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Email Verified Ly Ann Agulan
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Member since October 16, 2020

Financial & Research Analyst

I PROVIDE you the best work that you deserve ….
– Research & Financial Analyst
– Lead Generation Expert
– Financial Literacy Advisor
– 4 years of experience in finance and investments

My name is Ly Ann and I’d like to use my experience in finance, investment, Lead Generation , Market Research etc. to help you grow your business.
I’m working for more than 4 years now. My 3 years as Securities Assistant/Financial Analyst leads me to be an expert in some of the areas like Money Market, different investments etc. I also do the end to end process of accounts payable like invoicing, expense report etc.
Last year, I challenge myself to start a new specialization as a Research Analyst. My company trained me for Lead Generation Process.

I have been completed the Freelancing Course of Filipino Virtual Assistant (FVA) with gold certificate. I have knowledge and trainings about the following:

  1. General Virtual Assistance Tasks
  2. Social Media Basics
  3. Social Media Marketing
  4. Simple Website Creation
  5. Content Marketing
  6. SEO Strategies
  7. Lead Generations
  8. Basic Facebook Ads
  9. Youtube Optimization
  10. Basic Email Marketing

I am currently taking the Apprenticeship Phase 1 of Filipino Virtual Assistance.
With these experiences I know I can be a good asset. Learning more each day is my priority to meet clients’ satisfaction.
Please feel free to contact me! It will be an honor to serve you!

Blessings,
Ly Ann

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Experience

Securities Assistant

  •  SM Investments Corporation
  •  May 2016 - Apr 2019

- 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

  •  Cooee Inc.
  •  Apr 2019 - Present

- 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

  •  Institute of Accounts, Business and Finance
  •  Jul 2012 - May 2016

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.