Summary
Overview
Work History
Education
Skills
Trainings Attended
Career Background
Timeline
Generic
ARNULFO C. NAJERA

ARNULFO C. NAJERA

Cebu City

Summary

Finance & Administration, Logistics, Microfinance

Finance professional with extensive background in financial analysis and management. Known for driving process improvements and implementing strategic financial planning. Reliable team player with focus on collaboration and adaptability to changing business needs.

Experienced with financial analysis, budget management, and strategic planning. Utilizes financial data to drive business decisions and optimize operations. Knowledge of regulatory compliance and risk management essential for maintaining financial integrity.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

32
32
years of professional experience

Work History

FINANCE MANAGER

THE JOHANNITER INTERNATIONAL ASSISTANCE
07.2015 - 02.2023
  • Formulate the financial strategic direction, develop and oversee financial policies and procedures, coordinate all budget activities according to Johanniter and donor guidelines (BMZ/GFFO/ADH/ECHO), ensuring that budgets are effectively monitored and managed to raise efficiency in the use of all types of funds
  • Familiarity with financial requirements for individual project grants; provide expert advice and coaching to Programme Managers on budget management
  • Formulation and design of country office budget, donor proposals and budgets and the multi-funding source project budgets (partner budgets)
  • Prepare high quality management reports, analyze and advise the Country Director and the country Senior Management Team on any variances
  • Effective monitoring of all costs (Budgets vs Actuals); report any variances; ensure that spendings across all lines are within acceptable limits
  • Supervise the Country finance unit ensuring provision of strategic support to ongoing projects and effective coordination with project partners;
  • Provide expert advise and guidance on all logistics and procurement activities of the country office including those conducted in the individual projects and partners;
  • Conduct project monitoring visits to ensure compliance to individual grants/contracts and provide financial coaching to implementing partners
  • Facilitate annual compliance audits and the subsequent filing of the audited financial statement (AFS) and general information sheet (GIS) thereafter
  • Ensuring compliance with all local legal, tax and regulatory requirements
  • Coordinated cross-functional teams to streamline processes and enhance communication.
  • Managed departmental budgets to align expenditures with organizational goals.
  • Developed risk management policies to safeguard organizational assets and ensure compliance.
  • Developed financial reports for strategic decision-making and resource allocation.
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
  • Mentored junior finance staff, fostering professional development and strong team dynamics.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Strengthened internal controls through regular audits and adherence to regulatory requirements.
  • Enhanced budget management by implementing expense tracking and cost reduction strategies.
  • Managed multimillion-dollar budgets, ensuring accurate allocation across departments.
  • Coordinated with external auditors to ensure smooth and compliant audit process each fiscal year.
  • Spearheaded annual budgeting process, ensuring alignment with strategic goals and facilitating smoother departmental operations.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

Branch Head

PLPI FINANCE, INC.
04.2003 - 07.2012
  • Responsible for the overall business development of the branch;
  • Responsible for the attainment of the branch’s annual sales targets;
  • Evaluate and approve credit extensions up to the limit granted by the Board;
  • Conduct credit evaluation and recommend credit on excess of authority;
  • Exercise supervision over the daily management and operation of Branch;
  • Developed strategic initiatives by analyzing market trends and customer needs.
  • Strengthened client relationships with personalized engagement and proactive problem-solving.
  • Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
  • Forged solid partnerships with local businesses and community organizations to enhance the branch''s reputation in the market area.
  • Enhanced customer satisfaction with responsive service and timely resolution of issues.
  • Maintained accurate records of all transactions, ensuring audit compliance and data integrity.
  • Conducted thorough credit analysis to minimize potential losses from delinquent accounts.
  • Increased overall annual sales [Number]% by incorporating several quality process improvements within branch.
  • Maintained friendly and professional customer interactions.

Credit Assessment Unit Head

QUEDAN AND RURAL CREDIT GUARANTY CORP.
02.2002 - 12.2002
  • As Unit/Section of the Credit Assessment Group (CAG), oversee the Unit’s day-to-day operations, especially in the conduct of Background and Character Investigation/Property Appraisals, of credit applicants;
  • Assess, evaluate and recommend approval of loan applications;
  • Sit as Member of Regional Credit and Guarantee Committee where all loan approvals are being deliberated and approved;
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

ADMINISTRATION OFFICER

AGRARIAN REFORM SUPPORT PROJECT
03.1996 - 01.2002
  • Company Overview: European Union (EU) Funding
  • Support in the logistics activities of the Project, including Requests for Procurement, Requests for Quotations, Tender Evaluation Protocols, Purchase Orders, Contracts and other related documents
  • Support in the management and maintenance of inventory of assets and perform periodical inventory checks
  • Assist in the human resources functions such as development of staff job descriptions, recruitment and selection and employee benefits
  • Assist in the organization of staff travels including provisions of air tickets; ensure that all necessary clearances and visas are obtained for office staff travelling internationally
  • Provide support on preparing and organizing of meetings/seminars, workshops; make all logistical arrangements for meetings and workshops
  • Support in the implementation of staff welfare and benefit package;
  • Ensure the maintenance of an organized financial and administrative control systems and ensure paper trails of all transactions at all times
  • European Union (EU) Funding

AUDIT ASSISTANT

DEPARTMENT OF AGRARIAN REFORM
09.1991 - 02.1999
  • Participate in the conduct of regular financial and administrative audit activities;
  • Check on the adequacy of documents submitted for approval of the Undersecretary for Finance, Management and Administration Office;
  • Conduct procurement of equipment and materials requirement;
  • Participate in the deliberation of Bids and Awards committee on procurement
  • Research on and/or secure documents needed by the Undersecretary

Education

Bachelor of Science - Accountancy

POLYTECHNIC UNIVERSITY OF THE PHILIPPINES
Sta. Mesa, Manila

Skills

  • Ability to plan, prioritize and organize to meet deadlines in Humanitarian Emergency context
  • Team oriented
  • Team-player
  • Able to take the initiative and operate independently
  • Specialization on Systems Control
  • Efficiency
  • Strategic Support
  • Goal-driven
  • Strong attention to detail
  • Excellent interpersonal skills
  • Able to project the company’s values and culture
  • Discreet with sensitive information
  • Results oriented
  • Budget forecasting
  • Financial budgeting
  • Customer satisfaction
  • Internal controls
  • Financial management
  • Verbal and written communication
  • Regulatory compliance
  • Coaching and training
  • Strategic planning
  • Mentoring and training
  • Financial audits
  • Attention to detail
  • Budget planning
  • Financial reporting
  • Internal controls and reporting systems

Trainings Attended

  • Sun Accounting Systems
  • Leadership and Safeguarding Workshop
  • Advance Excel
  • Logistical & Procurement Mgt Training
  • PSEAH Workshop
  • Finance and Administration Workshops for European (EC) Funded Projects (Annually)

Career Background

  • Country Finance Manager, JOHANNITER-UNFALL-HILFE PHILIPPINE COUNTRY OFFICE, 3F 057A Sun Valley Subd., V. Rama Ave., Cebu City, Cebu, Philippines, 07/06/15, 02/28/23
  • Branch Head, PLPI FINANCE, INC., 2F Manros Plaza Building, Mango Ave., Cebu City, Cebu, Philippines, 04/01/03, 07/16/12
  • Operations Officer/Unit Head, QUEDAN AND RURAL CREDIT GUARANTY CORP. (QUEDANCOR), G/F LDM Building Lapulapu cor Legazpi Street, Cebu City, Cebu, Philippines, 02/04/02, 12/31/02
  • Administration Officer IV, EU AGRARIAN REFORM SUPPORT PROJECT (European Commission EC), Don Mariano Cui St., Capitol Site, Cebu City, Cebu, Philippines, 03/15/96, 01/31/02
  • Management and Audit Assistant, Department of Agrarian Reform – USEC FMAO, Elliptical Road, Diliman, Quezon City, Metro Manila, Philippines, 09/01/91, 02/28/99

Timeline

FINANCE MANAGER

THE JOHANNITER INTERNATIONAL ASSISTANCE
07.2015 - 02.2023

Branch Head

PLPI FINANCE, INC.
04.2003 - 07.2012

Credit Assessment Unit Head

QUEDAN AND RURAL CREDIT GUARANTY CORP.
02.2002 - 12.2002

ADMINISTRATION OFFICER

AGRARIAN REFORM SUPPORT PROJECT
03.1996 - 01.2002

AUDIT ASSISTANT

DEPARTMENT OF AGRARIAN REFORM
09.1991 - 02.1999

Bachelor of Science - Accountancy

POLYTECHNIC UNIVERSITY OF THE PHILIPPINES

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ARNULFO C. NAJERA