Sheena Valdez
Baguio City, Province Of Benguet,BEN
Summary
Senior Auditor with 5 years of experience in executing comprehensive financial and SOX audits across various industries. Lead client audit engagements, which include planning, executing, directing and completing audits. Adept at collaborating with cross-functional teams and stakeholders to deliver high-quality audit reports and recommendations. Demonstrated ability to lead and mentor junior auditors, fostering a culture of continuous learning and development.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Audit Associate
PwC Philippines
Pasig, Metro Manila, Philippines (Remote)
06.2023 - Current
- Engaged with financial audit with US clients under Telecommunications, Media and Technology industry mostly situated in California City using PwC in-house applications.
- Engaged in comprehensive audit for a global leader in flash memory and solid state drives. Lead the audit from planning to completion, including quarterly audit, with little to no supervision from onshore team.
- Developed and maintained relationships with clients, ensuring timely and accurate completion of audits.
- Engaged in preparation of working papers for understanding of various business processes such as Revenue, Production & Inventory, and Period-end Financial Reporting. Determined areas of improvements in the documentation.
- Involved in documenting higher-risk areas and communicate effectively with client personnel at all levels any identified issues.
Senior Audit Associate
D&V Philippines (Outsourcing/Offshoring)
Ayala Avenue, Makati City
09.2022 - 03.2023
- Engaged with audit, review and agreed-upon procedures with US clients under Real estate industry
- Exposed to end-to-end auditing cycle from planning, IT controls, substantive testing, financial statements and general administrative tasks using CCH ProSystem’s
- Uploading and preparation of trial balance tie-up, grouping reports and footing of PBC TB
- Prepared planning working papers including audit materiality, planning memos, understanding the entity, retrospective review, preliminary analytics etc
- Prepared substantive testing working papers for real estate audit clients more on leasing companies and a hotel
- Assisted the clients in the preparation of financial statements including footnotes
- Prepared general and administrative working papers including going concern checklist, journal entry testing, final analytical review, report to the governance etc
- Exposed to communication with onshore seniors and managers through Outlook, Microsoft teams and Zoom calls during audit and various team meetings
- Exposed to Info website under Okta.com which serves as the cloud for files
Senior Audit Associate
Isla Lipana & Co (PwC Member Firm)
Ayala Avenue, Makati City
07.2019 - 09.2022
- Exposure to financial and SOX audit of various clients such as oil & gas industry, shipping and manning agency, manufacturing, retail, renewable energy, healthcare and real estate among others.
- Experienced handling junior audit staffs and was able to lead client and internal
meetings during audit which are in line with leadership skills - Engaged with reconciliation of balances and reports provided by the client.
- Engaged with understanding and testing of controls as well as recommending process
improvements in case of deficiencies/risks noted. - Exposed to project management and data analytics in line with identifying trends/
unusual movements on comparative reports - Provided assistance in preparing financial statement, lead schedules and tax
computation needed for ITR filing. - Preparation and review of working papers (WT & TOC) related to purchasing and payables process for a SOX Audit.
- Preparation of audit working papers (Test of Controls & Substantive Testing Procedures)
related to various FSLI such as Cash, Revenue & Receivables, Operating Expenses & Payables, Leases and Pension and discussed audit findings with clients. - Preparation of General Audit Procedures such as overall analytical review, journal entry
testing and review & tie-up for both consolidated and parent financial statements. - Provide support on the audit team with the preparation of financial reports such as
vouching and analysis on the data provided by the clients.
Education
Bachelor of Science - Accountancy
University of The Cordilleras – Baguio City
12-2018
Skills
- Caseware, Microsoft Office (Excel, Word, PPT), CCH ProSystem, PPC SMART Tool, Citrix, PwC Applications
- QuickBooks, BIR Offline Package
- Communication skills
- Effective team Player
- Ability to act autonomously and requires minimal
supervision - Ability to thrive in a dynamic environment and showing commitment to the team
- Always striving for continuous improvements and ensuring that deliverables are on time
Training
- 2019 to 2022: Various CPE trainings from Year 1 to 4 Assurance, Risk & Quality Briefing and Essentials of Leadership & Delegating for Results training
- August 2020: PCAOB Training
- October 2021: Audit Quality Program
- September 2021: IFRS Advanced Training
- October 2022: Intermediate Excel Training
- December 2022: Real Estate Tax Update
- February 2023: 2023 SEC Update
- May 2023: CaseWare and RSM Orb trainings provided by RSM LLP
- September 2022 to December 2022: Various trainings under Real Estate Industry under Marcum LLP
- July 2023 to December 2024: Various trainings for Senior Auditors
Certification
- May 2019 Passer of Certified Public Accountant Licensure Examination (CPALE) - 16.46% National Passing Rate
LANGUAGES
English Full Professional Proficiency
Tagalog Full Professional Proficiency
Timeline
Senior Audit Associate
PwC Philippines
06.2023 - Current
Senior Audit Associate
D&V Philippines (Outsourcing/Offshoring)
09.2022 - 03.2023
Senior Audit Associate
Isla Lipana & Co (PwC Member Firm)
07.2019 - 09.2022
Bachelor of Science - Accountancy
University of The Cordilleras – Baguio City