Financial Planning and Analysis

Overview

Looking for full-time work (8 hours/day)

at $7.64/hour ($1,454.56/month)

Bachelors degree

Last Active

January 4th, 2025 (534 days ago)

Member Since

October 2nd, 2023

Profile Description

JOB OBJECTIVE
To embark on a career related to Audit and Accounting Supervision.
WORK EXPERIENCE

Freelance Financial Analyst
June 2023 – Present
- Prepares and review revenue forecast, planning and budgeting 
- Prepares Adhocs reports and analysis
- Prepares accounting books and records
- Prepares financial models and financial recommendations

Tenerity Inc.                                                                         
Senior Financial Analyst                                                                                             
May 2022 – April 2023 
- Prepares and review revenue forecast, planning and budgeting 
- Prepares and review daily and monthly financial reports 
- Conducts proper coordination with different company business units.
- Provides budget and planning recommendations for different business units at different levels
- Time to time prepares customized financial reports such as financial models as needed by the top management.

OpenText Inc.                                                                          
Senior Financial Analyst
 July 2016 – April 2022                                                                                             
- Prepares and review revenue forecast, planning and budgeting 
- Prepares and review daily and monthly financial reports 
 - Conducts proper coordination with different company business units such as sales, legal, accounting and billings.
- Provides budget and planning recommendations for different business units at different levels
- Time to time prepares customized managerial reports as needed by the top management

Telus International Philippines     `                                        
Senior Financial Planning Analyst
 Oct. 2013 – April 2015
- Assures preciseness and accuracy of forecasted data for budget purposes.
- Ensures meeting budget by providing financial control in for individual expense request
- Conducts financial accounting from different clients
- Prepares financial reports
- Handles proper trends and analysis of financial data* Financial and managerial accounting, etc

SITEL  PHILIPPINES                                                      
Financial Analyst
September 2012 – Oct. 2013
- Supervises accounting personnel in preparing accounting data for analysis
- Checks individual forecast to reconcile and compare with actuals
- Assures accuracy and preciseness of forecasted data in relation to setting up CAP analysis 
- Prepares budget and trend reports for management purposes

BOARDWALK BUSINESS VENTURES                                      
Audit Supervisor
April 2006 – July 2012
- Supervises audit engagements/field audits
- Conducts compliance and operational audit
- Conducts inventory audit and analysis
- Conducts financial and managerial audit
- Prepares audit reports and other special audit engagement reports

Ayala Land Inc.
Senior Internal Auditor 
May 2002 – May2003
- Conducts compliance audit on land titles
- Conducts operational field audit on sites
- Conducts proper inventory audit on titles and properties as well
- Prepares audit reports and recommendations
 
 EDUCATIONAL BACKGROUND
Claret School of Quezon City
- Elementary
Claret School of Quezon City
- High School
San Beda College Manila Major in BS Accountancy
- College

COMPUTER BACKGROUND
• Microsoft Office (Word, Excel 2007, Powerpoint)
• Knowledgeable in SAP, Oracle, peachtree & Quickbooks
• Other accounting and audit procedures softwares

SEMINARS ATTENDED
• Audit Concepts and Techniques (sponsored by SGV & Co)
• Current Trend in Auditing Technology (sponsored by Punong Bayan & Araullo Co.)
• Discourse about
Auditing (sponsored by Joaquin Cunanan & Co.)
• Lectures in Auditing (sponsored by LAYA Mananghaya & Co.)
• Auditing Towards New Millenium (sponsored by San Beda JPIA

CO-CURRICULAR ACTIVITIES
• Junior Philippine Institute of Accountants, Member
• Feasibility Study (Team Leader in Management Advisory Services – Budgeting and
forecasting)
• Class Officer, Treasurer
• World Youth Day, Delegate-Facilitator
• Knights of the Altar, Treasurer
• Civil Works & Services, Leader

SKILLS
I have good leadership qualities. I can manage our family business in the absence of my parents. I can keep stable the finances of our business and make good decisions on the matters involving my field of supervision, finances and auditing. I can work with competence and efficiency even under pressure. I am computer literate and can speak English and Tagalog with fluency. I am also very into photography as a part time profession.