04/22/2026 updated

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Team Manager | Content Operations & Financial Data Management

Paranaque, Philippines
Worldwide
Bachelor of Science in Commerce, Major in Financial Management
Paranaque, Philippines
Worldwide
Bachelor of Science in Commerce, Major in Financial Management

Profile attachments

Ana Patricia Carreon Herrera.pdf

About me

Strategic team manager, 14 years of experience leading financial data teams. My career has focused on process optimization, workflow improvements, & delivering clear, actionable insights. I thrive in collaborative, growth-oriented environments where I can contribute analytical insight to projects.

CommunicationContent ManagementExcel FormulasExcel Pivot Tables
Team Leadership & Management
Leadership of high-performing teams of 8 to 18 Content Analysts, including performance appraisals, coaching, succession planning, and cross-functional collaboration with global managers to drive unified performance improvements.

Financial Data Operations & Content Management
Expertise in financial data operations, including the delivery of accurate and reliable financial and textual market data, compliance with production and quality standards, and management of company financials and ESG content.

MS Office, Excel & SQL
Proficiency in MS Office, Excel, and basic SQL, including the development of Excel-based tools, macros, and scorecards to support data-driven decision-making and workflow optimization.

Process Improvement & Workflow Optimization
Design and implementation of process improvements and workflow optimization initiatives, including the development of Excel-based tools and macro solutions to enhance team productivity and operational efficiency.

Performance Reporting & Analytics
Preparation and validation of weekly, monthly, and daily performance reports using MS Excel and MS Access, summarizing key metrics and providing insights to support management decisions.

Quality Assurance & Compliance
Monitoring and enforcement of compliance with production and quality standards, conducting spot checks and limited reviews of team output, and coordinating with Quality Control teams to resolve issues and address inconsistencies.

Talent Development & Onboarding
Facilitation of onboarding and training sessions for newly hired employees, development of assessment standards for evaluating new hires, and support of individual professional development through structured feedback and evaluations.

Management Information Systems (MIS)
Management of MIS tasks to optimize workload distribution and operational efficiency, including daily task allocation across Team Leads to ensure balanced workloads and timely completion.

Languages

EnglishFluent

Project history

Team Manager, SFI (ESG)

REFINITIV-LSEG
Led and managed a team of 8 to 10 Content Analysts, monitored compliance with production and quality standards, prepared weekly performance reports, conducted performance appraisals, and collaborated with global managers to align strategies and drive performance improvements.

Team Manager, Company Financials

THOMSON REUTERS/REFINITIV
Supervised a team of 12 to 18 Content Analysts, ensured output quality and timeliness, prepared and validated weekly performance reports, conducted performance appraisals, managed MIS tasks, handled daily task allocation, and generated performance reports using MS Excel and MS Access.

Senior Market Analyst, Quality Management

THOMSON REUTERS
Facilitated onboarding and training sessions for newly hired employees, provided daily support to the production team, coordinated with the Quality Control team to resolve issues and clarify policies, and participated in the High-Potential Rotation Program in Customer Support operations.

Senior Research Analyst, Company Financials

THOMSON REUTERS
Acted as interim Team Manager, assisted in account classification, facilitated training for new hires, addressed daily team queries, collaborated with Quality Control, supported development of Excel-based performance monitoring tools, delivered accurate financial and market data, and consistently exceeded production targets achieving 130% to 150% output.

Research Analyst, Fundamentals

THOMSON REUTERS (Started in FT to Primark to Thomson)
Delivered accurate and reliable financial and textual market data to the company internal database, consistently exceeded production targets achieving 130% to 150% output, maintained target quality ratings, and was frequently recognized as one of the Quarterly Top Analysts.

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