Profile
JEONARD
ELLAMIL
A E P, A E P P
Details
Baguio City
Philippines
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Links
Facebook Profile
As an accomplished financial professional with 8 years of experience, I have
consistently delivered exceptional results through my ability to analyze complex
financial data, identify key insights, and develop strategic plans. I possess strong
analytical skills, attention to detail, and a proven track record of delivering results
in fast-paced, deadline-driven environments. I am confident in my ability to make a
significant impact in any financial management role.
As a life and wealth coach with 5 years of experience, I have helped numerous
individuals achieve their financial and personal goals through my expertise in
financial planning, mindset coaching, and goal setting. To date, I am helping almost
300 clients build their financial blueprint for them to achieve their goals . I possess
exceptional communication skills, a keen ability to identify roadblocks and develop
strategies for overcoming them, and a genuine passion for helping others achieve
success. Let's work together to unlock your full potential and achieve your goals!
Employment History
Payroll officer / Senior Clerk (Finance Department), Saint Louis University,
Baguio City
SEPTEMBER 2010 — JUNE 2016
Skills
Adaptability
Leadership Skills
Leadership
Microsoft Excel
Customer Service
Ability to Work Under Pressure
Microsoft Office
Fast Learner
Ability to Work in a Team
Problem Solving Skills
Quality Assurance
Strong Communication Skills
Communication and Presentation
Effective Team Leader
• Collecting and verifying employee time sheets, attendance records, and other
payroll data.
• Calculating employee gross pay, deductions, and taxes.
• Preparing and processing payroll checks, direct deposits, and electronic
transfers.
• Maintaining accurate and up-to-date employee payroll records, including
wage and salary changes, tax withholding allowances, and vacation and sick
leave accruals.
• Preparing and filing payroll tax reports, Social Security, and Medicare taxes.
• Responding to employee payroll inquiries and resolving any payroll-related
issues.
• Ensuring compliance with all payroll laws and regulations.
• Generating payroll reports for management or accounting purposes.
• Maintaining confidentiality of payroll information.
• Staying up-to-date on changes in payroll laws and regulations to ensure
compliance.
Life and Wealth Coach, Sun Life of Canada Phils Inc., Baguio City
M AY 2 0 1 8 — P R E S E N T
• Setting Goals: A life and wealth coach helps clients to set goals that are
specific, measurable, achievable, realistic, and time-bound. They work with
clients to identify their personal and financial goals, and create a plan to
achieve them.
• Developing Strategies: Once goals are set, a coach helps clients develop
strategies to achieve them. They identify obstacles that may get in the way,
and develop strategies to overcome them. This may involve creating a budget,
developing a savings plan, or developing a plan for career advancement.
• Providing Accountability: A coach holds clients accountable for their actions,
and helps them stay on track with their goals. They may check in regularly to
monitor progress, and offer support and encouragement as needed.
• Providing Guidance and Support: A coach offers guidance and support to
clients as they work towards their goals. They may offer advice on personal
and financial issues, and provide resources and tools to help clients achieve
success.
• Teaching Skills: A coach teaches clients skills that will help them achieve
success in their personal and financial lives. This may include financial
management skills, communication skills, or time-management skills.
• Building Confidence: A coach helps clients build confidence in themselves and
their abilities. They encourage clients to take risks and try new things, and
provide positive reinforcement as clients achieve success.
Unit Manager , Sun Life of Canada Phils Inc., Baguio City
OCTOBER 2018 — DECEMBER 2022
• Supervising and managing staff: Unit managers are responsible for overseeing
the day-to-day operations of their unit, which may involve managing a team
of employees. They must ensure that their team is meeting performance
standards, adhering to company policies, and working effectively together.
• Developing and implementing unit strategies: Unit managers are often
responsible for creating and executing plans to achieve their unit's goals and
objectives. This may involve analyzing data, identifying trends, and making
recommendations for improvements.
• Budgeting and financial management: Unit managers may be responsible
for managing budgets and finances for their unit. This can include
creating budgets, monitoring expenses, and making decisions about resource
allocation.
• Planning and organizing: Unit managers may be responsible for planning and
organizing projects, events, or other initiatives for their unit. They must ensure
that timelines are met, resources are allocated appropriately, and that goals
are achieved.
• Communication and relationship building: Unit managers must communicate
effectively with employees, clients, and other stakeholders to ensure that
everyone is on the same page and that expectations are clear. They must also
build relationships with stakeholders to ensure that their unit is meeting their
needs and that they are satisfied with the work being done.
• Performance management: Unit managers may be responsible for evaluating
employee performance, providing feedback, and making decisions about
promotions, raises, and other rewards.
• Compliance and risk management: Unit managers must ensure that their unit
is complying with all relevant laws and regulations, as well as company policies
and procedures. They must also manage risk by identifying potential problems
and implementing measures to mitigate them.
Education
Bachelor of Science Major in Financial Management, Saint Louis University
Inc, Baguio City
JUNE 2004 — OCTOBER 2009
Graduate, Saint Louis University High School, Baguio City
2000 — 2004
Graduate, Saint Louis University Laboratory Elementary School, Baguio
City
1994 — 2000
References
Emergin Durana from Sun Life of Canada Phils Inc-| -
Arianne Hyden Tonio from Sun Life of Canada Phils Inc
-| -
Courses
Associate Wealth Planner, Wealth Management Center
OCTOBER 2020
Associate Estate Planner of the Philippines, Wealth Management Center
OCTOBER 2020
