Jc Gonzales

Data Analyst – Officer with 8+ years of experience in Bancassurance and banking operations, with a strong background in data analysis, reporting, dashboard development, and process automation. Experienced in working with data from multiple sources, performing data validation and transformation, developing Power BI dashboards, and automating recurring reports and workflows. Skilled in Excel, Power Query, Power BI, DAX, VBA, Power Automate, and data modeling.

Also experienced in introducing and improving digital tools used by the team, including Microsoft Planner, Microsoft Lists, and SharePoint, to improve project monitoring, report accessibility, and information sharing.

Data Analyst – Officer at China Banking Corporation (2026-05 – Present)

• Automate CFPT, QSL, Fee Income, and WFYP reports using Excel, Power Query, VBA, and Power BI, reducing manual reporting work and improving consistency.
• Develop and maintain Power BI dashboards that consolidate production and leads data from multiple channels into a single reporting view for management and regional monitoring.
• Automated the BESO crediting report and credit notification process, from data preparation through notification.
• Automated and enhanced the HR Manpower Complement Report for MCBL and Bancassurance, including employee status, rehires, conference qualification, client-facing capabilities, and referrer production.
• Automated the regional Due and Lapsed Report email distribution, reducing manual report preparation and distribution.
• Developed the RBB and CBS Officer Complement Report to monitor month-on-month changes in branch heads and officer assignments.
• Migrated the MCBL Pending List Report from Excel to Power BI, improving report accessibility, filtering, and monitoring.
• Led reporting improvement initiatives by moving manual Excel-based processes to Power BI and automated reporting solutions.
• Introduced Microsoft Planner to the team for project and task monitoring, including deadlines and notifications.
• Introduced Microsoft Lists as a central reference for Bancassurance SharePoint and OneDrive report links, making frequently used reports easier to locate and access.
• Introduced SharePoint Pages as a centralized platform for sharing and accessing Power BI dashboards.
• Improved the reporting process from data collection and validation to report generation, dashboard access, and distribution.
• Initiated and documented the BancAlert Highlight Process Flow to standardize the process and provide clearer guidance to the team.
• Developed a Marketing Officer Visit Report to track branch visits and monitor engagements.
• Supported additional team deliverables, including PowerPoint presentations, process flows, and Canva designs.

Senior Data Analyst at China Banking Corporation (2024-08 – 2026-05)

• Managed and analyzed Bancassurance production, leads, and operational data for daily, weekly, and monthly reporting.
• Developed and maintained reports and Power BI dashboards using Power Query and DAX for performance monitoring.
• Consolidated data from multiple sources and performed data validation and quality checks to ensure accurate reporting.
• Maintained employee and referrer databases used for reporting and incentive validation.
• Monitored leads, production, and income across different bank channels.
• Coordinated with Marketing Officers, MIS, branches, and the insurance partner to validate data and resolve discrepancies.
• Supported improvements to reporting processes, data preparation, and report generation.
• Assisted in identifying and resolving policy, branch, and referrer tagging issues.

Data Analyst at China Banking Corporation (2024-05 – 2024-08)

• Prepared and analyzed Bancassurance production, leads, and performance data for various bank channels.
• Developed and maintained reports and dashboards for production and sales performance monitoring.
• Used Excel, Power Query, Power BI, and DAX for data extraction, transformation, analysis, and reporting.
• Conducted data validation and quality checks to maintain accurate and reliable reports.
• Maintained databases and updated information required for reporting and incentive processing.
• Coordinated with internal teams and the insurance partner to resolve data discrepancies.

Accounting Assistant at China Banking Corporation (2018-11 – 2024-05)

• Managed daily and monthly production reports for Bancassurance branches and channels.
• Prepared weekly sales performance and monthly production reports.
• Tracked leads, production, and income for performance monitoring.
• Collected, consolidated, and validated data from different sources for reporting.
• Maintained and updated databases used for reporting and incentive processing.
• Conducted data quality checks to ensure accurate and consistent reports.
• Coordinated with branches, referrers, Marketing Officers, MIS, and insurance partners regarding data requirements and discrepancies.
• Provided administrative and reporting support for Bancassurance operations.
• Updated account information and maintained records required for accurate incentive processing.

Administrative Assistant at Staff Alliance Inc. (2018-04 – 2018-10)

• Provided administrative and reporting support to the team.
• Organized files and maintained an efficient filing system.
• Prepared and maintained reports and documentation.
• Assisted with administrative tasks and handled team requests.

IT Encoder at V5 Electrical Construction Co. Inc. (2017-07 – 2018-02)

• Maintained and updated operations databases.
• Prepared daily and monthly accomplishment reports.
• Consolidated, checked, and maintained project documentation.
• Encoded and maintained operations crew accomplishment records.
• Prepared purchase request reports for new and ongoing projects.
• Assisted with documentation and surveys for network infrastructure projects.
• Coordinated with team members regarding equipment and operational requirements.
• Coordinated with Meralco regarding work order and purchase order status.

Lineman / Installer – Technical Engineering Team at Dasca Cable Services (2016-01 – 2017-07)

• Installed, maintained, and upgraded cable TV and internet infrastructure.
• Performed troubleshooting and repair of fiber, copper lines, and related equipment.
• Installed and maintained cable network infrastructure and equipment.

Bachelor of Science in Information Technology – De La Salle University – Dasmariñas (2012 – 2015)

Associate in Computer Science – Specialization in Programming and CISCO – De La Salle University – Dasmariñas (2010 – 2012)