Marian Jo F. Ortiz
Personal Particulars
Gender: Female
Date of Birth: July 5, 1990
Marital Status: Single
Contact Information
E-mail Address:-Address: 1st St. Carmen Village Talisay City, Cebu 6045
Contact Number:-/-
Career Objective
To build a long-term career in a progressive organization that provides an opportunity to expand my strong Project Management skills, Auditing Skills, Analytical skills, Financial skills and Reporting skills
Education
College Graduate
Bachelor of Science in Management Accounting 2007 - 2011
University of San Carlos – Main Campus
High school Level 2003 – 2007
Colegio De la Inmaculada Concepcion – Cebu
Working Experience
Trax Technologies March 2017 – Present
Carrier Accounts Manager
Audit Management
Key Responsibilities
Carrier Management
Carrier Account Management (CAM) Service
Primary Point of Contact (POC) for all CAM services
Provide CAM deliverables on time, in quality and within budget for the contracted managed service.
Active management of Carrier Account and thorough knowledge of the integration and delivery of the CAM services product within the operations teams.
Proactively examine potential areas for improvement of existing processes
Provide timely assistance and/or guidance to carriers on how to resolve Shipper and Carrier’s billing concerns or issues (i.e. data, duplicates, FA, payments)
Triage customer submitted requests
Relationship Management
Manage the Carriers (within Trax/Customer guidelines) with the goal to ultimately increase overall customer satisfaction with TRAX products and services.
Improve overall customer satisfaction with Trax products and services through providing Quality CAM Service to Shippers and Carriers
Metrics Management
KPI & Metric Management and Improvement
Manage the Carrier KPI and Metrics with the goal to ultimately increase overall customer satisfaction with TRAX products and services.
Customer Metrics: Focal point for monitoring and improvement plans for key customer metrics.
Statement of Work compliance
Work within Client contract and statements of work; explaining Client requirements to carriers.
Ensure all Statement of Work requirements are in compliance and that the customer has a mutual understanding of the contracted deliverables. Escalate to Engagement Management and Account Management where there is a disagreement
SLA Compliance
On-time Submission and Processing of invoice
On-time Response to Carrier and Shippers on issues or inquiries
On-time delivery of actions requested in by Customer thru inhouse tool
On-time Invoice Payment and Booking
On-time and accurate execution of MEC/QEC/YEC Deliverables
100% Server and Comm Center uptime
Exception Management
Ultimate goal is to eliminate defects within manageable level as well as ensuring timely processing of invoices
Issue Management: Ownership of the customer issue/action tracker, working with shipper, carrier and operations teams to understand root cause and resolve issues.
Manage the exception through ensuring that Action Owners (customer/Trax) provide timely response and action to identified issues.
Understand the customer business goals to ensure Trax is offering a mutually profitable solution to a problem.
Drive Root Cause Analysis and Defects elimination
Ensure timely loading of templates and accurate Rating Logic set-up/changes
Reports and Reconciliation
Drive issue resolution and provide proactive support that arise on day-to-day operations
Review the Aging Report (AR) before the periodic calls with the carriers to proactively identify the root cause of the issues with the assistance of the Trax Customer teams.
Analysis and fixing of carriers billing issues.
Accurate and timely delivery of reports as contracted with customer (Reconciliation Report, Customer Review Template, Trax Review Template)
Takes and keeps Minutes of the meeting for both recon and rating issues discussion
Identify and drive items for defects elimination
Provide inputs to Engagement & Account Management for monthly and quarterly business reviews for assigned carriers
Monthly Business Reviews and Quarterly business reviews for assigned carriers
Accenture, Inc. September 2011 – November 2016
Project Management Office – Analyst
Key Responsibilities:
Performs project control and project management support functions
Presides weekly client and internal meeting / conference
Provides Minutes of the Meeting for every meeting and conference
Monitors the overall quality of the project from budget to timeline using excel.
Generates daily, weekly & monthly performance and financial report.
Guides project on resource management
Acts as process owner or process lead within a client project organization:
Provides metrics analysis, support action planning and track implementation of action plan.
Prepares team level status reports and discusses with project team leaders and project managers
Creates and interprets project status or performance reports for weekly management meetings and for monthly performance measurement
Performs cost and expense tracking, data analysis and execution of cost control processes
Generates project financial tracking and reporting which may include actual and forecast reporting
Support activities to aid project/service manager in monitoring and controlling project/service performance against the plan
Provide risk and issue management support by tracking of risk and issues consistent with the risk and issue management processes
Communicates directly to the Client for any concerns that are arising
Gathers data & updates based from a group discussion & published documentation
Can manage any Adhoc-duties that arise
Drives continuous improvement of processes
Operational Responsibilities:
Develop new processes or enhance existing processes where required including maintenance plans, procedural documentation and custom tools
Perform activities to aid service manager in monitoring and controlling service performance
Work effectively in a team and help her Manager in distributing and managing delivery of tasks and output performed by or with other members of his project(s).
Leading and managing resources with their day to day activities , be it work related or engagement related tasks
Tracks team level performance, utilization and chargeability
Prepares team level status reports and communicates escalations to client Project Managers/Leads and Team Manager
Maintains team level work load and capacity plans
Monitors and controls transition activities for new roles to be supported by the team
Skills:
Proficient in MS Office tools like Excel, Project Professional, Word, PowerPoint, Outlook, SharePoint and Visio
Proficient in use of MS Excel (filters, formulas, pivot tables, charting) or equivalent.
Proficient in use of MS SharePoint (files storage, creating survey, custom list, SharePoint Designer, Workflows)
Can support multiple project teams and to work with different project leads and stakeholders at the same time
Has keen eye for details and diligent and thorough in performing repetitive tasks
With good oral and written English communication skills to support a client facing role
With good interpersonal, coordination, and organizational skills.
Ability to handle simple/complex situations
Is service-oriented, client-focused and confident.
Trainings & Certificate
Microsoft SharePoint Basic and Advance Training
Microsoft Access Training
Microsoft Excel Basic and Advance Training
Microsoft Visio Training
Microsoft Project Professional Basic, Advance and Fast Track Training
Fast Learner of the Team Awardee
People Developer Nominee
Reference
Engr. Ulysses Aguilos
Associate Manager, Accenture Inc.,
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Mr. Jonathan Albero
Project Team Lead, Accenture Philippines
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Mrs. Jeralyn R. Alunan
1st Line Operations Manager
Technical Support Center
Lexmark Research & Development
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