Aaron Nicole Sumulong

Finance and investment professional with expertise in portfolio management, risk assessment, and strategic financial planning.

Finance Officer - Carnival Cruise Line

In charge of transaction processing and providing an expert financial point of view to drive business results. Main functions include generating of cost and revenue data, perform audits, provide financial reporting and analysis.
Responsibilities include:
o Conduct periodic audit of inventories and operations of various departments
o Administer financial systems and provide end user support 
o Recording and providing cost and revenue related reports
o Analyze pricing fluctuations and item activity to manage procurement
o Processes the orders and receiving, management of inventory system and ensuring tax compliance

Finance Manager - Preferred Business Management Consultancy

Responsible in keeping and managing accurate records of operational transactions. Create and implement financial policies that guarantees operational efficiency. Prepare balance sheets, process invoices and record accurately asset inflows and outflows. Responsibilities include:
o Managing records and receipts
o Ensure compliance of record keeping with company standards and procedures o Oversee the preparation and planning of budgets
o Monitoring of payroll and overseeing accounting systems
o Budgeting with key stakeholders

Senior Associate - Northern Trust Corporation

Query resolution on trading discrepancies and ensure timely settlement of trades. Reviews reconciliation reports and ensure breaks are investigated and cleared.
o Standard settlement instructions and trade execution setup 
o Pre-matching of instructions and chasing counterparts
o Interact and supporting the trading desk 
o Handling first level escalations and implements process improvements 
o Metrics reporting and analysis including risk evaluation

Studied Economics and Public Policy at San Beda University, Manila. Passionate about leveraging economic insights to conclude effective decision making and analysis. Focused on corporate finance and capital market.