Israel Jay Pelagio
Finance Global Process Owner | Record-to-Analyze | CMA
Tarlac City
Summary
A BPO Operation / Global Business Services / Shared Services professional with over a decade and a half of experience in large and multinational organizations. I hold Certified Management Accountant (CMA) and Certified Public Accountant (CPA) credentials and a bachelor's degree in accountancy. I am pursuing graduate studies in Business Administration at Tarlac State University, a leading higher learning institution in Central Luzon.
I worked with BHP Shared Services, based in Manila, Philippines, was a member of BHP GBS Integrated Operation, a cross-functional enabler for service delivery lines, COEs, and service providers. In the past 2 years, as GBS Report-to-Analyze (R2A) principal functional integrity, I led and was responsible for the end-to-end governance of the universal risk and control owned by GBS in R2A.
During this time, I successfully rolled out and implemented field leadership activities.
(a) Positive Assurance Program (PAP) and recommended enhancement of GBS R2A-owned process controls particularly those related to SOX.
(b) Layered Audit for Critical Controls, to ensure critical control performance standard is met through the Control Effectiveness Test (CET) according to its Control Design.
(c) Planned Task Confirmation (PTC), to ensure process and the control is up to date.
Prior to this, I had served BHP Finance Functional Integrity and was responsible as Global Process Owner (GPO) for Employee Expense Management (EEM), Payments, and Master Data.
Prior to my time with BHP, I was with WNS and Accenture for 12 years combined where I served multiple roles as a contributor and as a lead for R2A processes like Month End Closing activities · Asset accounting · Intercompany · GL Reconciliation · GR/IR · Cash and Treasury · BW reporting in several multinational industries like in the field of Pharmaceutical, Supply Chain & Logistics, Food tech manufacturer and electronic retail based in different region like Asia together with Australia and Middle East, Europe and Americas. To deliver intended business outcomes.
My core competencies include integrity and governance, process and technology changes, improvement, and capability. I invest my energy in actively engaging & partnering with stakeholders, building teams & enabling ecosystems, and developing my capabilities & knowledge on leadership, strategy & emerging technologies.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Principal GBS Functional Integrity
BHP Shared Services Philippines
Level 25th, Arthaland Tower 5th Ave Corner 30th St, BGC, Taguig City , Philippines
2021.12 - 2024.07
- Capability enabler for GBS owned finance activities and its systems, supporting GBS R2A finance operation to deliver its purpose through integrated strategy, robust governance, and capability.
- Accountable to E2E Finance R2A Operation processes for Risk and Control like Employee Expense Management (EEM), Cash & Payment, Trade Accounts Payable & Accounts Receivable, Project & Fixed Asset including leases, and Taxation validation.
- Responsible for Prioritization and Endorsement of process design, change and deployment including the impact management and act as the conduit between Technology and Retained Finance
- Govern E2E of GBS R2A Risk Control Universe, including analysis of Control Effectiveness Test (CET) based on the design of Critical Control Performance Standard (CCPS) thru Layered Audit which is the narrow and deep dive understanding of control.
- Perform Positive Assurance, a Self-Assessment-System (SAS) test ensuring the policy, controls and regulatory compliance is followed.
- Self-motivated, with a strong sense of personal responsibility.
Principal Finance Functional Integrity
BHP Shared Services Philippines
Level 25th, Arthaland Tower 5th Ave Corner 30th St, BGC, Taguig City , Philippines
2021.03 - 2021.11
- Accountable for integrity, governance, and control environment of Global Finance transactional and reporting processes and systems to deliver accurate financial statements like Employee Expense Management.
- Performed due diligence to prioritized, endorsed, designed, deployed and assess change in process and technology impacting Global Finance process.
- Supported Record-to-Report operation in maintaining process excellence to increase operation's capability responding to risk with appropriate mitigating control.
- Established process and technology related capability across finance teams by governing sustainable program.
- Served as trusted advisor on complex accounting issues, interpreting guidelines, policies, standards, laws, rules, or regulations to provide accurate guidance
- Collaborated closely with other departments to develop integrated strategies for achieving overall company objectives while maintaining fiscal responsibility.
Group Manager - Operation
WNS Global Services Ltd
17th Floor Exxa Tower Bridgetowne C5 Road, Ugong Quezon City , Philippines
2019.05 - 2021.03
- Overall responsible for Record-to-Report finance operation and its 5 sub teams Period End closing activities, Asset Management, Treasury and Cash Management, General Ledger, Intercompany and Inventory
- Initiated process improvements that led to reduced costs while maintaining or improving quality standards like journal posting robotics.
- Established governance related to client Interaction and stakeholder management.
- Deliver report analytics on Service Level Agreement (SLA) result and identify opportunity for improvement.
- Build and maintain client trust and satisfaction levels across all involved stakeholders.
- Supported transition and migration of processes from client to shared service operation.
- Identified areas of improvement through regular performance reviews, providing constructive feedback and coaching for team members.
- Collaborated with other group managers to develop best practices for operational efficiency across departments.
- Enhanced team productivity by implementing efficient workflow processes and prioritizing tasks.
- Drove organizational change initiatives that resulted in streamlined operations, improved team morale and retention through recognition and reward programs and attending staff development meetings and workshops and applied information from those events into daily activities.
- Spearheaded talent acquisition efforts by developing recruitment strategies that attracted top-tier candidates from diverse backgrounds.
- Supported staff with developing professional skills and abilities, uplifting team performance.
Service Delivery Associate Manager
Accenture Inc.
7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City 1554 , Philippines
2017.06 - 2019.05
- Global Process Owner (GPO) - Record to Report (RTR)
- Supported delivery of report analytics on Scope of Work (SoW), SLAs and KPIs and analyzed data trends in service delivery metrics to identify areas for improvement and implement necessary changes accordingly.
- Increased process automation through improvement on work instruction as part of process standardization.
- Collaborated with cross-functional teams and established governance for internal stakeholder in leveraging available technology solution as result of process improvement to ensure seamless service delivery across various departments.
- Managed multiple projects simultaneously, demonstrating excellent multitasking capabilities and organizational skills
Service Delivery Operation Specialist
Accenture Inc.
7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City 1554 , Philippines
2012.01 - 2017.05
- Performed review and monitor of financial data to ensure transaction are accurately executed and prepared.
- Executed finance period end closing activities such as journal posting of accruals, profit and loss variance analysis, and financial statement consolidation.
- Performed monthly review to balance sheet accounts.
- Developed comprehensive operation plans to support and optimized resource allocation performing Account Payable controlling function like vendor management thru reconciliation.
- Developed effective improvement plans in alignment with goals and specifications and provided evaluation to staff performance and coaching to address inefficiencies.
- Supervising 35 co-worker (4 junior leads direct reports (Dec 2015- May 2017)).
Service Delivery Consultant
Accenture Inc.
7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City 1554 , Philippines
2015.11 - 2016.06
- Participated and performed process impact assessment in all Record-to-Report in scope task prior implementation of new ERP.
- Test functional design & decision papers (Based on business requirement).
- Established work instruction resulted to increased process quality.
- Executed and supported client in data validation (Includes Accounts mapping and financial accounting figures).
Service Delivery Operation Sr. Analyst
Accenture Inc.
7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City 1554 , Philippines
2009.02 - 2011.12
- Performed real account reconciliation, Intercompany, fixed asset, cash and bank tasks as general ledger function.
- Accountable in completing and reporting financial statement in scope for shared service.
- Performed P&L statement analysis for in scope accounts.
- Supported internal and external audit in providing financial report.
General Accounting - Analyst
BPI Operation Management Corp.
Muralla St. Intramuros, Manila , Philippines
2006.11 - 2008.11
- Supported day to day transactional bank operation like check clearing monitoring.
- Performed recording of daily cash GL transaction received from assigned of bank branch.
- Performed daily reconciliation of head office and branch general account.
- Performed account receivable monthly proof of verification report from assigned bank branch.
- Performed monitoring on cash deposits reported by bank branch ensuring head office it is matched.
- Recording of Branch Monthly General Expense.
- Performed analysis on budget for specific account.
Education
Bachelor of Science - Accounting
Polytechnic University of The Philippines
Lopez 2002.04 - 2006.04
Skills
Critical Thinking
Affiliations
Institute of Certified Management Accountant (ICMA - Australia) - July 2017 - June 2018
Career Journey
- BHP Shared Services Philippines, Level 25th, Arthaland Tower 5th Ave corner 30th St, BGC, Taguig City, Manila, Principal GBS Functional Integrity, 12/2021, Present
- BHP Shared Services Philippines, Level 25th, Arthaland Tower 5th Ave corner 30th St, BGC, Taguig City, Manila, Principal Finance Functional Integrity, 03/2021, 11/2021
- WNS Global Services Ltd, 17th floor Exxa Tower Bridgetowne C5 Road, Ugong Quezon City, Group Manager - Operation, 05/2019, 03/2021
- Accenture Inc., 7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City, 1554, Service Delivery Associate Manager, 06/2017, 05/2019
- Accenture Inc., 7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City, 1554, Service Delivery Operation Specialist, 01/2012, 05/2017
- Accenture Inc., 7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City, 1554, Service Delivery Consultant, 11/2015, 06/2016
- Accenture Inc., 7/F Robinson Cybergate 1 Pioneer St., Mandaluyong City, 1554, Service Delivery Operation Sr. Analyst, 02/2009, 12/2011
- BPI Operation Management Corp., Muralla St. Intramuros, Manila, General Accounting - Analyst, 11/2006, 11/2008
Birth Country
Philippines
Professional Information
A BPO Operation / Global Business Services / Shared Services professional with over a decade and a half of experience in large and multinational organizations., Certified Management Accountant (CMA), Bachelor's degree in accountancy, Pursuing graduate studies for Business Administration in Tarlac State University
Training
- Jan 14 - Apr 1, 2017: Strategic Business Analysis
- Jan 14 - Apr 1, 2017: Strategic Cost Management
- Oct 2013 - May 2014: CPA review in CPAR Manila
Certification
Certified Management Accountant
Timeline
Principal GBS Functional Integrity
BHP Shared Services Philippines
2021.12 - 2024.07
Principal Finance Functional Integrity
BHP Shared Services Philippines
2021.03 - 2021.11
Group Manager - Operation
WNS Global Services Ltd
2019.05 - 2021.03
Certified Management Accountant
2017-07
Service Delivery Associate Manager
Accenture Inc.
2017.06 - 2019.05
Service Delivery Consultant
Accenture Inc.
2015.11 - 2016.06
Service Delivery Operation Specialist
Accenture Inc.
2012.01 - 2017.05
Service Delivery Operation Sr. Analyst
Accenture Inc.
2009.02 - 2011.12
General Accounting - Analyst
BPI Operation Management Corp.
2006.11 - 2008.11
Bachelor of Science - Accounting
Polytechnic University of The Philippines
2002.04 - 2006.04
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