LY ANN L. AGULAN
RESEARCH & FINANCIAL
ANALYST/VIRTUAL ASSISTANT
PERSONAL PROFI LE
A finance major graduate with 4 years
experienced in Money Markets,
Invoicing, Accounts Payable and
different investments. And also a
Research Analyst that expose in Lead
Generations project. I also taking the
freelancing course of Filipino Virtual
Assistance.
AREAS OF EXPERTI SE
Accounts Payable
Invoice Posting
Financial Analysis
Investment Consultant
Lead Generation
Market Research
Property Management
Financial Management
CONTACT I NFO
WORK EXPERI ENCE
Research & Financial Analyst
COOEE INC | APR 2019 - PRESENT
- Perform qualitative and quantitative research on relative markets
- Prepare detailed analysis of properties by compiling data into an Excel
spreadsheet for investment evaluation by the client. These include
tenants, owners and possible contacts.
- Perform other office duties and/or special projects as assigned
- Manage the full accounts payable cycle from receipt of invoices to
payment; including coding invoices, matching purchase orders,
obtaining approval, and entering the invoices into the financial system.
- Charges expenses to accounts and cost centers by analyzing
invoice/expense reports; recording entries
- Keeping track of all payments and expenditures, including purchase
orders, invoices, statements etc.
Securities Assistant
SM INVESTMENTS CORP. | APR 2016 - MARCH 2019
Address: Manila City, Philippines
Email:-Contact No: -
Skype: lyann025
- In charge of money market reports, requirements and documentations.
- Process any manual cash or trade instructions
- Completion of account opening to every banks
- Completion of start and end of day tasks relevant to Money Market
- Outstanding data management and record-keeping skills
- Maintain office supplies inventory by checking stock ; placing and
expediting orders for supplies in our department
WORK REFERENCES
Far Eastern University
Ms. Julmar Grace Locsin
Email:-Phone: -
Ms. Joanna Paula Queddeng
Email:-Phone: -
BACHELOR OF SCIENCE AND BUS. ADMINISTRATION
JUN 2012 - MAY 2016
BSBA Major in Financial Management
- Minor in Accounting
- Specialization in Finance/Investments
- Finance Officer of OJIFINEX
- Scholar of SM Foundation