Princess Gerez
Toronto,ON
Summary
Experienced Financial Reporting Analyst with a focus on achieving CPA designation. Proficient in financial analysis, reporting, and regulatory compliance. Utilizes financial software tools to generate accurate reports and analyze data. Demonstrates strong analytical abilities, sound judgment skills, and efficient multitasking. Previous roles led to enhanced financial transparency and efficiency by implementing optimized reporting processes.
Overview
8
8
years of professional experience
Work History
Financial Reporting Analyst
International Financial Data Services
Toronto , Ontario
04.2022 - Current
- Review and analyze monthly financial results of the company and highlight the main drivers for budget and forecast variances.
- Perform budget and forecast variance analysis, and prepare monthly financial dashboard for business group owners.
- Communicate and present findings of financial results to the senior finance leadership team.
- Create and develop reports using the financial planning tools to analyze the financial results of each business group.
- Prepares financial outlook reports for each business group.
- Prepares financial analysis to support development of annual operating expenses budget of the company.
- Assist in the development of financial policies for process improvement.
- Developed processes to improve accuracy of financial reporting.
- Reviewed accounting entries for completeness and accuracy.
- Implemented new procedures for improved efficiency in the monthly close process.
- Identified opportunities for improvement in existing finance systems and procedures.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Determined and tracked budget expenses with accuracy and transparency.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Maintained strong pipeline of corporate clients by collaborating closely with partners.
- Guided stakeholder strategies with financial advice.
Financial Reporting Analyst - Assistant Manager
Citibank NA
Taguig , Philippines
01.2017 - 04.2021
- Support the analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.). Based on requirements such as US GAAP, US Regulatory, and local statutory reporting.
- Assist with closing the books and sub-ledgers, including passing appropriate required adjustment entries, and consolidating financials at the end of each accounting period.
- Facilitate the implementation of procedures, the development of analyses, and reports.
- Deliver routine and defined outputs.
- Escalate problems or issues related to transactions, processes, reports, or procedures.
- Integrate established disciplinary knowledge within own specialty area with a basic understanding of related industry practices.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations. Adhere to policy, apply sound ethical judgment regarding personal behavior, conduct, and business practices, and escalate, manage, and report control issues with transparency.
Education
Post-Baccaleurate Diploma - International Business Management
St. Lawrence College
Kingston12-2021
Bachelor of Science - Accounting
Technological Institute of The Philippines
Manila04-2014
Skills
- Citi In-house Financial & Accounting Software
- Sage 50 Accounting Software
- Workday Adaptive Planning Software
- Variance Analysis
- Audit Support
- Data Interpretation
- Advanced Excel
- Financial Planning
- Accounting Principles
- Stakeholder Communication
- Expense analysis
- Comparative analysis
- Business Forecasting
- Financial Modeling
- Trends Analysis
- Budget coordination
- Problem-solving abilities
- Chart and Graph Preparation
- Financial Analysis
- Excellent Communication
Accomplishments
- Employee Spot Award on a monthly basis 2023-2024
- Citi Gratitude Silver Awardee Aug 2020
- Citi Gratitude Silver Awardee Sep 2018
- Citi Employee of the Month Feb 2018
- Vice President's Lister 2010
Timeline
Financial Reporting Analyst
International Financial Data Services
04.2022 - Current
Financial Reporting Analyst - Assistant Manager
Citibank NA
01.2017 - 04.2021
Post-Baccaleurate Diploma - International Business Management
St. Lawrence College
Bachelor of Science - Accounting
Technological Institute of The Philippines
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