Summary
Overview
Work History
Education
Skills
Timeline
Generic

JOSE FETALCO

Malay,AKL

Summary

Results-driven cost controller offering three (3) years' success in leading financial management activities at Shangri-La's Boracay Resrot & Spa organizations. Exceptionally talented in creating robust internal controls, guidelines, and procedures to support accounting functions, including budget administration. Prepared to bring talent and leadership to growing organization in rewarding executive-level role.

Overview

4
4
years of post-secondary education
11
11
years of professional experience

Work History

Cost Controller

Shangri-La's Boracay Report & Spa
Malay, Aklan
02.2018 - Current

Controls and Reports

Meetings

Personnel Administration

a) Duty Roster / Scheduling

b.) Staff Discipline

c.) Performance Appraisal

d.) Communication

e.) Staff Selection

f.) Motivating Staff

- Calculates F&B costs and supplies expenses based on the statistics provided by the Service Associate.

- Reviews comparison of menu versus food cost and against selling price.

- Checks and approves all Purchase Requisition.

- Check quality of goods received.

- Check security in storage of goods.

- Follow up undelivered items.

- Ensures that goods received are in line with the quantities, qualities and prices as agreed in the orders.

- Sees to it that all pertaining report are submitted promptly.

- Ensures the following tests (spot check) are conducted to ensure minimum wastage and pilferage.

§ Buffet Test

§ Recipe portion Control Test

§ Bar Spot Check

§ Butcher Yield Test

§ Store Spot Check

- Prepares recipe costing together with the Executive Chef.

- Conducts market survey.

- Sees to it that SFSMS / ISO22000 / EMS policies and procedures are properly implemented.

- Maintain, updates and reviews par stock level regularly.

- Investigates irregularities and excessive costs.

- Highlight slow and non-moving stock items and nearly expire store items.

- Supervises month end inventory count.

- Prepares journal entries.

- Prepares Monthly Cost Controller’s Report and recommends cost reduction where needed.

- Participates in F&B meetings and acts as Finance representative.

- Conducts monthly Cost Control Meeting and participates in the Profit and Loss Meeting.

- Loss Committee. Member of Loss Committee. Discuss and evaluate.

- Ensures presence of Finance staff as needed by the Resort’s operations.

- Ensures that Finance staff adhere to the rules and regulations of the Resort by:

§ Familiarizing self with the rules.

§ Communicating rules/standards.

§ Monitoring implementation of rules/standards.

§ Effecting coaching / counseling and, if needed, disciplinary procedures when rule / standards are violated.

- Monitors performance of Accounting staff through biannual performance review.

- Conducts regular briefing of staff.

- Represents staff in Finance meetings.

- Ensures that all management directives are communicated to the Cost Control staff in a timely manner.

- Gives feedback to the Financial Controller on staffing levels of section to assist in determining staffing levels for the section.

- Motivates staff by providing positive feedback and reinforcement.

- Coaches, counsels, disciplines employees by:

§ Recording specific incidents

§ Ensuring availability of time for one-to-one interaction

§ Follows procedures specified in the Employee Handbook in implementing disciplinary measures

- COMPANY POLICIES and PROCEDURES: Adheres to the provisions outlined in the Employee Handbook, Disciplinary Code and Rules and Regulations.

- ATTENDANCE: Adheres to the set procedures for attendance and timekeeping.

- COMMUNICATIONS: Attends meetings as required.

- GUEST RELATIONS: As assigned and at all opportunities, assists guest directly and indirectly in order to resolve problems and provide them a delightful staying experience in the hotel.

- LOST and FOUND: Fully aware of and comply with Lost and Found procedures at all times.

- EMERGENCY RESPONSE: Possesses full knowledge of emergency procedures and ensures all staffs are aware them at all times.

- EQUIPMENT CARE: Ensures proper care and maintenance of equipment in the area of assignment.

- GROOMING and HYGIENE: Adheres to specified hygiene and personal appearance standards of the hotel.

- TRAINING and EMPLOYEE ACTIVITIES: Attends scheduled training and participates in company-initiated employee activities.

- ENVIRONMENTAL AWARENESS: Is fully aware of and complies with the Hotel’s Environmental Policy and established rules and guidelines.

- GUIDING PRINCIPLES: Practices the Guiding Principles in day-to-day interaction.

- Performs such other functions as may be delegated by management from time to time.

Secretary to the Director of Sales & Marketing

Shangri-La's Boracay Resort & Spa
Makati, Manila
01.2017 - 02.2018

• Handles all incoming and outgoing correspondence of Makati

Sales Office.

• Responsible for typing and filing all correspondence such as

Proposals, Thank You Letters, etc.

• Handles photocopying and distribution all correspondence such as

memos.

• Maintains a proper filing and trace system for the department.

• Responsible for maintaining the general tidiness of the department

and ensuring sufficient stock of collateral, stationery and other

office supplies.

• Assists in ad-hoc projects as assigned by supervising Sales

Managers / Director of Sales & Marketing.

• Maintains the highest standards of professionalism, ethics and

attitude towards clients and colleagues.

• Assists the GM and ExCom with requirements when in the Makati

Office.

• Carries out other special projects / tasks / duties that may be

assigned by supervisor/management from time to time

Service Leader - General Accounting

Shangri-La's Boracay Resort & Spa
Malay, Aklan
07.2014 - 10.2015

1. Prepares daily cash position and disbursement reports and monthly Financial Reports closely communicated with Chief Accountant and Financial Controller.

2. Handles legal and compliance of reportorial requirements to BIR and other government agencies in a monthly basis.

3. Prepares monthly balance sheet analyses and participates the review with other departments.

Secretary to the Financial Controller

Shangri-La's Boracay Resort & Spa
Malay, Aklan
08.2010 - 07.2014

Assists the Financial Controller

· Types reports and composes letters, memoranda, forms and correspondences, including but not limited to replies to guest inquiries, complaints and other documents of confidential nature for the Financial Controller; maintains copies of these documents for record purposes.

· Answers, places phone calls and arranges appointments for the Financial Controller, receives office callers/visitors.

. Receives and opens mail, incoming telexes, facsimiles, invitations, letters, reports and gives to the Financial Controller; photocopies documents and distributes to all concerned, if necessary.

· Receives and sorts out inter-departmental mail distributes to all concerned.

· Compiles weekly roster of all staff under the Finance Department.

· Acts as Timekeeper-in-Charge; takes care of attendance sheets and compiling of leave applications for purpose of payroll and personnel.

records.

· Requests for and maintains office supplies, equipment, guest collateral, etc.

· Keeps Financial Controller informed and updated with regard to hotel events and other matters that require his preferential attention.

· Sees to the cleanliness and maintenance of own work area, equipment and Financial Controller’s room.

. Attends to queries and records guests’ concern when the Financial

Controller is out.

. Maintains the highest standards of professionalism, ethics and

attitude towards all hotel guests and employees.

. Actively involves in the protection of the environment. Reduces

consumption of consumable (electricity, gas, water, supplies, etc.),

re-uses and recycles whenever possible. Dispose of waste in

accordance with established guidelines for waste aggregation.

. Familiarizes and abides by the requirements of ISO 14001 and the

hotel’s environment management system (EMS).

. Monitors and maintains the master list of all contracts of the hotel,

business permits and licenses and hotel insurance policies and

process the renewal prior to expiry including the supporting

documents.

. Prepares General Cashiers and Cash Position Reports, bank

deposits when the General Cashier is on vacation leave including his

function.

. Performs other duties and special projects that may be assigned by

management from time to time.

. Prepares Bank Reconciliation of four (4) bank accounts maintained

by the hotel at month – end.

Service Associate – General Accounting

Shangri-La's Boracay Resort & Spa
Malay, Aklan
04.2009 - 08.2010

1. Prepares monthly Financial Reports using reports' Accounting System.

2. Analyzed balance sheet analyses in a monthly basis; such as bank reconciliation and intercompany accounts.

3. Prepares Daily Cash Position/Cash Disbursement Reports.

4. Maintains and monitors multiple Peso and Dollar Time Deposit Accounts of the resort.

5. Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

6. Worked closely with Chief Accountant and Financial Controller to maintain optimum levels of communication to effectively and efficiently complete projects.

7. Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.

8. Demonstrated respect, friendliness and willingness to help wherever needed.

Education

Bachelor of Science - Accountancy

Aklan Catholic Colleger
Kalibo Aklan
03.2009 - 05.2013

Skills

Internal control management

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Timeline

Cost Controller

Shangri-La's Boracay Report & Spa
02.2018 - Current

Secretary to the Director of Sales & Marketing

Shangri-La's Boracay Resort & Spa
01.2017 - 02.2018

Service Leader - General Accounting

Shangri-La's Boracay Resort & Spa
07.2014 - 10.2015

Secretary to the Financial Controller

Shangri-La's Boracay Resort & Spa
08.2010 - 07.2014

Service Associate – General Accounting

Shangri-La's Boracay Resort & Spa
04.2009 - 08.2010

Bachelor of Science - Accountancy

Aklan Catholic Colleger
03.2009 - 05.2013
JOSE FETALCO