LEO L. BARTOLOME
Address: Unit ****, Rawai Bldg., Royal Palm Residence,
Acacia Estate, Taguig City
Mobile Number: +63-917*******
Email: **************@*****.***
KEY QUALIFICATIONS
Experience working for Local and International Organizations focusing on Programme Development/ Design, Implementation and Management of developmental projects
(Foreign-Assisted and locally funded); Project Appraisal; Grant Administration; Monitoring and Evaluation; Procurements; Office Admisnitration; Linkaging and Networking; Financial Management and Accounting; Training; Organizational Diagnosis and Assessment; Research, Feasibility Study and Documentation.; Organize and Management of Events, and Develop Marketing Strategies. WORK EXPERIENCES
DESIGN ADANTE CORP. (Formerly Adante Leyesa Atelier) Lipa City, Batangas
Marketing Manager (January 3, 2014 – April 30, 2021)
Develop marketing strategy for the company in line with company objectives across different channels
Design and manage all marketing plans and lead execution from start to finish
Build structured marketing channels and platforms at the same time ensuring channel effectiveness and outreach maximization
Study and analyses market trends, demographics, competitor products, and other relevant information to design or adjust marketing strategies
Tracks all marketing performance and impact on the actual sales and present it to senior management and to drive future programs
Represent the company in local and international trade exhibitions. Liliane Foundation (Branch Office of Liliane Fonds – Netherlands)
#295, E. Rodriguez Sr. Blvd., Quezon City
Project Development Officer – Work and Income Program (January 15, 2008 – December 31, 2013)
Leads the Work and Income Program initiatives of Liliane Foundation (livelihood and economic development).
Ensure strategic direction and on the elaboration of coherent work plans of the program;
Administers and processes high quality project/program documents and project proposals submitted by Partners;
Monitors the project work plans, project effectiveness and achievement of results including regular field visits and report on project progress and constraints;
Maintains regular contact with partners on programmatic issues and oversees the whole operation of the program.
Capacitates partner organizations/ beneficiaries and provides technical and methodological support through facilitating exchanges, training, mentoring and coaching to empower them to successfully manage and deliver Liliane Foundation supported projects.
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Improves/establishes communication and coordination mechanisms and procedures amongst the various stakeholders;
Prepares inception reports, regular donor progress and impact reports for the project;
Identify issues and gaps in the program implementation and makes the necessary policy recommendations based on results of program monitoring and evaluation;
Participates in all internal and external (coordination) meetings representing the project;
Maintains the integrity of financial and administrative operations of the Work and Income program area by overseeing the financial and budgetary aspects of the projects and strictly adhering to Liliane Fond’s rules and regulations and ensuring the implementation of clear accountability mechanisms throughout the program portfolio;
Keeps the National Coordinator, Country Representative and Head Office abreast of emerging project issues;
Ensures knowledge building and management focusing on identification and synthesis of best practices and lessons learned from the Work and Income Program and promotes knowledge sharing and learning culture of partner organization and other networks
Contributes to advocacy and policy-development activities in the relevant sector at all levels in the Philippines and internationally (NGO, government and donor networks
Ensures the integration of cross-cutting issues, such as gender, culture, and human rights, into the design, implementation, and monitoring and evaluation of program/projects of the Work and Income programme;
Works on other functions like conducts organizational diagnosis of partner organizations, assessment of scholarship applications under the Education Program and other administrative-related works (PLURIFORM). Independent Professional
(April 1, 2007 – June 30, 2007)
Conducts research for International Labor Organization (ILO) and provides technical assistance and support for small organizations FAMILIES and CHILDREN for EMPOWERMENT and DEVELOPMENT FOUNDATION
(FCED)
Paco, Manila
Program Coordinator - Microfinance and Livelihood (Micro-Enterprise Development) Program (September 27, 2006 – April 1, 2007) MICRO-FINANCE PROGRAM
Develops and implements a strategic planning process that maps the future of the Microfinance Program. This include providing ongoing support and training on strategic leadership;
Actively networks and coordinates with other stakeholders, such as local government units and private organizations, to market and establish the MFI as an effective role player in the microfinance sector in the area
Establishes and continually improves human resource and financial policies and 3
procedures;
Recommends program policies for endorsement by the Executive Director to the Board of Directors.
Ensures and overseas policy implementation.
Supervises and coordinates the implementation of the microfinance operation in the areas covered;
Supervises the loan and savings transactions in the specified localities;
Directs and monitors the conduct of the program activities in assigned areas;
Ensures compliance with established program policies and standard operating procedures;
Assesses and decides on the approval of loan applications, upon endorsement of the SHG Team Leader, Treasures, and the MFI Account Officers;
Reviews and approves the transactions presented for payment by the Account Officer upon presentation of related cash. Check vouchers and supporting documents;
Reviews the daily cash reconciliation report submitted by the Cashier.
Facilitates the preparation of work and financial plans based on set programs Key Result Areas (KRAs), upon consultation with the Account Officers;
Facilitates the assessment of actual program accomplishments vis-à-vis targets and objectives;
Review delinquency reports and determines causes and costs of delinquency;
Measures and control arrears;
Chooses strategies to reach financial viability and sustainability;
Analyzes portfolio quality, efficiency, and profitability indicators;
Analyzes the program’s operational and financial performance;
Checks financial reports of the program, such as the Income Statement, Balance Sheet, Cash Flow and Portfolio Report.
Periodically reviews processes to assess operational risk;
Designs and implements internal control processes to prevent fraud and other similar risks;
Works with internal and external auditors to address potential operational risk issues.
LIVELIHOOD PROGRAM
Implements and manages the Christian Children's Fund (CCF) Micro Enterprise Development (MED) Program:
o Identify and implement skills training among clients o Works with client- entrepreneurs in product development to improve product marketability;
o Provide technical assistance to enterprises in the community o Seeks out new markets and distribution channels for the product;
Develops and improves training modules to address client’ financial education needs;
Provide technical assistance to livelihood committees of the Parent Associations
(PA.) and Barangay Council for the Protection of Children (BCPC)
Network with local government units (LGUs), the corporate sector, and other non-profit, non-government organizations (NGOs) provide capability- management, marketing, communications and business record-keeping etc.
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AYALA FOUNDATION
10/F BPI Main Building, Ayala cor Paseo de Roxas, Makati City Resource Mobilization Specialist – Education and Livelihood Skills Alliance (ELSA) Project – USAid Funded (August 8, 2005 – August 8, 2006)
Mapping of potential partners working in Mindanao particularly in ARMM.
Conduct research on information pertaining to resource mobilization, Donor profiles, funding institutions etc.
Provides technical assistance/ capability-building activities to partners
Works on the sustainability of the Alliance, project partners and their beneficiaries
Networks with various organizations, Government Agencies, Business Sectors, Civil Society and other key players in the area, to support the projects
Develops mechanisms on Community-based Resource Mobilization that will be pilot-tested in some areas in Mindanao particularly in the ARMM. LEONARD CHESHIRE INTERNATIONAL (Regional Office – Far East Asia Region of Leonard Cheshire Disability – United Kingdom)
Penthouse, NORFIL Building, #16 Mo. Ignacia Avenue, Quezon City Programme Coordinator – Economic Empowerment (March 3, 2003-March 31, 2005)
Design and develop strategies for the Economic Empowerment (EE) programme of the Far East Asian Region
Manage, coordinate and promote the implementation of the EE programme and activities in the Region
Assist LCI partner organizations in developing, implementing and evaluating their programmes and activities
Explore and develop new services and project initiatives for the Region
Receive, evaluate, and make recommendations on project applications from partner organizations for Head Office approval.
Participate and contribute to the development of the overall LCI programme, strategies and initiatives particularly on Economic Empowerment
Identify, promote and design partnerships between and among LCI partner organizations and other relevant organizations and/ or bodies for resource mobilization and programme implementation
Work closely with key people in the Region to establish appropriate systems of communication with the Council, National Bodies, Government and other relevant non-government agencies
Assist the Regional Head in promoting the documentation and exchange of information, learning, challenges, improvement and best practices in the Region Project Management Office - “Philippine Out-of-School Children and Youth Development Project”, World Bank
Dept. of Social Welfare and Development, Constitution Hills, Batasan Pambansa, Quezon City
Project Development Officer IV – (February 1, 2000- January 31, 2003)
Review submitted project proposals on Basic Forma Education, Alternative Learning System, Life Skills, Technical Vocational Training, and other education programs from partners particularly in Mindanao to ensure consistency with the main Project’s policies and objectives
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Develops project monitoring and evaluation system and fund management guidelines to ensure efficient grant utilizations from bilateral and multi-lateral agencies like World Bank.
Conducts periodic monitoring of the status of project implemented vis-à-vis objectives of the projects
Provides technical assistance to implementing agencies that include identification of deviations and corrective measures to keep project on the right track and ensure policies are complied with
Reviews implementation reports, analyze whether it is consistent with plans formulated and make necessary recommendations
Prepares periodic project technical and financial status report
Checks accuracy of financial reports from project implementer,
Communicates/ consults with donors on issues pertaining to proper fund utilization
Networks with local government units (LGUs), the corporate sector, and other non-profit, non-government organizations (NGOs) to provide support to the project.
Performs other administrative and financial functions for the efficient implementation of the project.
CTK Group of Companies
N. Roxas cor. Banaue, Quezon City
Prudential Guarantee and Assurance, Inc. Head Office Legaspi Village, Makati City
Worked as Accounting Staff/ Financial Analyst for the above companies from 1998 – 2000.
Perform all sort of accounting works, from recording different kinds of transactions to Books of Accounts, checking and verifying the accuracy of financial records and reports, preparation of Financial Statements to auditing and providing financial analysis and recommendations.
EDUCATION
1994-1998 Saint Mary’s University Bayombong, Nueva Vizcaya
B.S. in Accountancy.
Fr. John Van Bauwel Scholarship Foundation Grantee 1996-1998.
(With units in Masters in Urban and Regional Planning at the School of Urban and Regional Planning, University of the Philippines – Diliman) LICENSURE PASSED
Civil Service Professional Examination – June 10, 1999 84.05% Civil Service Sub-Professional Examination – October 20, 1996 82.25% 6
PERSONAL BACKGROUND
Date of Birth: July 22, 1977
Age: 43
Civil Status: Single
WORKSHOPS/ SEMINARS ATTENDED
The applicant has attended various workshops/seminars and presented papers in the Philippines and abroad ( Dodoma, Tanzania, East Africa and in Malang, Indonesia) on topics like Economic Empowerment, Business Planning, Resource Mobilization, Micro-finance, Project Management, Good Governance, Fair Trading, Financial Decision Making, Tri-sector Partnership, Skills for Life and Peer Councelling, and on World Bank and USAID Disbursement and Procurement Procedures.
REFERENCES:
Mr. Adante Leyesa
Design Adante Corporation
Lipa City, Batangas
Ms. Veronica Ester Mendoza
Consultant (for various International organization like Handicapped International, CBM, Liliane Fonds, FUND International, Asian Hospital ect)
(former Country Representative – Leonard Cheshire International) California Gaeden Square Condominium, Manadaluyong City 091*-*******
Lani Bayron Llanes
Executive Director
A Child’s Trust in Ours to Nurture (ACTION)
New Asinan, Olongapo City
Dir. Maritess Maristela
Dept. of Social Welfare and Development
San Fernando, Pampanga