Daniel S. Email & Phone Number

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 knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the… Show more 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 knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Applies analytical thinking and knowledge of data analysis tools and methodologies for intelligent automation and data visualization such as but not limited to: Power BI, KNIME, Tableau, Python.Job Function and Responsibilities similar to Financial Solutions Intmd. Analyst with additional role as Project Manager Show less

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. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Applies analytical thinking and knowledge of data analysis tools and methodologies such as but not limited to: Power BI, KNIME, Python, etc.Job Function: Risk… Show more (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. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Applies analytical thinking and knowledge of data analysis tools and methodologies such as but not limited to: Power BI, KNIME, Python, etc.Job Function: Risk ManagementResponsibilities includes: • 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 • Identifies and resolves problems using autonomous judgment • Implements work flow or process change and redesign and uses a thorough knowledge of the specific function • Accountable for regular reporting or process administration as "owner" • Assists in the management of one or more processes, reports, procedures or products • Performs other duties and functions as assigned • Has the ability to operate with a limited level of direct supervision • Acts as SME (Subject Matter Expert) to senior stakeholders • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets Show less

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 any major variances, review on the reasonableness of the balances • Coordinate with Country Financial Controller on the implementation of reporting changes which includes submission of comprehensive business specifications where… Show more 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 any major variances, review on the reasonableness of the balances • 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 and user testing resources to test enhancements• 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 and management data hand off to highlight data integrity issues• 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 financial statements: Balance Sheet, Income Statement • First to pilot program the use of KNIME as an alternative way of automating the financial reports to mitigate risks by reducing the department's reliance on EUC (End User Computing) which defines as any Microsoft Office programs that contains formula, pivots, VBA Macros which poses a regulatory risks during Internal Audit. Show less

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:• 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: troubleshooting computer errors, reminding them to book done deals before the end of the day, helping guide them through the accounting entry adjustments, etc.• Generate reports, statistics, survey forms according to the request of the Department Head, Division Head, and High Net-Worth Institutions (HNWI). • Generate daily mark-to-market swaps and reconciliation report.• Update Foreign Exchange Currency in Metrobank website• Create VBA codes on Excel to speed up work process.• Generate reports, statistics, according to the request of the Department Head, Division Head, and High Net-Worth Institution (HNWI). Show less

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.

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

Bachelor Of Commerce - Bcom

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High School Diploma

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