Results-driven professional with extensive experience in financial data operations, investment document management, and team leadership, specializing in Limited Partnership (LP) Fund Agreements and Company Key Performance Indicators (KPIs). Proven ability to develop and implement efficient processes for data integrity, financial documentation, and reporting, driving operational excellence and supporting strategic financial decision-making. Passionate about fostering high-performing teams and delivering impactful learning solutions in dynamic environments.
Head of Training (Training Manager)
Aumni - A JPMorgan Company
May 2024 - Feb 2025
Cebu City, 6000, PH
Led the comprehensive design, implementation, and evaluation of training programs to enhance employee performance and ensure compliance with company goals and industry standards.
Data Operations Trainer
Aumni - A JPMorgan Company
Oct 2023 - Apr 2024
Cebu City, 6000, PH
Facilitated comprehensive onboarding and continuous learning programs, developing instructional materials and providing coaching to enhance team performance.
Associate Data Operations Manager
Aumni - A JPMorgan Company
Jan 2023 - Sep 2023
Baguio City, 2600, PH
Supervised daily data operations within the Limited Partnership department, optimizing workflow efficiency and coordinating cross-functional teams to achieve critical operational objectives.
Data Operations Prefect
Aumni - A JPMorgan Company
Aug 2022 - Dec 2022
Baguio City, 2600, PH
Led a team of specialists in processing investment and fund agreements, maintaining data integrity and providing insights for process improvement.
Data Operations Specialist
Aumni - A JPMorgan Company
Sep 2021 - Jul 2022
Baguio City, 2600, PH
Handled data processing of investment and fund agreements in venture capital markets, ensuring accuracy and compliance in all documentation.
Financial Management
Saint Louis University
Jan 2014 - Dec 2019
Baguio City, 2600, PH
Courses
Financial Literacy Modules
Unknown
Oct 2018
Career Development in Finance and Investments
Unknown
Oct 2018
Louisian Entrepinoy: Bidaka!
Unknown
Apr 2015
ABC's Stock Exchange
Unknown
Mar 2015
Force Multiplier Award
Aumni - A JPMorgan Company
Jul 2024
Recognized for significantly amplifying team productivity and impact.
Polaris Star Award
Aumni
Dec 2022
Awarded for exceptional leadership and guidance, acting as a force multiplier for team success.
Rookie of the Year
Aumni
Dec 2021
Acknowledged as the top-performing new employee within the first year of employment.
English
Training & Development
Leadership & Management
Analytical & Communication
Software & Tools
Data Operations & Financial Management
Available upon request
References available upon request.