EDJIE BOY TARUC
FINANCIAL ANALYST
PROFESSIONAL
PROFILE
EMPLOYMENT HISTORY
Manulife Business Processing Services, Financial Analyst
Fast learner and flexible worker
with 5+ years of combined
experience in
Accounting/Finance, Data Entry,
and Customer Service
Tech-savvy with Intermediate
knowledge in using Microsoft
Office (Excel, PowerPoint, Word)
Innovative thinker with
contributions to successfully
launched projects and process
improvements
Consistent performer with good
record of having strong attention
to details and high level of
accuracy
Customer service professional
with good ability in establishing
rapport with clients
EDUCATION
Tarlac State University
BSBA Major in Financial
Management, June 2012- June 2016
TOOLS
EXPERIENCE
Oracle Business Intelligence
Infor Lawson
Microsoft 365
Hyperion Tools (Essbase/Smart
View)
APR 2021 – PRESENT
Accurate and timely processing of invoices and credit notes
Assist Senior management in variance analysis
Mailbox management for payment queries
Posting of journal entries for month-end close
Reconciliation of reports for budgeting and forecasting needs
Manulife Business Processing Services, Contacts Specialist
OCT 2018 – APRIL 2021
Handle escalations, inquiries and rush requests in Mailbox
In-depth analysis and processing of simple to complex forms
Thorough scenario investigation to resolve problems
Undertake manual data entry of client's information into systems
Verification of document's approval prior processing
Other responsibilities handled:
Officer-in-Charge - Oversee the team when Manager is not
around, as well as attendance tracking and reporting.
Subject Matter Expert - Conduct SME discussions to new
processors, support training calibration, discuss error trends, and
serve as a point of contact for process updates.
Workforce Manager - Daily work queue management and
forecasting, as well as ensuring that all work received before the
cut-off time is processed.
Achievements:
Pioneered a Business Process (TPA Contacts) transition from
Toronto to Manila
Contributor to successfully launched project/initiatives related to
Contacts:
a. Contacts Transformation: Process Updates (Sep 2019)
b. Changes to AWD Process for Contacts work items (Aug 2019)
Several commendations and recognitions from stakeholders,
team managers, etc.
Best Associate, Best in Accuracy, and Best in Productivity
GWAM Retirements Best Associate: ‘Obsess About Customers’
since 2019
CERTIFICATIONS
Xero Payroll Certified, Apr 2021
Xero Advisor Certified, Mar 2021
Certified Lean Six Sigma White
Belt, Dec 2020
NIAT Certified Bookkeeper, Jan
2020
Civil Service Professional, Apr
2016
TESDA Certified Bookkeeper,
Mar 2014
SKILLS AND
EXPERTISE
Accounting/Finance:
Accounts Payable, Financial
Analysis, Invoicing, Journal Entry,
Lawson General Ledger, Microsoft
Excel, Reconciliation, Variance
Analysis, Vendor Management
Data Entry & Customer Service:
Call Handling, Data Analysis, Data
Entry, Database Management,
Document Processing, Investigation,
Mailbox Management, Meeting
Scheduling, Microsoft PowerPoint,
Process Improvement, Research
Others:
Leadership, Mentoring, Quality
Assurance, Training and
Development, Workforce
Management
CONTACT
#484 Acacia St.,
Brgy. Sapang Tagalog,
Tarlac City, Tarlac 2300-
/edjieboytaruc
Manulife Business Processing Services, Business Process
Associate
APR 2017 – OCT 2018
Analyze forms being sent by client/s, and do necessary actions
Encode data of participants into systems accurately
Process applications for retirement plan
Proper indexing and splitting of different forms
Review the appropriateness and correctness of forms
Other responsibilities handled:
Backup Quality Analyst - Provide assistance to Quality Analyst
team in quality checking backlog items
Mentor - Provide advice, guidance, and feedback to new
processors
Achievements:
Indexing tester for Process Initiatives
Topped the ‘The Apprentice Program’ Batch 41
Best Associate, Best in Accuracy, and Best in Productivity
Canon Business Process Services, Accounts Payable
Coordinator
AUG 2016 – APR 2017
Create and maintain vendor record into system
Determine if invoice is taxable or not for proper classification
Ensure that invoices are billed to the correct vendor
Investigate and resolve vendor issues
Perform invoice verification and check if charges are correct
Achievements:
Assigned to perform audit for invoice verification while still on
probationary period
Sutherland Global Services, Account Consultant
MAR 2015 – MAY 2015
Handle customer’s escalations and complaints in a professional
manner
Interact with client's customers to provide appropriate solutions
and alternatives
Provide support to customer's general account needs and
queries
Achievements:
One of Top 5 Associates with lowest Average Handling Time
Awarded with Certificate of Commendation (For maintaining
professionalism by treating the customer with upmost curtsey)
