1. DIANE L. KONG
1630 Juan Luna St. Tondo, Manila
(63)9151283430 / (63)9418111218
(632) 3589543
dianelorenzokong@ymail.com
PROFESSIONAL SUMMARY
A Thomasian professional with experienced in Equity Research and Treasury
Management, searching for a challenging yet rewarding new job role in your company
in which skills, knowledge and expertise gained in previous experience can be utilized
and enhanced for the success and betterment of the company
WORK EXPERIENCE AND EDUCATIONAL ATTAINMENT
Work Experience
October 2014 – February 2015
Treasury Officer – SM Mart, Inc.
Handles the Branch Treasury Operations Support masterfile relative to MSPR Coverage
and Bank Personnel Pass issuance.
Collates Branch Treasury data relative to Sales, Funds, Forex and Remittance.
Analyze the prepared data/ report relative to the performance of respective Branch
Treasury.
Assist Branch Treasury in the implementation of new and enhanced Application/
System.
Assist Branch Treasury for problems/ concerns, if any related Branch Treasury
operations.
Assist the AVP - Treasury Operations in updating the report for the plantilla and
preparation of memos.
Handles Branch Treasury training for Officer and Supervisor level. - Maintains orderliness
of work area to ensure systemize flow of work to prevent fire or other accidents.
Ensures good housekeeping and proper maintenance of equipment/ use of supplies/
facilities in the assigned area of responsibility.
Assist in the implementation of safety measures in consonance with corporate security
standards for the safety and security of products, customers, and employees.
Ensure availability of supplies and consumption is in accordance with approved
budget limit.
Supports to meet Management's decision, requirements and expectations.
Perform other related functions that may be assigned from time to time
2. March 2013 – January 2014
Senior Research Analyst – Factset Philippines, Inc.
Identifies and implements process improvement initiatives.
Provides technical guidelines/ pointers involved in the task in relevance to the
policies/work instruction manuals.
Manages Ad-hoc projects and co-ordinate with Team Leaders for closure.
Seen as the experts within the teams and assists Team Leaders when required.
Imparts technical/content training to new hires.
Conducts and evaluates process audits on a regular basis and provides feedback to
new hires
Resolves Queries
Provides accurate and reliable demographic and statistical financial market data to
internal database/ and to internal/external clientele.
Focus on ensuring the integrity of the company's financial market information.
Fulfills the research/analytical/ market study needs required/ requested by the external
clients in order to procure and retain future and current business.
Supports clients on data queries.
Supports company’s descriptive data like Business summary and other Textual
information.
The job also involves reporting & maintenance of record of work done.
April 2011 – February 2013
Equity Research Analyst – Factset Philippines, Inc.
Produce error free data within a specified time frame
Responsible for the interpretation, analysis and updating of financial data on publicly
traded companies
Provides accurate and reliable demographic and statistical financial market data to
internal database/ and to internal/external clientele.
Focus on ensuring the integrity of the company's financial market information.
Fulfills the research/analytical/ market study needs required/ requested by the external
clients in order to procure and retain future and current business.
Supports clients on data queries.
Supports company’s descriptive data like Business summary and other Textual
information.
The job also involves reporting & maintenance of record of work done.
Work Achievements
SM Mart, Inc.
Conducted Palawan Express Pera Padala Seminar and Hands On Application Training
for Treasury Supervisor and Officers
3. Factset Philippines, Inc.
Top performer of the team (Both Productivity and Quality)
Top performer for Quality Metrics
Top performer for Productivity Metrics
Top performer for Commercial Training
Assigned as one of the team’s quality assurance checker (acts as a quality control
for the team)
Trained for Commercial, Property and Bank profiles
Educational Attainment
Chiang Kai Shek College
Fundamentals of Mandarin Language February 2014 – March 2014
University of Santo Tomas
BS Management Accounting 2007 – 2011
SKILLS
Possess in-depth knowledge of accounting systems and applications
Good analytical and problem solving skills
Familiar with financial concepts and principles of GAAP
Above average written and oral communication skills in English and Filipino
Knowledgeable of major operating systems like Voyager( Factset Research Systems
Software), SAP Basic, Open Office Writer, Calc, Microsoft Excel, Word, PowerPoint,
Access and the internet
Flexible and effective at multi-tasking
Honest and trustworthy
Strongly committed to give and enhance quality service
CHARACTER REFERENCE
Redentor U. Lomibao
S&OP Demand Planner
San Miguel Foods, Inc.
09276851709
Cielo D. Anon
Treasury Officer
SM Mart, Inc.
09176305745
Michael Bryan G. De Castro
Team Leader/ Professor
FactSet Philippines, Inc. /
Polytechnic University of the Philippines
09258577799
Shirley P. Esguerra
Senior Team Leader
FactSet Philippines, Inc.
09178089717