Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Certification
Timeline

Adam Dalida

Certified Public Accountant
Taguig City

Summary

Accomplished Senior Finance Manager with a proven track record at Sun Life of Canada (Philippines), Inc., and SGV & Co. Expert in financial reporting and process improvement, recognized for leadership in cross-functional teams. Awarded for pioneering IFRS 17 financial closing innovations. Skilled in both technical analysis and effective communication.

Overview

10
10
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Senior Finance Manager

Sun Life of Canada (Philippines), Inc.
Taguig City
07.2021 - Current

Key lead in Sun Life Philippines' IFRS 17 and IFRS 9 project implementation, responsible for:

  • Deep understanding of IFRS 17 and IFRS 9, covering accounting, actuarial, and asset-liability management
  • Translating technical requirements into system implementations
  • Introducing process improvements through automation initiatives
  • Delivering financial reporting to drive insights and business decisions

Concurrently also handles accounting advisory for complex transactions. Worked with cross-functional teams to identify risks, analyze accounting implications, introduce process improvements and support internal control structure through maintenance of operating guidelines.

Was one of Sun Life's Global CEO Awardee in 2023, recognized for implementing macro tools for faster and efficient delivery of IFRS 17 financial closing processes.

External Auditor

SGV & Co
Makati City
11.2014 - 06.2021
  • Progressive 7 years experience from Audit Associate to Audit Manager, leading teams to deliver audit engagements for clients in the financial services sector such as banks, insurance, stock brokerage, etc.
  • Involved in multiple conversion and implementation projects for IFRS 17 and IFRS 9
  • In 2017, was seconded to EY Tokyo and involved in an audit of a large international Japanese investment bank, specifically assigned to audit derivative trading processes (product control, price verification, etc.)
  • Member of Accounting Standards Group, dealing with technical accounting interpretation for complex financial instruments and transactions

Education

Bachelor of Science - Accountancy

Polytechnic University of The Philippines, Manila
06.2010 - 01.2014
  • Degree Awarded with Magna Cum Laude
  • Top Graduate of Batch 2014

Skills

Financial reporting

Accomplishments

CEO Awardee in 2023, honored for creating macro tools that enabled faster delivery of IFRS 17 financial closing process

Software

SAP

Tableau

Excel VBA

Certification

Certified Public Accountant

Timeline

Senior Finance Manager - Sun Life of Canada (Philippines), Inc.
07.2021 - Current
External Auditor - SGV & Co
11.2014 - 06.2021

Certified Public Accountant

10-2014
Polytechnic University of The Philippines - Bachelor of Science, Accountancy
06.2010 - 01.2014
Adam DalidaCertified Public Accountant