Amerizza G. Juan

Certified Public Accountant, PRC Lic. No. 0116507

Phase 5C, Block 36 Lot 4 Grand Royale Subdivision, Malolos City Mobile: +63-917*******

Email: acw8s0@r.postjobfree.com

CURRICULUM VITAE

SUMMARY

Experienced leader and Certified Public Accountant with 11-year work experience in Finance and Accounting (F&A) and 8 years in Finance Shared Services, Business Process Outsourcing (BPO), and Procure-to-Pay (PTP) process with expertise in Process Migration, Business Reporting, Accounts Payable and Customer Service operations.

HIGHLIGHTS

• Invoice Management

• Invoice and Payment Issue Resolution / Query Resolution

• Customer Service

• Vendor Master Data

• Process Migration

• Process Documentation

• Process improvements and controls implementation

• KPI and metrics data preparation and analysis

• Accounting procedures and best practices

• Organizational and change management

• Employee Development and Staff Supervision

• Expertise in MS Office Applications

• Expertise in Accounting System Technologies i.e. SAP, Oracle, Tenant Billing System (TBS), Input Accel, Readsoft and xFlow

• Expertise in Sourcing and Procurement Technology i.e. Tungsten Network (aka OB10) and Ariba

• Expertise in Customer Service Technology i.e. Customer Response Management (CRM), Call Management Supervisor (CMS), Avaya and Alcatel Lucent Phone System, Kayako Tool, Open View Service Desk (OVSD), iHelp Sharepoint

ACCOMPLISHMENTS

Spearheaded the process migration and process documentation for Procure to Pay process covering Vendor Master Data, Document Management System, Invoice Management, Invoice Payment, Business Reporting, Query Resolution and Customer Service for North America, Middle East and Europe regions

Process Migration for Global PTP Customer Service and Vendor Master Data – Knowledge Transfer to Accenture India

Process Migration for Mondelēz Europe and Middle East Asia Accounts Payable

Process Migration for Mondelēz North America Accounts Payable

Transformation and Management of Global Accounts Payable (AP) Resolution Group

Process Migration for Nestlē Thailand Accounts Payable Nestlē Thailand

Implemented various process improvements to strengthen internal controls and increase efficiency of Accounts Payable workgroup

Streamlined and harmonized Procure-to-Pay (PTP) Operations that resulted to FTE cost savings

Received various recognition and awards for proactive and effective customer support, remarkable diligence in ensuring that controls for processes migrated are effective and in place, and exemplifying operational excellence

Resolved months of backlog work of sending organization from transition to stabilization

Headed the MBSC Process Standardization and Optimization Pillar

Headed the Nestlē Continuous Excellence Standard Routine Team

PROFESSIONAL EXPERIENCE

Business Process Consultant, Apr 2016 – Oct 2016

Project-based

United Laboratories, Inc. (UNILAB)

Principal Accountabilities:

• Setting up of Shared Service for Procure-to-Pay

• System implementation for Accounts Payable workgroup i.e. SAP, OCR, Tungsten Network, Ariba, Helpdesk Ticketing Tool, etc. in collaboration with Hewlett Packard (HP) Consultants

• Project management

• Perform business process review and analysis

• Provide strategic recommendations for business process refinement

• Process improvement and controls implementation

• Data analysis and brainstorming

• Develop new reports for Procure-to-Pay process

• Business process blueprinting

Service Delivery Operations Manager

Accenture Inc. (August 2015 – April 2016)

Mondelēz Business Services AP PTE LTD. (Apr 2015 – July 2015)

Principal Accountabilities:

• Vendor Master Data, Invoice Processing/Query Resolution and Customer Service Team with 50 members

• Develop skills matrix, performance development guide, succession and training plans to continuously improve team’s performance

• Strategic planning and objective setting in alignment with Shared Service Center goals and requirements

• Establish strong operational metrics and develop a management reporting process to drive operational improvements and optimize team’s performance

• Perform daily monitoring of team’s performance

• Preparation and analysis of data and presentation of Metrics and KPI dashboard to stakeholders

• Drive continuous improvement across Procure-to-Pay (PTP) operations

• Ensure provision of agreed service levels, meeting Key Performance Indicator (KPI) targets for PTP Global Customer Service, Query Resolution and Vendor Master Data

• Raise and resolve issues with Procure-to-Pay (PTP) Team

• Relationship management across regions

• Standard Operating Procedures (SOP) verification and sign-off

• Attrition management

• Ensures controls and compliance within PTP processes including Sarbanes-Oxley (SOX) controls Delivered Results:

• Several business reports and process controls were put in place

• Successful PTP process migration for Global CS, QR and VM processes from MBSC to Accenture Inc.

(Philippines and India)

• Successful SOP update/sign-off and process controls implementation

• Successful creation of PTP Process Controls Framework

• Consistently exceeding KPI and SLA targets

• Received ‘Values in Action Award’ (Annual Award and Recognition) from the Leadership Team in July 2015

Accounts Payable Team Lead (North Am, Middle East & Europe), Jan 2013 – Mar 2015

Mondelēz Business Services AP PTE LTD.

Principal Accountabilities:

• Invoice Processing/Query Resolution and Customer Service Team with 35 team members

• Foster and maintain a collaborative relationship with internal and external customers by working with clients to identify ways to improve PTP processes and business relationship

• Manage compliance and reporting for Customer Service and Query Resolution operations including call and Kayako ticket volume forecasting, staffing, scripting and training

• Gather and prepare KPI and metrics data

• Ensure excellent performance of staff to ensure efficiency and quality service

• Responsible for the attainment of team’s performance measurements in relation to quality of service, Service Level Agreement (SLA), goals, reliability, availability and attendance

• Establish strong operational metrics and develop a management reporting process to drive operational improvements

• Partner with other functional departments particularly AP workgroup, Procurement, Finance and business units to achieve goals and participate in task force efforts

• Maintain and promote employee relations and morale whenever possible by practicing good servant leadership principles in a contextual environment to promote team work at all times Delivered Results:

• Established business reports, KPIs and SLAs

• Successful PTP process migration for North America, Europe, and Middle East Regions

• Received various awards such as Best in Collaboration, Best Team Lead, Best Team and Most Improved Process from the Leadership Team in July 2013

• Continuous Improvement Awardee for cost savings and highest # of implemented process improvements

Procure-To-Pay Process Migration – Super User (SU) & Knowledge Transfer (KT) Lead May 2014 – Sept 2014

Mondelēz Business Services AP PTE LTD.

Principal Accountabilities:

• Supervise PTP Process Migration Team with 9 Super Users (SU)

• Ensure consistent and active participation in all knowledge capture related activities; attend scheduled sessions and work-shadowing with Subject Matter Experts (SME) to gain knowledge on assigned processes

• Develop Standard Operating Procedures (SOP) and receive sign-off from all relevant stakeholders

• Learn the processes and be able to demonstrate the expertise of the assigned tasks through positive results of competency check and hands-on exercises

• Demonstrate progress of knowledge transfer by ensuring milestones are met

• Manage issues and risks arising from the training or pilot

• Act as SME from Reverse Knowledge Transfer training to post go-live on the assigned processes

• Built a comprehensive Knowledge Capture (KC) and Knowledge Transfer (KT) Plan

• Support Project resources to achieve 100% certification during knowledge capture

• Ensure effective Knowledge Transfer approach and implementation

• Work with sending organization and/or Business Unit to resolve transition issues

• Provide updates and status reports on the transition progress to the Migration Manager on an agreed frequency

• Ensure Knowledge Transfer is executed according to timelines with appropriate documentation Delivered Results:

• 100% Super User Certification

• 100% Standard Operating Procedures (SOP) documentation and sign-off for all Accounts Payable sub- processes

• Successful PTP end-to-end process migration for Europe and Middle East Regions

• Received ‘Values in Action Award’ (Annual Award and Recognition) for SU & KT Lead roles from the Leadership Team in December 2014

Accounts Payable Supervisor, Jan 2010 – Jan 2013

Nestlē Business Services AOA, Inc.

Principal Accountabilities:

• Invoice Processing Team (Jan 2010 – Sep 2011) with 10 FTEs, Global Document Management and Resolution Team (Oct 2011 – Jan 2013) with 25 FTEs

• Develop skills matrix, performance development guide, succession and training plans to continuously improve team’s performance

• Ensure that all Key Performance Indicators (KPI) are achieved through on time and accurate posting and processing of resolution in SAP

• Apply and monitor adherence to Best Practices covering Procure-to-Pay (PTP) transactions across the region (Nestle Asia, Oceania and Africa)

• Ensure that all vendor billing documents are timely and accurately processed in SAP and that daily analysis, verification of parked and releasing of blocked invoices are performed base on the agreed Service Level Agreement (SLA)

• Perform vendor account analysis and clearing

• Analyze Goods Receipt/Invoice Receipt (GRIR) variances and execute account maintenance/clearing

• Ensure accurate application of taxes across all regions in scope

• Vendor’s statement of account reconciliation

• Review the analysis of vendor accounts and ensure that all overdue accounts are resolved and settled. Short/over and duplicate payments are immediately analyzed and resolved. Various reconciling items are identified and necessary adjustments are made

• Perform down payment entries and clearing

• Manage vendor master data (VMD) maintenance, review and cleanup

• Provide Procure-to-Pay (PTP) reports to all regions in scope

• Manage smooth monthly book closing

• Recommend and implement improvement in the system and procedures

• Handle special projects initiated for Continuous Improvement of Accounts Payable function

• Lead monthly SLA and KPI review with stakeholders Delivered Results:

• Introduction of comprehensive & improved approach in documenting and updating the processes across the Centre as Nestlē Continuous Excellence Standard Routine Lead

• Successful creation and sign-off of Standard Operating Procedure for Document Management System and Parked/Blocked Invoice Resolution Process

• Developed tax decision tree for Nestlē Thailand

• Developed Accounts Payable Help Chain for operational and technical issue management

• 100% Internal Audit compliance

• Process alignment across all regions that improved the KPIs and SLAs for all regions (Nestlē Asia, Oceania and Africa) especially the accuracy and response timeliness for Parked and Blocked Invoices

• Improved On Time Payment (OTP) rating

AP Reporting Analyst, Oct 2008 – Dec 2009

Nestle Business Services AOA, Inc.

Responsibilities:

• Timely preparation and analysis of Procure-to-Pay (PTP) reports such as Parked and Blocked Invoices, Debit Balance, Goods receipt (GR)/Invoice Receipt (IR) Status, Posted Invoices, PO After Invoice, PO Compliance, Open Accounts Payable, Daily Productivity, and other reports being provided to our business partners; and taking into account each report’s relevance and accuracy.

• Timely and accurately reconcile vendor’s account to ensure suppliers are paid on time

• Manage supplier and business partner’s queries/calls and resolved issues through Customer Response Management (CRM) / Open View Service Desk (OVSD) Tools and SAP Delivered Result:

• Established PTP reports

• Improved rating for all Key Performance Indicators and Service Level Agreement

• Improved customer-vendor relationship

AP Invoice Processing Associate, Jul 2008 - Sep 2008

Nestle Business Services AOA, Inc.

Responsibilities:

• Ensure timely and accurate posting of vendor billings in SAP

• Analyze and resolve parked and blocked invoices on a timely manner

• Resolve transaction & invoice issues in collaboration with the team and Supervisor

• Maintain cordial and mutually beneficial relations with business partners and vendors Delivered Result:

• Successful process migration and process documentation for Nestle Thailand Accounts Payable in Sep 2008

General Accounting Officer, Jul 2006 – Jul 2008

United Pulp & Paper Co., Inc. (Manufacturing Firm)

Responsibilities:

• Preparation of monthly financial reports

• Process payments for local & foreign purchases (Capex and Non-Capex) in SAP

• Booking of consigned goods

• Process down payment/advances for imported goods and all incidental charges

• Process clearing of down payments for incidental charges

• Handle the tasks of negotiating due accounts with vendors Accounts

Receivable Accounting Assistant, Dec 2005 – Jul 2006

Shopping Center Management Corporation-SCMC (Service Provider)

Responsibilities:

• Audit mall tenant’s daily sales report

• Prepare Accounts Receivable rental billings for tenants through Tenant Billing System (TBS) in Oracle

• Prepare monthly financial statement

Educational Attainment

Bachelor of Science in Accountancy, 1999 - 2003

St. Louis University, Baguio City

High School, 1995 - 1999

La Salette University, Isabela

Elementary, 1989 - 1995

Roxas East Central School, Isabela

Seminars/Trainings Attended

Intermediate & Advanced Excel Training, Oct 2008

One Day Lean Thinking Workshop (CI White Belt Training), Jan 2009 Speak Your Way to Business Success, Jul 2009

Management Development Program, May 2010

Nestle Everyday Coaching, Jul 2010

The Leadership Curve, Aug 2010

Targeted Selection Interviewer (Training on Effective Interview Process), Feb 2011 Proactive Leadership Training, Aug 2011

English Proficiency Training, Jul 2012

Effective Presentation, Sep 2012

CI Quick Hits Training, Oct 2013

Targeted Selection Interviewer (Training on Effective Interview Process), Mar 2014 Train the Trainer, May 2014

Building High Performing Team Workshop, April 2015 Data Privacy, Aug 2015

International Trade Controls, Aug 2015

Social Media Policy, Aug 2015

Information Security, Sept 2015

Preventing Money Laundering and Terrorist Financing, Sept 2015 Respecting the Confidential Information and Intellectual Property of Others, Sept 2015

Character Reference

Available upon request

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