Floyd D. Cinco, Mm, Cwp, Cepp Email & Phone Number

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.• Answering client questions about financial plans and strategies and giving financial advice.• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.• Implementing financial plans or referring clients to professionals who can help them.• Managing and updating client portfolios.• Contacting clients regularly to discover changes in their financial status.• Building and maintaining your client base.

Philippines

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.• Answering client questions about financial plans and strategies and giving financial advice.• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.• Implementing financial plans or referring clients to professionals who can help them.• Managing and updating client portfolios.• Contacting clients regularly to discover changes in their financial status.• Building and maintaining your client base.

Tacloban City

Saint Bernard, Southern Leyte, Philippines 6616

(1) Prepares monthly financial statements such as Balance Sheet, Income Statement, Cash Flows, Financial Ratios, and Budgets for the management and other stakeholders - Full Set of Accounts; (2) Compiles, analyzes, and summarize financial information and post entries to books of accounts such as general and subsidiary ledger accounts on daily basis; (3) Compute taxes, prepare and file tax returns, ensuring compliance with payments and submission; (4) Analyze and records daily banking transactions in compliance with generally accepted accounting principles, company policies, and procedures; (5) Evaluates processes and procedures to determine compliance with standards and promote efficiency of business transactions; (6) Conduct monthly reconciliation of all bank's accounts to ensure their accuracy like bank deposits, loan receivables, savings deposits, time deposits, ATM savings, accounts payable, share capital, and others; (7) Maintain an orderly accounting filing system, chart of accounts, and electronic back-up files; (8) Prepares annual reports for the compliance of reports required by the government regulatory agency; (9) Assists the external auditors and prepare the required reports and documents for annual audit; (10) Prepares and process payroll and other employees' benefits; (11) Maintains accounting controls by preparing and recommending best practices, policies and procedures in compliance with existing laws; (12) ATM-In-Charge/Officer of 3 Units ATM machines, handling the reconciliation of ATM withdrawal transactions and replenishment, attending and resolve customer complaints, and troubleshoot basic software and technical ATM machine related problems; (13) Designated as Officer-In-Charge in the office anytime the Manager is on leave and unavailable; (14) Repair computers including hardware and software installation; (15) Performs other related duties and administrative support to management as requested.

Cor. Bonifacio & Magsaysay Sts., Baybay City, Leyte, Philippines 6521

(1) Prepares monthly financial statements such as Trial Balance, Balance Sheet, Income Statement, Cash Flows, Financial Ratios, and other summary reports for the management and other stakeholders - Full Set of Accounts; (2) Compiles, analyzes, and summarize financial information and post entries to books of accounts such as general and subsidiary ledger accounts on daily basis; (3) Compute taxes, prepare and file tax returns, ensuring compliance with payments and submission; (4) Analyze and records daily banking transactions in compliance with generally accepted accounting principles, company policies, and procedures; (5) Conduct monthly reconciliations of all bank's accounts to ensure their accuracy like bank deposits, loan receivables, savings deposits, time deposits, accounts payable, and others; (6) Maintain an orderly accounting filing system, chart of accounts, and electronic back-up files; (7) Prepares annual reports for the compliance of reports required by the government regulatory agency; (8) Assists the external auditors and prepare the required reports and documents for annual audit; (9) Prepares and process payroll and other employees'​ benefits; (10) Responsible in processing all kinds of branch loan products, insurances, maintaining and filing loan accounts records and other documents; (11) Custodian of Petty Cash Fund as well as its replenishment; (12) Supervise and assists Account Officers in dealing clients with hardcore delinquent accounts with regards to its collection and recovery; (13) Conducts orientation seminar to loan applicants and clients with bank's loan products and services; (14) Performs other related duties and administrative support to management as requested.

Master In Management, Management

Activities and Societies: Outreach - Yearly Tree Planting, Blood Letting with Philippine Red Cross

Bachelor Of Science In Accountancy, Accounting

Activities and Societies: Singing, Dancing, Table Tennis