Cherrylou Catangay
Compliance Specialist @Ascensus
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WORK HISTORY
Compliance Specialist @Ascensus
Dresher, PA, US
Performs comprehensive review of plan data for 5500 annual return/filing. Verifies the accuracy of plan data and identifies filing requirements.Essential Functions:Reviews legal plan data and associated Schedule A and other documents needed for filing.Identifies filing requirements for the benefits/insurance data in the Form 5500.Coordinates with brokers and plan sponsors through emails and phone calls to ensure accuracy of plan data.Prepares 5500 filings including DFVC plans and performs amendment and corrections with a high degree of accuracy.Generates reports for assigned plans to ensure processing in a timely manner.Takes responsibility for E-filing on a daily basis and prepares Form Extensions.
EDUCATION
University of the Philippines
Bachelor of Science in Agribusiness Management
ABOUT CHERRYLOU CATANGAY
A dedicated and detail-oriented Risk and Compliance professional with extensive experience in conducting research and analysis to ensure end-to-end compliance. Experienced at executing tests that evaluate the established internal controls designed to mitigate risks and conducting compliance monitoring for operational processes, reviewing and assessing data for compliance, and implementing compliance plans to optimize efficiency and transparency. With over 15 years of experience in the banking and finance environment providing first-hand solutions to customers and assistance to Operations Specialists in a financial account, and providing oversight and management of the Risk & Control Self Assessment Program (RCSA). My unique professional experience stems from years of providing excellent customer support, creative problem solving, and engaging employees in a compliance culture. Seeking to join an organization where I can effectively leverage my skills and engage in a team-oriented culture, as well as expand my personal development by taking on new areas of responsibility.Let’s work together!Skype: Chelou CatangayEmail: c••••••••@gmail.com
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