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Financial Analyst Administrative Assistant

Location:
Oregon City, OR
Posted:
July 10, 2018

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Resume:

Cynthia Artificio Tel: 971-***-**** email: ***********@*****.*** Page 1 of 3

CYNTHIA ARTIFICIO

Phone 971-***-**** Email: ***********@*****.***

FINANCIAL ANALYST/ACCOUNTANT

Financial Analysis, Budgeting, Planning, Accounting, Financial Modelling, Bookkeeping, Payroll

SUMMARY:

• Financial planning analysis i.e. collecting data, monitoring and creating financial models for decision support

• Annual and quarterly forecasting

• Operational and administrative support to Financial Managers

• Data analyses and financial technical writing

• Budget preparation, implementation and monitoring

• Variance analysis

• Journal Entry, Accounts Receivable and Accounts Payable

• Maintain subsidiary ledgers

• Financial Statements, Balance Sheets, Income Statements and other financial reports

• Tools: MS Office, Quick Books, SAP Accounting System SKILL SUMMARY:

Financial Analysis

Paraplanning

Bookkeeping

Accounting

Budgeting

Corporate Planning

Project Monitoring and Evaluation

PROFESSIONAL EXPERIENCE

QUALITY PARAPLANNING PTY LTD (AUSTRALIA) May 2013 – Feb 2018 Paraplanner

Analyzes data, prepares financial models/projections and writes compliant Statement of Advice based on licensee standards.

Reviews completeness of data provided to complete the plan with relevant information from the Financial Adviser and the Clients.

Performs work with of help of software (XPLAN), develop complex models and conduct product research using SOA Wizard, Risk Research, Wealth Solver and Xtools+

Identifies and troubleshoots issues and devices solutions.

Communicates efficiently with Staff and Clients for immediate resolution of issues and excellent customer service.

Responds quickly to requests without delays that contributed to the quality of work and increase in productivity.

Cynthia Artificio Tel: 971-***-**** email: ***********@*****.*** Page 2 of 3 PHILIPPINE INTERNATIONAL CONVENTION CENTER (PICC) March 2011 - April 2013 Senior Cost Control and Budget Specialist

Reviewed and consolidated budget proposals of various PICC departments and offices based on targets and budget utilization of the departments and offices.

Assisted in the preparation financial reports (i.e. preparation of journal voucher entries, trial balance, bank reconciliation statements and other relevant reports required) for submission to PICC Board of Directors using SAP and QuickBooks accounting systems.

Prepared statement of accounts and monitored PICC clients and tenants Accounts Receivable. GERMAN INTERNATIONAL COOPERATION (GIZ, PHILIPPINES) Aug 2010 - March 2011 Senior Administrative Assistant

Monitored fund releases and liquidation of all financing agreements, local subsidy agreements and contracts entered into by the GIZ with partner institutions and consultants.

Conducted internal audit on the fund utilization of partners (Local Government Units and People’s Organizations) and beneficiaries of the program’s grants in accordance with the German government’s rules and procedures.

Prepared reports, correspondence, memos, forms, agendas and minutes of meetings in conformity to established formats.

Scheduled and facilitated meetings, conferences, committees as required. CITY GOVERNMENT OF MAKATI (PHILIPPINES) URBAN DEV DEPT July 2003 - Aug 2010 Planning Officer II and Planning Officer I

Monitored and evaluated finance and health related programs of the various offices of the City Government of Makati.

Prepared quarterly/annual reports and highlights on accomplishment reports and statistical data and financial reports.

Prepared yearly studies used as tool in the planning, reviewed and evaluated financial status and revenue generation capability of the City Government of Makati.

Participated and assisted in the planning and review of different programs and projects of the City Government of Makati.

WORLD BANK – DEPT. OF FINANCE Nov 2002 – June 2003 COMMUNITY – BASED RESOURCE MANAGEMENT PROJECT

Financial Analyst

Monitored fund releases to the different Local Government Units (LGUs) funded under loan agreement between the World Bank and the Philippine Government on environment related projects.

Conducted on the spot audit of books of accounts of the LGUs and its maintenance of subsidiary ledgers.

Cynthia Artificio Tel: 971-***-**** email: ***********@*****.*** Page 3 of 3

Recommended fund releases for approval of the Finance Management Specialist and Project Director to LGUs based on the review conducted: Loan (World Bank Fund); and Grant (Philippine Govt. Counterpart).

Participated and assisted World Bank representatives in the audit of the LGUs Fund (Loan, Grant and LGU Equity).

PHIL COUNCIL FOR INDUSTRY & ENERGY RESEARCH & DEVELOPMENT July 1984 – Aug 1996 Cashier III –1989 to 1996

Cashier II - 1988 to 1989

Senior Clerk - 1986 to1987

Emergency Employee & Science Research Assistant II - 1994 to 1986

Prepared monthly report of collections, disbursements, allocation and utilization of general fund, report of checks issued and cancelled for both general fund and trust fund.

Disbursed salaries, wages and payroll checks.

Assisted the accounting section in the preparation of monthly remittances to several government agencies.

Assisted the accounting section in the preparation of monthly financial reports.

Prepared correspondences and minutes of meetings.

Organized and planned the Deputy Executive Director’s schedule.

Participated as secretariat to the different seminar workshop conducted by Council.

Document Control of communication documents.

Encoded reports, letters and studies conducted by the Division Chief and technical staff of the division.

ADDITIONAL SKILLS

MS Office Word, Excel, Power Point

Quick Books

Xplan

SOA Wizard (NAF)

Risk Research

Wealth Solver

Xtools+

SAP Accounting Software

QUALIFICATIONS, TRAINING & CERTIFICATIONS

Kaplan Professional Education – Australia

Diploma of Financial Planning (DFP) with Superannuation, Securities, Margin Lending and Managed Investments, 8/2013

RG 146 Compliant (Australia Regulation Guide)

EDUCATION

Masters in Business Administration, Rizal Technological University, Philippines Bachelor of Science in Commerce (Accounting Major), University of the Cordilleras, Philippines



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