Roel B. Email & Phone Number

Los Angeles, California, United States

United States

Currently providing interim financial support primarily to Fortune 500 companies during critical periods, handling a wide range of financial functions. Notable experiences and achievements:- Strategic Financial Analysis: Empowered executive leadership with essential business planning and decision support through various financial analyses.- Budgeting and Forecasting Leadership: Led cross-functional teams in creating comprehensive, accurate budgets, maximizing cost savings, profitability, and alignment with business objectives.- Complex Financial Modeling: Developed and maintained intricate financial models for informed financial planning.- Financial Dashboarding Solutions: Collaborated with business unit leaders to enhance budget adherence through tailored financial reports and Power BI-based dashboards.- Team Support and Management: Managed finance teams, fostering collaboration and high performance.- Financial Statement Compliance: Prepared compliant monthly, quarterly, and annual financial statements for both private and public companies.- Efficiency Improvements: Streamlined month-end closing processes, ensuring timeliness and accuracy.- Technical Accounting Expertise: Advised clients on complex technical accounting matters, achieving 100% client and external auditor satisfaction.- Successful Special Projects: Led a project ensuring compliance of existing revenue contracts with accounting standards, resulting in improved financial reporting accuracy and reduced compliance risk.- Revenue Recognition Oversight: Ensured adherence to US GAAP and SEC regulations, identifying process improvement opportunities and enhancing controls.

Washington D.C. Metro Area

- Provides management over a portfolio of clients and deliver high quality audit and assurance service, including preparing and reviewing audit plans and work.- Achieves team and individual budgets and business plan/ performance objectives.- Manages project financials, including budgets, WIPS, timely billing and collection and variance recognition.- Maintain the highest technical and professional standard.- Think strategically about client needs by understanding their business and key risks.- Addresses situation before they come crises and develops solutions to avoid recurrence,- Providing additional help and guidance to clients on a consultancy basis.- Participates in the development of ways to meet client needs, contributes to proposal delivery.- Identifying ways to maximize the relationship with clients and deliver added value.- Monitor and control auditing staff.- Coach, train and develop auditing staff to upgrade their knowledge.

2010 Corporate Ridge, Mclean, Va, United States 22102

- Directly responsible for the statutory audits of client’s financial statements;- Obtains knowledge of client’s business and industry, government regulations affecting the client, accounting systems and processes for the purpose of tailoring appropriate audit procedures;- Performs business and accounting process review which is focused on the evaluation of the effectiveness and efficiency of internal controls and corporate governance with respect to the financial reporting process;- Identifies and resolves potential audit issues, communicates them to the team and the client’s management, and provides technical accounting advice and assistance;- Clearly and accurately documents the audit procedures performed as defined by the engagement objectives, client’s engagement history and planned audit approach;- Communicates to the client the results of the audit engagements and provides constructive suggestions to improve the existing internal control systems;- Assists in the preparation of the auditor’s report, client’s financial statements, income tax returns and related schedules required by regulatory agencies applicable to the client’s company; and,- Directly responsible for the supervision, review and management of audit staff in executing specific audit procedures.

Newport Blvd., Newport City, Pasay 1309, Metro Manila, Philippines

-Ensure compliance of the Company with the financial requirements of regulatory bodies and other concerned institutions (Philippine Stock Exchange, Philippine Amusement and Gaming Corporation, Securities and Exchange Commissions, Bureau of Internal Revenue, etc.)

Yuchengco Tower, Rcbc Plaza 6819 Ayala Avenue, Makati City

-Primarily in charge of assisting the Operations Manager in managing the day to day activities of the Department. -Takes full responsibility of managing the business in the absence of the Operations Manager. -Provides assistance to the Vice President in conducting the business affairs of the Division. -Takes part in various project development teams by managing, evaluating and assessing projects impact in the operations and financial statements of the Division. -Participates in various client discussions and calls to entertain accounting and finance queries about the products of the Division. -Conducts trainings and sessions for various updates on Financial Reporting Standards and Taxation in the Philippines with significant impact in the Division's operations. -Coordinates with the external and internal audit teams in the performance of their financial and compliance audits. -Prepares and reviews financial statements and reviews tax returns. -Prepares communication letters with regulatory bodies (BSP, BIR, SEC, etc) -Prepares Business Impact Analysis and Business Continuity Plan for the Division.

Ayala Avenue, Makati City, Philippines

- Directly responsible for the statutory audits of client’s financial statements;- Obtains knowledge of client’s business and industry, government regulations affecting the client, accounting systems and processes for the purpose of tailoring appropriate audit procedures;- Performs business and accounting process review which is focused on the evaluation of the effectiveness and efficiency of internal controls and corporate governance with respect to the financial reporting process;- Identifies and resolves potential audit issues, communicates them to the team and the client’s management, and provides technical accounting advice and assistance;- Clearly and accurately documents the audit procedures performed as defined by the engagement objectives, client’s engagement history and planned audit approach;- Communicates to the client the results of the audit engagements and provides constructive suggestions to improve the existing internal control systems;- Assists in the preparation of the auditor’s report, client’s financial statements, income tax returns and related schedules required by regulatory agencies applicable to the client’s company; and,- Directly responsible for the supervision, review and management of audit staff in executing specific audit procedures.

Ayala Avenue, Makati City, Philippines

Responsible in executing and documenting specific audit procedures tailored for the specific audit engagements;

Baliwag, Bulacan, Philippines

- Oversees the design and development of the overall curricula and develops appropriate syllabi for the program handled;- Tranfers knowledge including practical skills, methods and techniques to a wide variety of audiences using appropriate media and methods to promote understanding;- Encourages the development of innovative approaches to course design; - Ensures that teaching design and delivery comply with the quality and educational standards and regulations of the department; and,- Sets, marks and assesses work and examinations and provides feedbacks to students.