Maria Loisa Navidad

Loys has been in this field for a year as Senior Associate, then eventually becomes a Manager in present. In her stay in Accounting, Finance, and Tax Compliance department, she was able to lead, review, and oversee the following tasks on a regular basis throughout the covered years:

● Overall supervised and reviewed of my team members’ work for quality, accuracy, and relevance subject to applicable standards, rules, and regulations relevant to the work (i.e. PFRS, RMC, RMO, RR);

● Responsible for management and control of administration in relation to client portfolio, including management of project budgets, costs billing and collections from clients;

● Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals;

● Lead the team in obtaining client satisfaction feedback and discussed the resolutions to develop process improvements and support long-term business needs;

● Engaged in client discussions and suggested new processes for improvements;

● Leading the discussions with existing clients that relates to the process improvements and recommendations we have for them;

● Primary presenter in discussing different services our group can offer for the prospective clients, local and international;

● Facilitated internal trainings for Accounting and Tax-related topics of Non-Assurance Training Year 1 of more than 40 participants composed of Managers, Senior Associates and Associates;

● In-charged of the project management of Government-related renewal of permits and licenses for all locations around the Philippines of a top beverage company in the world;

● Responsible for checking the correct application of different value added tax (VAT) regulations to different international countries in EMEA, ANZ, etc;

● Handled staff coaching and mentoring, supervision and performance appraisal on a regular basis;

● Overall project managed the end-to-end processing and submission of necessary files of renewing local business permits per Local Government Unit, real property taxes, and lease reportorial;

● Lead and overall supervised the inventory destruction witnessing of a multi-national alcoholic drink company and pet food company including its reportorial requirements in lieu of the Memorandum released by the Philippine National Government;

● Responsible for checking the accuracy and approval for sending to clients of Philippine Tax Statutory Reports on a regular basis (e.i. monthly, quarterly, and annually) such as but not limited to: Expanded Withholding Tax, Value-Added Tax, Income Tax Return, Income Taxes Withheld in Compensation, etc. including their related attachments;

● Responsible for the final review and supervision of recording of monthly accounting in the registered book of accounts including preparation of monthly journal entries including review and analysis of monthly trial balance, statement of financial position, statement of comprehensive income and other various account schedules for financial and management reporting;

● Developer of manual processes that can be digitized and automated of our group to increase the efficiency and effectiveness of it; and

● Overall lead for the coaching and developing of skills of the team members in our group;

● Project managed more than 10 client engagements simultaneously, ensuring the overall compliance to their statutory deadlines and success of each project;

● Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground;

● Maintained professional, organized and safe environment for employees and patrons; and

● Recruited and hired top performers to add talent and value to department.

• Responsible for the initial review and supervision of recording of monthly accounting in the registered book of accounts including preparation of monthly journal entries including review and analysis of monthly trial balance, statement of financial position, statement of comprehensive income and other various account schedules for financial and management reporting;
• Primary lead and overall supervised the inventory destruction witnessing of a multi-national alcoholic drink company and pet food company including its reportorial requirements in lieu of the Memorandum released by the Philippine National Government;
• Responsible for checking the correct application of different value added tax (VAT) regulations to different international countries such as Belgium, Switzerland, Ireland, etc;
• Managed to initially lead the end-to-end processing and submission of necessary files of renewing local business permits per Local Government Unit, real property taxes, and lease reportorial;
• Prepared variety of different written communications, reports and documents.
• Exceeded goals through effective task prioritization and great work ethic.
• Delivered services to customer locations within specific timeframes.
• Developed and maintained courteous and effective working relationships.
• Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
• Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
• Resolved conflicts and negotiated mutually beneficial agreements between parties.

During Loys’ stay in the Project Management field for two (2) whole years, she was recognized as part of the Top 10 Performers within PwC BSP wherein the Project she was handling together with her co-leads and Engagement Manager was awarded as the Best Project of the Year. Throughout her exposure in project management, she was able to be involved and ensured the following tasks but are not limited to:

● Responsible for management and control of administration in relation to client portfolio, including management of project budgets, costs billing and collections of one of the top beverage Company in the world;

● Lead the team of 10 together with my Engagement Manager to present process improvements and recommendations of inventory count and reconciliations processes observed to more than 60 locations to the client’s management and owners;

● Created a Standard Operations Procedures and training materials for more than 20 team leads and 400-500 associates/part-timers;

● Spearheaded the design and formulation of working papers for different monitoring related to billings & collections, process improvements and lists of recommendations, cash flow management and proper and timely liquidation amounting to PhP0.5M cash advance per month, and the like;

● Primary point of contact of a combination of more than 20 Finance and Operations Heads of each location/branch across the Philippines;

● Prepared billings and time charges related to services provided of more than 20 team leads on a regular basis;

● Supervised and reviewed of team lead’s work for quality, accuracy, and relevance based on the Standard Operations Procedures manual prepared;

● Primary responsible for the proper implementation of agreed action points with the client management for standardization of processes for inventory count and reconciliation for more than 60 locations across the Philippines on a monthly and annual basis;

● Conducted and supervised the training of the team leads and the newly joined associates/part-timers;

● Managed to arrange the inventory items of a known brands of appliances in the client’s biggest warehouse in the Philippines in just 1 month;

● Drafted proposals to prospective clients and present these to them; and

● Allocated manpower responsibilities and team deliverables.

Loys has a 1 year and 7 months worth of experience as an External Audit Associate in PwC BSP, in which she has performed the following audit procedures:

● Conducted industry research about audit clients and understand their current company status and how will it affect the audit procedures to be carried out during the audit fieldwork;

● Performed substantive audit procedures to gather relevant audit evidence and ensure the fair representation of the client’s assertion;

● Examined and analysed the client’s trial balance for the preparation of the client’s financial statements;

● Performed Computer Aided Auditing Techniques (CAATs) through Audit Command Language (ACL);

● Involved in engagements with numerous inter-office reporting, including integrated audit and specified procedures engagements, which includes the preparation of internal control memorandum and reporting package (Memorandum of Work Performed) required by other PwC offices and other firms outside the Philippines;

● Assisted in the delivery of assurance services to both local and multinational clients;

● Observed and conducted monthly physical inventory count and reconciliation of actual inventory count and balances per records;

● Supervised client year end stock count;

● Prepared of report of work-in-progress template to be used firm wide to timely and correctly assess if the hours worked were within the budget;

● Prepared working papers that document corroborative audit evidences gathered in performing audit procedures;

● Assisted the engagement Senior Associates and Managers in cleaning up and archiving of the audit methodology and other working papers at the conclusion of every engagement;

● Managed and organized the group audit documentation including current and permanent files;

● Drafted billings to audit clients for the services rendered;

● Organized working paper files prior to review by Senior Associates, Managers, and Partners; and

● Trained and mentored audit interns and part-timers;

● Collaborated with team members to achieve target results;

● Developed team communications and information for meetings; and

● Delivered services to the engagement team members within specific and agreed timeframes.