Katherine Topacio Email & Phone Number

Philippines

• Guides the team towards delivering exceptional service within a customer-centric and continuously improving environment.
• Establishes Key Performance Indicators (KPIs) and meticulously evaluates performance against targets, adjusting strategies for enhanced effectiveness.
• Collaborates with Business and Innovation Teams to address business inquiries:o Assesses business needs and designs methodologies, presenting comprehensive project proposals to meet objectives.o Translates business.
• Conducts thorough data analysis, shares valuable insights, and offers recommendations for tactical business decisions.
• Scrutinizes all promotional campaign documentation before launch to ensure accuracy and compliance.
• Coordinates with the Data Engineering Team to address data quality and related concerns/issues efficiently.

• Spearheaded the team to deliver exceptional service, fostering a customer-centric environment and driving continuous improvement initiatives.
• Established Key Performance Indicators (KPIs), conducting regular performance evaluations against set targets, and adjusts strategies accordingly for optimized outcomes.
• Collaborated closely with the Products and Marketing teams, facilitating base generation for various bank promotions and campaigns.
• Developed comprehensive marketing and non-marketing calendars to ensure timely execution and monitoring of all activities.
• Partnered with Regional and Philippines Data Engineering and Infrastructure Teams to implement and automate base generation scripts.
• Conducted thorough campaign base sizing with waterfall analysis to anticipate drop-offs before each promo/campaign launch.

• Collaborated closely with Products and Marketing teams to facilitate base generation for various promotions and campaigns.
• Developed and maintain an inclusive marketing and non-marketing calendar to track schedules and ensure timely distribution of materials.
• Partnered with Regional and Philippines Data Engineering and Infrastructure Teams to implement and automate scripts for base generation.
• Conducted thorough campaign base sizing, utilizing waterfall analysis to anticipate base drop-offs before each promo/campaign launch.
• Performed detailed analysis on campaign performance and metrics throughout the duration of each campaign, providing comprehensive reports to stakeholders.
• Supported the end-to-end process of promo fulfillment, from eligible base generation to incentive crediting or distribution to end-users.

NCR - National Capital Region, Philippines

• Generated and developed MIS report architectures to monitor performance of the department using SAS or MS Office Applications.
• Conducted timely ad hoc studies or analysis through portfolio segmentation, trending, cost benefit, and other methods.
• Prepared presentation materials, regulatory reports, and other internal documentation as required, ensuring accuracy and compliance with standards.
• Provided support in project development, implementation, and monitoring, contributing valuable insights and expertise to ensure successful outcomes.

NCR - National Capital Region, Philippines

• Compiled and delivers weekly, monthly, and quarterly variance analysis reports on loan portfolio and loan releases, comparing performance against past benchmarks and current targets essential for Management Committee.
• Supported in the preparation of comprehensive annual financial, operating, and capital budgets, ensuring alignment with organizational goals and objectives.
• Validated budget availability for capital expenditures requested by units within the Retail Loans Group, ensuring alignment with financial constraints and organizational priorities.
• Conducted ad hoc functions, including collaborating with the Systems Unit to enhance financial modeling for greater efficiency and accuracy, contributing to overall operational effectiveness.

Pasay City, Philippines

Postgraduate Degree, Postgraduate Certificate On Leadership And Management

Bachelor Of Science (Bs), Business Administration Major In Management Accounting

Activities and Societies: 2014- Present Junior Confederation of Finance Associations- Philippines Member 2013- 2014 Youth For Christ AVP.

Education record