Kevin William Laguerta
Las Piñas City, Metro Manila, Philippines 1747
Mobile Phone: -
Email Address:-
PROFILE
Results-driven analyst with track record of success in a global bank and insurance company. Subject expert with portfolio analysis, credit review, and receivable processes. Experienced in process migration and documentation procedures. Fast-learner who demonstrated business acumen with solid performance, process improvements and production quality.
EXPERIENCES
Senior Portfolio Analysts
JPMorgan Chase & Co. – Philippine Global Service Center
July – present
Job Description:
Prepare and deliver portfolio analyses to Financial Advisors and clients
Perform valuations of Financial statements and Net Asset Value (NAV)
Maintains accurate accounting and securities records
Ensures all prescribed controls are adhered for each accounting processes (e.g. position reconciliation, asset pricing, security trading, income & expense processing etc.).
Problem-solving investigation & resolution where accounting or securities transactions breach the validation tolerances of the JP Morgan Exception Management System (EMS).
Timeliness of NAV production, accounting validation and management escalation, in the event of issues, is essential to the success of the individual’s and team’s performance.
Analyses of fund performance to ensure final valuations are accurate
Credit Senior Analysts II
JPMorgan Chase & Co. – Philippine Global Service Center
September 2015 – June 2017
Highlights:
Generated excel tool that will automatically consolidate financial statements of borrowers and guarantors.
Created a macro-generated excel file that was used by the whole department in generating performance reports of analysts.
Job Description:
Analyze different financial statements, spread using RiskAnalyst and prepare risk calculations to be used for underwriting processes.
Review Loan Agreements and setup requirements needed for document tracking and covenant testing.
Identifies and communicates issues regarding financial statements, and other source documents;
Provide loan application set-up support in APSTAR.
Identify / report early warning signs and “out of compliance” events in Loan Agreement.
Business Process Specialists
AIG Shared Services Philippines
Account: Ireland Collections
Promoted last July 2014 – August 2015
Highlights:
Independently sent to Dublin, Ireland for a new process migration and documentation..
Provided reporting tools, migration documents (SLA, BCP, TAT, etc.) which was considered out of scope of job description.
Established a baseline in which Quality and Timeliness are agreed based on Service Level Agreement.
Job Description:
A higher analyst post which focus more on reconciliations and analytic reports.
Provides training and assess progression of new hires.
Consolidate queries of the team and communicate well to Process owners
Converse and interact with the external clients to clarify requests received
Serve as first level escalation for process questions and clarification while providing quality review of work
Certified to train (team members) on new and existing work types/processes
Administrative tasks such as but not limited to production reports, scorecards, attendance updates ad-hoc reports, etc.
Fulfills multiple tasks which contribute to effective operations management and sustainment. These tasks may be Quality Review, Training, Coaching, Reporting, Escalation, etc.
Receipting and Allocation of payments received through checks and wired transfers.
Reconciliation of outstanding premiums for billing purposes
Query handling to identify difference in payment and outstanding balances.
Engagements:
Finance & Accounting Department Activity Head – leads 20-30 employees in promoting and sustaining a work-life balance throughout the department.
Company-wide Sportsfest Organizer
Department rewards and recognitions organizer.
Business Process Associate
AIG Shared Services Philippines
Account: Nordic Collections
October 2013 – July 2014
Job Description:
Cash Handling – includes proper identification and/or clarification of cash loaded into SAP from banking system.
Cash Allocation – reconciliation between received payments and premiums, allocation and posting to SAP. It also includes Partial Clearing and Write Offs Handling.
Query Handling – conduct proper investigation to find out the root cause of each open cash item.
Communicates via email with various Account Handlers situated in Nordic countries. Handles call with Process Owners.
Prepares and submit Reports to management.
Certifications:
Certified Bookkeeper
Issuing Organization: National Institute of Accounting Technicians (http://niat.edu.ph/)
Civil Service Eligible
Issuing Organization: Civil Service Commission (http://www.csc.gov.ph/)
EDUCATIONAL ATTAINMENT:
TertiaryBachelor of Science in AccountancyDr. Filemon C. Aguilar Memorial College of Las Piñas
2008 - 2013
REFERENCES:
Reymar Briosos
Associate Manager
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Marianne Eloisa Mercado
Associate Manager
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