Research, data analysis, contracts, customer support, shared services

Helps students in Spanish public schools to improve their oral proficiency in the English language.
Participates in the program's objective of improving the quality of foreign language education.
Helps promote the students' understanding of both language and culture of the foreign country.
Supports the teaching of English under the supervision and guidance of a classroom teacher at public schools.

Processed, reviewed, and approved requests for Feedback Agreement (FBA), a legal framework required to ensure legally safe customer interactions during the development process initiated by SAP Development/Product Management.
Enabled the development teams to discuss planned functionality with customers and partners by facilitating the creation of the Feedback Agreement to be sent to customers.
Liaised with requestors and SAP Legal with regard to topic restrictions to be incorporated in the Feedback Agreement.
Organized the signing process of the Feedback Agreement.
Monitored and updates contract status on the Contract Management System.
Performed weekly check of expired feedback contracts.
Handled the bulk processing of the Feedback Agreement during the Customer Engagement Initiative’s (CEI) cycle of customer acquisition.
Led the migration of the Feedback Agreement (FBA) process from the CEI & CrossServices in Walldorf, Germany to the Shared Services Contracting (SSC) in Manila.

INVOICE
Performed 3-way PO matching invoices: analyse and resolve invoice discrepancies in accordance to the standard process.
Reviewed all invoices, staff claims, and travel advances for appropriate documentation (i.e. Staff claim forms) and approval prior to payment.
Entered invoices to the system within 24 hours of receipt in the mailbox and SharePoint with allowance for posts in old SLAs.
PAYMENTS
Ran and processed payment of validated invoices and uploads Preliminary and Final Pay registers within the agreed timeline.
Reviewed the validity and completeness of supporting documentations of invoices, staff claims, and travel advances prior to creating payment batches for a particular FCO Post.
Processed payment instructions through internet banking.
Processed, transmitted, and ran transactions for excess funds to UK and other interaccount transfers.
Received and examined salary bank upload files for assigned posts.
Processed debit memos and coordinated with AR to invoice or re-invoice for any adjustments related to staff debtors and supplier’s refunds.
SUPPLIER MAINTENANCE & PURCHASE ORDER
Received, examined and processed requisitions; ensured that all requisitions are made in compliance with the FCO’s procurement policy.
Created, upgraded, and approved Purchase Order (PO) within agreed timelines based on the data obtained from a raised requisition.
Conferred with requisitioners from different Posts to determine purchasing needs and specifications.
Set up, maintained, and amended Purchasing Suppliers on Prism and banking platforms.

Held a central role in the production team of CallStreet, a group that provides an event calendar of upcoming corporate events and transcripts of companies’ publicly held financial conference calls.
Was responsible for scheduling and coordinating CallStreet's transcript production: transcription, editing, and publishing.
Managed daily production to achieve timeliness goals and quality standards.
Communicated and coordinated with external vendors, transcribers, editors, and publishers in various regions.
Coordinated with CallStreet Manila and Hyderabad internal editing and publishing teams to help keep them on track in meeting production targets.
Provided support to editors and publishers with regard to schedule, pay, training, and performance.
Processed data for populating the CallStreet calendar.
Proofread Earnings Call, Shareholding/Analyst Meeting, Sales Results, Mergers & Acquisitions, and Conferences transcripts.
Handled client queries, requests, and data integrity issues.

EXTERNAL REFERRALS & COMMISSIONS
Maintained the smooth flow of commission of UK web brokers and commercial agents.
- Handled commission claims and queries.
- Processed new sale, renewal, expansion, and retention commissions.
- Processed commission claims.
- Analysed the types of conditions that apply to referral parties.
Ensured all queries and payments are processed accurately on a timely manner.
- Communicated and coordinated with the UK Channel Director with regard to webbrokers' and commercial agents' commission percentage.
Processed automated, semi-automated and manual adjustments daily.
Worked closely with Sales, Finance, IT, Logistics, and other areas to ensure accuracy.
Tested and monitored all calculations of commissions.
Researched and responded to Sales, Financial Reporting, and Financial Planning department enquiries regarding invoices, commission adjustments, etc.
REGUS REWARDS
Processed reward voucher applications for referrals given to Regus by existing clients for new sales.

Was responsible in the acquisition of the shareholding data from the UK to be processed and analysed by the UK Ownership Manila and Bangalore teams.
Liaised with investor relations contacts of publicly listed UK companies and share registrars for the acquisition of data reports pertaining to their register of interests.
Coordinated and prepared the electronic register orders to direct the register inspection and research undertaken by the Worthing (UK) team based in the Equiniti Registrar office.
Requested quotes for orders to UK Registrars and monitored costs.
Monitored UK stock exchanges for securities profile update and reports acquisition.
Rolled out updates on UK securities activity, LSE RNS feeds, and trades updates to the production team.
Assisted in resolving client queries on declarable stakes analyses.

Was responsible for the analysis of public disclosure reports to provide a full breakdown of registered ownership of shares in all listed UK Plc’s. This is to be integrated to Thomson Reuters products and services such as Thomson One Banker, one of the company’s financial product platforms of integrated information and technology applications in the global financial services industry.
Updated and investigated the beneficial ownership of registered shareholdings of individuals, charities, companies, nominee shareholders, fund managers, and other strategic investors in UK Plc’s.
Created and updated the profile of companies and other strategic owners in the Thomson Reuters Financial Contact Management System.
Generated exception reports and performed internal checks within the ownership system/database to ensure high levels of data integrity in the Thomson Reuters product platforms.

Tasked to review and analyse public disclosure documents (e.g. Annual Reports, SEC filings, and EDGAR filings) to be able to issue informed and objective proxy vote recommendations on routine items for US Companies.