Service oriented and results driven accounting professional with 9+ years of progressive experience in audit, financial accounting & reporting and project management.
Experienced with team management and leadership. Reliable, adaptable and fosters collaborative environment to drive teams toward achievement of organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Manager
EY GDS Philippines
01.2025 - Current
Lead financial audits of entities across APAC region in close collaboration with engagement teams in other EY offices
Manage quality service delivery to both client and onshore teams through team supervision, monitoring of progress and serve as subject matter expert for complex client situations
Oversee sub-cluster compliance and perform administrative tasks to ensure KPIs and target utilization are met
Team Leader
Northern Trust
09.2023 - 12.2024
Directly supervise and manage a team of six and co-manage a cluster of 14 members in different roles (analysts, senior analysts and SMEs)
Plan and coordinate timelines and resources for a full financial reporting cycle of a portfolio of clients
Oversee day to day processes and provide assistance where needed to ensure team is operating at optimal level
Prepare and discuss periodic performance evaluations with team members
Technical Coordinator
Northern Trust
01.2022 - 08.2023
Plan, supervise and review financial statement issuances prepared under UK GAAP for regulated UK mutual funds (OEIC, ACS, UCITS and non-UCITS schemes) ranging from two to over 20 Sub-funds
Liaise with internal teams (i.e., Fund Accounting, Tax, Transfer agent, Depositary) to resolve issues or address client and audit queries/requests
Continuous coaching and feedback to junior team members and conduct knowledge sharing sessions
Participation on working groups and ad hoc projects such as KPI management, Report pack automation, process controls and improvement
Senior Financial Analyst
Manulife Business Processing Services
07.2019 - 01.2022
Plan and execute month-end and quarter-end close processes for private equity (PE) investments of John Hancock Financial (such as journal entries, asset pricing and reconciliations, MTM analysis).
Worked closely with North American teams and asset managers in performing day-to-day tasks
Review accounting memos for new acquisitions. Monitor, analyse and record capital funding, distributions, exchanges and disposals, in liaison with front office teams
Maintain and update documentation of owned processes and facilitate cross trainings among different functions within the team
Audit Senior
SGV & Co
10.2017 - 06.2019
Managed short and long term assignments or engagements to aid onshore teams of other EY offices in performing audits
Served as liaison during all audit phases including supervision, coaching and review of junior staff's performance
Collaborated with firm's other service lines such as IT and tax compliance for assistance and advice
Audit Associate
SGV & Co
11.2015 - 10.2017
Primarily responsible in performing walkthroughs, tests of controls and execution of substantive procedures
Handled audit engagements for entities under retail, real estate and holdings industries
Conducted fieldwork and client facing interviews and meetings
Assisted in the review of financial statements and preparation of audit reports and requirements
Education
Bachelor of Science - Accountancy
Far Eastern University
04.2015
Skills
Teamwork and collaboration
Attention to detail
People management
Financial reporting
Work planning
Complex Problem-solving
Certification
Certified Public Accountant, October 2015, Professional Regulation Commission (PRC), License no. 0165927
Magna Cum Laude, April 2015, Far Eastern University, Manila