Financial Data Analyst | Research Analytics | FMVA Certified
Rizal
Hi! I have nearly 7 years of experience in financial research, data analysis, and investment research support, having worked with companies like FactSet and Fiscal.ai. My experience includes researching and validating data, analyzing financial reports, maintaining data accuracy, and turning complex information into reliable insights. I also have experience using AI tools to improve data extraction and validation workflows. Additionally, I completed the FMVA certification program through CFI, strengthening my skills in financial modeling, forecasting, valuation, and financial analysis. I’m looking to apply my research and analytical skills to a Data and Analytics role where I can contribute to data quality, meaningful insights, and data-driven decision-making.
Fiscal.ai, contract
Sep 2025 to Mar 2026
- Designed and institutionalized the IPO Handling Manual, establishing global IPO sourcing, qualification, and review standards while implementing LLM logic for SPACs, substantiality rules, consolidated versus standalone financial statements, quarterly/YTD reporting, and multi-entity disclosures. - Collaborated daily with engineering and product teams to resolve LLM detection issues across SEC filings, annual reports, prospectuses, and regulatory disclosures while mentoring analysts on quality assurance standards.
Fiscal.ai, contract
Nov 2024 to Sep 2025
- Analyzed and validated structured financial datasets for global public companies in compliance with US GAAP, IFRS, and local accounting standards. - Achieved one of the fastest promotions to full operational autonomy and became a founding member of the ATLAS As Reported team due to exceptional quality, speed, and analytical performance. - Spearheaded final-quality reviews of AI-assisted financial statement extraction across global public company filings, SEC filings, earnings releases, annual reports, and regulatory disclosures, ensuring accuracy in EPS/WASO, stock splits, and total shares outstanding.
Willis Towers Watson, full_time
Mar 2023 to Sep 2024
- Managed institutional investment reporting projects involving DART reports, trade analysis, and other post-analysis investment reporting for global pension and investment clients. - Coordinated offshore stakeholders and investment analysts to ensure timely delivery of high-quality portfolio and benchmark reporting outputs with zero missed deadlines. - Implemented quality control and project tracking processes that improved reporting transparency, strengthened analytical accuracy, and achieved a 93.75% client satisfaction rate.
Willis Towers Watson, full_time
Aug 2022 to Sep 2024
- Produced institutional investment reports covering portfolio performance, benchmark analysis, trade analysis, MSCI ESG reporting, and model portfolio analysis for pension and investment clients. - Coordinated with custodians, fund managers, and internal stakeholders to validate investment data and ensure accuracy across client reporting deliverables. - Supported portfolio monitoring and investment reporting workflows using in-house analytical systems, Excel, and PowerPoint while performing detailed quality reviews of analytical outputs.
Factset Philippines, Inc., full_time
Oct 2021 to Jul 2022
- Supervised and mentored Research Analysts while conducting final reviews of financial datasets and KPI outputs prior to QA audit across global Metals & Mining and REIT companies. - Spearheaded workload allocation, analyst training, and process guidance for junior team members, strengthening team productivity, analytical accuracy, and operational efficiency. - Reviewed earnings releases, annual reports, and regulatory filings to ensure financial data accuracy while consistently earning recognition for quality, production, and analytical performance.
Factset Philippines, Inc., full_time
Jul 2019 to Sep 2021
- Collected, analyzed, and processed structured financial and operational KPI datasets for global Metals & Mining and REIT companies using financial statements and regulatory filings. - Reviewed earnings releases, annual reports, and regulatory filings to ensure accuracy and consistency across financial datasets and investment research platforms. - Maintained standardized investment datasets supporting company comparison, investment research, and financial analysis workflows while consistently recognized as a top-performing analyst for productivity and analytical accuracy.