JORDAN T. CHAVEZ, CPA

Mobile; 0998 208 1572; Landline: 033 331 2573 · [email protected] ·

Pavia, Iloilo 5001 · www.linkedin.com/in/jordanchavez-cpa ·

A Finance & Accounting Professional with over 14 years of experiences reviewing ledgers, controlling processes, and preparing budget for an organization ranging from 1.0B to 1.2B annual turnover, and with practical background in audit. Possess a Certified Public Accountant (CPA) certification.

PROFESSIONAL EXPERIENCE

Finance Manager – Medicus Medical Center Corporation, Iloilo City, Philippines

December 2018 – Present

·         Directly reporting to President/COO/Hospital Director and Finance Director.

·         Manage and lead the full cycle of accounting & financial operations.

·         Review, & Present the Monthly, Quarterly and Year-end comparative reports to the board with complete comparative analysis.

·         Ensure all Accounting, Tax and Financial month-end & year-end deadlines are met.

·         Prepare the Company’s Annual Budget.

·         Validate and authorize all accounting transactions & documents are in accordance with company policies & objectives, IFRS and GAAP.

·         Train and motivate the team to be efficient and effective.

·         Lead & maintain good rapport among 25 team members and with other departments.

·         Review the workflow process improvements.

·         Achievements:

o   Streamline the Payment Process of doctor’s professional fees.

o   Prepare the Hospital’s Annual Budget for the first time.

o   Identified and Solved the issue of Pilferage in the Pharmacy using thorough analysis

o   Strengthen the internal control of the Hospital

Asst. Finance Manager – Jazirat S’maa Fashion Co. Ltd. (REDTAG) – under BMA Group, Al Khobar, KSA

September 2008 – October 2018

·         Directly reporting to Regional Finance Manager and indirectly reporting to General Manager and Corporate Finance Manager.

·         Manage and lead the full cycle of accounting & financial operations of both brands, REDTAG & Twenty4 (under Eastern Retailing Readymade Fashion Co., Ltd.).

·         Review, & Present the Monthly, Quarterly and Year-end comparative reports with General Manager, Brand Head and Regional Finance Manager with complete comparative analysis.

·         Ensure all Accounting and Financial month-end & year-end deadlines are met.

·         Prepare the Company’s Annual Expenditure Budget.

·         Validate and authorize all accounting transactions & documents are in accordance with company policies & objectives, IFRS and GAAP.

·         Train and motivate the team to be efficient and effective.

·         Lead & maintain good rapport among 11 team members and with other departments.

·         Ensure overall cash management in all 180 stores including 4 regional offices are in place in accordance with company policy and objectives.

·         Review Lease and Other (such as procurement, loans, and annual maintenance).

·         Support the line manager and Corporate for workflow process improvements.

·         Achievements:

o   Streamline the AP/AR system in regional/country level from manual to automated review & control by developing an excel model.

o   Prepare the Company’s expenditure budget over the last 8 years objectively, accurately and timely.

o   Proud to be a Core member in one of the leading Retail Stores in KSA during its transitional period from 28 stores to fast growing 180 store both brands.

o   Joined as Senior Accountant (Head of Accounting) then promoted as Asst. Finance Manager in Aug 2015

o   Automated annual incentive as per company scheme thru excel model.

Senior Accountant – Dento Plast Center Group, Dammam, KSA

June 2006 – July 2008

·         Establish & introduce the branch accounting system

·         Lead & manage the full cycle of accounting operations with 2 team members.

·         Prepare an interim & year-end consolidated report to the Management

·         Implement the Stock Card system for better inventory control.

·         Solve the cash flow issue of the company

Auditor – San Buenaventura CPAs’ & Co., Makati, Philippines

June 2005 – June 2006

·         Perform a complete year-end financial & management audit.

·         With personal clients during the period render both consultancy and accounting services

Accountant – Premium Sourcing Group Inc., Pasig, Philippines

August 2004 – January 2005

·         Create new chart of accounts and rectify the accounting system of the company.

·         Perform the full cycle of accounting cycle & conduct year-end stock counting

·         Introduced and used Peachtree Accounting Software

EDUCATION

Bachelor of Science in Accountancy – University of the East, Caloocan City     1999 – 2004

·         Member of Honor Society (Consistent Dean’s Lister)

·         Academic Excellence Awardee

·         Graduated as full scholar of SM Scholarship Foundation

PROFESSIONAL SKILLS

·         Mastery in Microsoft Office programs (Word, PowerPoint, especially Excel)

·         Excellent management & supervisory skills with a focus on team-building and motivates staff productivity maintaining good rapport.

·         Outstanding organizational, multitasking, and problem-solving abilities.

·         Appropriate knowledge and experience in Peachtree, Tally, Oracle, and Cognos.

SEMINARS ATTENDED

·         Fraud Detection, Analysis and Prevention

·         Financial Statement Analysis for Better Decision Making

·         Ethical Practices in Marketing Services of CPAs

·         Advance Microsoft Excel

PROFESSIONAL MEMBERSHIPS

·         Philippine Institute of Certified Public Accountant 2005 & 2016