Margaret Balingit Email & Phone Number

Muntinlupa, Ncr, Ph

Taguig, National Capital Region, Philippines

• Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and• Ensures timely and accurate completion of the work• Conducts performance management and career development processes, and staffing and disciplinary actions• Provides input and support to budget management process• Carries out complex activities with significant financial, client, and/or internal business impact• May have direct interaction with committees and/or Senior Management• Able to serve as a key subject matter expert and mentor to other more junior level employees• May manage daily operational activities and supervise day-to-day work of junior level employees • More technically sound in area of expertise and has broader knowledge of other areas• Delivers a work product that requires less revision• Able to facilitate discussions and reach decisions

Taguig, National Capital Region, Philippines

• Leads and mentors a team of 15 to 18 staff in providing accurate, reliable & timely financial data and/or quantitative financial market data• Responsible for the team's output• Ensures timeliness, accuracy and coverage of team production and compliance• Imparts technical and content training to the team• Identifies process and tool enhancement initiatives and liaise with technology team for development and implementation• Serves as escalation point for complex data-related queries and production and technical issues• Collaborate with QC/QA Analysts in streamlining quality feedback and optimize operational output• Identifies and recommends new sources to Content Operations group and works with Document Acquisition group for approval of new data source• Motivates the team and promotes team values of efficiency, productivity, quality and team work• Coordinates activities designed to train, develop and enhance team performance• Does administrative work in managing the team including attendance, discipline and performance management• Performs other duties from time to time that may be assigned by Management• Fully knowledgeable in all content sources used and data set covered• Should be able to update companies regularly during peak periods• Spot check/detailed reviews of companies updated by RA/SRA and provide qualitative feedback

Taguig, National Capital Region, Philippines

• Responsible for bridging the gap between operation and the business by collaborating with different stakeholders & providing recommendation to resolve the issues• Prepare report analysis by providing data dashboard to the stakeholders• Conducts monthly root cause analysis and action plan meeting with operations• Conducts weekly collaboration with the group Process Specialist to monitor all action item, suggest initiative to improve the overall process & to quickly response on their concerns• Work on reducing client based errors by strictly implementing quality initiatives• Generate & analyze monthly quality report• Ensure continuous tool & process improvement• Conducts market peak preparation & post peak analysis to help achieve the group objective• Provide support to operations for their tool & process inquiries• Conduct needed trouble shooting on software error

Taguig, National Capital Region, Philippines

• Act as subject matter expert with specialized knowledge of the content & process for Commercial, Misc Financial & Bank financial statement collection for US companies. • Subject matter expert with specialized knowledge on US GAAP policies • Handles express IPOs and client addition/IPO tracker companies • Prepares and conducts monthly report to higher management • Identify and implement process improvement initiatives for the team • Review and analyze quality audit reports, initiate root cause analysis and implement roll-out of modified workflow or corrective actions where necessary • Responsible for updating high priority companies with an expected accuracy rating of 100% • Is able to act as a mentor to other team member, guiding them on all aspects of data collection efficiencies • Closely monitors and assists newly qualified trainees within the group to help them reach prescribed accuracy levels within the expected time frame • Conducts team huddles and communicates new/change polices and other resolutions through individual/team coaching • Handles detailed check for high priority and new add companies for low performers and new hires • Subject matter expert within the team and assist Team Leaders when required

Taguig, National Capital Region, Philippines

• Analyses financial statement of different company profile (Commercial, Bank, Misc financial and IPO company) • Provides accurate & reliable data to internal & external client Support client on data queries• Ensures the integrity of the company's financial market information• Analyses company descriptive data like Business summary and other textual information • Involves reporting & maintenance of record of work done

Makati, Philippines

• Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs • Provides one-on-one service to clients to understand assets, expenses and long-term/short-term investment goals to devise personalized financial plan