Education

June 1994 to March 1998 Bachelor of Science in Accountancy (March 1998) – Cum Laude at Pamantasan ng Lungsod ng Maynila

Certified Public Accountants (CPA) board passer, May 2000
Certified Internal Auditor (CIA) partial completion of Parts 1, 2 and 4

Experience

July 2015 to present Records to Report (RTR) Regional Operations Manager – North America at LINDE GAS ASIA PTE LTD Linde Group Shared Service - Manila

• Stakeholder Management – lead in all RTR related divestiture and merger requirements;
• Project lead in conceptualizing, executing and implementing accounting handbook within the North America region and center;
• Handles all types of audit – quarterly, carve-out and year-end;
• Overall focal for all North America RTR processes, projects and ado requirements;
• Handles the monthly closing for North America – US and Canada entities from recording of transactions to submission of full package Financial Statements to Munich Head Office (HO);
• Reviews Financial Statements – trending analysis, variance analysis, drivers and root cause analysis;
• Performs and submits monthly executive summary to HO incorporating significant financial reports;
• Reviews account reconciliation to ensure accuracy, timeliness and completeness of Balance Sheet;
• Primary RTR contact during quarter, interim and annual audit performed by external auditors;
• Conducts operations meetings with counterparties for prompt resolution on issues and concerns;
• Spearheaded the North America Account Reconciliation Project with Ernst and Young (EY);
• 2017 Overall Winner for Process Excellence category – spearheaded the Canada Cash issues;
• RTR Lead for Project RTR Transformation – aims to achieve operations efficiency and improvements;
• RTR project lead – aims to achieve account reconciliation improvements for the entire center; and
• RTR project lead for spearheading account reconciliation automation.

Feb 2013 to Jan 2014 Financial and Statutory Processes Transition / Migration Manager at CAPITAL ONE PHILIPPINES SUPPORT SERVICES CORPORATION

Spearheaded the Financial and Statutory Reporting from HSBC to Capital One, as follows:
• Financial analysis and planning (budget preparation and forecasting)
• Financial Statement preparation and review
• Business review and preparation of BOD presentation materials
• Balance Sheet reconciliation and account certification
• Ensure compliance required by PEZA, BIR, SEC and other statutory reports
• Closing of period and other adhoc reports necessary during the transition

October 2011 to January 2013 Manila Branch – Financial Controller at DEUTSCHE BANK GROUP

• Overall in-charge of AR, AP, Treasury, Intercompany, Working Accounts and Fixed Assets;
• Handles end to end processes from recording to financial analysis and management reporting;
• Conducts clean-up and Balance Sheet reconciliation;
• Prepares budget and forecasting for regional consolidation;
• Reviews intercompany, primary and secondary cost allocations and fixed assets transactions;
• Performs BSP reports such as Nostro Reports, Daily Rates, Deposit Liability Reports and FCDU Final Reports and other adhoc reports; and
• Spearheads cost saving initiatives.

April 2009 - October 2011 Financial Reporting and Asset Manager at SPI GLOBAL, INC. (subsidiary of PLDT)

• Reviews Financial Statements and prepares variance analysis/ management reporting;
• Performs monthly and quarterly transfer pricing for intercompany recharges and allocations;
• Assigned SOX Head for Finance group – process maps, risks & control matrix and annual assessment;
• Handles consolidation for the entire SPI group;
• Reviews Balance Sheet and performs account reconciliation;
• Plans and initiates fixed assets cycle count and reconciliation; and
• Handles PEZA, BIR, SEC and other statutory requirements.

November 2000 to December 2005 Senior Internal Auditor at SAN MIGUEL CORPORATION

• Plans and executes complete review of assigned organizational and functional activities in accordance with approved work plan;
• Performs special review per management’s request;
• Surveys functions and activities in assigned areas to determine the nature of operations;
• Plans audit and prepares audit program;
• Evaluates risk exposures, adequacy and effectiveness of controls relating to and encompassing the organization’s governance, operations and information systems;
• Discusses to clients the results of audit through verbal and written presentations to top management.

International engagement: PT Sampoerna – Crates and Pallet Plant in Bekasi, Indonesia