General Virtual Assistant | Analyst MI
Metro Manila, Makati, Philippines
With over ten years of experience including financial controls such as pricing, document, billing and process controls and operational excellence, I bring both technical expertise and a proven track record of delivering results in high-stakes environments. In my current role as Analyst MI and Ops Support at Shell Trading and Supply Compliance, I design and maintain Power BI dashboards, automate reporting templates, and collaborate with stakeholders to strengthen compliance frameworks. My previous experience as a Controls and Billing Analyst allowed me to lead projects that improved invoice accuracy, enhanced reporting efficiency, and supported successful internal and external audits. These achievements have been recognized with multiple awards for operational excellence and project delivery. I am particularly passionate about leveraging technology to drive efficiency. My expertise in Data analysis, Data Modelling, Power BI, Power Automate, and VBA has enabled me to create automated solutions that reduce manual work and improve accuracy. Combined with my Lean Six Sigma Green Belt certification, I bring a continuous improvement mindset that aligns well with organizations seeking operational insights and sustainable growth.
Shell Shared Services – Manila, full_time
Nov 2025 to Present
• Liaising across Compliance and other functions, including Lines of Business, Business Integration Assurance Managers, Operational Risk and SECO, to ensure adequate and timely submission of required information or data. • SQL Data extraction in Goldtier KYC tool and analysis to identify key trends & issues. • Working closely with Compliance and the business to identify MI needs and areas for improvement. • Supporting the development of existing and new Key Performance Indicators (KPIs), Key Risk Indicators (KRIs) and MI across all areas of the Compliance Framework. • Supports the identification, tracking and management of issues and works with stakeholders to resolve problems and continuously improve processes and controls. • Supports problem solving, delivery and execution of a plan by gathering relevant information, identifying the critical issues and communicating results. • Development and maintenance of Power BI Dashboards in all Line of Business supported. • Development and maintenance of team procedures and processes (SOPs). • Developed macro and automated functions using VBA, Power App and Power Automate in all reporting templates to lessen manual processing.
Shell Shared Services – Manila, full_time
Oct 2023 to Oct 2025
• Performs financial crime, AML and sanction screening process to counterparties and related parties. • High level KYC, due diligence level and process, PEP, AML, and financial crime knowledge. • Performed enhanced and ongoing monitoring screening processes. • Captures material financial crime adverse news to assess and relay to CDD/EDD team. • Provides conclusions upon screening if the counterparty will be included in Enhance Monitoring. • Act as deputy for Screening Team Manager if not around including delegation of tasks to the team and provide approval to any screening completion. • Introduced new and effective ways of working on screening using data in both Goldtier and World-Check one to lessen the screening time. • Created and updated work instructions, process map, check lists to standardized work process. • Created and design automated productivity tracker with business intelligence ready for easy reporting. • Maintaining and upgrading MS Sharepoint repository for effective repository management. • Preparing dashboards and present or report KPI and KRI to leadership team. • Spearheading and designing the Screening request form and process application project (Powered by Power APP, Power Automate and Power BI). • Member of Learning and Development Continuous Improvement core group in Shell Trading and Supply community and as a continuous improvement coach.
Shell Shared Services – Manila, full_time
Jan 2019 to Sep 2023
• Performs risk management by running all Business, Process and Financial Controls including stock and billing controls or internal audit (LOD 1) reports on Customer operations (SOX procedure). • Monitor financial controls in pricing, contracts and credit notes uploads to ensure controls are aligned and to address risk. • Working with external and internal auditors during audit testings. Performing walkthroughs and provide controls samples and sharing thoughts for improvements. • Worked with design and deploy managers to streamline and improve processes and projects by drafting/editing process maps/flows, creating work-instructions and control SOP • Performs Billing control reports and making sure that all billing batch jobs are running. • Prepared monthly global billing KPI/Invoice accuracy reports, dashboards and presentation. • Spearheaded the improvement of International Aviation invoice accuracy from 85% to 95%. • Creating and maintaining Invoice Batch Job in GSAP making sure it is working in timely manner. • Led every controls engagements and refresher sessions to multiple customer operations team resulting to 100% non-right first time score. • Led the streamlining project of invoice bounce email issue occurred in Canada operations last 2021 resulting into zero bounce email received. • Spearheaded the development of the Aviation Invoice accuracy Power BI tool for more monitoring efficiency and for reporting. • Sole focal of MSDS control and led the cleanup MSDS errors. • Controls Team Subject Matter Expert and GSAP super user.
Holcim, full_time
Aug 2017 to Dec 2018
• Received calls and emails from customers and account managers for orders and enter it into the SAP system and scheduled it for delivery. • Optimized inventory management to meet delivery target. • Led the project on creating new and updated fleet management and withdrawal report. • Led the unused clean-up project to clear and balance the discrepancies of customer’s credit line. • Project Member Holcim Customer Portal Workshop/Project successfully live Jan. of 2018.
Thomson Reuters manila, full_time
Aug 2014 to May 2016
• Received and processing in-house and external request and cases via Reuters Messenger, Outlook, Siebel and Salesforce CRM. • Created and modified access (username password) of different kinds of Thomson Reuters products and maintained the information and subscriptions and data upon request. • Provided weekly, monthly and quarterly reports to our team manager for productivity and quality check and making presentation of product updates. • Awarded as Champion for 2015 Q1, Q2 and Q3 on productivity and quality.