Jeferson Lontabo

Analytical and detail-oriented professional with one year of experience in a financial technology company, progressing from sales reporting and administrative support to a Business Support Associate role. Provides comprehensive support to the sales network through performance analysis, sales reporting, operational coordination, and process optimization. Experienced in managing dashboards, tracking KPIs, coordinating with cross-functional teams, and ensuring data accuracy to support informed decision-making and drive measurable business results.

Sales Reporting and Administrative Associate | Business Support Associate at First Digital Finance Corporation (Billease) (2024-08 – Present)

• Sales Operations & System Support: Assist in identifying, documenting, and implementing improvements for the Sales Agent Portal in coordination with relevant teams.
• Monitor system-related issues, enhancements, and process gaps affecting Sales Network operations
• Policy, Process & Documentation: Create, update, and maintain policies, process manuals, guidelines, and internal memos as instructed by the Head of Merchant Sales Network.
• Ensure all operational workflows, process changes, and sales-related procedures are properly documented.
• Design and implement process automation solutions using Google Apps Script and AI-powered tools to streamline workflows, reduce manual effort, and improve operational efficiency.
• Reporting & Data Analysis: Generate ad hoc and recurring reports required for operational reviews and key business decisions.
• Perform data analysis related to sales performance, productivity, incentives, and operational efficiency.
• Develop, optimize, and maintain SQL scripts with complex business logic to extract, transform, validate, and present data, improving data accuracy, integrity, and visibility for operational users.
• Productivity & Performance Monitoring: Monitor productivity and performance of Sales Operations, including Sales Agents and field activities.
• Track key performance indicators (KPIs) and provide actionable insights and recommendations.
• Incentives & Computation: Support the computation, validation, and reporting of sales incentives based on approved incentive structures.
• Coordinate with Finance, HR, and Sales teams to resolve discrepancies and ensure proper documentation.
• Cross-Functional Collaboration: Work closely with internal departments (e.g., Product, IT, Risk, Finance, HR, Operations, Marketing) to support process improvements and operational initiatives.
• Act as a coordination point for Sales Network-related operational requirements.
• Executive & Business Support: Serve as the primary support and right-hand assistant to the Head of Merchant Sales Network, providing analytical, operational, and administrative assistance as required by business needs.
• Support day-to-day operational requests, special projects, and urgent tasks critical to Sales Network execution.
• Assist in preparing management presentations, summaries, trackers, and decision-support materials.

Bachelor of Science in Financial Management – Pamantasan ng Lungsod ng Maynila (2020 – 2024)

– Philippine School of Business Administration - Manila (2018 – 2020)