MARIE PAZ LUCENA A. OSORIO
Alameda, CA 94501
Tel. 209-***-****
Email: ************@*****.***
QUALIFICATIONS
SUMMARY______________________________________________________
Skilled and dedicated CPA with more than 25 years significant exposure in
financial advisory and audit of local and multinational companies engaged
in various industries such as real estate developer, trading, financing and
investment house, service contractors, restaurant operations, regional
headquarters, and educational institution.
. Proven track record of accurately providing management with
comprehensive and timely financial reports. Can perform the job
independently, hardworking and multi-task oriented
. Adept at developing and maintaining administrative processes that
reduce redundancy, improve accuracy and efficiency, and achieve
organizational objectives.
. Possesses ability to understand the concept of internal controls as
they apply to financial and accounting process
. Highly focused and results-oriented in supporting complex, deadline-
driven operations. Able to identify goals and priorities and resolve
issues in initial stages.
. Proficient in Microsoft Office Applications ( Excel, Word, PowerPoint,
Outlook), Windows Operating systems and Accounting softwares
PROFESSIONAL QUALIFICATION ______________________________________________
Passed the CPA Licensure Examination, October 1985
Passed the Real Estate Brokers Examination, November 2001
WORK EXPERIENCES____________________________________________________
August 2007 - present
CPA in private practice
. Currently conducting consultancy services on financial, marketing and
legal and other regulatory compliances to clients engaged in various
businesses.
. Created accounting control systems from manual system, enabling
existing staff to support growth at no increase in costs to each
client
. Drafted and enforced accounting policies and procedures in compliance
with Generally accepted accounting principles that provide basis for
all departmental budgeting
October 1998- July 2007
GOTESCO PROPERTIES, INC. - Real estate developer ( Manila, Philippines)
Documentation/ Credit and Collection Officer
. Established separate accounting systems to manage funds for project
development
. Formulates and implements policies and procedures for the improvement
of existing systems and internal controls
. Cleaned up Accounts Receivable system and brought it within 90% of its
agreement enabling the company to borrow against that amount
. Established credit and risk assessment policies
. Assisted in accounting system conversion from manual to automated
. Ensures company compliance with the existing regulations of different
government regulatory agencies
February - September 1998
EXTENSIVE WOOD PROCESSING CORPORATION - Manufacturing company (Manila,
Philippines)
Production and Cost Accountant
. Responsible for generating comprehensive and timely reports on
manufacturing operations, particularly production costs on per product
line
. Coordinates with various functional units of the organization in
connection with problems encountered and suggestions relative to the
attainment of effective production/ operations management and control
. Observes periodic physical inventories and prepares Inventory Reports
to determine authenticity of perpetual records
. Ensures observance of paperwork flow control procedures
January 1996-February 1998
SHAKLEE PHILIPPINES, INC. - Multi-level Marketing of Consumer Products
(Makati City, Philippines)
Financial Accountant
. Assists in the preparation of financial reporting requirements
(monthly and quarterly reporting package, monthly and annual
financial forecast and 5-year strategic planning)
. Assisted in the conversion of AR system from manual to automated
. Responsible for maintaining the AR system of the company and ensures
timely and accurate billing and collection
. Formulates and recommends policies and procedures for the improvement
of existing systems and internal controls
June 1980- November 1995
ASIAN INSTITUTE OF MANAGEMENT- an International Management School (Makati
City, Philippines)
Throughout my fifteen (15) meaningful years of working with the
Institute, I have gained a successful track record starting from clerical
position to Chief Accountant level supporting the efforts of the
executive-level staff including the Financial & Administrative
Controller, CFO and President . With strong background in all aspects
of Accounting functions and overseeing the Accounting Department, I have
created an Accounting control systems from manual system, enabling
existing staff to support growth at no extra costs, until the department
became fully automated. Additionally, while performing the function as
Chief Accountant, I facilitated the implementation of the Institute's
Work Management Project which includes working with line supervisors to
assist them to simplify procedures, quantify workloads by reference of
Standard time data and sampling, thus, establishing how long it would
take to process the workload using the improved methods and procedures
developed in the effectiveness with which administrative resources are
utilized.
EXTRA-CURRICULAR ACTIVITIES___________________________________________
School year 1995-96 to 1996-1997
CONCORDIA COLLEGE
Higher Education Department
Part time Faculty Member, Commerce & Secretarial Dept.
. Handled part-time teaching assignments on the following subjects :
Financial Accounting, Cost Accounting, Advanced Accounting,
Management Accounting & Auditing
. Area Member, Analysis Committee- Instruction- 1996-97
PAASCU Institutional Academic Project
. Adviser /Moderator - 1995-96
JUNIOR PHILIPPINE INSTITUTE OF ACCOUNTANTS (JPIA) Concordia College
Chapter
May 16-21, 1997 ; Shangri-la Hotel Makati City
30th PACIFIC BASIN ECONOMIC COUNCIL (PBEC) International General Meeting
Local Secretariat Member
. In charge of handling funds for the conference. Administers
registration area of paying delegates. Provides financial reports to
organizing committee.
EDUCATION_________________________________________________________
ASIAN INSTITUTE OF MANAGEMENT November 3-30 1992
Basic Management Program (BMP)
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES Sch year 1977-1982
Bachelor of Science in Commerce- Accounting Major
PROFESSIONAL AFFILIATION _____________________________________________
Member, PHILIPPINE INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS (PICPA)
Member, AIM ALUMNI ASSOCIATION (AIMAAS)