Chief Financial Officer

Flores ***-***, Ivory Wood, Korean Rd.

Acacia Estates, Brgy. Bambang, Taguig City,

Metro Manila, Philippines

Email: **********@*****.***; ********@*****************.***

CHIEF FINANCIAL OFFICER WITH AUDIT EXPERIENCE

Highly experienced Chief Financial Officer with over 25 years of experience in a variety of industries. Proven ability to lead and manage financial teams, develop, and implement financial strategies, and ensure compliance with financial regulations.

I have served as a Sales Accountant at JAKA Group (Holding Co.), Country Finance Manager at Schaeffler Philippines Inc. (2nd largest bearing company in the world), Financial Controller at Key west Technologies (an Online-Gaming Company) and Pro-Friends Holding Inc. (a Real Estate Holding Company), Director of Finance at TOA Global (BPO), and Chief Financial Officer at Zigzag Global (BPO).

Demonstrated leadership and management skills in different industries, including manufacturing, trading, real estate, services (including IT-enabled services), and BPO.

Strong qualifications in financial reporting, financial modelling, budgeting, forecasting, tax planning, credit and collection, and in developing and implementing financial controls and processes.

Proven ability to improve productivity and efficiency.

Excellent leadership, communication, and interpersonal skills.

Working experience with the latest accounting information systems, such as SAP FICO, SAP-BW, SAP consolidation engines, SAP Treasury Management Systems, Microsoft Dynamics, Power BI, PwC Global Tax Center, Thomson Reuters’ OneSource Tax Provision portal, Blackline, and, as well as QuickBooks Online, Xero Accounting, and Wave Accounting.

Currently an independent public accounting practitioner (CPA), accredited by the Board of Accountancy (BOA) and the Bureau of Internal Revenue (BIR).

Areas of expertise are in

Financial Reporting

Credit and Collections Management

Financial Analysis

Budgeting/Forecasting/Modelling

Internal Audit (internal control systems)

Tax Planning

Strategic Planning/Management

SAP FICO (ERP), Microsoft Office, Google Workspace, QuickBooks Online, Xero, ClickUp, Agile Toolkit

Compiler of Financial Statements

Compliance (BIR/ SEC/ PEZA/ CEZA/ CDC/ BOI/ NLRC/ DOLE)

Summary of Relevant Professional Experiences:

Strategic Planning

Developed and implemented new revenue and growth models to drive business success both locally and in other markets.

Participated in the creation, review, revisions, and implementation of the company's strategic plan.

Financial Management

Managed cash flow and ensured the financial health of the organization.

Achieved financial targets and outcomes.

Oversaw financial planning and analysis, accounting, tax, and treasury functions.

Developed and implemented financial policies, procedures, and controls.

Ensured compliance with financial laws and regulations.

Risk Management

Performed risk management by analyzing the organization's liabilities and investments.

Developed and implemented risk management policies and procedures.

Monitored and reported on risks to the senior management team.

Financial Reporting

Oversaw the preparation of financial statements in accordance with generally accepted accounting principles (IFRS / PFRS / US GAAP).

Managed the month-end closing process and ensured timely submission of reports to management and external stakeholders.

Identified and resolved accounting and reporting issues.

Budget and Forecasting

Led the development and implementation of the annual budget and quarterly forecasts.

Monitored and analyzed actual results against budget and forecasts.

Identified and analyzed variances and developed corrective actions

Others

Managed relationships with financial institutions, investors, and other key stakeholders.

Drove process improvement and cost reduction initiatives.

Familiarity with digital technology and its impact on the financial industry.

Oversaw multiple entities and ensured consistency in financial reporting and compliance across all entities.

Developed and delivered a robust investor relations strategy and framework.

WORK EXPERIENCE:

Director of Finance/External Auditor / Tax Consultant

June 2003 to PRESENT.

ACCTG4ENTREP BUSINESS CONSULTANCY

Leveraged extensive financial expertise to provide fractional CFO services to a diverse client portfolio, including Easy Health (healthcare), Care.Trials (healthcare/blockchain), Lynn & Liana's Designs (manufacturing/retail), Wherezhemp Group (CBD/ Hemp), and B-Tech Inc. (IT services), resulting in improved financial management and compliance.

Led fundraising efforts while acting as Fractional CFO for Care.Trials, presenting financial models, forecasts, and strategic insights to venture capitalists (VCs) and potential investors to support funding initiatives and business growth.

Currently serving as the Director of Finance at Easy Health, spearheading a Financial Review by LBMC, ensuring financial integrity, compliance, and strategic alignment with organizational goals.

Performed external and internal audits, enhancing financial management and regulatory compliance for Philippine clients across various industries, including trading, manufacturing, services, financial intermediaries, real estate, and online gaming, ensuring adherence to SEC and BIR regulations.

Served as a Tax Agent, offering expert tax planning and compliance services, accredited by the Board of Accountancy to issue Audit Reports, contributing to a significant improvement in tax compliance efficiency

Previous Employment:

Chief Financial Officer (Full Time)

Zigzag Global Pte. Ltd. (SG)

Zigzag Global is a BPO company that helps businesses grow by building powerful partnerships with exceptional talents, offering a comprehensive suite of services, and a proven track record of success in the global market.

March 08, 2023, to March 31, 2024

Duties and Responsibilities:

Led all aspects of finance, including financial planning and analysis, accounting, tax, treasury, and risk management.

Partnered with the executive team and Board of Directors to develop and implement strategic financial plans to drive growth and profitability.

Ensured compliance with financial regulations (PEZA, BIR, SEC) and internal controls.

Oversaw financial reporting, budgeting, forecasting, and financial modeling.

Director of Finance – ANZ & PH

TOA GLOBAL

Founded in 2013, TOA Global supports firms in the accounting industry with outsourced accountants, bookkeepers, and professionals in other financial services and administrative roles.

September 2021, to September 2022

Duties and Responsibilities:

Provided strategic leadership and technical expertise to the global finance team, ensuring smooth operations and meeting business needs.

Developed and implemented policies and procedures to strengthen internal controls, compliance (BIR/CDC/PEZA/SEC), and governance.

Managed the transition from Xero to Microsoft Dynamics, streamlining financial processes.

Financial Controller, Senior Manager

PRO-FRIENDS GROUP INC.

A Philippine-based holding company with investments in various businesses including real estate development, wholesale and retail trading, and consumer finance.

June 1, 2016, to May 31, 2017

Provides financial advice to senior management.

Contributes to strategic financial decisions.

Participates in policy setting and operational planning.

Establishes and maintains an accounting system.

Migrates data from SAP ERP to NOAH Financials ERP.

Ensures timely, accurate, and consistent financial reporting.

Oversees preparation of monthly and annual financial reports.

Initiates tax planning activities.

Manages corporate tax computation, return submission, and payments.

Coordinates with tax consultants on tax-related matters.

Ensures compliance with local regulations and contractual commitments.

Manages a team of support staff.

Provides direct supervision to two finance/accounting departments.

Country Finance Manager

SCHAEFFLER PHILIPPINES, INC.

A multinational company (Schaeffler Group) with its three strong brands INA, FAG, and LuK, Schaeffler develops and manufactures high-precision products for machines, equipment, vehicles, as well as aviation and aerospace application.

September 5, 2011, to May 31, 2016

Oversaw all financial operations for the Philippine subsidiary of a multinational corporation.

Managed accounting, audit, taxation, budgeting, forecasting, treasury, and local compliance.

Led a team of finance professionals, ensuring efficient operations and adherence to corporate guidelines.

Partnered with management to achieve financial targets and develop strategies for business growth.

Financial Controller

Keywest Technologies Corp. (iFaFa Tech Inc.)

May 2006 – August 2008 [ONLINE GAMING]

Directed financial affairs and prepared financial statements.

Supervised general accounting, property accounting, internal auditing, cost accounting, and budgetary controls.

Prepared weekly cash flow projections based on yearly budget and monthly burn rate.

Ensured tax compliance with corporate, payroll, and other applicable taxes (BIR).

Managed SEC and CEZA compliance, including submission of required documents.

Overseen daily financial transactions related to gaming operations.

Maintained relationships with banks in the UK, Philippines, and other countries.

Accounting Supervisor

JAKA GROUP OF COMPANIES

A large conglomerate engaged in manufacturing, distribution, investments, real estate, security services, and others.

January 1996 to July 2002

PACIFIC ROYAL BASIC FOODS INC.

Member: JAKA Group

Engaged in manufacturing and exporting of desiccated coconut products

Prepares monthly management reports, including financial statements.

Prepares weekly flash reports for PRBFI and three foreign affiliates.

Consolidates the annual budget for the Head Office and Plant.

Assists in preparing the annual Head Office Budget.

Ensures timely filing of BIR and other government agency requirements.

Consolidates the trial balance for the Head Office and Plant.

Reviews and verifies costing of inventories and goods sold.

Oversees the work of three Accounting Assistants, including AP vouchers, check vouchers, journal vouchers, inter-company reconciliations, and various schedules.

Supervises a team of three Accounting Assistants.

ADDITIONAL INFO ON WORK EXPERIENCE

After a six-year tenure with JAKA, I transitioned in 2002 to further my professional qualifications, culminating in my successful CPA board exam in June 2003. This milestone initiated my freelancing career, which I’ve balanced with corporate roles. Since 2003, I’ve freelanced as an External Auditor, Tax Agent, and since 2019 as a Fractional CFO for international companies. My diverse portfolio includes clients like Solve.Care Foundation/(Care.Trials), Lynn & Liana’s Design, Zigzag Global Pte. Ltd., Wherezhemp Group, and B-Tech, spanning industries from healthcare to IT Services.

ELIGIBILITY

Certified Public Accountant (CPA)

Member, Philippine Institute of Certified Public Accountants (PICPA)

Masters in Business Administration (MBA)

ATENEO Graduate School of Business, Makati Philippines /

REGIS University of Denver, Colorado, USA

December 2012 to June 2015

Certified Management Accountant (CMA)

Institute of Certified Management Accountant (ICMA) of Australia

Official Member, July 2017 to July 2023.

EDUCATION

MASTER’S IN BUSINESS ADMINISTRATION (MBA)

Date Completed: June 6, 2015

The Ateneo-Regis MBA Program

ATENEO de Manila University, Graduate School of Business

BACHELOR OF SCIENCE IN ACCOUNTANCY

CENTRAL LUZON STATE UNIVERSITY

Date of Graduation: April 1994

Current Affiliations:

Philippine Institute of Certified Public Accountants (PICPA)

Past Affiliations:

Institute of Certified Management Accountant (ICMA)

TOASTMASTERS INTERNATIONAL (BGC, Taguig Chapter)

Member of the Institute of Certified Bookkeepers (MICB-UK)

National Institute of Accounting Technicians (NIAT-Canada)

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