Open to opportunities

Trisha Gabriela Indico

@trishagabrielaindico

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Accounting and finance reporting professional specializing in compliance, reconciliations, and financial analysis.

Philippines

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What I'm looking for

I want to apply my accounting expertise in financial reporting and reconciliations, keep strengthening my technical skills, and help drive the financial stability and growth of a dynamic organization—through accuracy, compliance, and dependable execution.

I’m a driven, detail-oriented accounting professional with experience in bookkeeping, financial reporting, and analysis. I focus on maintaining accurate records, performing reconciliations, and ensuring compliance with standards to support reliable financial decision-making.

At Citibank NA ROHQ, I supported the preparation, analysis, and submission of financial and regulatory reports for local regulators, SEC, Federal Reserve (Fed), and OCC. I helped with month-end and quarter-end close processes, including review of sub-ledger balances and posting adjusting journal entries, while ensuring accuracy through reconciliation and validation.

Beyond corporate reporting, I’ve worked as a Life and Health Insurance Advisory and Financial Wealth Planner, conducting financial needs analysis and delivering personalized insurance, investment, and savings solutions. I bring a consistent commitment to accuracy, compliance, and relationship-building, backed by recognition including top agent awards and multiple Dean’s Lister honors.

Experience

Work history, roles, and key accomplishments

Current

Financial Wealth Planner

Current

FWD Life Philippines

Sep 2023 - Present (2 years 9 months)

Provided advisory services for life and wealth planning by translating client goals into suitable insurance and savings solutions. Generated new business through referrals and networking, while maintaining compliant policy processing and long-term client relationships.

Wealth Planning Generating Referrals Client Relationship Management Policy Reviews Compliance Sales Prospecting

Life and Health Insurance Advisory

Pru Life UK

Aug 2022 - Jul 2023 (11 months)

Conducted financial needs analysis and provided personalized life and health insurance, investment, and savings solutions aligned to client goals. Built relationships through ongoing consultations and regular policy reviews while ensuring accurate and compliant policy processing.

Needs Analysis Financial Planning life insurance Health Insurance Client Relationship Management Consultative Selling Policy Reviews Prospecting Compliance

Finance Reporting Analyst

Citibank N.A.

Mar 2020 - Jul 2022 (2 years 4 months)

Supported preparation, analysis, and submission of financial and regulatory reports to local regulators, SEC, Federal Reserve, and OCC, ensuring compliance with US GAAP and US regulatory requirements. Assisted with month-end and quarter-end close activities, including sub-ledger balance reviews and adjusting journal entries.

Financial Reporting Regulatory Reporting US GAAP Reconciliations Month End Close Journal Entries Sub Ledger Analysis Data Validation Microsoft Excel Microsoft PowerPoint

Education

Degrees, certifications, and relevant coursework

San Pedro College of Business Administration

Bachelor of Science in Accountancy, Accountancy

2018 - 2019

Activities and societies: Academic Scholar; Dean’s Lister (1st & 2nd Sem., A.Y. 2018–2019).

Completed BS Accountancy and received Academic Scholar and Dean’s Lister recognition in A.Y. 2018–2019.

De La Salle Lipa

Bachelor of Science in Accounting Technology, Accounting Technology

2014 - 2018

Activities and societies: Academic and Usaha Tega(=Tegas) Foundation Inc. scholar; Dean’s Lister (listed terms during 2nd yr 1st sem and 3rd yr 2nd sem).

Earned a BS in Accounting Technology with Dean’s Lister recognition during the program.