial solutions using all available third-party digital tools such as but not limited to: KNIME, Microsoft Power BI, Python
  • Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • Assists in setting business and information architecture standards for Finance
  • Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
  • Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Jan 2021 - Apr 2023

Financial Reporting Analyst

Citi

Taguig, National Capital Region, Philippines

  • Responsibilities includes:
  • Submission of countries’ Financial Data Load (head office financial statements) on a monthly basis which includes preparation review and posting of financial adjustments using the Citi reporting systems, investigating.
  • Coordinate with Country Financial Controller on the implementation of reporting changes which includes submission of comprehensive business specifications where… Show more Responsibilities includes:
  • Coordinate with Country Financial Controller on the implementation of reporting changes which includes submission of comprehensive business specifications where technology enhancements are required providing training.
  • Other responsibilities that include ensuring mapping of local country codes to reporting system structures are consistent with Citi policies and standardization objectives, review and validation of country's financial.
  • First to pilot program the use of Microsoft Power BI to transform data into dashboard for interactive data analytics and presenting each Citi country bank branches its month-end financial performances based on the.
Aug 2015 - Jan 2021

Sales Management Specialist

Metrobank

Makati, National Capital Region, Philippines

  • Responsibilities includes:
  • Coordinate with Investment Specialists in the right procedures in booking done deals.
  • Coordinate with Treasury Operations and Support Division on enrolling new clients submitted by Investment Specialists.
  • Coordinate with E-Banking in enrolling Investment Distribution Division clients in Wealth Manager
  • Booking done deals in Orix Metro Leasing.
  • Supporting Investment Specialist in their day to day routine such as but not limited to:… Show more Responsibilities includes:
Nov 2014 - Mar 2015

Equity Trader

Evergreen Stock Brokerage & Securities, Inc.

Makati, National Capital Region, Philippines

  • Responsibilities includes:
  • Trades in the stock market on behalf of the company and its clients.
  • Book deals into the system
  • Confirming with clients on their done deals
  • Providing technical and fundamental analysis on the clients' preferred stocks
  • Perform other tasks such as but not limited to: encoding and printing invoices and checks, generating reports as per request of the clients, filing forms in compliance with SEC and CMIC.
Jul 2011 - Apr 2014

Telephone Clerk

Evergreen Stock Brokerage & Securities, Inc.

Makati, National Capital Region, Philippines

  • Responsibilities includes:
  • Confirming with clients on their done deals
  • Perform other tasks such as but not limited to: encoding and printing invoices and checks, generating reports as per request of the clients, filing forms in compliance with SEC
  • Attending SEC Seminars for the Certified Securities Representative Licensure Exam
Feb 2011 - Jul 2011
Team & coworkers

Colleagues at Citi

Other employees you can reach at citigroup.com. View company contacts for 201877 employees →

CP Candra Putro Candra Putro Colleague at CitiBandung, West Java, Indonesia, Indonesia View → BS Barnali Sen Barnali Sen Colleague at CitiMumbai, Maharashtra, India, India View → PS Praveen Sarawgi Praveen Sarawgi Colleague at CitiMumbai, Maharashtra, India, India View → DL Denis Lou Denis Lou Colleague at CitiLincoln, Nebraska, United States, United States View → DZ Dhruv Zaveri Dhruv Zaveri Colleague at CitiRosedale, Maryland, United States, United States View → RF Ronald Fathke Ronald Fathke Colleague at CitiParker, South Dakota, United States, United States View → AH Aaron Hardison Aaron Hardison Colleague at CitiFort Mitchell, Kentucky, United States, United States View → PD Patrick Debaene Patrick Debaene Colleague at CitiCologne Bonn Region, Germany View → MT Mamta Thakur Mamta Thakur Colleague at CitiMumbai, Maharashtra, India, India View → SA Shambhavi Awasthi Shambhavi Awasthi Colleague at CitiPune, Maharashtra, India, India View →
7 education records

Daniel S. education

Certificate

Genetic Computer School

Certificate

Genetic Computer School

High School Diploma

St. Anthony School
FAQ

Frequently asked questions about Daniel S.

Quick answers generated from the profile data available on this page.

What company does Daniel S. work for?

Daniel S. works for Citi.

What is Daniel S.'s role at Citi?

Daniel S. is listed as KNIME L4 Certified | Finance & Digital Transformation using Robotic Process Automation (RPA) at Citi.

Where is Daniel S. based?

Daniel S. is based in National Capital Region, Philippines, Philippines while working with Citi.

What companies has Daniel S. worked for?

Daniel S. has worked for Citi, Metrobank, and Evergreen Stock Brokerage & Securities, Inc..

Who are Daniel S.'s colleagues at Citi?

Daniel S.'s colleagues at Citi include Candra Putro, Barnali Sen, Praveen Sarawgi, Denis Lou, and Dhruv Zaveri.

How can I contact Daniel S.?

You can use AeroLeads to view verified contact signals for Daniel S. at Citi, including work email, phone, and LinkedIn data when available.

What schools did Daniel S. attend?

Daniel S. holds Bachelor Of Commerce - Bcom from De La Salle University.

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