Jona Caguiat
Experienced Project Accountant
Makati City
Summary
Highly organized and detail-oriented professional with 16 years of experience in Project Accounting, Project Management, Project Financial Analysis, and Accounts Receivable Management. Possess expertise in analyzing project performance reports, monitoring budgets, cost and revenue analysis, implementing SOX (Sarbanes-Oxley Act) internal controls, and providing support for project teams. Strong organizational and problem-solving skills with the ability to communicate effectively with all levels of the organization. Experienced in people management and employee performance evaluation.
Overview
19
19
years of professional experience
4
4
years of post-secondary education
Work History
BUSINESS SUPPORT SPECIALIST / SENIOR ASSOCIATE
PwC Consulting Philippines / Isla Lipana
Makati City
04.2024 - Current
- Rendered on-demand support to senior leadership, connecting executives with appropriate management personnel to address concerns.
- Delivered exceptional customer experiences and promoted strong relationships.
- Designed onboarding process for new personnel, expediting full operational competency through standardized curricula.
- Helped customers complete Risk Management and Administrative paperwork.
- Identified and managed service risks within company, recommending best practice enhancements and guidelines updates.
- Trained new employees on company policies and procedures, fostering a knowledgeable workforce.
- Provided expert support and troubleshooting via telephone and web chat services.
- Developed strong relationships with clients, ensuring satisfaction and repeat business.
- Handled sensitive information with discretion, maintaining confidentiality at all times as a trusted Business Support Specialist.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Promptly responded to inquiries and requests from prospective customers.
- Providing efficient support to Project Managers using Oracle, for project fee change, contract variations, team member change, creation of project codes and sub-tasks, project dates change, and project closure.
- Managing the WIP of all active projects, ensuring all projects are billed and closed on time.
- Triggering, monitoring, and sending accounts receivable invoices to external and internal clients. For Fixed Fee and Time & Materials projects
- Proactively track the completeness and accuracy of Salesforce opportunity details.
- Monitor and progress Risk Assessment activities, work with the project teams, and troubleshoot the next steps.
- Provide guidance and assistance to project managers in Risk Management. (Know Your Client / Engagement Acceptance / Client Acceptance / Relationship Checks / Authorization for services).
- Reviewing all the documents and checklists to ensure efficiency and accuracy of Project setup and Project code creation.
- Work hand in hand with project managers to analyze project financials and ensure accurate revenue recognition (e.g., WIP, project profitability, cost analysis).
PROJECT ACCOUNTANT - SENIOR SPECIALIST
Anthesis Group
Pasig City
09.2024 - 02.2025
- Supported cash flow optimization efforts by actively monitoring outstanding accounts receivable balances and pursuing collections when needed.
- Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
- Assisted in the preparation of comprehensive financial reports for both internal and external stakeholders, providing valuable insights into project performance.
- Reviewed and approved timesheets for project employees.
- Setting up Projects and Budget Reforecasting in line with PM requirements.
- Ensuring billing is completed by creating and completing Accounts Receivable invoices and credit memos as per PMs instructions.
- Carrying out inter-project time and expense transfers.
- Setting up Project Variations.
- Checking and ensure the correct revenue recognition in Projects (POC%, Cost, Revenue, WIP, Backlog).
- Interpret and clarify Project results, deviations, underlying causes, and corrective actions to be taken.
- Monitor Work in Progress and Unbilled Receivables.
- Maintaining forecast and actual project billing dates.
- Ensuring project are closed on the system in a timely manner.
- Project Performance Reviews and WIP with the Project Managers
- Analyzing Monthly Cost Analysis Report with all Projects
PROJECT ACCOUNTANT - TEAM LEADER
AECOM
04.2019 - 08.2023
- Managed a team of 14 people for the ANZ Team (Australia & New Zealand).
- Monthly coaching and Annual Performance Reviews on team members.
- Managed and supported the team members in accordance with the established processes and procedures.
- Facilitated a smooth audit process with detailed documentation of project-related transactions, minimizing audit findings and recommendations.
- Assisted in the development of annual operating budgets by gathering historical data, analyzing trends, and collaborating with department heads on projections.
- Lead in hiring, interviewing, and selection of new team members.
- Lead in onboarding and functional training of new team members.
- Monitor and assist team members in the daily operation aspects including reviewing the status and performance against targets.
- Perform daily and monthly auditing of work processes.
- Establish and manage the achievement of KPIs (Key Performance Indicators)
- Monitor and evaluate all processes and implement improvements to ensure stakeholders receive excellent and high-quality service as committed.
- Implementing and ensuring all SOX internal controls are in place, in major and complex Projects
- Auditing and approving Project workflows for Project Setup, Project Maintenance, Project Variations, and Project Closures.
- Providing billing support and assistance on Accounts Receivables invoices
- Leading Team Huddles, Meetings, and Thought Leadership sessions in team members
- Facilitating monthly Project Performance Presentations and Team Reviews with Onshore Stakeholders in ANZ.
- Creation and evaluation of Desktop Procedures for all standard processes
- Analyzing Project Revenue Reports to ensure that inception to date revenue is correctly recognized in Projects
PROJECT ACCOUNTANT - SENIOR SPECIALIST
Arcadis Philippines
04.2013 - 03.2019
- Assisted in the preparation of comprehensive financial reports for both internal and external stakeholders, providing valuable insights into project performance.
- Reviewed and approved timesheets for project employees.
- Improved project budget accuracy by diligently tracking expenses and regularly updating financial forecasts.
- Maintained accurate fixed asset records for assigned projects, ensuring proper depreciation schedules were followed according to company policy.
- Supports the UK and Australia Region for Project Accounting
- Co-managing the team members for Australia Region
- Provides coaching and guidance to team members
- Setting up Projects and Budget Reforecasting in line with PM requirements
- Ensuring billing is completed by creating and completing Accounts Receivable invoices and credit memos as per PMs instructions
- Carrying out inter-project time and expense transfers
- Setting up Project Variations
- Checking and ensure the correct revenue recognition in Projects (POC%, Cost, Revenue, WIP, Backlog).
- Monitor Work in Progress and Unbilled Receivables
- Maintaining forecast and actual project billing dates
- Ensuring project are closed on the system in a timely manner.
- Analyzing Monthly Project Performance Reviews and WIP with the Project Managers
- Prepare and update process documentations in compliance with the standard project accounting processes
- Communicating with the Project Managers and Project Teams for any assigned or required tasks.
PROJECT ACCOUNTANT
Accenture Inc.
12.2009 - 03.2013
- Supports the EMEA Region for Project Accounting
- Creation of purchase orders
- Creation of Accounts Receivable invoices and credit memos as per PMs instructions
- Monitoring of Document Management System
- Analyzing and generating reports for OPEX (Operational Excellence).
- Setting up Projects and Budget Reforecasting in line with PM requirements
MEDICAL CLAIMS ANALYST
Accenture Inc.
04.2006 - 11.2009
- Supports the USA Region for Healthcare Services
- Adjudication of Tier 1 & Tier 2 Medical Claims
- Ensure that medical claims are finalized in a timely manner
- Ensure that daily quotas are met as per line manager requirements
Education
Bachelor of Science - Business Administration And Management
Lyceum of The Philippines University
Metro Manila 06.2000 - 04.2004
Skills
Operations management
Analytical thinking
Customer relationship management
Organizational skills
Problem resolution
Decision-making
Excellent communication
Time management
Problem-solving skills
Billing
Project planning
Client support
Customer relations
Troubleshooting skills
Operations management
Accomplishments
- Awarded as People Manager of the year, in AECOM last 2021.
- Supervised and managed team of 14 staff members.
- Nominated for Employee Spotlight Award and People Manager Award in AECOM, 2020.
- Successfully completed and lead the 2-week system and process migration face to face training in AECOM New Zealand's 3 offices, Wellington, Auckland and Christchurch, 2019.
- Successfully completed and lead the 3-week leadership face to face training and process migration in ARCADIS Australia, Sydney, 2017.
- Successfully completed and lead the Oracle system migration face to face training in ARCADIS Australia , Sydney, 2016.
Timeline
PROJECT ACCOUNTANT - SENIOR SPECIALIST
Anthesis Group
09.2024 - 02.2025
BUSINESS SUPPORT SPECIALIST / SENIOR ASSOCIATE
PwC Consulting Philippines / Isla Lipana
04.2024 - Current
PROJECT ACCOUNTANT - TEAM LEADER
AECOM
04.2019 - 08.2023
PROJECT ACCOUNTANT - SENIOR SPECIALIST
Arcadis Philippines
04.2013 - 03.2019
PROJECT ACCOUNTANT
Accenture Inc.
12.2009 - 03.2013
MEDICAL CLAIMS ANALYST
Accenture Inc.
04.2006 - 11.2009
Bachelor of Science - Business Administration And Management
Lyceum of The Philippines University
06.2000 - 04.2004
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