Wheenonah Calomadre- De Casa
Cebu City, Province Of Cebu
Summary
Dynamic accounting professional with extensive experience, excelling in financial statement preparation and staff management. Proven track record in enhancing month-end closing efficiency and compliance with GAAP. Adept at training teams and implementing process improvements, demonstrating strong problem-solving abilities and attention to detail in high-pressure environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Associate Accounting Operations Manager
Indinero
11.2022 - 01.2024
- Reports directly to the controller for all functional, technical, and client service-related matters. Directly to the Accounting Operations Manager or his designation for all planning, administrative, and human resources matters.
- Assist the AOM in overall team administration and planning, execution of period evaluation, and monitoring of monthly metrics.
- Prepares monthly and annual financial statements of complex clients, including tasks such as reconciliation of financial accounts, payroll, revenue recognition, and their related accruals and deferrals.
- Performs first or second-level reviews necessary to ensure the accuracy of monthly closes and reports.
- Coaches and conducts training for the pod on accounting treatment and U.S. GAAP requirements when needed.
- Collaborates with other team members to deliver exceptional client service, handles major issues, and proposes resolutions with counterparts.
- Spearheaded process improvements resulting in faster month-end closing procedures without sacrificing accuracy or quality of work.
- Motivates, mentors, manages, and supervises Accounting Associates, Accountants, Senior Accountants, Team Supervisors, and Team Managers in the execution of their daily tasks.
Lead Accounting Team Manager
Indinero
05.2018 - 11.2022
- Monitors the delivery of month-end and year-end financials for US based clients
- Reviews work papers and client’s financials statement and ensures compliance with US GAAP
- Prepares monthly and annual financial statements of mid-sized clients, including tasks such as reconciliation of financial accounts, payroll, revenue recognition, and their related accruals and deferrals.
- Handles 4 accounting supervisors and 9 to 14 accountants.
- Manages individual and team efficiency and client allocation
- Conducted applicant interviews and regular performance reviews, providing constructive feedback to support professional growth.
- Standardize accounting team’s processes
- Monitored key performance indicators to ensure alignment with organizational goals and objectives.
- Assist in creating accounting policies and procedures
Intercompany Matching Analyst
Citibank ROHQ
11.2015 - 03.2017
- Detects intercompany breakages between Great Britain entities (Banking and Brokerage) versus various Citi entities on Non Derivative Balance Sheet and Income Statement balances through reconciliation reports once final balances are submitted at month end
- Investigates the main causes of the Intercompany issues by performing root cause analysis (mainly the 5 Why’s and Ishikawa Diagram)
- Resolves identified breakages based on supporting documentation on the cause of the break by posting Tags/IKLs (Financial Reporting System adjustments/ explanations)
- Coordinates closely with Country Finance, Integrated Close, FRO Groups, and Business Operations in the resolution and prevention of recurring breakages, and raises an Issue Management Resolution (IMR) form for system-related issues if necessary.
Financial Reporting Analyst
Citibank ROHQ
01.2011 - 10.2015
- Acts as the key contact to the country financial controllers and country CFOs, providing primary and secondary support to Western European countries where Citibank has operations.
- Prepared comprehensive financial reports ensuring regulatory compliance and accuracy.
- Analyzed financial statements to identify trends and variances for management review.
- Participates in the monthly and quarterly Internal Controls Assessment, ensuring that agreed key controls and procedures are being implemented and adhered to, to mitigate risks in the area of responsibility (Manager’s Control Assessment).
- Supports implementation and enhancement projects affecting Head office and Regional reporting. Develop a strong working relationship with internal Citigroup partners serviced by the unit, and ensure high-quality service standards are maintained.
- Participates in the continuity of business planning and implementation for the unit, for an effective backup system within the group, which includes timely review and updates of process documentation.
Work Migration Subject Matter Expert
Citi Global Services Ltd. India
08.2015 - 09.2015
- Monitors the smooth migration of financial reporting processes for Western Europe cluster from Citibank ROHQ Manila to Mumbai Center ensuring that new analysts are able to meet the timelines (using migration checklists) while providing quality financial reports for each country’s reporting requirements.
- Trains the Mumbai counterpart on handling different countries regarding the process flow, documentation, background, and internal controls for all tasks done by the Western Europe Cluster in Manila.
- Assists the new team with ad-hoc queries and tasks by sharing analytical tools and techniques for Citi systems, as well as reaching out to the proper teams/contacts who can greatly provide the required reports or resolutions on issues at hand.
Education
Bachelor of Science - Accountancy
University of San Carlos
Cebu City, Province Of Cebu, PhilippinesHigh School Diploma -
Naval Institute of Technology
Naval, BiliranSkills
- Financial statement preparation
- Microsoft Excel expertise
- Quickbooks
- ERP system expertise
- General ledger management
- GAAP
- Intercompany transactions
- Month-end closing
- Problem-solving abilities
- Staff training and development
- Staff management
- Attention to detail
Certification
- CPA - Certified Public Accountant
License number: 0135510
Timeline
Associate Accounting Operations Manager
Indinero
11.2022 - 01.2024
Lead Accounting Team Manager
Indinero
05.2018 - 11.2022
Intercompany Matching Analyst
Citibank ROHQ
11.2015 - 03.2017
Work Migration Subject Matter Expert
Citi Global Services Ltd. India
08.2015 - 09.2015
Financial Reporting Analyst
Citibank ROHQ
01.2011 - 10.2015
Bachelor of Science - Accountancy
University of San Carlos
High School Diploma -
Naval Institute of Technology