Julie Pearl Labastilla

Experience

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  McDonald's Philippines (Golden Arches Development Corporation)

  Nov 2010 - Jan 2011

  Service Crew (Working Student)
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  FactSet

  Nov 2011 - now

  Job Responsibilities:· Conducts instructor-led and classroom-based technical training to Equity Research Analyst trainees on the interpretation, analysis & updating of financial-related data on publicly traded companies from various sources.· Become an expert in all aspects of fundamentals collection processes, utilizing in-house systems and tools and providing backup support to all teams.· Ensure open communication between team and Operations so that you are up-to-date with your understanding of training policies.· Participate in weekly / monthly meetings to promote and communicate training accomplishments/roadblocks. Ensure all issues are documented and maintained on a training database for action.· Be involved in maintaining training documentation and guidelines ensuring they are updated and consistent with the existing collection policies.· Engage in other training-related activities that enhance Operations processes, including new enhancements and best work practices.· Assists the Assistant Manager-Training to carry on the team's day-to-day activities. Meno dettagli Job Responsibilities:In addition to the responsibilities of an SRA, the PS has the following:· Responsible for updating high priority (showcase) companies with an expected 100% accuracy rating.· Act as a mentor to other team members, guiding them on all aspects of data collection efficiencies.· Closely monitors and assists newly qualified trainees within the group to help them reach prescribed accuracy levels within the expected timeframe.· Checks high priority and new add companies for low performers and new hires.· Conducts and evaluates process audits regularly and provides feedback to new hires.· Takes the team huddles and communicates new/changed policies and resolutions through individual/team coaching.· Leads ad-hoc clean-up and backfill projects when required and co-ordinate with Team Leaders for closure.· Identifies and implements process improvement initiatives.· Subject matter expert within the team and assists Team Leaders when required.· Key resource within the team in handling complex internal and external query resolutions.· Responsible for the timely, accurate, and complete resolution of internal and external data queries.· Reviews/analyses quality audit reports, initiate root cause analysis and implement the roll-out of modified workflow or corrective actions where necessary.· Provides technical guidelines/ pointers involved in the task relevant to the policies/work instruction manuals.· Interacts with other content sets on technical/process issues.· Continuously reviews/analyzes quality audit reports, initiates root cause analysis, and follows up with individuals, including assisting in the roll-out of solutions across the team.· Spot checks detailed reviews of companies updated and provides qualitative feedback.· Use the quality reporting applications to identify trends and drivers in the quality of the team’s output.Achievements:· Q2 2014 Best Process Specialist· Q1 2015 Best Process Specialist Meno dettagli The primary role of an analyst is to produce error-free data within a specified time frame. The raw material is available to the analyst in the form of financial reports & statements of the companies, press releases, and news reports. The analyst will be responsible for the interpretation, analysis & updating of financial-related data on publicly traded companies from various sources.Job Responsibilities:· Provides accurate, complete, and timely financial information to our internal and external clients.· Focus on ensuring the integrity of the company's financial market information.· Updates the company's historical and current financial information to our internal database.· Participates in the expansion of market coverage.· The job also involves reporting & maintaining of record of work done.· Supports internal and external clients on data queries.Achievements:· Q4 2012 Top Analyst for Efficiency· Q4 2012 Clean Score (Critical Fields)· Q4 2012 Top 2 Most Correct Answers (Individual-Question for the Day) Meno dettagli

  • Lead Trainer

    Jan 2024 - now

  • Senior Training Specialist II (People Manager)

    Jan 2022 - now

  • Senior Training Specialist I

    Mar 2017 - Jan 2022

  • Training Specialist

    Mar 2015 - Feb 2017

  • Process Specialist

    Apr 2013 - Feb 2015

  • Senior Research Analyst

    Jan 2013 - Mar 2013

  • Research Analyst

    Nov 2011 - Jan 2012