Michelle Eleonor Malazzab
Licensed Financial Consultant & Certified Public Accountant
Calabarzon
Summary
Michelle is currently working as a Certified Investment Advisor and a Junior Unit Manager at Prulife UK.
Former Senior Analyst and Statutory Accounts Coordinator at Deutsche Knowledge Services.
She also worked as a Senior Audit Associate in SGV & Co., a member of Ernst & Young Global Company Limited (EY) with a demonstrated history of working in the auditing and accounting of different industries such as manufacturing, consumer products, manning service and information technology.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
2
2
Certifications
Work History
Certified Investment Advisor and Assistant Unit Manager
Prulife UK
Makati
4 2022 - Current
- Help clients accomplish financial objectives by assessing their financial situation through consultation, with goal of creating customized strategies and plans.
- Provide mentorship to teammates to enhance their skills in building and maintaining client relationships.
- Review financial plans prepared by First Level Consultants and check their accuracy.
Senior Accountant & Statutory Accounts Coordinator
Deutsche Bank
03.2021 - 03.2022
- Ensures all transactions are correctly accounted for and provides a golden source of financial information, set upon which all internal and external reporting is based.
- Primarily responsible for timely and accurate delivery of all financial and/or regulatory reports, including financial statements, additional disclosure and statistical requirements, inter-unit clearing, and other reports in accordance with IFRS and HGB for submission and consolidation to Head Office in Germany, as well as in accordance with applicable GAAP for local regulatory reporting requirements of the respective location of the assigned Branch and/or Structured/Non-Structured entities.
Senior Audit Associate
SGV & Co.
Makati City
08.2019 - 07.2020
- Promoted to Senior Associate after two busy seasons, considered fast track
- Actively planned, supervised, and executed corporate compliance audits, ensuring compliance with generally accepted audit standards, applicable laws and regulations, and corporate objectives
- Acted as part of the core team, constantly monitoring the resources, time and budget
- Maintained a strong client focus, being responsive to client's requests, and develop/maintain productive working relationships with client personnel
- Collaborated with team members to set goals & responsibilities
- Provided coaching, training and gave meaningful performance evaluation to audit staffs
- Simultaneously managed multiple client engagements and supervised staff
- Identified relevant data by reviewing reports, records and regulations, examining transactions and supporting documentation
- Compiled and presented audit findings, recommended controls, and business practice improvements to both client and senior management
- Reviewed client's financial statements, including required disclosures to ensure that its in accordance with generally accepted accounting principles and other regulatory requirements
- Gained early promotion as Senior Auditor by highly evaluated performance
Audit Associate
SGV & Co.
01.2018 - 08.2019
- Conducted risk assessments, client interviews, and audit walkthroughs, increasing understanding of audited areas
- Worked closely with audit team and client, identifying and resolving potential issues
- Performed General Audit Procedures
- Verified that company controls were in compliance with established policies including regulatory requirements specific to the business/industry of the client
- Performed substantive procedures (Analytical and Test of Details) for Cash, Accounts Receivable, Inventory, Property, Plant & Equipment, Accounts payable, other liability accounts and Shareholder's Equity
- Performed analytical procedures/analysis to detect unusual financial statement relationships
- Entrusted to be in charge with an audit engagement after a year of hire.
Education
Bachelor of Science in Accountancy - Accounting and Finance
Jose Rizal University
Mandaluyong City 01.2013 - 01.2017
Secondary Education -
Rizal Experimental Station And Pilot School of Cottage Industries
Pasig City 01.2008 - 01.2012
Skills
Accounting
Certification
Certified Public Accountant
Languages
English (Professional Working)
Accomplishments
Consistent Top performing Financial Consultant.
Timeline
Senior Accountant & Statutory Accounts Coordinator
Deutsche Bank
03.2021 - 03.2022
Senior Audit Associate
SGV & Co.
08.2019 - 07.2020
Audit Associate
SGV & Co.
01.2018 - 08.2019
Bachelor of Science in Accountancy - Accounting and Finance
Jose Rizal University
01.2013 - 01.2017
Secondary Education -
Rizal Experimental Station And Pilot School of Cottage Industries
01.2008 - 01.2012
Certified Investment Advisor and Assistant Unit Manager
Prulife UK
4 2022 - Current
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