JOSEFINA C. LEE
TATA CONSULTANCY SERVICES
Cainta
3
Languages
1
Certification
26
Years of experience
Strategic Finance and Accounting Leader with 25 years of experience in financial reporting, fixed asset management, and process transformation within multinational organizations. Expertise in leading global finance operations, ensuring statutory compliance, and managing month-end close activities. Skilled in SAP, JDE, Oracle, and Workday ERP systems, with a strong focus on operational efficiency and team development. Bilingual in English and Spanish.
Work History
Fixed Asset COE Lead
4 Years 4 Months- Led global fixed asset governance, standardizing policies, procedures, and controls to enhance compliance and consistency across regions and business units.
- Oversee end-to-end fixed asset accounting, including capitalization, depreciation, impairments, transfers, and disposals.
- Serve as Global Subject Matter Expert (SME) for fixed asset accounting and governance.
- Ensure compliance with IFRS, US GAAP, and local statutory requirements.
- Drive process transformation initiatives through automation and system enhancements.
- Lead global and regional teams, providing coaching, training, and performance management.
- Developed executive-level KPIs, reporting, and analytics to provide senior leadership with insights for strategic decision-making.
Finance and Accounting Manager
1 Year 2 Months- Led financial reporting, budgeting, forecasting, and management reporting to enhance accuracy and support strategic decision-making.
- Prepared and reviewed monthly, quarterly, and annual financial statements.
- Managed SEC reporting requirements and corporate regulatory submissions.
- Managed SEC reporting requirements and corporate regulatory submissions to ensure compliance and timely disclosures.
- Implemented process improvements and strengthened financial controls, resulting in increased operational efficiency and risk mitigation.
- Led staff development, performance management, and training initiatives.
General & Intercompany Accounting Sub-Team Lead
2 Years 4 Months- Approved month-end close activities within SAP General Ledger and Consolidation systems.
- Reviewed balance sheet reconciliations, journal entries, FX revaluations, and amortizations to ensure accuracy and compliance with accounting standards.
- Performed financial analysis and reporting for month-end, quarter-end, and year-end close to provide insights into financial performance.
- Supported external audit requirements and compliance activities to facilitate successful audit outcomes.
General and Intercompany Accountant Spanish
6 Years 10 Months- Managed intercompany accounting, reconciliations, and month-end close activities to ensure accurate financial reporting.
- Coached and mentored junior team members and new hires to enhance team skills and knowledge.
- Led process improvement initiatives and knowledge-sharing programs.
- Functioned as Assistant Team Lead in the absence of leadership.
- Ensured compliance with statutory and internal accounting requirements to mitigate risk and uphold financial integrity.
- Showcased major contributions that enhanced team performance.
- Served as main contact for OPEX projects and communications.
- Recognized for consistent month-end closing excellence.
- Training Coordinator with 100% training compliance achievement.
Cost Accounting Junior Officer
2 Years 10 Months- Coordinated payment processing, budgeting, insurance monitoring, and title transfer accounting to ensure accurate financial records.
- Maintained subsidiary ledgers and asset-related records, facilitating timely financial reporting.
- Assisted with cost analysis and management reporting, contributing to informed decision-making.
General Accounting Junior Officer
7 Months- Performed monthly closing activities and reconciled accounts to maintain accurate financial records.
- Prepared financial statements and ensured compliance with tax regulations.
- Processed adjusting and correcting journal entries to reflect accurate financial position.
FINANCE & ACCOUNTING SPECIALIST Financial Control
6 Years 10 Months- Managed financial reporting, payroll, audit, collection, and accounting functions to ensure compliance and accuracy.
- Prepared financial statements and tax filings in alignment with regulatory requirements.
- Supported month-end and year-end accounting activities to facilitate timely financial close.
Education
Master in Business Administration (MBA) - Business Administration
Ongoing
Bachelor of Science - Accountancy
Skills
Asset governance
GAAP compliance
Financial reporting
Ledger management
Audit management
CapEx management
Financial forecasting
Process automation
SAP
Oracle
& JDE Systems
Shared services management
Team development
Client management
Accomplishments
- Recognized as a Contextual Master for leading a Fixed Asset process improvement initiative that reduced AHT for a major reporting process, eliminating inefficiencies, streamlining workflows, and improving overall team productivity.
- Tax Penalty Mitigation. Led the resolution of tax compliance violations and coordinated corrective actions with relevant stakeholders, significantly reducing potential tax penalties and associated financial exposure.
- Drove team-wide completion of online training and competency development initiatives despite demanding workloads, strengthening employee capabilities, accountability, and a culture of continuous improvement.
- Achieved Spanish Language Level 6 through an Accenture-sponsored development program while successfully managing regular work responsibilities, strengthening cross-cultural communication capabilities and demonstrating commitment to continuous professional growth.
- Supervised team of 6 staff members.
Certification
Spanish B1 Certification – Berlitz International, CEST Training Graduate, Spanish Language Program Levels 1–6 – Berlitz
LANGUAGES
English – Fluent
Spanish – Business Proficient
Filipino – Native
Timeline
Fixed Asset COE Lead
TATA CONSULTANCY SERVICES
05.2022 - CurrentRead More
Finance and Accounting Manager
ASCENDERS BUSINESS SERVICES OPC
02.2021 - 04.2022Read More
General & Intercompany Accounting Sub-Team Lead
ACCENTURE PHILIPPINES
07.2018 - 11.2020Read More
General and Intercompany Accountant Spanish
ACCENTURE PHILIPPINES
06.2011 - 04.2018Read More
Cost Accounting Junior Officer
EARTH AND STYLE CORPORATION
07.2008 - 05.2011Read More
General Accounting Junior Officer
ONE ASIA DEVELOPMENT CORPORATION
11.2007 - 06.2008Read More
FINANCE & ACCOUNTING SPECIALIST Financial Control
HOLY GARDENS MEMORIAL PARK GROUP
12.2000 - 10.2007Read More
National College of Business and Arts
Bachelor of Science from Accountancy
Read More
University of Rizal System
Master in Business Administration (MBA) from Business Administration
Read More