Glorybelle P. Gonzaga-| -
276 San Jose Compound General Luis Rd. St. Paso de Blas, Valenzuela City
PROFESSIONAL PROFILE
•
•
•
•
•
•
Experience in Program and Project Management Office
Business Processor with 6 years of experience in handling wide variety of financial and non-financial
transactions within pre-set service turn-around-time with quality standards for John Hancock Retirement
Plan Services
Quality Approver experience for Fee team
Highly motivated and dedicated in accomplishing assigned tasks
Proficient in Internet, Outlook, and MS Office applications such as PowerPoint, Excel and Word
Has eagerness to gain more knowledge, experience and skill
PROFESSIONAL EXPERIENCE
ACCENTURE, Quezon City
Program and Project Management Associate, January 2020 – Present
•
•
•
•
Support projects in the Finance and Accounting Delivery Centers by tracking and managing project
management office activities.
General engagement administration and support for Project Management activities
Communicate with Project stakeholders to review project timelines, forecasts, and schedules.
Proactively monitor, manage, and report on execution of deliverables
MANULIFE BUSINESS PROCESSING SERVICES (MBPS), Quezon City
Fee Specialist, November 2018 – June 2019
•
•
•
•
•
Mainly responsible for Quality checking of transactions made by PERA Associates
Handles and answers inquiries received on PERA and ERISA Budgets Mailbox
Coordinates and works with the Business Units counterparts and other related team such as Billing, Finance
and Trust
Answers inquiries/requests concerning team’s current work types through calls and emails
Such other duties are assigned by the Team Leader and Business Unit
Plan Expense Reduction Account Associate II, September 2016 – November 2018
•
•
•
•
Sets-up PERA Accounts on PERA (Plan Expense Reduction Account) database for New and Inforce plans as
well as Aloocations and Disbursement in the PERA system.
Process daily, monthly and quarterly TRS invoices that are payable to JH, Financial Advisors and Third-Party
Administrators.
Answers inquiries/requests concerning team’s current work types through calls and emails
Supports Inforce Services Operations of John Hancock across sites and the readiness of MBPS to obtain more
complex function from the Business Unit.
Business Process Associate I, July 2012 -September 2016
•
•
•
•
•
Complete requests/transactions productively and accurately.
Handles a wide variety of transactions from three major work types (Enrollment, Money IN and Money Out)
to most complex financial transactions such as Michigan, Iowa, Puerto Rico and Step Rate Withdrawals.
Process and analyze special work types namely Loan Consolidation and Unsettled Payments.
Acted as one of the mentors for the “Apprentice Program Season 2”
Acted as Team Freud’s Officer in Charge (OIC), such responsibilities are as follows:
o Oversee the team especially when the absence of Team Leader
o Monitors the team’s Attendance, OT Tracker and other such team reports
o Responsible in reporting the team’s system issues that may affect the day-to-day Operations
o Acted as Workforce manager which handles and monitors the work volume to ensure that all work
types are processed within TAT
o Such other duties and functions are assigned by the Tam Manager
EDUCATION
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES, Sta. Mesa, Manila Campus
Bachelor of Banking and Finance, May 2012
•
Summer internship for the Philippine National Bank (PNB, Largo Branch)
Certifications and Designations
•
•
•
•
•
Certified Accounting Technician (CAT) Level I Passer, June 2018
Business English Speaking, MBPS-SIL, August 2017
LOMA 280 – Principles of Insurance, Life Office Management Association (LOMA), June 2017
Charter 1- 5 JHRPS Services, RPS Ops, September-K Certification, John Hancock Retirement Plan Services (JHRPS), October, 2013
•
•
•
•
•
•
Project Management Essentials
Speak Up (Business English Speaking)
Writing with Precision (Effective Business Writing)
Data Storytelling
Guide to Engaging and Affirmative Relationship with Stakeholders (GEARS)
Basic and Intermediate Excel
Recent Trainings Completed
Personal Information
AGE
:
DATE OF BIRTH :
PLACE OF BIRTH:
CIVIL STATUS :
30 y/o
September 19, 1991
Valenzuela City
Single
CHARACTER REFERENCES
Available upon request.
I hereby attest that the above information were true and correct to the best of my knowledge.
Glorybelle P. Gonzaga
Applicant
