Daniela Evangelista

Detail-oriented finance professional with experience in accounts management, specializing in financial assessment, account analysis, and data-driven decision-making. Proven ability to evaluate client payment capacity, analyze financial behavior, and manage high-volume account portfolios with accuracy and efficiency. Experienced in maintaining detailed records, coordinating with multiple stakeholders, and handling sensitive financial information in compliance-driven environments.

Highly organized and adaptable, with strong attention to detail and a keen interest in applying analytical skills to credit assessment, serviceability evaluation, and mortgage processing support.

Accounts Management Specialist at Global One Integrated Business Services Inc. (2024-11 – 2026-02)

• Managed a portfolio of residential client accounts, assessing payment capacity and financial situations to recommend suitable repayment arrangements.
• Conducted detailed account reviews and maintained accurate financial records, ensuring data integrity and compliance with internal controls.
• Negotiated payment plans with clients through phone, email, and face-to-face interactions, demonstrating strong communication and financial problem-solving skills.
• Handled cash and check collections, ensuring accurate processing, reconciliation, and timely endorsement to the Treasury Department.
• Coordinated with internal departments (sales, legal, and customer service) to resolve account issues and support compliance requirements.
• Assisted in preparing documentation for escalated accounts, including cases requiring legal review or further financial assessment.
• Generated and analyzed collection and account performance reports, providing insights on payment trends and client behavior.
• Prioritized high-risk and high-value accounts, applying analytical thinking to improve recovery outcomes and reduce outstanding balances.
• Delivered professional customer service in sensitive financial situations, building trust and maintaining long-term client relationships.

Finance Intern at Commission on Human Rights (2024-02 – 2024-06)

• Kept detailed and accurate financial records, documenting all transactions.
• Used the eNGAS financial program to perform various financial tasks and generate reports.
• Prepared and recorded journal entry vouchers (JEV) and disbursement vouchers accurately.
• Handled BIR Form submissions and manage employee loan accounts, including tracking and processing repayments.
• Assisted CHR Finance Department employees on various Administrative tasks such as; scanning, photocopy, recordkeeping, etc.

Intern at Rex Sales and Marketing Office (2019-11 – 2019-12)

• Designed and optimised a robotic control system, realizing a 12% performance improvement.
• Coordinated testing and validation, ensuring compliance with industry standards.
• Provided technical expertise, contributing to a 15% reduction in system failures.

Bachelor of Science in Financial Management – University of the East (2020 – 2024)

Highschool Diploma – College of San Benildo - Rizal (2014 – 2020)