Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
15
15
years of professional experience
Work History
Licensed Financial Advisor
Sun Life of Canada (Philippines), Inc.
01.2025 - Current
Client Financial Assessment: Evaluated clients' financial status to provide tailored advice.
Goal-Oriented Planning: Developed personalized strategies to achieve financial objectives.
Investment Guidance: Recommended suitable investment options based on risk profiles.
Retirement Strategy: Assisted clients in planning for secure retirement.
Insurance Consultation: Advised on appropriate insurance coverage to mitigate risks.
Ongoing Portfolio Monitoring: Regularly reviewed and adjusted financial plans as needed.
Supply Planning Specialist
MANILA WATER COMPANY INC.
04.2023 - 05.2024
Responsible for managing inventory materials and supplies to ensure 100% availability in a timely manner, meets financial cost-effectiveness objectives and of high-quality with due regard for optimizing inventory levels and addressing capital, supplier and product risks.
Develops and manages synchronized supply plan to mitigate supply risks and integrates actions with supply chain members - procurement, facilities/project managers, and suppliers- to ensure a responsive delivery of needed materials and chemicals.
Runs inventory-related information for each material such as stock on hand, open PO balance, in-transit and for quality assurance to create a comprehensive stock status report.
Manages inventory risk and ensures that contingency plans are in place.
Creates detailed analysis of inventory plan against available stock on hand and active reservations prior recommending total quantity be purchased.
Recommends appropriate inventory model for specific supplies/materials required in operations and maintenance based on product availability and vendor capability.
Develops and coordinates a depletion plan in relation to any innovation that will affect inventory obsolescence.
Monitors and checks of material availability, visibility against requirement schedules.
Checks inventory level requirement set at vendors warehouses as stated in the service level agreement.
Creates and processes purchase requisitions of materials and monitors Purchase Orders.
Collaborates with vendors to develop partnership for a clear and consistent communication from negotiation of products and services, assessment and monitoring of their performance up to processing and releasing of payment.
Supply Chain Management Group
Laboratory Support Services Manager
MANILA WATER COMPANY INC.
08.2018 - 04.2023
In charge of the overall requisition process of laboratory’s supplies (products and services) needed on day to day operation.
Processes laboratory consumables from MS/R to RFP (Request of Payment)
Monitors Purchase Order/Job Order and accommodates other delivery concerns from both end users and vendors.
Ensures accuracy of delivered chemicals as well as services such as calibration and preventive maintenance based on the requirements and specifications of various lab equipment.
Communicates laboratory requirements to vendor.
Facilitates processing of Request for Payment (RFPs) for PO/JO, reimbursements, cash advances, and other C&A and AP related claims.
Monitors and handles the department’s OPEX (Business Meetings & Conferences, Representation & Entertainment, Transportation and others)
Responsible in receiving daily/regular water samples from various sampling points in compliance with MWSS – RO.
Accommodates customers for different types of water analysis (both internal & external) as well as processing their payment.
Prepares & releases test reports for paying customers.
Conducts on site water testing as needed - as a certified water sampler (with Certificate of Proficiency from DOH National Reference Laboratory)
Provides administrative support to the group and performs other functions that may be assigned from time to time as the business requires.
Laboratory Services Department
Financial Regulation Assistant – Project Based
MANILA WATER COMPANY INC.
07.2017 - 06.2018
Ensures completeness of documentary requirements e.g. RFP, vouchers, contracts and other supporting documents as requested by MWSS-RO/Auditor
Conducts vouching procedure in preparation of rate rebasing exercise to ensure accuracy of documents
Performs clerical tasks and serves as an administrative support of the group
Corporate Regulatory Affairs Group (CRAG/ERSEG)
Treasury Supervisor
SANFORD MARKETING CORP.
08.2010 - 03.2017
Overall responsible in branch’s fund management.
Guarantees that all funds of store branch are intact, and all disbursements are duly authorized.
Facilitates cash audits.
Manages and oversees Remittance and Foreign Exchange counter.
Facilitates training and handling of subordinates.
Savemore Supermarket
Education
Bachelor of Science in Business Administration - Marketing
Pamantasan ng Lungsod ng Marikina
04.2010
Skills
Knowledge and experience in SAP (SAP PRD, SAP FI,SAP MM)
Proficient in MS Office Applications (eg Excel, Word, Outlook)
Excellent English communication skills (verbal and written)
Keen attention to details and effective organizational skills
Ability to prioritize and handle multiple tasks to meet deadlines
Time management
Relationship building and management
Sales and marketing
Timeline
Licensed Financial Advisor
Sun Life of Canada (Philippines), Inc.
01.2025 - Current
Supply Planning Specialist
MANILA WATER COMPANY INC.
04.2023 - 05.2024
Laboratory Support Services Manager
MANILA WATER COMPANY INC.
08.2018 - 04.2023
Financial Regulation Assistant – Project Based
MANILA WATER COMPANY INC.
07.2017 - 06.2018
Treasury Supervisor
SANFORD MARKETING CORP.
08.2010 - 03.2017
Bachelor of Science in Business Administration - Marketing