Curriculum Vitae Financial Analyst in Philippines Manila – Free Word Template Download with AI

Name: Maria L. Dela Cruz

Email: [email protected]

Phone: +63 912 345 6789

Location: Manila, Philippines

Senior Financial Analyst

ABC Corporation, Manila, Philippines | January 2021 – Present

• Developed and maintained financial models to forecast revenue streams and evaluate investment opportunities for cross-departmental projects in the Philippines.
• Conducted in-depth analysis of financial statements, identifying cost-saving opportunities that reduced operational expenses by 15% annually.
• Collaborated with the accounting team to ensure compliance with local tax regulations and reporting standards in Manila, enhancing transparency for stakeholders.
• Prepared monthly and quarterly financial reports for management, supporting strategic decisions tailored to the Philippine market's unique challenges.
• Provided training to junior analysts on advanced Excel techniques and data visualization tools relevant to financial analysis in the Philippines Manila context.

Financial Analyst

XYZ Solutions, Manila, Philippines | June 2017 – December 2020

• Managed budgeting and forecasting for three major clients in the manufacturing sector, ensuring alignment with Philippine economic trends.
• Implemented a financial dashboard using Power BI to improve real-time data accessibility for executives, enhancing decision-making efficiency in Manila.
• Conducted risk assessments for capital projects, recommending strategies that minimized financial exposure while maximizing returns for the company.
• Supported the procurement team in evaluating vendor contracts, resulting in a 10% reduction in supply chain costs within the Philippines.
• Contributed to a comprehensive financial audit process, ensuring compliance with local regulations and improving internal controls.

Junior Financial Analyst

DEF International, Manila, Philippines | July 2015 – May 2017

• Assisted in the preparation of annual budgets and variance analysis for international operations based in the Philippines.
• Monitored cash flow trends and provided recommendations to optimize working capital management for clients in the retail sector.
• Collaborated with external auditors during year-end financial reporting, ensuring accuracy and adherence to Philippine accounting standards (PAS).
• Supported the development of financial proposals for government contracts, highlighting cost-benefit analyses tailored to Manila's economic landscape.

Bachelor of Science in Economics

University of the Philippines, Manila, Philippines | Graduated 2015

• Relevant coursework: Financial Management, Econometrics, and Public Finance.
• Recipient of the Dean’s List Award for academic excellence in Economics.

Certificate in Financial Analysis

Philippine Institute of Accountants (PIA), Manila | 2018

• Financial Modeling & Analysis
• Microsoft Excel (Advanced Formulas, VBA, Data Analysis)
• Power BI & Tableau for Data Visualization
• QuickBooks & SAP Financial Systems
• Cash Flow Forecasting and Risk Assessment
• Fundamental Understanding of Philippine Tax Laws and Regulations

Chartered Financial Analyst (CFA) Level III Candidate

CFA Institute | 2021 – Present

Certified Public Accountant (CPA)

Professional Regulation Commission, Philippines | 2019

• English (Fluent)
• Filipino (Native Speaker)

Professional Affiliations:

• Member, Philippine Institute of Accountants (PIA)
• Member, Manila Financial Analyst Association

Volunteer Work:

• Taught financial literacy workshops for small business owners in Manila, Philippines.
• Supported non-profit organizations in developing budgeting strategies to maximize resource utilization.

Interests: Researching Philippine economic policies, attending financial seminars in Manila, and exploring investment opportunities within the Southeast Asian market.