To occupy a position where my skills in business, operations, communication abilities and work experience will be fully utilized to increase the organization’s profit and service performance.
Overview
32
32
years of professional experience
4
4
years of post-secondary education
Work History
Manager - IT Finance Manager and OIC IT SBS Div.
RCBC
Makati City
07.2018 - Current
Manage the Finance and Administrative requirement of Information and Technology Shared Services Group through timely and quality financial reports and performance analysis for senior management with the resulting financial impact and details; review of internal controls and implementation of new procedures as necessary to safeguard company assets and ensure all business transactions are being recorded in proper manner; participate in strategic planning for development of the annual budget and long-term business plans; prepare the consolidated yearly budget and quarterly budget reviews; develop contract tracking processes and review contracts to ensure Finance has up-to-date information regarding costs committed, spend to date and cost to completion
Implement compliance monitoring reports; Create new reports in response to ad-hoc analytical requests and prepares other reports as requested by Management
Manage the Information and Technology Shared Services Group’s contracts and compliance to the bank’s regulatory requirements by monitoring the review of IT-related contracts until sign-off
This also includes coordination with the vendors and other bank units, as necessary; Ensures the submission of regulatory reports and requirements for contracts; In-charge of the reviews and update of related Technology Policies and Procedures; Acts as Technology Committee Secretariat; Ensures the submission of the annual training budget and monitors availment for budget purposes; Acts as the Point of Contact for updates related to IT-related Job Descriptions
Keeps abreast of updates on BSP policies as stipulated in the Manual of Regulations for Banks (MORB) and Bank policies as specified in the Money Laundering and Terrorist Financing Prevention Program (MTPP) through circulars, required seminars/programs and adheres to said policies.
Senior Asst. Manager - IT Finance Officer
RCBC, ITSSG-Shared Business Services
Makati City
02.2013 - 06.2018
Responsible in managing the ITSSG financial resources which includes consolidation and monitoring of budget and availment, analysis on variances and allocation of cost and chargeback of IT services; Handles review of payment requests for IT-related projects and purchases, maintains an updated expense monitoring file and secures the necessary management approval prior to actual availment;
On contract management, assists in the review of internal controls and implement new procedures if necessary to safeguard company assets and to ensure all business transactions are being recorded in proper manner
Create reports in response to ad-hoc analytical requests.
Senior Assistant Manager - IT Helpdesk Section Head
09.2008 - 01.2012
Responsible in managing the IT help desk team composed of nine analysts supporting over 248 RCBC and 120 RSB branches on top of Head Office users and other YGC subsidiary companies
Responsibility also involves managing all procedures related to the identification, prioritization, and resolution of End User requests; Establishing SLA's (service level agreement) to enhance the quality of service; manage vendors through
regular meetings and handling of budget issues
In addition, recommendations on fixes are also provided, and if necessary, provides statistical reporting to ensure a high level of customer service
Major Accomplishment:
Creation of IT equipment inventory for 3rd Party Maintenance Contract
Availability of an updated IT equipment inventory for both RCBC and RSB as reference for service, monitoring of bank authorized equipment and for population of asset inventory for Tivoli Service Request Manager database
Created the IT Helpdesk Service Catalogue to list all services handled by IT/IT Helpdesk
Created the IT Helpdesk manual for the standard scripts and ITG advisories/announcements templates
Consolidation of known errors as reference/troubleshooting guide for core banking implementation
Consolidated all service requests/SI requirements into a single checklist to guide the IT Helpdesk in validating service requests
Consolidated all 3rd party costs into a standard table for reference in validating costs of parts for replacement and service calls.
Assistant Manager
BDO Universal Bank
08.2007 - 08.2008
ITO Applications Support - Section Lead for Head Office Hardware & Software Operations
Responsible for monitoring the day to day operations pertaining to head office hardware support, PC evaluation and special projects such as relocations of IT equipment
Major Accomplishment:
Involvement on the physical relocation of the IT equipment and systems/applications for all the bank’s business units as part of the BDO-EPCIB integration/consolidation.
Responsible in monitoring the day to day operations of the IT outsourced helpdesk team with the primary focus on detecting the risks on their compliance, performance, relationship, finance and operations
Moreover, I also ensure that the performance of the outsourced team complies with all the defined desk manuals and policies of the company
Major Accomplishment:
Involvement on the Outsourcing of the IT Helpdesk and Engineering wherein training was provided to the outsourced vendor on the use of the IT Helpdesk tool and orientation on the bank’s operations to ensure smooth turnover of IT support.
Assistant Manager, Technology Service Desk
07.2003 - 09.2005
Responsibility includes monitoring of the overall operations of Service Desk including their strict compliance to the Technology Group policies and procedures as well as the Bank’s policies and procedures and defined desk manual.
Accounts Receivable Analyst
IBM Philippines Libis, Q
, .C.
07.2002 - 06.2003
For IBM Global Financing Accounts
Major Achievement: Cleaned up the lBM Global Financing (IGF) Receivables through Reconciliation and adjustment all accounts with negative balances, provided a detailed summary for historical and audit trail of all adjustments made
Moreover, I provided recommendations to eliminate accounts aged more than 360 days and ensure audit readiness of the IGF receivables.
Accounts Receivable Analyst
06.2001 - 07.2002
Accounts under Financial Institution
Major Achievement: Awarded as Outstanding Employee for the year 2001 in recognition of exemplary contribution in reducing the delinquency of Finance Sector from 12M to 4M by end of 2001 contributing largely to the country/team’s achievement of the key business measurement in Accounts Receivable.
Accounts Receivable Analyst
04.2000 - 05.2001
Business Accounts
Responsibility includes preparation of forecast for cash flow based on target collection
Close monitoring of accounts receivable on small and medium businesses, Recommend/initiate course of action to meet country target delinquency and DSO and manage the extended work force assigned as in-house and field collectors.
Supervisor
Security Finance, Inc
Makati City
03.1998 - 09.1998
For Credit and Collection
Monitor aging of accounts receivable and provide strategies to minimize possible increase of delinquency, provide assistance to frontline staff regarding account reconciliation, provide motivation and support to staff including field collectors, prepare collection forecast for Management report
Supervisor
United Coconut Planters Bank
Makati City
01.1997 - 02.1998
Collection and Customer Service
Principal responsibility includes providing efficient administrative assistance to the Department Head of Credit Card especially in the planning, organizing, directing, coordinating, controlling and execution of the daily activities of the Collection and Customer Service Section.
Customer Service Assistant
01.1995 - 01.1997
Responsible for receiving, recording, monitoring, and provides assistance and resolution to inquiries/complaints of existing and prospective cardholders on billing, payments and other servicing requirements to ensure customer satisfaction.
Collection Assistant
01.1994 - 01.1995
Responsible for safekeeping of postdated checks, monitoring, evaluation and reconciliation of past due Visa Card accounts to ensure timely collection of cardholder’s payment and evaluates and recommends accounts for reactivation, re-computation or for endorsement to legal.
Credit Card Custodian
01.1991 - 01.1994
Responsible for monitoring, controlling, safekeeping and releasing of UCPB Visa Card to ensure timely delivery/receipt of these to cardholders and that all pertinent data of cardholders are updated in the Visa system
Education
Bachelor of Science - Commerce, Business Administration
University of Santo Tomas Espana
01.1987 - 01.1991
Skills
Effective managerial techniques
undefined
Additional Information
Interests Handicrafts, needlecrafts, painting, music, books, computers Trainings Completed all RCBC mandated trainings Character Reference: Available upon request.
Timeline
Manager - IT Finance Manager and OIC IT SBS Div.
RCBC
07.2018 - Current
Senior Asst. Manager - IT Finance Officer
RCBC, ITSSG-Shared Business Services
02.2013 - 06.2018
Senior Assistant Manager - IT Helpdesk Section Head