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Financial Analyst

Location:
Pilar, Bicol, Philippines
Posted:
May 01, 2017

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Resume:

GENESIS B. LUMBERIO

*** *** **** ****** **********, Pilar, Sorsogon, Philippines

Contact no.: 092*-***-****

Email: acz2ie@r.postjobfree.com /acz2ie@r.postjobfree.com

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:

092*-***-****

Name:

ANJELYN C. BALLON

Position:

Financial Analyst III

Program

KALAHI –CIDSS NCDDP

Agency:

Department of Social Welfare and Development

Address:

Buraguis,Albay

Contact no:

093*-***-****

Name:

LEO AVISADO,CPA

Position:

Revenue District Officer

Agency:

Bureau of Internal Revenue

Address:

Masbate City

Contact no:

092*-****-****

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



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