Concurrently leads the Human Resource Department in crafting engagement activities, career programs and employee welfare.Milestones(1) Designed and implemented an end-to-end framework on performance management, coaching and evaluation coined as "Career Assessment Program".(2) Formalized the department check-ins thru a quarterly "Department Kamustahan" to identify sentiments of the people on their team leads, department head and leadership.(3) Curated company events such as Q1 2023 Townhall, Q2 2023 Townhall, Internal Brand Launch. Launched supporting framework/policies such as the (a) Employee Referral Program, (b) Employee Engagement Committee Program, (c) Training Endorsement Program.Core Responsibilities and Duties:(1) Build frameworks and programs that will increase employee engagement, retention and general welfare(2) Shape the culture of Lista that aligns with what the brand stands for(3) Structure and organize internal engagement events/activities

Reports directly to CEO and COO. Steers all finance-related processes and overall financial health of the company, and ensure sustainability + growth. Milestones(1) Transformed from manual and cash-basis to accrual basis the books of the company , and semi-automated by fully migrating the books to Xero. Eliminated a manual component of the bookkeeping that slashed down 2 manhours daily.(2) Developed an automation tool for budget/forecast preparation and structured the workflow for FP&A and budgeting allowing for a weekly snapshot of variance reports. Previously, this information was provided on a monthly basis, but now shifted to a weekly basis. (3) Developed an evolving/adaptive template for investor reporting that highlights cash projections, revenue forecasts and operational burnCore Responsibilities and Duties(1) Lead the entire Finance arm of Lista, and build/optimize the workflows accordingly as the business expands(2) Liaise with the investors regarding company's financials and performance(3) Keep the budget/forecast up-to-date with information from various business units and by taking into account any pivots in the strategies(4) Build business models and conduct scenario analysis to test business ideas and potential products(5) Develop internal policies to ensure operational efficiency and to put effective controls in place

Milestones as Senior Finance Manager(1) Assisted a team member in hitting the target goals and milestone for the covered period, which resulted to having a good business case for promotion to senior financial analyst(2) Optimized SAP by Design Workflow by leveraging on the features/modules of the software, which improved efficiency in producing schedules for internal consumption and for audit needs(3) Revamped the FP&A template to accommodate the analysis of new products/businesses. The tool provides insights on how much capital are spent on the projects along with ROI analysis(4) Successfully rolled out the accounts reconciliation roadmap which ensured that all the material accounts of the Balance Sheet and Income Statement are reviewed and fully reconciled. Reconciled the loan book against the information captured in the data warehouse with zero discrepancySustained the core responsibilities as Finance Manager with addition of the following:(1) Oversee the treasury function of the company by ensuring that operations are well-funded, and strategies are executed(2) Mentor potential managers for the accounting and treasury functions(3) Generate business and financial insights for other business units and leadership

Reports directly to the VP of Finance. Responsible for re-stabilizing the accounting process and systems, ensuring that the correct account principles are applied and that recorded information are accurate and timely. Spearheads process improvements to increase team performance. Assists in preparation of FP&A reports for consumption of leadership that assists in planning and decision-making.Milestones(1) Revamped the Intangibles Template resulting to a smoother, faster and cleaner preparation of supporting documents that serve as the basis for recognizing monthly capitalization of intangibles(2) Simplified the work flow for the month-end procedures by improving the structure, intuitiveness and general flow of the involved workstreams resulting to a more organized team effort toward completion of of month-end closing tasks(3) Developed a reimbursement capping mechanism that was embedded on the revamped payroll template allowing us better management/monitoring of reimbursement. The revamped payroll template also improved the time needed to complete such document and facilitate reconciliation toward booking in SAP(4) Automated at 90% a report that provides us insights/breakdown as to the operational cash funds against SPV cash funds(5) Re-aligned the Expected Credit Losses (ECL) accounting policy to reflect the correct accounting principles and automated the template for easier turnaround time for the report productionCore Responsibilities and Duties(1) Lead the Finance Core Team covering the following areas: Accounting, Audit, Tax, Disbursements and Liquidity Management(2) Lead process improvement projects covering the areas mentioned above(3) Oversee the month-end closing procedure and ensure that report generated are accurate and in line with company policies(4) Refresh team structure and SOPs for better team orchestration leading to higher team performance(5) Coordinate with Data and Engineering team regarding data capture, booking and recording

A collaboration-intensive concurrent role. Orchestrates the financial backbone (e.g. accounting, policies, processes) of the newly organized business unit that is geared toward e-commerce. Brainstorms with the rest of the e-commerce team to define, build and enhance customer experience (CX). Prepares forecast, budget and plan of the BU.

Reports directly to the group CFO. Responsible for providing business and financial insights across various divisions (and multiple entities) of the group to aid the CFO in the decision-making processes and strategies.Milestones(1) Developed a dashboard that provides the hot spots of various divisions under the group. The dashboard allows the CFO to quickly identify P/L items that merit attention/solution. This dashboard is built upon multiple-logic that automates a substantial portion of the analysis. Through the template, initial insights are immediately generated upon loading of the financials (2) Refreshed and developed a template that assists management in the planning/budgeting process. The templates factors in forward-looking variables that affect the business and take into account scenario-building to assess growth potential for the succeeding years.(3) Developed Scenario Building Template to provide a snapshot of financial performance and cash flow under controlled and/or stressed assumptions on sales, expenses and etc.(4) Developed a tool (powered by MS Planner and Power Automate of Microsoft 365) that automatically alerts identified personnel of various BUs for the submissions needed, and streamlines escalation. This tool reduced the need for manual follow ups, and improved on-time submissions.Core Responsibilities and Duties(1) Assist CFO in preliminary analysis and convert reports into insights and/or presentation(2) Build investors' deck on a quarterly basis(3) Build deck for Board of Directors on a quarterly basis(4) Refresh group-wide policies to align with direction and strategies set by the management(5) Oversee finance-related projects and serve as an internal project consultant

Finance Officer/Assistant Manager in Financial Management Department of Bank of China (Manila Branch) in charge of preparation of financial reports, and analysis to support strategic decisions of the Bank.Milestones(1) Developed a template that efficiently prepares charts, tables and figures for the monthly Management Committee (MANCOM) meeting that reduced turnaround time from 3 days of preparation to 1 day(2) Developed a template that bridges with the MANCOM template to produce a separate monthly report required by the headquarters in Hong Kong that reduced turn around time from 2.5 days of preparation to 1 day(3) Streamlined the new monthly report that summarizes and monitors performance of Relationship Managers against KPI measures (4) Authored the updating of Pricing Policy including its principles and guidelines for better strategic pricing of bank productsCore Duties and Responsibilities(1) Prepares daily, monthly and annual analysis for internal and external reporting(2) Conducts financial management and analysis to support strategic decision-making of the Bank(3) Proposes and monitors pricing on all existing Bank products based on cost data, KPI measures and risk & capital metrics.(4) Prepares annual internal budgeting through coordination of KPIs and objectives of the Bank(5) Supports the needs of other departments (such as the corporate banking department, commercial banking department, operations, risk management, and etc.) through data analytics

Senior Associate in the Financial Services Risk Management group of the firm's risk advisory arm. Milestones(1) Co-developed a financial model that assist in projecting financial statement of a bank and conducting bank valuation(2) Co-developed a prototype for a strategic asset allocation tool for insurance company and banks(3) Developed tools to aid in analyzing customer experience and customer relationship(4) Developed models to estimate Probability of Default of both corporate and retail loan portfolioExposures(1) Strategic planning and forecasting(2) Financial derivatives and valuation methodologies(3) Market risk reporting and disclosure procedures including methodologies in quantifying the risk(4) Branch banking operations(5) Branch lending operations(6) Credit risk modelling and IFRS 9Core Duties and Responsibilities(1) Conducts audit support engagements including valuation of financial assets and testing controls and reasonableness of the Value at Risk (VaR) calculations of clients.(2) Engages in other advisory services with banks and other financial institutions including customer-related projects(3) Develop products and/or services to cater to the needs, objective and direction of the clients(4) Develop product prototypes for client presentations including excel prototypes, mobile applications and etc.

Performed audit support including vouching and reperformance for a top logistics company in the Philippines.