Employee Relations Accounting
Resume:
November, ****
Dear Sir/Madam:
I am resident Cebu City with accumulated experience in the field of operational management, finance and accounting for more than 3 decades covering varied industries from Public Practice of Accounting to BPO and Shared Service Centers. My exposure with a BPO/KPO industry for more than 10 years on a Sr. Management Position and my more than 2 decades of experience with the Big 4 accounting firms doing varied outsourcing services gave me adequate understanding in the business of client service and SLAs.
In my latest position as Site Director of a Shared Service Company that I help set up from the ground, I am responsible for all corporate, statutory accounting and financial operations of the company while concurrently the Treasurer and member of the Board of the Philippine Corporation. As the Site Director, operational processes are also under my purview. These includes Order to Cash (OTC) covering, Billing and Invoicing, Cash Collection, Cash Application and Customer Account Management; Payables to Payments (PTP) covering Supplier Invoice Verification and Processing, Payments and Vendor Account Management; Records to Report (RTR) covering Journal Entry creation and Posting, Trial Balance Reporting and Consolidations, Cash Management and Account Reconciliations; Master Data Management (MDM) for both Customers and Suppliers; Travel & Expenses; Payroll Processing; Migration and Transformation; Performance Management and Employee Relations ; Local and Statutory Administration and Reporting that includes Budget.
In my previous employment, I likewise have significant exposures in Corporate Planning, Contracts administration, Rebates processing, Channel Data Management, Commission, Pricing & Cost Computations, Credit Risk Analyses and Management, Cash Flow projection, Cost & Opex forecasting and Analytics.
Moreover, my previous experience is in the field of public accounting and consulting with members of Big 4 Firms for more than 2 decades honed my skills in managing engagements and a team of professionals while handling critical and confidential financial and operational information. I am enthusiastic, have great communication skills, and able to handle a number of responsibilities at once.
I likewise have a total of 8 years teaching experience with 2 local catholic universities from 1995 to 2003 handling undergraduate subject on Auditing Problems and Theory, Financial and Management Accounting.
I would like to thank you in advance for taking time to review my resume. I will be available to discuss with you details of my resume if it interests you. You can contact me on my mobile phone or through my email addresses. Thank you so much for your time.
Kind regards,
Mr. Juanito “Jing” Cubos
Juanito Cubos, CPA, MBA
Permanent Address
#33 Rojo St, BC Homes, Barangay Lahug, Salinas Drive Extension
Cebu City, Philippines, 6000
Mobile Phone – +63.917-***-****
Email address: adjrp6@r.postjobfree.com; adjrp6@r.postjobfree.com
Objective: To be working with a company where I can enhance my calling but still continue to practice and share my expertise in the field of organizational development, operational enhancement, people development, administration and finance, corporate accounting, taxation and auditing.
QUALIFICATIONS
A professional with more than 3 decades of experience in the field of public accounting, consulting, taxation, financial analyses, forecasting and budgeting, general accounting and operations management. Self-driven with determination and dedication in the attainment of the assigned objectives, strategic and critical thinker with good communication and interpersonal skills and with excellent people and leadership skills proven to be adaptable and flexible to both internal and external demands.
CAREER HIGHLIGHTS- Latest Company
Organized the Cebu Shared Service Center in collaboration with Corporate Executives and external Consultants on activities covering registration with domestic regulating agencies, hiring of pioneering leadership and operational teams, build-out of the office site to include design and finalization with the contractors. Also, discussion with all outside contractors relative to employee compensation and benefits including Job Role Architecture.
Headed a Hiring Blitz for the onboarding of the 52 right fit talents for the upcoming migration of new operating companies;
Assist in the creation of a new department in support of a specific (non-finance) service to an operating company focusing on inside sales support;
Assist in setting up site metrices focusing on agreed Service Level Agreements (SLAs) and KPIs based on target;
Instituted performance development initiatives in collaboration with local HR and the creation of Individual Performance Scorecard (IPS) for monitoring service delivery and employee performances;
In-charge and successfully completed another site build-out for future expansion of more than 300 work-stations costing $2.0M being below the approved budget of about $200K;
Worked with different functional managers in the streamlining and standardization of processes which freed up certain bandwidth for additional migration;
Participated in the review and decision making of Continuous Improvement initiatives through the application of Lean Measures that increased productivity and cost savings;
The company has been awarded as one of the Top 100 Employer Brands in Asia in 2019 and Global in 2020.
Previous Companies
Instituted processes enhancements in the local support group that resulted in significant cost savings for the company (areas of compensation and benefits, penalties and taxes);
Performed realignment of responsibilities among direct reports thereby having more collaboration resulting to enhanced, efficient and cohesive operation;
Adopted internal controls and policies in the area that identified weakness and choke points that resulted significant savings and operational efficiency for the company (Hard and Soft);
Increased engagement among direct reports on all corporate and company activities and directives which has a ripple effect on all people in the area;
Headed the discussion with other areas in the shared service division that ultimately increased collaboration between areas specific to those up streams and down streams;
Initiated discussions with stakeholders and counterparts as to their concerns and pain points which resulted to additional transitions of work for the area;
Acted as the executive sponsor and consultant in a program that teaches managers who are non-accounting/finance graduate about the basics on Financial Statements interpretations and Ratio Analyses (Finance 101);
Monitor and ascertain attainment of required results and meeting of deadlines for all internal clients;
Organized and created a platform (Shared Service Center) for the migration of Head Office back office work relative to Accounting and Reporting, Finance and Analytics and Internal Audit;
Initiated the adoption of best practices in the aspect of Cash Management and Financial Control;
Established the standardization of asset procurement and intercompany transactions based on Corporate processes and best practices;
Participated on the preparation and Finalization of the Annual, Monthly and Weekly Budget and Cash Forecast for 2011 and 2012;
Created and finalized Fixed Asset Register;
Documented and Corrected errors in computation in the Integrated Payroll System leading to the acquisition of a new System;
Created Value Added Monthly Financial/Production Reports and Analyses;
Cleared Tax exposure for 2008 and earlier;
Corrected ratio of Debt, Equity and Retained Earnings in 2010 and 2011 relative to Transfer Pricing Law Requirement;
Reconciliation of Intercompany Balances;
Documentation of all accounting processes;
Significantly increased Interest Income by Investing temporary funds available (TD);
Lead the growth of the branch practice of a public accounting firm for more than 2 decades from 1 client to more than 100 regular audit, tax and outsourcing services and from an office staff of 2 to 29 professionals and support staff until the time of my departure;
Assisted several clients acting as consultant in business decision specifically on organization, expansion, crises and operational matters.
PROFESSIONAL EXPERIENCE
Dover Business Services Philippines Corp. Cebu Business Park
Site Director, Treasurer March 2017 to September 2020
Member of the BOD
Hired as Employee #1 to assist in the organization of a Shared Service Center in Cebu for the support of operating companies in NA, Europe and Asia (except China). In my role as the Site Director, I am responsible for all corporate, statutory accounting and financial operations of the company while concurrently the Treasurer and member of the Board of the Philippine Corporation. Operational processes are also part of my responsibilities. Reporting to me are leaders of functions that includes Order to Cash (OTC), Payables to Payments (PTP), Records to Report (RTR), Master Data Management (MDM), Travel & Expenses, Payroll Processing, Migration and Transformation, Performance Management and Employee Relations; Local and Statutory Reporting to include Costs Charging, Budget, and Facilities Administration are all under me.
Lexmark Research and Development Corp. Cebu Business Park
Finance Director & Sr. Manager - SSC September 2012 to October 2016
BOD Member
Was hired to head the WW Finance Area of the shared service center and concurrently be the company’s Finance Director in-charge of statutory and local support group. Headed the WW Finance operation comprising of Corporate Planning, Contracts creation, Invoicing and Rebates processing, Master Data & Channel Data Management, Commission, Pricing & Cost computations, Credit Risk Analyses and Management, Cash Flow Projection and Cost/Opex forecasting and budgeting. Also, appointed as a member of the BOD and Corporate Secretary that attends to all corporate transactions and dealings with legal counsel, outside consultants, corporate treasury, tax and legal.
S-Corp Philippines, Inc. Subic Gateway Park/Clark Freeport Zone
Director for Finance and Accounting January 2010 to July 2012
Was hired to be responsible for the creation and head of a shared services division to handle the migration of accounting, finance and analytics and internal audit of the corporate office representing 11 corporations and 49 facilities in the USA, Mexico, India, China and the Philippines. Also, in-charge of the Philippine reportorial and statutory requirements for accounting and taxation, intercompany transactions (billings and expenses), cash flow projections and control.
KPMG Manabat Sanagustin & Co. Keppel Building, Cebu Business Park
Partner for Cebu January 2009 to December 2009
Handled the engagement as Partner in-charge of large corporations in the Tourism, Real Estate, Manufacturing, Car and Motorcycle Trading, University, Banana Plantation, Cooperative and BPO to name a few. Was active in the practice development not only in audit but also in the field of tax and accounting services. Surveyed the practice in Mindanao during my last month stay with the firm.
HLB DIAZ MURILLO DALUPAN & Co. CPAs Cebu Holdings Center, Cebu Buss. Park
Partner for Visayas Operations (Member of DELOITTE till 2000) September 1987 to December 2008
Joined as junior auditor and has been assigned to the audit of clients in varied line of industries. Promoted as a branch in-charge (Cebu) from August of 1988 to February 1992 and was task to handle administration and marketing aside from the audit operation. Clients handled are foreign multinational companies that are into the manufacture of gloves, electronic components, cameras, steel parts, carton boxes, electroplating, and pearl jewelry. Other local clients include real estate, travel and tours, brokerage, construction, catholic and computer schools, technical schools, humanitarian assistance and international funding agencies, lending and companies in the retail trade business.
Subsequently promoted to audit manager in March 1992 and was more into the relationship and practice development which is to look for additional clients and market other services to existing clients. Services includes financial feasibility studies, registration with different government agencies, preparation of accounting system, personnel hiring, visa renewal, tax refund, confidential payroll processing, data compilation and others.
Accepted as a partner in March of 1994 and was purely in-charge of client maintenance, practice development and office administration. From a branch size of two (2) in 1988, the branch grew up to 29 professionals in audit, accounting, taxation and administrative staff. Practice presence of the branch has increased significantly within the 20 years under my leadership from only one client in 1987 to more than one hundred (100) regular audit, accounting, tax clients and regular special engagements. Appointed as the Deputy Managing Partner in July 2007 and the concurrent partner in charge of Visayas operation until my departure.
ALAS & COMPANY CPAs Pasong Tamo Makati, Philippines
January to July 1987
Joined the company as junior auditor and have been assigned to the audit of service companies. (Travel agencies; Brokerages; Leisure Area; and Engineering consultancy). Assisted in the accounting systems installation of a computer accessories company in the last two months stay with the firm.
Other Professional Experience
Earned an accreditation as trainer of the Philippine Institute of Certified Public Accountants on the Topic of “Revised International Accounting Standards (IAS) / International Financial Reporting Standards (IFRS) for 2003 to 2006 and have been a part time instructor in 2 catholic university since 1995 to 2003 handling Partnership and Corporation Accounting, Financial Accounting, and Auditing Theory and Problems.
ORGANIZATIONS AFFILIATED
American Chamber of Commerce Company Representative – June 2017 to Present
Cebu Chapter
Cebu Chamber of Commerce Company Representative 1992 to present
& Industry (CCCI) Taxation Committee Chairman 1995-1997
Finance Committee Chairman 1997-1998
Chairman NGO’s, GOs and POs 1998-1999
Chair – Comm on Sports, Cebu Buss. Month 2004
Philippine Institute of CPAs Cebu Chapter President in January 2005 to June 2006
(PICPA) Member – Advisory Committee – 2007-2012 National Member - Committee on Awards 2007-2008
Asso. of CPAs in Public Practice Charter Member/Director 1995 till 2009
Financial Executive Cebu (FINEX) Member since December 2001
Junior Chamber Intl. Senate November 2001 Senator #62568
JCI Senate Philippines Board Member for 2007 to 2009
JCI Cebu President 1998
MAJOR RECOGNITIONS
Profession Organization
Presidential Citation (PICPA - Cebu) February 2005
Outstanding CPA in the Field of Public Practice National Awardee 2003
Outstanding Young Achievers in the Field of Public Practice Visayas - 1998
Business Organization
Presidential Citation (CCCI – Chair of Sports Comm.) June 2004
Plaque of Recognition for Policy Advocacy - Tax (CCCI) June 1997
Civic Organization
Outstanding Chapter President JCI Philippines - October 1998
Most Outstanding Project Chairman JCI Philippines - November 1991
PERSONAL DATA
DATE OF BIRTH : February 24, 1964
CIVIL STATUS : Married
NATIONALITY : Filipino
RELIGION : Roman Catholic
EDUCATIONAL BACKGROUND
College : University of the East
Manila City, Metro Manila 1984
Bachelor’s Degree in Business Administration (Accounting)
Government Exams: Certified Public Accountant (May 1986)
License# 71418
Post-Graduate : Ateneo Graduate School of Business
Ateneo-Regis MBA Program
March 2004 to September 2007
: Completed a Degree Course in Supply Chain Management (DPSM)
Philippine Institute of Supply Chain Management (PISM) - May 2015
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