Regie Mae Lopez, CPA, CMA
Taguig, Metro Manila
Summary
Finance and Accounting professional with eight years of experience, specializing in Finance and Accounting, Commercial Finance and Management Reporting. A subject matter expert and leader with a proven track record of driving impactful change across the organization. Key achievements include playing an instrumental role in Mergers and Acquisition, leading a successful migration of CBSC's, establishing Budgeting and Reporting processes, and growing and stabilizing the Finance and Accounting. Led process improvements within the team and across departments, resulting in enhanced efficiency and effectiveness. Reduced large tax assessments enabling financial savings for the company and implemented effective control measures to mitigate the occurrence of tax deficiency assessments. Currently serving as Pricing & Commercial Manager, contributing to group-wide projects to build sustainable pricing and commercial structures.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Pricing and Commercial Manager
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
04.2023 - Current
- Reports directly to the General Manager of Commercial & Finance at Canon Business Services (CBS) Group for group-wide pricing and commercial projects, and to the Head of Finance and Accounting at CBSC for monitoring profit margins at the customer, business unit, and company levels.
- Managed revenue models, process flows, operations support, and customer engagement strategies.
- Performed re-pricing process for long-term contracts, ensuring prices remained aligned with inflationary pressures and market fluctuations, while maintaining customer satisfaction and profitability.
- Managed budgets and financial reporting, ensuring accurate forecasting and cost control for optimal profitability.
- Devised pricing methodologies and industry strategies through economic and business analysis.
Finance Operations Manager
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
06.2021 - 04.2023
- Led the Finance Team at CBSC, overseeing Budgeting & Reporting, Tax, and PEZA Compliance. Collaborated with internal stakeholders to develop long-term financial plans aligned with company objectives.
- Optimized cash flow management through careful monitoring of incoming funds and strategic resource allocation.
- Ensured compliance with tax, PEZA, and other relevant government regulations.
- Created customized financial reports, providing critical insights into key performance indicators for decision-makers, including monthly P&L, variance analysis, trend analysis, and actionable recommendations.
- Managed business performance metrics, including cash flow, working capital, and cost control.
- Assessed and managed financial risks to safeguard the company's financial health.
- Ensured financial reports adhered to IFRS and local regulations.
- Oversaw both internal and external audits, identifying and resolving potential issues proactively.
- Prepared and delivered financial and management reports, ensuring timely and accurate budget development for quarterly, annual, and mid-range plans, in coordination with the Philippine Leadership Team.
- Driven finance transformation projects to enhance team efficiency and effectiveness.
- Managed month-end reporting, including reviewing journal entries and reconciling accounts.
- Coordinated with the corporate secretary on board resolutions, SEC updates, and reporting requirements.
- Collaborated with cross-functional teams to implement strategic initiatives, driving business growth.
Finance Team Lead – PH Local Finance
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
03.2020 - 06.2021
- Led the Finance Team at CBSC, overseeing Budgeting & Reporting, Tax, and PEZA Compliance.
- Directed month-end reporting processes, including reviewing journal entries and monthly reconciliations.
- Provided monthly financial results and company performance updates to Onshore for consolidation and reporting.
- Coordinated the budget process with the leadership team, gathering data, preparing the budget, and performing necessary allocations.
- Resolved high-level issues related to internal client concerns and external supplier matters.
- Monitored and managed audit and tax engagements, collaborating with auditors to complete Audited Financial Statements and ensuring timely submission of the Annual Income Tax Return.
- Managed the company's cash flow by monitoring collections and settlements in collaboration with the Accounts Receivable, Accounts Payable, and Treasury teams.
- Facilitated staff meetings and ensured active team participation in company and team initiatives.
Financial Accountant
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
10.2018 - 03.2020
- Accomplished accounting system migration, performed various financial analyses to incorporate accounting to build and provide more insightful management reports, improved the financial accounting processes and oversaw the Finance and Accounting function of CBSC
- Performed cost analysis (per site level, cost centre level and business unit level)
- Prepared and reported month-end results and provided monthly analysis on actual vs
- Budget variances to management
- Performed quarter, annual, mid-range and capex budgets
- Ran forex conversions
- Coordinated and provided monthly reporting data, requirements and adhoc reports to onshore counterparts
- Performed labor cost allocation, billing and collection, balance sheet reconciliations, month-end adjusting entries, and payroll journals
- Prepared and filed monthly tax returns
- Assisted in the cleaning up of accounting records and books in preparation for the accounting system migration
Business Analyst
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
02.2018 - 09.2018
- Assisted in Group wide corporate strategy and planning
- Provided financial analysis to support management decision-making for mergers and acquisitions, as well as the registration of CBSC with the Philippine Economic Zone Authority (PEZA), a government agency that offers incentives to export-oriented businesses.
- Led operational process improvements across the company.
Senior Finance Associate
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
06.2017 - 02.2018
Senior Audit Associate/Audit Associate
R.G. Manabat & Co. (Local Partner of KPMG in the Philippines)
11.2015 - 07.2017
Education
Bachelor of Science - Accountancy
Ateneo De Zamboanga University
03-2015
Skills
- Operations management
- Financial reporting
- Identifying and understanding client needs, suggest potential solutions on technical matters and provide potential solution
- Strong attention to detail, exceptional organizational skills, and the ability to work flexible hours and perform effectively under pressure
- Intermediate excel and powerpoint skills, and intermediate power BI knowledge
- Systems and software used: AX Microsoft Dynamics and TM1
- Systems and software used: AX Microsoft Dynamics and TM1
Certification
- Certified Management Accountant, May 2024
- Certified Tax Technician, November 2018
- Certified Public Accountant, October 2015
References
Raymond, Rosel, Head of Finance / Corporate Treasurer, 09178103476, Kantar Philippines
Fernand Ara Aguinaldo, Supervisor - Finance Operations, 09059073470, Canon Business Service Centre Philippines, Inc.
Awards
- Managing Director Award, 2021 – Recognized as the highest award within the Canon Group.
- Gawad Lakan, 2018 – Awarded the highest recognition by CBSC.
- Honorable Mention, 2010–2015 – Acknowledged for academic excellence by Ateneo de Zamboanga University.
Affiliations
- Institute of Management Accountants
Training
- Microsoft Power BI
- Project Management Crash Course
Disclaimer
I hereby certify that the above information is true and correct to the best of my knowledge.
Timeline
Pricing and Commercial Manager
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
04.2023 - Current
Finance Operations Manager
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
06.2021 - 04.2023
Finance Team Lead – PH Local Finance
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
03.2020 - 06.2021
Financial Accountant
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
10.2018 - 03.2020
Business Analyst
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
02.2018 - 09.2018
Senior Finance Associate
Canon Business Service Centre (CBSC) (formerly: Converga Asia, Inc.)
06.2017 - 02.2018
Senior Audit Associate/Audit Associate
R.G. Manabat & Co. (Local Partner of KPMG in the Philippines)
11.2015 - 07.2017
Bachelor of Science - Accountancy
Ateneo De Zamboanga University
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