Regor Ortiz Email & Phone Number

Amsterdam, North Holland, Netherlands

•Create and maintain Tableau reports that provides insights on business performance•Collection of data from various sources and blending it using SQL queries to create a Tableau friendly data source•Preparation of various management reports that helps in forecasting and planning•Automation of processes by converting reports from excel to Tableau Dashboards•Handle change requests related to Finance Tableau Dashboards

•Responsible for the monitoring of the daily Research Solution Sales Dashboard•Annual Subscription Value (ASV) report production, including investigation of material movements and preparation of commentaries•Forecast and Budget Revenue by Destination report preparation and submission•Prepared monthly reports such as New Bookings and New Subscription Tables•Hyperion submission of Actuals and Budget data•Process improvement and automation

Net Quad Building, Global City, Taguig, Philippines

•Performed month-end close review, including flash monitoring, investigation and preparation of commentaries to explain significant movements•Together with our Assistant Vice President Team leader had managed a team of 4, provided leadership, direction, support, coaching and feedback to the team members•Data build for the financial plan, including the compensation and benefits calculation based on FTE-driven plan, zero-based budgeting costs and other non-compensation direct costs•Performed client chargeback or cost allocation to other business units•Handled the cost restatement process, including financial model calculation •Improved existing process by identifying and eliminating waste in the production cycle

Ncr - National Capital Region, Philippines

• Handled the preparation and production of various management information reports used by Corporate Finance Exco, Group Heads and Senior bankers• Provided commentaries on Flash vs Actual and Forecast vs Plan variances• Participated in the annual planning process for the Infrastructure division• Performed Quality Assurance on the various reports made by team members• Produced adhoc reports as requested by Senior Management for their analysis• Performed project management • Managed a team of 5, provided leadership, direction, support, coaching and feedback to the team members• Produced infrastructure to product cost allocation reports• Acted as the point person of the team with regards to queries• Revised, streamlined and automated inefficient reports

• Handled the preparation of various management information reports used by Corporate Finance’s CFO and CAO• Performed system maintenance for the revenue system used in Corporate Finance• Prepared and booked various journals i.e. revenues, expenses, reclassification, accruals• Performed reconciliation on the systems being used in Corporate Finance

Ncr - National Capital Region, Philippines

• Analyzed contracts and makes the necessary pricing• Processed sales transactions using SAP• Prepared SOX control reports• Ensured that all errors encountered in SAP are resolved

Ncr - National Capital Region, Philippines

• Reviewed, analyzed, validated and reconciled inventory transactions by depots, warehouses and manufacturing departments on per production line and per product basis• Prepared Financial Statements per production line and per product• Identified and worked out improvements on area of responsibility• Generated, validated and analyzed the monthly production's usage variances• Adjusted valid production's inventory adjustments• Analyzed, reconciled and prepared monthly reconciliation of inventory account (book vs. actual)• Acted as accounting point person in inventory counts• Analyzed material deviation on Sales compared to Budget, Outlook and Trends• Prepared various management reports

Ncr - National Capital Region, Philippines

• Prepared journal entries on all sales related transactions• Posted journal entries through Oracle 11i• Prepared certified monthly sales reports for rental purposes• Made billing reports for franchised stores• Coordinated with the stores regarding material variances and bank reconciling items• Monitored stores’ cash and accounts receivable