Ly Ann Agulan Experience
Securities Assistant
- 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
Research & Financial Analyst
- 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.
Education and Trainings
Bachelor Degree
4 years ago when I got my bachelors degree major in Financial Management. I graduated due to help of my full tuition scholarship with allowance.