Strategic Project-based Business Analyst at AIA
Hong Kong
Strategic Project-based Business Analyst at AIA
Hong Kong
A skilled and hard-working professional with wide financial analysis background and project management experience in planning and implementing top-level initiatives, primarily within the insurance/financial services sector. With a track record of successful trouble-shooting of business problems, using deep technical appreciation to achieve results. Quick to learn, welcomes new challenges and enjoys navigating all aspects of complex projects. Very knowledgeable in using MS Office applications especially Excel and Project.
FINANCIAL ANALYSIS • STRATEGY • ORGANIZATION DEVELOPMENT
(Financial Services industry)
August 2009 — Present (5 months)
Currently based in Hong Kong; part of the Regional Finance Group managing special projects on capital restructuring, financial modelling and business analysis.
(Public Company; AIG; Financial Services industry)
June 2006 — Present (3 years 7 months)
• Analyzed on a regular basis the company’s financials and strategic plans, industry and macroeconomic performance for Philam senior management.
• Handled special projects including agency compensation programs, business compliance guidelines, cross-selling, system development, sales work management system and integration.
• Helped the President and CEO provide overall direction through managing relationships as a liaison officer between different departments of and outside of PPI.
• Part of the then-divestment team to transition Philam Plans to the new group of investors.
(Public Company; 10,001 or more employees; AIG; Insurance industry)
May 2004 — May 2005 (1 year 1 month)
• Developed an ad campaign and other marketing/training tools for three Life products including AIG Money Tree, the company’s first Variable Universal Life (VUL) product.
• Advised senior management on the feasibility of developing a Long-Term Care (LTC) product.
• Did a marketing intelligence study for Accident & Health (A&H) profit center and compared products from over forty financial institutions in the Philippines.
• Made a cost-benefit analysis and presented options to Senior Management on outsourcing system development for emerging profit centers.
• Initiated One Philam Branch Organization Division (BOD), a project that rationalized the branch networks of the Philamlife. Helped develop a model to efficiently compute financial savings/losses if a branch is retained or closed. Recommendations were used by Senior Management as preliminary study for one BOD.
(Privately Held; 201-500 employees; Human Resources industry)
October 2004 — April 2005 (7 months)
Monitored current staffing levels and managed relations with employer accounts. Updated top management on concerns and status of clients.
Master of Science , Industrial/Organizational Psychology , 2009 — 2011 (expected)
Bachelor of Science , Psychology , 2001 — 2004
• Honorable Mention, College of Liberal Arts
• Consistent Jose Rizal Honor Club member (dean’s list), College of Liberal Arts
• Gawad Mag-aaral Para Sa Serbisyo (Community Development /Service Award), Center of Social Concern and Action (COSCA)
management training, new technology, investing, mountain climbing, volunteer work
Life Office Management Association (LOMA) Fellow with Honors, LOMA Associate with Honors in Customer Service