Carlo Angelo Palanca
Subject Matter Expert
San Mateo
Summary
Reliable professional bringing 12 years of expertise in Data Management for Investment sector businesses. Cultivates rapport with individuals and business unit to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies.
Overview
14
14
years of professional experience
Work History
Subject Matter Expert
Manulife Data Services
04.2022 - Current
- Analyzed business problems, identifying root causes and developing robust solutions.
- Responsible for developing a roadmap for the business unit reporting strategy and providing business insights through in-depth and thorough data gathering, scrubbing transformation and analysis.
- The role assists in developing standardized reports, dashboards, and self-service access to critical information for individuals about the business unit Program.
Senior Data Management Analyst
Manulife Data Services
04.2019 - 04.2022
- Same job responsibilities with Data Management Analyst, but handles more complex inquiries.
- Conducted complex data management with SQL server.
Data Management and Pricing Analyst
Manulife Data Services
04.2014 - 04.2019
- Perform security set-up, data updates, modification, management and integration of data files.
- Running of operational and control Reports to support business and ensuring compliance data standard are met.
- Regular monitoring of prices from different sources and importing them to Accounting System.
- Raise inquiry to Bloomberg for any data clarification.
- Work on adhoc projects as assigned by the business unit.
Business Process Associate
Manulife Data Services
04.2012 - 04.2014
- Maintain accurate record of business transactions and document analysis.
- Reports to Team Leader and coordinates with business unit abroad for work assignments.
- Handle processing issues when the Team leeader is on leave.
Administrative Assistant
Staff Builders Asia Deployed To Citibank Savings
05.2010 - 04.2012
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Assisted coworkers and staff members with special tasks on daily basis.
- Completed forms, reports, logs, and records to quickly handle all documentation for Relationship Managers.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Education
Bachelor of Public Administration -
Eulogio "Amang" Rodriguez Institute of Sci & Tech
Nagtahan, Manila 05.2001 -
Skills
Innovative Mind - Always try to find more effective and efficient way to perform tasks
Bloomberg Expertise -BBG investigation skill including the ability to raise detailed inquiries to BBG Helpdesk
Problem-solving aptitude - Ability to resolve complex issues which might need technical skills and investigation of different system and applications
Techinical Skills - Expertise in MS applications with knowledge in VBA and SQL Currently doing self study on how to use Power Apps like Power BI
Timeline
Subject Matter Expert
Manulife Data Services
04.2022 - Current
Senior Data Management Analyst
Manulife Data Services
04.2019 - 04.2022
Data Management and Pricing Analyst
Manulife Data Services
04.2014 - 04.2019
Business Process Associate
Manulife Data Services
04.2012 - 04.2014
Administrative Assistant
Staff Builders Asia Deployed To Citibank Savings
05.2010 - 04.2012
Bachelor of Public Administration -
Eulogio "Amang" Rodriguez Institute of Sci & Tech
05.2001 -