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Network Power<100 people
Roles
✨66%
Business Owner
🔥33%
Startup Founder
💸33%
Marketing
Geos
🇵🇭66%
Philippines
Work Background
STARTEKPricing Manager
Apr. 2020 - May. 2021Makati, National Capital Region, Philippines• Ensure integrity and accuracy cost as well as related financial information.
• Work with Pre-Sales, Solutions Architects, Work Force Management, HR and IT team to provide Pricing scenarios based on RFP of the clients
• Assist pricing negotiations of customers’ proposals.
• Maintain and update regularly pricing history database.
• Lead and direct pricing strategy formulation as well as ensure to take pricing actions to enhance profitability.
• Stimulate market-based segmentation to collaborate Product Managers as well as Sales Organization.
• Perform financial evaluation to assess pricing actions effectiveness.
• Define new business procedures, evaluate resource requirements and stimulate implementation or maintenance of pricing system.
• Manage total pricing procedure, enhance processes to make most of efficiencies and ensure timely response to market conditions.
• Manage and supervise pricing analysts to support activities inclusive of new price generation and discrepancy resolution etc.
• Perform partnering with, purchasing buyers, product managers and sales organization to assure integrated plus profit maximizing approach to market.
• Analyze financial impact of price approach in view of overall history as well as profitability of customer.
Allianz PNB LifeLicensed Insurance Agent
Jul. 2019Region V - Bicol, Philippines• Portfolio Management - Generating an investment policy statement, outlining our clients’ investment objectives. - Constructing successful investment portfolios informed by market conditions and economic trends. - Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective. - Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions. - Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. - Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. - Prospecting for new clients. - Staying up to date with relevant investment and trading news, and economic trends.. • Client Relations Management - 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.
SutherlandBusiness Finance Manager
Nov. 2018 - Mar. 2020North America Region / Global Remote Engagement SolutionsKey Roles:
• Financial Modeling and Analysis: Successfully performs regular financial analyses of portfolio accounts, reviewing profit and loss statements, generating forecasts, and tracking events of material significance to their creditworthiness. Spearheaded the creation of an auto-adjusting Excel model that regularly predicted key metrics for analysis to arrive for a better business decision and was adopted across the Philippines and North America sites.
• Tracking KPIs / Management Reporting: Works closely with Organizational Excellence and BI Functional team in providing analyses based on KPIs published in OBIEE platform and leads the weekly, monthly, quarterly, and annual financial meeting to discuss drivers of any gap from budgeted revenue and contribution margin and reporting to senior to top level management. • Pricing: Understands business processes and pricing framework to be able to create pricing models; Partners with Transition/ Sales core team to create pricing based on defined scope and assumptions; Assists in developing models to present the financial impact of proposed pricing and staffing models; and Performs Pricing interlock to evaluate accuracy of pricing model/assumptions to actual performance and identify areas of improvement.
• Revenue, Cost, & Risks Management: Monitors regularly the daily revenue report published by Finance Reporting team and ensures that trend is aligned in Latest Estimate. Ensures Service Delivery team informs all stakeholders of any drop or increase in revenue either from Client Services or Clients themselves and then led cross-functional efforts to mitigate any potential risk.
• Process & Strategic Management: Review and drive improvements in policies, practices, and procedures on an ongoing basis with the view to creating environment of constant improvement. Build up and maintain a sound knowledge of industry practices and procedures and examine the value to the current internal environment.
SutherlandBusiness Controller
Jun. 2015 - Oct. 2018North America Work at Home OperationsKey Roles:
• Financial Modeling and Analysis: Successfully performs regular financial analyses of portfolio accounts, reviewing profit and loss statements, generating forecasts, and tracking events of material significance to their creditworthiness. Spearheaded the creation of an auto-adjusting Excel model that regularly predicted key metrics for analysis to arrive for a better business decision and was adopted across the Philippines and North America sites.
• Tracking KPIs / Management Reporting: Works closely with Organizational Excellence and BI Functional team in providing analyses based on KPIs published in OBIEE platform and leads the weekly, monthly, quarterly, and annual financial meeting to discuss drivers of any gap from budgeted revenue and contribution margin and reporting to senior to top level management. • Pricing: Understands business processes and pricing framework to be able to create pricing models; Partners with Transition/ Sales core team to create pricing based on defined scope and assumptions; Assists in developing models to present the financial impact of proposed pricing and staffing models; and Performs Pricing interlock to evaluate accuracy of pricing model/assumptions to actual performance and identify areas of improvement.
• Revenue, Cost, & Risks Management: Monitors regularly the daily revenue report published by Finance Reporting team and ensures that trend is aligned in Latest Estimate. Ensures Service Delivery team informs all stakeholders of any drop or increase in revenue either from Client Services or Clients themselves and then led cross-functional efforts to mitigate any potential risk.
• Process & Strategic Management: Review and drive improvements in policies, practices, and procedures on an ongoing basis with the view to creating environment of constant improvement. Build up and maintain a sound knowledge of industry practices and procedures and examine the value to the current internal environment.
Sutherland Global ServicesWFM Expert - Reporting & Analysis
Jul. 2014 - May. 2015Cam Sur, PhilippinesKey Roles: • Tracking KPIs / Management Reporting: Developed automated excel dashboard to showcase Key Performance Indicators on a daily, weekly, monthly, and quarterly basis. Prepared business review decks and Invoice to mid-level managers and ensure accuracy of reports in a timely manner. • Ad Hoc Analysis: Facilitated critical Client’s request in relation to identifying top customer’s complaints in relations to their products and services. Assisted other WFM department such as capacity planning and scheduling team in providing details necessary to finalize schedule for front line consultants.
• Client and Service Delivery Engagement: Collaborated with Clients based on their reporting and analysis requirements to ensure they continue to become a promoter for Sutherland. Supported Service Delivery team by providing performance analysis thus helping them implement measures to meet all KPIs.
Sutherland Global ServicesWFM Sr. Specialist - Reporting and Analysis
Oct. 2012 - Jun. 2014Camarines Sur, PhilippinesPrepare Invoice to clients monthly; Provide Performance Scores to Consultants; Maintain and Manage Database; Provide Analysis on the Performance of the Program and the Consultants; Provide actual Headcount for Forecasting and Scheduling; Request Creation and Deactivation of Avaya Log Ins; Request Deactivation for Attrited Employees; Engage in direct contact to Clients.
Sutherland Global ServicesWFM Sr. Specialist - Real Time Analysis
Jan. 2009 - Oct. 2012Camarines Sur, PhilippinesSenior member of Call Center Operations Desk (CCOD), directly engaged in handling Retail and Technology verticals with more than 700 FTE. Led real time monitoring for critical metrics like Service level, Absenteeism/Shrinkage, AHT, Occupancy, Service Time, Utilization, and Attrition. Key Roles:
• Workforce Management: Implemented Anticipated Performance Report based from recommendation from Resource Planning team for real time monitoring. Validated root cause of business outages resulting to abandoned calls and failed Service Level.
• Tracking KPIs / Management Reporting: Developed basic macro reporting to capture real time queue directly linked to Avaya platform. Facilitated intraday reporting on day-to-day operations. Provided root cause analysis in situation where the program failed to meet the contractually agreed Service level targets.
• Ad Hoc Analysis: Facilitated critical Client’s request in relation to identifying top customer’s complaints in relations to their products and services. Assisted other WFM department such as capacity planning and scheduling team in providing details necessary to finalize schedule for front line consultants.
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