Anna Liza Jumadiao
CPA, MBA
Quezon City
Summary
Experienced Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Overview
29
29
years of professional experience
16
16
years of post-secondary education
Work History
Assistant Vice President - Controller
SM Retail, Inc.
Pasay City
04.2013 - Current
- Oversee day-to-day operation and/or activities of the Accounting department of Retail Affiliate 2.
- Performs administrative functions in hiring and monitoring staffs' day-to-day attendance and work performance for merit increase and/or bonuses recommendation, if any, on an annual basis.
- Reviews and analyze financial statements, accounting reports (sales reports, OPEX variance analysis, gross margin movement, monthly/annual budget, and etc.) and the likes for finalization and submission to the VP-Controller.
- Ensure compliance with the rules and guidelines of the Bureau of Internal Revenue (BIR) in order to avoid possible tax assessments.
- Recommends process and/or control enhancements for the efficient functioning of the department as a whole.
- Oversee projects related to Finance and Accounting mainly evaluation of acquisition of new accounting system or enhancements of the existing one.
- Other functions that may be assigned by the VP - Controller.
ASSISTANT COMPTROLLER
TRANS-ASIA OIL AND ENERGY DEVELOPMENT CORPORATION
Mandaluyong City
04.2009 - 03.2013
- Leads the Finance Department team in creating strategies or Key Performance Indicators (KPI) in line with the corporate strategy crafted by the department heads. Ensures that these strategies would support the corporate strategies.
- Monitors the accomplishments of these KPIs on a month to month basis to ensure compliance as committed to management.
- Reviews strategies on a quarterly basis and revise as necessary.
- Ensures that 10 staffs including 1 Accounting manager and 1 Chief Accountant functions as required in line with Finance strategies.
- Ensures that all regular reportorial requirements to PSE, SEC and BIR are submitted on a timely basis.
- Coordinates payroll benefits and deductions (through payroll advises) on a semi-monthly basis to third party contractor doing payroll processes for the Company. Ensures that payroll advise are carried out as instructed on a semi-monthly basis.
- Actively participates in industry wide initiatives particularly on issues with Philippine Electricity Market Corporation (PEMC), the market operator of the Wholesale Electricity Spot Market (WESM). Regularly attends meeting of the Philippine Independent Power Producers Association, Inc. (PIPPA).
- Prepares the presentation materials and attends monthly Board of Directors (BOD) meeting to assist the VP-Controller in presentation.
- Presents the monthly and year to date financial report of the company to the BOD in the absence of the VP-Controller.
- Conducts quarterly coordination meeting with operation heads to assist in any analysis that operation head may require (as part of the team’s goal to aid the operation in their undertakings).
- Assists the VP-Controller in preparing financial analysis for new projects.
- Other functions that may be assigned by the VP-Controller.
DEPUTY TEAM LEADER - REVENUE
CHEVRON HOLDINGS, INC. (FORMERLY CALTEX ASIA)
Makati City
04.2007 - 03.2009
- Monitoring of daily and month-end activities and transactions of 16 Revenue Accountants handling various processes of different customers of Chevron in Asia Pacific;
- Updating and monitoring of Team metrics to ensure that team goals are carried out as planned;
- Review of monthly and quarterly Accounts Reconciliation to ensure that all accounts owned by Chevron Holdings are in compliance with the standards of Accounts Receivable Monitoring System (ARMS) reporting;
- Regular review of accountants function and SAP access to avoid possible violation of Segregation of Duties (SOD);
- Review of procedural documentations to ensure compliance with the standards of audit and SOX;
- Semi-annual assessment and review of assigned SOX controls;
- Active participation in the successful execution of the deployment network tasks of Project Olympic. ( Two (2) Certificate of Recognition for active contribution in project Olympic was received from the Global General Manager and Asia Pacific Manager, respectively)
- Other function that may be assigned by the Asia Pacific group manager.
ACCOUNTING MANAGER
METRO MANILA SHOPPING MECCA (SM MANILA DEPT. STORE
01.2001 - 09.2006
- Monitors progress of Accounting Assistants in auditing daily sales transactions;
- Ensure Accuracy of periodic reports as required by internal/external users;
- Prepares Financial Statements, operating expenses variance analysis and schedules
- For presentation to AVP – Operation:
- Ensure Accuracy of reportorial requirements to BIR such as VAT, Withholding Tax and Electronic Sales reporting;
- Ensure compliance of selling and non-selling personnel on existing policies and procedures and evaluate possible weaknesses that may need improvement;
- Reviews all standard journal entries encoded in Oracle GL System and generates trial balance
- And other available reports for analysis.
- Performs special functions or projects that may be assigned by VP for Controllership such as
- Preparation of presentation template for meetings or coordination with Information Technology personnel for computerization of existing manual reports.
AUDIT SUPERVISOR (Head Office)
AMA COMPUTER LEARNING CENTER, INC.
08.1998 - 03.2000
- Assists the Director in preparation of audit plans and working schedules as well as staff assignments;
- Personally supervises staff in the field and monitors progress of work activities;
- Reviews working papers and summary drafts of findings prepared by staff;
- Prepares follow-up noted and additional verification requirements needed;
- Monitors and reviews time reports in comparison with work plans;
- Performs final review of working paper and writes draft of report;
- Checks for completeness of documents supporting the findings;
- Handles dissemination of summaries of new policies, related resolutions, systems and procedures update to all audit staff.
FIRST ASSISTANT
JOAQUIN CUNAN AND COMPANY/ PRICE WATERHOUSE - PHIL
12.1996 - 08.1998
- Execution of various audit programs in accordance with Generally Accepted Auditing Standards (GAAS);
- Evaluation of compliance with established company policies and procedures;
- Review of effectiveness of Internal Accounting Control System;
- Assessment of possible tax exposure;
- Preparation of draft financial statements, internal control memorandum, income tax return and other required government reports;
- Preparation of budget time for audit engagement;
- Supervision of other staff auditors.
Education
MBA - Business Administration
Ateneo Graduate School Of Business
Makati City 07.2011 - 02.2014
Bachelor of Science - Accountancy
Polytechnic University Of The Philippines
Sta. Mesa, Manila 06.1991 - 05.1995
High School Diploma -
Ramon Magsaysay High Scool
Espana, Manila 06.1987 - 03.1991
No Degree -
P. Gomez Elementary School
Sta. Cruz, Manila 06.1981 - 04.1987
Skills
Financial Analysis
Tax law knowledge
Process/System Enhancements
Business administration
Policy compliance
Issue resolution skills
Business planning
Project management
Timeline
Assistant Vice President - Controller
SM Retail, Inc.
04.2013 - Current
MBA - Business Administration
Ateneo Graduate School Of Business
07.2011 - 02.2014
ASSISTANT COMPTROLLER
TRANS-ASIA OIL AND ENERGY DEVELOPMENT CORPORATION
04.2009 - 03.2013
DEPUTY TEAM LEADER - REVENUE
CHEVRON HOLDINGS, INC. (FORMERLY CALTEX ASIA)
04.2007 - 03.2009
ACCOUNTING MANAGER
METRO MANILA SHOPPING MECCA (SM MANILA DEPT. STORE
01.2001 - 09.2006
AUDIT SUPERVISOR (Head Office)
AMA COMPUTER LEARNING CENTER, INC.
08.1998 - 03.2000
FIRST ASSISTANT
JOAQUIN CUNAN AND COMPANY/ PRICE WATERHOUSE - PHIL
12.1996 - 08.1998
Bachelor of Science - Accountancy
Polytechnic University Of The Philippines
06.1991 - 05.1995
High School Diploma -
Ramon Magsaysay High Scool
06.1987 - 03.1991
No Degree -
P. Gomez Elementary School
06.1981 - 04.1987
Similar Profiles
KRISTEL JOY A. ILAOKRISTEL JOY A. ILAO
Assistant Systems & Procedures Manager at SM Retail, Inc.Assistant Systems & Procedures Manager at SM Retail, Inc.
Andrew Domnique TorresAndrew Domnique Torres
Accounting Assistant at SM Retail, Inc.Accounting Assistant at SM Retail, Inc.
Jomaree CartagenaJomaree Cartagena
IT Associate Supervisor – Officer level at SM Retail Inc. – SM Retail Headquarters: MSPG (Multi-services Payment Gateway Bills Payment) IT Application SupportIT Associate Supervisor – Officer level at SM Retail Inc. – SM Retail Headquarters: MSPG (Multi-services Payment Gateway Bills Payment) IT Application Support
ENRIQUE LUCIO BOQUIRONENRIQUE LUCIO BOQUIRON
HVAC Technician at Arabian Fal CompanyHVAC Technician at Arabian Fal Company
Ann Michelle KuAnn Michelle Ku
ACCOUNT DIRECTOR at GEISERMACLANG MARKETING COMMUNICATIONS INCACCOUNT DIRECTOR at GEISERMACLANG MARKETING COMMUNICATIONS INC