CPA, analyst and educator
Resume:
JERVIN P. LEE, CPA
**B Vista Verde Avenue, Vista Verde Executive Village,
Brgy. San Isidro, Cainta, Rizal
Email: **********@*****.*** / ******.*****@*****.***
Mobile No.: +63-915-***-****
I. SUMMARY AND QUALIFICATIONS
An accountant by profession; a very hardworking, diligent and dedicated person
With good leadership and interpersonal skills
Has a broad range of experience in Finance and Accounting in the oil and gas industry
Expertise includes financial reporting, financial analysis and accounts reconciliation, among others
Knowledgeable in SAP ERP System, having been an end-user for over twelve (12) years now of various modules, i.e., Financials (FI), Controlling (CO), Materials Management (MM), Project Systems (PS), Asset Accounting (AA), among others.
People Management Experience in managing staffs, direct reporting to Vice-President and Manager positions
Technical Academic and work experience in Finance and Accounting, financial analysis, accounts reconciliation and budgeting
Speaking and Writing Fluent in English and Filipino
Computer Proficiency in MS Applications (MS-Excel, Word, Powerpoint)
End-user experience in various SAP Modules
II. EDUCATIONAL BACKGROUND
Post Graduate 2019 - Present JURIS DOCTOR
De La Salle University – College of Law Bonifacio Global City, Taguig City
College 1999 - 2003 BS ACCOUNTANCY
University of Santo Tomas España, Manila
Ten Outstanding JPIAn Awardee, February 2003
Sponsorship Committee Head, UST Central Student Council, AY 2002 –2003
Class President, Section 4A6, AY 2002-2003
Class Secretary, Section 3A6, October 2001 – May 2002
Junior Director, Junior Philippine Institute of Accountants, October 2001 – April 2002
Junior Coordinator, Junior Philippine Institute of Accountants, June 2001 – October 2001
Highschool 1995 - 1999 HIGHSCHOOL DIPLOMA
Chung Hua High School
Daet, Camarines Norte
Graduated Second Honorable Mention in High School
Camarines Norte Federation of Chinese Chamber of Commerce (CNFCCC) Academic Excellence Awardee
Excellence Awardee in Leadership
Best in Conduct
Red Cross Youth Awardee for Community Service
Efficiency Silver Medalist, Citizens Army Training
Consistent Top Four Honor Student
Received Commendation Letter from the Municipal Council of Daet, Camarines Norte for Community Service, December 1998
III. EMPLOYMENT HISTORY
College Instructor
College of Mary Immaculate, Pandi, Bulacan
October 2014 – Present
Part-time College Instructor for BS Accountancy students teaching Managerial Accounting, Taxation, Advanced Accounting, Financial Management, Management Consultancy, Managerial Economics and Basic Accounting subjects.
Financial Reporting Supervisor
PNOC Exploration Corporation
August 2013 – December 15, 2019
Oversees the preparation of financial and tax reports to various stakeholders, both internal (Management) and external (PNOC, COA, SEC, DOF, DBM, BIR, GCG, among others). Takes the lead in responding to various audits conducted by both the Internal Audit Department and the Commission on Audit (statutory external auditor).
Currently the Deputy Quality Management Representative (QMR) of the Quality Management System (QMS) Core Team tasked to implement the transition to ISO 9001:2015 from ISO 9001:2008 version in the Company.
Assist in the review of project economics of various coal, oil and gas projects as well as downstream projects such as oil trading and oil storage facility. Prepare financial evaluation of prospective joint venture partners and prospective suppliers. (on special assignment to the Downstream Operations Division from March to December 2019)
Financial Reporting Supervisor (OIC)
PNOC Exploration Corporation
November 2012 – July 2013
Oversees the preparation of financial and tax reports to various stakeholders, both internal and external.
Financial Analyst
PNOC Exploration Corporation
February 2008 – October 2012
Prepares financial statements and other financial reports, including variance analysis, to various stakeholders, i.e., Management, Commission on Audit (COA), Philippine Stock Exchange (PSE), Securities and Exchange Commission (SEC), Department of Finance (DOF), among others.
General Accountant
PNOC Exploration Corporation
April 2005 – February 2008
Ensure that all financial transactions are posted on time. Prepares bank reconciliation statements and intercompany reconciliation statements.
Accountant
Emery Transnational Air Cargo Corporation (Menlo Worldwide)
September 2004 – April 2005
Oversees and reviews billing to various customers.
IV. TALKS AND SPEAKING ENGAGEMENTS
April 6, 2019 Digital Innovation and E-Commerce
The 6th Social Entrepreneurship Conference
Resource Speaker
Enactus, Adamson University, Manila
February 27, 2019 Language of Business: Gearing Towards Global Competitiveness
BSABM Day 2019
Resource Speaker
College of Mary Immaculate, Pandi, Bulacan
February 23, 2016 Accountancy and Beyond: The Accountancy Profession
Accountancy Day 2016
Resource Speaker
College of Mary Immaculate, Pandi, Bulacan
V. TRAININGS AND SEMINARS
September 26-27, 2019 Motivating and Counseling Program
F1 Hotel, BGC, Taguig City
Assesment Analytics, Inc.
May 20, 2019 ISO 19011:2018 Internal Audit Training on QMS 2015 Cascading of Knowledge and Learnings
Board Room Bldg. 2, PNOC EC, BGC, Taguig City
PNOC Exploration Corporation
January 17-18, 2019 Procurement Workshop
Pag-asa Hall, PNOC EC, BGC, Taguig City
PNOC Exploration Corporation
October 18-20, 2018 Advanced Project Finance Modeling Course for Power Generation Technology
The A Venue Hotel, Makati City
OMT Energy Enterprise/Engr. Marcial T. Ocampo
August 8 & 10, 2018 Grammar Mastery Program
F1 Hotel, BGC, Taguig City
Southeast Asia Speakers and Trainers Bureau, Inc.
April 3-5, 2018 Training Course on Auditing Quality Management System
F1 Hotel, BGC, Taguig City
Development Academy of the Philippines
March 21-23, 2018 Valuation of Oil and Gas Assets
F1 Hotel, BGC, Taguig City
PSSI International Pte. Ltd.
March 7, 2018 Seminar on Risk-Based Quality Planning
Gold Function Room, F1 Hotel, BGC, Taguig City
Development Academy of the Philippines
February 28 – March Training Course on ISO 9001:2015 Quality Management
2, 2018 System Requirements and Documentation
Premier Lounge, 5th Floor, F1 Hotel, BGC, Taguig City
Development Academy of the Philippines
November 8-9, 2017 Performance Management Program
Ancilla Enterprise Development Consulting
August 12, 2017 School Leaders Today, Industry managers Tomorrow
College of Mary Immaculate, Pandi, Bulacan
December 7&9, 2016 Effective Report Writing for Auditors
Center for Internal Audit Services Philippines
October 20, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: BOA Updates, SEC Updates and Regulatory
Requirements)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
October 12, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: Communicating with Impact)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
September 22, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: Code of Ethics and Integrity Standards)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
September 8, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: Fraud 101 and Governance & Controls)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
August 25, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: Tax Audit and Assessments, Tax Refunds, Tax
Compliance and Updates)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
August 18, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: FS Analysis, Common Errors and Controls)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
August 11, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: PAS 12, PAS 18, PAS 19 and PFRS 16)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
August 2, 2016 Bridging the Gap: Accounting and Tax Learning Program
(Topic: Financial Statement Preparation and Presentation)
AIM Conference Center, Makati City
Isla Lipana and Co./PWC
July 21, 2016 Conference-Seminar on GACPA Moving Up a Notch for
Nation Building
SMX Convention Center, BGC, Taguig City
The Government Association of Certified Public Accountants
VI.PERSONAL BACKGROUND
Born on January 30, 1983 in Bordeos, Quezon and grew up in Daet, Camarines Norte. Fluent in English and Filipino. Proficient in Microsoft Applications, knowledgeable in SAP ERP System as end-user. Quality-Oriented, Very Analytical and Creative.
VII.REFERENCES
Available upon request.
VIII.CERTIFICATION
I, the undersigned, certify to the best of my knowledge and belief, that these data correctly describe me, my qualifications and my experience.
JERVIN P. LEE
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