Open to opportunities

JERALDINE BEATO

@jeraldinebeato

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Financial Analyst • Corporate Services Manager • Marketer

Philippines

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What I'm looking for

I seek a finance or analytics role where I can apply accounting, financial analysis, and data skills to improve reporting, support investment decisions, and grow into higher-responsibility finance roles.

With a diverse background in account management, data analysis, research, and sales marketing, I excel at transforming complex data into actionable insights while fostering client relationships and driving brand development.

My experience spans from managing financial transactions and ensuring accuracy in financial records to crafting compelling digital marketing strategies and content.

This blend of analytical prowess and creative strategy makes me adept at enhancing business performance and delivering value across various domains.

Experience

Work history, roles, and key accomplishments

Current

Corporate Account Manager

Current

Greyhound Security Services

Apr 2023 - Present (2 years 8 months)

Manage corporate client relationships while preparing monthly GST and SWT reports, reconciling accounts, processing payroll, and maintaining accurate financial records to ensure compliance and timely reporting.

Accounting Payroll Processing Bank Reconciliation GST SWT Reporting Client Relationship Management SAP Financial Reporting Invoicing

Financial Analyst

Knightvest Capital

Oct 2024 - Feb 2025 (4 months)

Updated property pricing and processed draw requests, prepared financial reports and forecasts, and collaborated with asset managers to optimize financial strategies and support investment decisions.

Financial Modeling Forecasting Asset Management Financial Reporting Excel Investment Analysis

Data Analyst

Castle Hall

Oct 2022 - Mar 2023 (5 months)

Extracted and input financial statement data into the company platform, analyzed complex investment vehicles including hedge funds and private equity, and produced insights identifying red flags and opportunities for investors.

Data Extraction Financial Statement Analysis Hedge Funds Private Equity Data Entry Investment Analysis Excel Attention To Detail

Equity Research Analyst

FactSet Philippines, Inc.

Nov 2021 - Jun 2022 (7 months)

Interpreted and updated financial data for publicly traded companies, delivering accurate and timely financial information to internal and external clients and maintaining comprehensive records of analyses.

Equity Research Financial Modeling Reporting Excel Attention To Detail

Sales and Marketing Officer

Vista Land and Lifescapes, Inc.

Aug 2019 - Jun 2021 (1 year 10 months)

Managed sales operations and network management, configured sales accounts, pricing, and vendor codes in SAP, and produced monthly analytical reports to inform management decisions.

Sales Management SAP Pricing Vendor Management Reporting Marketing Data Analysis Customer Relations

Education

Degrees, certifications, and relevant coursework

Saint Louis University, Baguio City

Bachelor of Science in Business Administration, Financial Management

2015 - 2019

Activities and societies: Member of Junior Financial Executives of the Philippines; Member of Junior Philippine Institute of Accountants

Completed a Bachelor of Science in Business Administration with a major in Financial Management, participating in student finance and accounting organizations.