Bea Charmelyn Lambitco, FRM

• Past Assignments: Data Modeler (Financial Services Firm in Singapore), Data and AI Consultant (Microsoft Partner Firm, Asset Management Firm) • Past Trainings Conducted: 18 (Agentic AI, Prompt Engineering, Google BigQuery, Microsoft, SQL, Python, Power BI, etc.), with a high recommendation rate and trainer rating of majority 5 and 6's out of 6 in subject knowledge, style, rapport with audience, and organization • Data/AI Tech Stack: SQL, Python, Databricks, Google BigQuery, Microsoft Azure, Claude, n8n

• Pioneered the Data and Analytics team, crafting and executing the strategy to become a data-driven organization • Led the development of the firm's data warehouse in Azure Synapse Analytics; built in-house data engineering capability, utilizing DBT and Docker saving over $60,000 in managed service costs annually • Saved costs for the development of an internal AML screening tool for all clients using Databricks, Azure Data Factory, and Python • Designed Metabase and Power BI dashboards and implemented Microsoft Copilot to enhance operational efficiency, while also overseeing data quality to reduce data errors by 70% • Formed a cross-functional BU analysts’ team, conducted data literacy trainings, and produced data digests and newsletters to foster data-driven culture and deepen analytics

• Onboarded 1st external client of ATRAM Risk and Advisory service within first 3 months in the company (2nd client after 9 months, approx. Php 4bn in AUM) • Revamped manual processes and re-designed database and reports (i.e., returns, benchmarks, value-at-risk, turnover), cutting down the preparation time by 90% • Implemented monthly performance and risk analytics meetings with each asset classes • Enforced strict adherence to mandates and policies , resulting to reduced false positive flags by approximately 50%

• Developed the 1st behavioral scoring model for mortgage within 6 months • Generated monthly credit risk dashboard to analyze growth, asset quality, and risk areas • Integrated the mortgage product development assessment (PDA) matrix in loans origination system to reduce time spent in underwriting • Cut down manual data retrieval of 5000+ files by designing an Excel VBA compiler

Capstone Project: Credit Risk Scorecard Modeling for Micro, Small, and Medium Enterprise Clients of a Philippine Bank Financial Aid Scholarship Recipient

Magna Cum Laude. Won 2nd Place in UP Stat-is-Seeks 2015. Recipient of Financial Aid Scholarship for 4 years.