Financial Analyst
Resume:
GENESIS B. LUMBERIO
*** *** **** ****** **********, Pilar, Sorsogon, Philippines
Contact no.: 092*-***-****
Email: ********.*******@*****.*** /****************@*****.***
An enthusiastic self-starter with strong leadership and communication skills. Possess the right technical and soft skills required to propel the company in achieving its goals and objectives.
OBJECTIVE:
Seeking for an excellent opportunity to work in any field with my bachelor’s degree.
To obtain a full-time position in your company which offer a professional working environment and enables me to grow while meeting the company’s goals.
PERSONAL DATA:
Age : 25
Date of Birth : January 6, 1992
Place of Birth : Pilar, Sorsogon, Philippines
Sex : Female
Civil Status : Single
Citizenship : Filipino
Religion : Roman Catholic
EDUCATIONAL BACKGROUND:
TERTIARY: Bicol University
College of Business, Economics and Management
Bachelor of Science in Management
S.Y. 2008-2012
SECONDARY: Dominican School of Pilar
Pilar, Sorsogon
S.Y. 2004-2008
ELEMENTARY: Pilar I Central School
Pilar, Sorsogon
S.Y. 1998-2004
WORK EXPERIENCE:
Previous Employer: Department of Social Welfare and Development under KALAHI CIDSS NCDDP program (October 6, 2014 - till date)
Designation: Municipal Financial Analyst
Job functions and responsibilities:
Ensure that costs of subproject proposals are complete, economic and reasonable by providing technical assistance in the preparation and review of Program of Works particularly on the reasonableness of unit costs and appropriateness of items charged under the indirect cost, evaluate ceiling of Overhead/ Administrative (indirect cost) cost vis-à-vis Total Subproject cost based on prescribed parameters indicated in the Infra Manual and evaluate committed LCC whether these are reasonable and appropriate in relation to the subproject.
Ensure compliance to internal control measure put in place for the economical, efficient and effective implementation of community –approved subprojects.
1)Assist in the BSPMCs, including the different units or teams under them through job coaching in a). Setting-up of the Cashbook and Local Counterpart Contribution Journal, and recording of transaction, b).doing Bank Reconciliation, and c). Preparation of Status of Subproject Fund Utilization Report.
2)Review all requests for fund release including the required supporting documents. Maintain a database that shows the Status of the reviewed RFRs.
3)Review and sign all Disbursement Vouchers prior to Area Coordinator’s signature of the check. Make sure that no check has been signed by the AC without the DV being properly reviewed. Any incident where AC failed to subject the DV for review prior to signing the check must be immediately reported to the RPMT.
4)Review accuracy of costs assigned by CF on the Voucher for Local Counterpart Contribution (LCC) for CBIS as well as completeness of its supporting documents.
5)Monitor delivery of Local Counterpart Contribution for SPI and CBIS, and provide timely feedback to AC for appropriate action in case of potential delay.
6)Initiate monthly community meeting on financial management along with the review of financial documents and other required financial reports.
7)Monitor and validate financial project Status of the barangays through field visits.
8)Submit monthly feedback report to the Regional Financial as regards community financial management system.
Ensure compliance to the Projects’ Financial Reportorial Requirements by preparing and timely submission of municipal financial monitoring reports to the RPMT and to the MLGU Accountant or designated KC focal person. Make sure that soft reports are properly back-up with hard copies, submission of expense reports with original paid disbursement vouchers and its supporting documents to COA thru the RPMT.
Previous Employer: Albay Chest Clinic & Dispensary under Philippine Tuberculosis Society (2012 – December 30,2013)
Designation: Bookkeeper/ Administrative Assistant
Job responsibilities:
Prepares vouchers, payroll, requisitions and other accounting reports required by the Head Office
Attend to BIR transactions and renewal of Mayors` Permit
Computer encoder/performs clerical functions
Keep records of cash receipts and disbursement journals
Keep records of inventories of equipment and supplies and prepares memorandum receipts
In-charge of Fund drive activities, deliver/collects raffle tickets and payments
Help in the dispensary during tough times
TRAINING PROGRAMS
ACT ROLL –OUT TRAINING PHASE 1 ACCELEARATED CEAC C1
OCTOBER 6 -10,2014
KC-NCDDP, DSWD
ACT ROLL-OUT TRAINING PHASE 2 ACCELEARATED CEAC C1
MARCH 2 - 6,2015
KC-NCDDP, DSWD
MFA TRAINING ON COMMUNITY PROCUREMENT AND FINANCIAL MANAGEMENT SYSTEM
MAY 18 – 22,2015
KC-NCDDP, DWSD
ACT ROLL-OUT TRAINING FOR STANDARD CEAC C2 377
AUGUST 31 – SEPTEMBER 5,2015
KC-NCDDP,DSWD
REGIONAL FIDUCIARY WORKSHOP
JUNE 25 -27,2015 &
SEPTEMBER 23 -25,2015
KC-NCDDP RPMO, DSWD
MFA’S CLOSING AND LIQUIDATION WORKSHOP
NOVEMBER 9 -10,2015
KC-NCDDP RPMO, DSWD
MFA TRAINING ON REFRESHER COURSE FOR COMMUNITY PROCUREMENT AND FINANCIAL MANAGEMENT SYSTEM
AUGUST 1 -3,2016
SRPMO/RPMO KC-NCDDP, DWSD
PROVINCIAL FIDUCIARY WORKSHOP
SEPTEMBER 28 -29,2015,
OCTOBER 28 – 29,2015,
DECEMBER 1 – 2,2015,
FEBRUARY 24 -26,2016,
APRIL 11 – 13,2016,
JUNE 20 – 22,2016
AUGUST 10-12,2016
OCTOBER 17-19,2016
DECEMBER 12-14,2016
KC-NCDDP SRPMO assisted by RPMO, DSWD
SPECIAL SKILLS:
Easy and willing to learn, Creative and open-minded
Can work in a minimum Supervision
With Initiative
Meticulous
Interpersonal skills
Responsible and dedicated
Computer literate and internet savvy
Proficient in MS-Word, MS-PowerPoint, MS-Excel and Ms-Publisher and have knowledge in MS-database and MS-Access
Can work in group and as well as individually
Good communication skills
Organizational and multi-tasking skills
Flexible, adaptable and willing to work over extended hours.
CHARACTER REFERENCE:
Name:
REV.MSGR.FELIX ELEGADO,JR.
Position:
Vicar General
District:
Diocese of Sorsogon
Address:
Sorsogon City
Contact no:
Name:
ANJELYN C. BALLON
Position:
Financial Analyst III
Program
KALAHI –CIDSS NCDDP
Agency:
Department of Social Welfare and Development
Address:
Buraguis,Albay
Contact no:
Name:
LEO AVISADO,CPA
Position:
Revenue District Officer
Agency:
Bureau of Internal Revenue
Address:
Masbate City
Contact no:
I do hereby confirm and verify all formation above is true and correct to the best of my knowledge and belief.
Genesis B. Lumberio Applicant
Contact this candidate