Project Management Financial Planning
Resume:
SKILLS
LEADERSHIP AND MANAGEMENT
TRANSITION
PROJECT MANAGEMENT
STRONG WORK ETHIC
STAKEHOLDER MANAGEMENT
CRITICAL THINKING AND PROBLEM
SOLVING
ORAL AND WRITTEN
COMMUNICATION
TEAM WORK AND COLLABORATION
CLIENT-FOCUSED
SKILLS CLUSTER
IMPLEMENTERS
LEADERSHIP
CHANGE EXPERTS
INNOVATION
BEVERLY A. DATINGALING
CMA
ABOUT ME
Seasoned Finance and Accounting Operations in a fast-paced BPO and Shared Services industry for 16 years. Strong track record in doing successful migration, project management, people management and finance transformation projects. Team and goal focused with strong mentoring skills. I am a passionate accountant with experience working across wider accounting and finance spectrum. For a significant part of my experience, I held supervisory roles in companies ranging in scale from small and medium to geographically dispersed BPO and Shared Services companies, where I independently led the finance function and managed and trained teams across multiple locations.
WORK EXPERIENCE
• FINANCIAL PLANNING and ANALYSIS MANAGER, GENERAL MOTORS PHILIPPINES INC. SEA MARKETS (Thailand, Indonesia, Philippines, Japan, Singapore, India) – May 2024 – Present Responsible on driving Financial Planning, Analysis, and Strategic support for the company. Focusing on overseeing all aspects of financial performance, including EBIT (Earnings Before Interest and Taxes), structural and variable costs, free cash flow, and managerial reporting. Partner with business leaders to provide actionable insights, drive financial performance, and support decision-making processes.
Lead a team of 6 FTEs, supporting SEA Markets both Forecast, Long Term Planning and Budget (Flash, MOR and Liquidity) and Corporate reports. Sustained 95% KPI on Timeliness and Quality of Budget and Forecast. Recognized by Stakeholders for the successful transition applying accurate. Clear Initiative Savings reported to each market while driving transformation. Initiated the Span of Control review for GBS Supervisors to maintain operational sustainability.
Provide support with various Stakeholders, GMI and SMAD and process walk through. Team management and mentoring to greater levels of effectiveness and engagement. Key Responsibilities:
• Financial Planning & Analysis:
o Lead the annual budgeting, quarterly forecasting, and long-term strategic planning processes.
o Analyze financial performance and provide insights on EBIT, structural costs, and variable costs.
o Monitor and report on key financial metrics, including free cash flow and working capital management.
• Managerial Reporting:
o Develop, enhance, and maintain management reporting tools to provide accurate and timely financial information. o Prepare monthly and quarterly financial packages, including variance analysis, KPI tracking, and executive summaries.
o Collaborate with cross-functional teams to provide comprehensive financial analysis and support for decision-making.
• Cost Management:
Bldg. 6 Unit 605-7 Sandoval
Ave. Arezzo Place Pasig City
******************@*****.***
o Oversee structural and variable cost analysis, identifying areas for cost optimization and efficiency improvements.
o Develop and implement cost control measures to align with organizational objectives and profitability targets. o Partner with operational teams to understand cost drivers and develop cost-saving strategies.
• Free Cash Flow Management:
o Analyze and forecast free cash flow, ensuring alignment with corporate objectives.
o Monitor cash flow performance, identify variances, and recommend corrective actions.
o Collaborate with treasury and accounting teams to optimize cash management strategies.
• Strategic Support:
o Provide strategic financial guidance and support to senior management and key stakeholders.
o Lead financial modeling, scenario analysis, and business case development to support key strategic initiatives.
o Identify financial risks and opportunities and develop action plans to mitigate risks or capitalize on opportunities.
• FINANCIAL PLANNING and ANALYSIS MANAGER, GENERAL MOTORS PHILIPPINES INC. GMIO (Australia, New Zealand, South Africa & GM Europe) – May 2022 – March 2024
Lead strategy and execution of Global Finance Migration achieving 96% service globalization Lead a team of 6 FTEs, supporting ANZ, SAF & GME Free Cash Flow Forecast and Budget
(Flash, MOR and Liquidity) and Corporate reports
Sustained 95% KPI on Timeliness and Quality of Budget and Forecast. Recognized by Stakeholders for the successful transition applying accurate analysis and reconciliation for better assumptions for 7 GME entities in Manila. Accelerating reports submission by 2 days
Initiated the Span of Control review for GBS Supervisors to maintain operational sustainability.
Provide support with various Stakeholders, GMI and SMAD and process walk through. Team management and mentoring to greater levels of effectiveness and engagement.
• TAX COMPLIANCE MANAGER, GENERAL MOTORS PHILIPPINES INC. GME, GMIO, MEO and GMNA - September 2019 – April 2022 Develops Tax strategies and policies that help the business maintain compliance with local and federal tax laws regulations.
Identify tax problems and propose permanent resolutions. Facilitate and manage the preparation and review company federal tax returns and the accurate, timely filing of all tax forms.
Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings.
Find and implement opportunities for process improvement in company tax procedures. Develop and implement strategic tax planning for all necessary federal and state taxes. Manage members of the tax team as they prepare components of the company's US federal income tax return and other tax documents.
Plan for and develop overall return calendar and coordinate timing and inputs with tax team. Maintain effective control procedures over all aspects of the tax process. Manage and facilitate IRS income tax audits: preparing responses, creating schedules, etc. Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation.
Provide support with various internal audits and special tax related projects. Review tax returns and quarterly/yearly tax projections. Manage and mentor members of tax team to greater levels of effectiveness and engagement.
• FIXED ASSETS SUPERVISOR, GENERAL MOTORS PHILIPPINES INC. ASEAN, EUROPE, MIDDLE EAST and Special Projects Migration – July - September 2019
Asset Retirement Obligation, Volume Forecast Analysts, CWIP Accrual (Opex & Capex), Depreciation, Special Tools Amortization Forecast, Capital Lease, Fixed Asset Register Maintenance, CARS reports, IT Related Balances and Walk, Capital Spending Accounting Actual Information, Impairment of Long-lived Assets, Tooling capitalization & Impairment allocation, Settlement run & Year End Roll Forward Process (AJAP and AJRW)
• Complies with all clients published policies and procedures and any legal and regulatory requirements that the company is obliged to adhere to.
• Actively works with leads & people to assess training requirements and develops plans to ensure people needs are addressed.
• Coaches team members and leads on development of skills and execution of processes required to deliver the applicable service baselines.
• Ensures the creation & sustainability of a continuous improvement environment within own area of scope.
• Closely working on a monthly workload alignment to ensure work life balance of my people.
• Actively participate as focal person to site visits, higher ups discussion and process walk through.
• Proactively performing my PowerUser responsibility in ARM for GBS Manila.
• Regular touch point with Stakeholders/BU to discuss issues thru Net Promoter Scores
• Conduct regular meetings (Post/KPI/Pre-close/Site leads/Staff/Stake holders meeting).
• Provide insights and updates and support Continuous improvement for ARM.
• Assist recruitment/HR in hiring new staff for General Accounting.
• BRM to Zuora migration billing system, one of my special projects is to help the Fraud team until live in Manila by 2019.
• GEN. ACCOUNTING & FINANCE SUPERVISOR, GENERAL
MOTORS PHILIPPINES INC. MEO, GME, T&E, GMSAF, MAVEN & GCCX and Special Projects migration – January 2018 - July 2019 Managing GCCX, MEO and MAVEN Migration including GME remote transition for GME retained entities.
Review process to put quality output for journal entries and reconciliations. Primary escalation contacts of the scope’s day to day operations. Initiates and facilitates the sharing of process knowledge and best practices within the team and across the engagement and can impact and influencing others. Actively seeks opportunities for Continuous Improvement initiatives such as Robotics and Automations in cooperation with Delivery Lead and GL Managers especially to newly migrated accounts.
Profit & Balance Sheet review meetings and calls for assigned entities. Complies with all clients published policies and procedures and any legal and regulatory requirements that the company is obliged to adhere to. Actively works with leads & people to assess training requirements and develops plans to ensure people needs are addressed.
Coaches team members and leads on development of skills and execution of processes required to deliver the applicable service baselines. Ensures the creation & sustainability of a continuous improvement environment within own area of scope.
Closely working on a monthly workload alignment to ensure work life balance of my people. Actively participate as focal person to site visits, higher ups discussion and process walk through.
Regular touch point with Stakeholders/BU to discuss issues. Conduct regular meetings (Post/KPI/Pre close/Site leads/Staff/Stake holders meeting). Provide insights and updates and support Continuous improvement for ARM. Assist recruitment/HR in hiring new staff for General Accounting.
• GEN. ACCOUNTING & FINANCE SUPERVISOR, GENERAL
MOTORS PHILIPPINES INC. ASEAN ENTITIES – March 2015 – January 2018
Thailand Migration for General Accounting, Fixed Assets and Inventory Operations and Finance, handling Forecasting and Budgeting for Manufacturing, Commercial
& Engineering.
Primary escalation contacts of the scope’s day to day operations. Initiates and facilitates the sharing of process knowledge and best practices within the team and across the engagement and can impact and influencing others. Actively seeks opportunities for Continuous Improvement initiatives in cooperation with Delivery Lead and GL Manager
Complies with all clients published policies and procedures and any legal and regulatory requirements that the company is obliged to adhere to. \ Actively works with leads & staff to assess training requirements and develops plans to ensure staff needs are addressed.
Coaches team members on development of skills and execution of processes required to deliver the applicable service baselines.
Ensures the creation & sustainability of a continuous improvement environment within own area of scope.
Regular Touchpoint with Stakeholders
• GEN. ACCOUNTING OPS ASSOCIATE MANAGER, ACCENTURE INC. ASEAN, MEAP, US– August 2013 – March 2015
Responsible for activities assigned by the Delivery Lead and/or GL Manager. Ensure both contractual and operational KPIs are met (responsibility of delivering the service within agreed deadlines and at the required quality) Ensure that all Intercompany tasks (Invoicing/Rebilling, Advances, Collection, CIT and Reconciliation) are completed within the timetable agreed with the client. Check monthly inter-company reconciliations and confirmation statements to business units before distribution.
Check and verify before clearing older reconciling items in accordance with client’s account verification policy.
Check and approve adjusting journal entries relating to inter-company account reconciliations.
Maintain inter-company process procedures.
Maintain metrics as to completion of inter-company reconciliations within specified timeframe and track outstanding reconciling items.
Develops good client relationships and good relations with the colleagues. Ability to aid the staff.
Actively seeks opportunities for Continuous Improvement initiatives in cooperation with Delivery Lead and GL Manager
Complies with all clients published policies and procedures and any legal and regulatory requirements that the company is obliged to adhere to. The point of contact between Accenture and the client senior management on service level requirements, service issues, and customer satisfaction relating to Intercompany processes. Required to make a variety of decisions, some complex in nature, with concern for impact on others, but predominately affecting own area of control. Provides and implements workable solutions to business issues/problems with minimum referral to senior management.
Operates largely independently in meeting defined business objectives and goals. Performs complex tasks and participates in complex cross-area/function activities. Conducts work planning, estimation, and prioritization to optimize performance of group/resources.
Required to apply advanced analytical skills in assessing concepts/principles and alternative solutions.
Manages effective internal/external client relationships within own area of responsibility and builds client relationships in the wider group or unit. Optimizes the contribution of group members through coaching, counselling, and mentoring activities.
• INTERCOMPANY SERVICE DELIVERY OPS Sr LEAD, ACCENTURE INC. ASEAN, MEAP, US– February 2011 – July 31, 2013 Duties and Responsibilities:
Leadership & People Management
• Works closely with the GL Manager in Introducing staff learning and development opportunities designed to enhance staff job enrichment, performance, and retention within the project.
• Implements a robust, transparent staff performance review framework designed to identify and reward high performing staff members within the GL operations.
• Administers the performance appraisal process within the area. Monitors job performance of team members and provides constructive feedback directly, and/or coaches other team members on providing constructive feedback to any staff assigned to them.
• Actively works with leads & staff to assess training requirements and develops plans to ensure staff needs are addressed.
• Coaches team members on development of skills and execution of processes required to deliver the applicable service baselines.
• Ensures the creation & sustainability of a continuous improvement environment within own area of scope.
• Supervise Intercompany and Month End Close Activities
• Conduct Training and Development for Reconciliation and Intercompany Processes for old and new hires.
• Assist recruitment/CapDev in hiring new staff for F&A Global.
• Day to Day touch point with Subject Matter Expert Service Delivery Infrastructure
• Serves as the team’s Subject Matter Expert (SME) for the following areas of scope. o Journal Entries
o Reconciliations
o Treasury / Cash Management
o Period Close
o Monthly Standard Activities
o Quality Assurance across Delivery Centers
• Primary escalation contacts of the scope’s day to day operations.
• Initiates and facilitates the sharing of process knowledge and best practices within the team and across the engagement and is capable of impacting and influencing others.
• Ensures that monthly, quarterly, and year-end financial close schedules are met.
• Performs Desk Top Procedures Updates and Policy for documentation and approved by Clinets.
• Monthly Reporting of all Intercompany Processes for Deal Board Presentation to Project and Future Clients.
• Perform reviews and dispute Monthly Transition/Unassigned Account Reconciliation in Manila.
• Ensures implementation of business continuity and disaster recovery plans for own scope of work.
• Responsible for providing assurance to the client, and/or external auditors, that proper set of internal controls is in place, and that the client’s assets and obligations are accurately reflected.
• INTERCOMPANY SERVICE DELIVERY OPS LEAD (Level E), ACCENTURE INC. ASEAN, MEAP, US– September 19, 2009 – February 1, 2011
Duties and Responsibilities:
• Knowledge Transition
• Preparation of Preliminary and Final Intercompany Statements of Account
• Preparation of IC
• Monthly Preparation of Intercompany Account Reconciliations
• Monitoring on Imbalances, Outages and touch base within country to clear
• Cash In Transit Analysis Preparation on a weekly basis
• Analysis & Research for the balances sitting on CIT Account and touch base with ARCC to propose and correct the entry.
• Monitoring of Dummy Profit Center on a weekly Basis
• Preparation of Out of Balance Reports
• Resolution of out of balances
• Explanation and investigation of Intercompany Out of Balances
• Carry-out procedures based on Operations Manual
• Accounts Payable and Accounts Receivables Analysis and Workbook preparation monthly Reporting
• Raising Intercompany Debit Notes
• Advances Workbook analysis by CoCode
• Chasing Imbalances, Outages, Open Items
• Keying into the system for Intercompany Payments
• Clearing of Open Items that may arise on a monthly reconciliation analysis.
• Internal coordination & communication
• Accrual Analysis after Accounts Payable and Account Receivable Analysis
• Proposal of Accruals coordinated by in country contact.
• Preparation of Customer Statements
• Collections and Refund Process
• Task list Maintenance
• Adhoc Assignments
• Monitoring of the completion of the Intercompany tasks based on the approved consolidated closing checklist.
• Coordination Task across all Accounting Functions & Client Counterpart
• Complex Account Reconciliation and Clearing Follow-up
• ACCOUNTS PAYABLE OFFICER, ENVIRONMENTS GLOBAL
LIMITED– February 16, 2008 – September 16, 2009
Duties and Responsibilities:
• Receive, review and reconcile billings and invoices from suppliers.
• Prepare Request for Payment (RFP) and Cash Voucher (CV) or checks for various suppliers.
• Check the accuracy of the billing. If it is a recurring expense/opex, double check if there’s unpaid balance and reconcile. For expenses chargeable to an employee or directors, prepare a separate sheet/schedule to be submitted to HR for proper salary deduction. If projects/capex expense, verify the legitimacy of the billing through a copy of the approved Purchase Order.
• Update Cash Flow Summary / Summary for the RFP prepared for the week.
• Route to respective RFP signatories
• Prepare BIR form 2307 for all suppliers/contractors/consultants for all withholding taxes deducted from their payments on a weekly basis.
• Entertain queries from suppliers/ contractors / consultants regarding payment status.
• PAYROLL OFFICER, EXCHANGE PROPERTIES RESOURCES
CORPORTION– February, 2006 – February, 2008
Duties and Responsibilities:
• Prepare Weekender Payroll
• Overtime summary report for regular and casual.
• Providing employees of their request of summary of contributions of SSS, Philhealth and HDMF.
• Employee information needed by BPO.
• Double check coordinates with HRD regarding the charging of trip tickets.
• SGV-Payroll
• Site-Payroll. Includes regular and casual employees.
• Prepare Government remittances.
• LEAD ANALYST, EXCHANGE PROPERTIES RESOURCES
CORPORTION (Caylabne Bay Resort)– February, 2005 – February, 2006
Overseeing all cashiering operations, ensuring the efficient handling of financial transactions, and maintaining accurate records. Managing the cashier team, developing procedures for cash handling, and ensuring compliance with financial and operational standards. Key role in optimizing guest experiences through efficient and friendly service while safeguarding the resort’s financial integrity. Duties and Responsibilities:
• Cash Handling & Reconciliation:
o Supervise and coordinate all cashiering activities, including cash transactions, credit card processing, and guest billing. o Ensure accurate daily cash reconciliations and resolve discrepancies promptly.
o Monitor and manage cash floats, change orders, and petty cash accounts.
• Team Management:
o Lead, train, and develop the cashiering team to deliver exceptional customer service.
o Schedule shifts and manage staffing levels to ensure adequate coverage at all times.
o Conduct regular performance reviews, provide feedback, and support professional growth.
• Financial Reporting:
o Prepare daily, weekly, and monthly financial reports related to cashiering activities.
o Ensure compliance with all financial policies and procedures, including cash handling, deposit preparation, and cash controls. o Work closely with the Finance team to ensure accurate and timely financial reporting.
• Guest Service Excellence:
o Ensure all cashiering transactions are handled in a courteous and professional manner to enhance guest satisfaction. o Address guest inquiries and resolve complaints related to billing or payment discrepancies.
o Collaborate with front office, food & beverage, and other departments to support seamless guest experiences.
• Operational Efficiency:
o Develop and implement standard operating procedures (SOPs) for cashiering operations.
o Monitor and optimize cashiering processes to improve speed, accuracy, and guest satisfaction.
o Ensure compliance with all safety and security protocols related to cash handling.
• Compliance & Audits:
o Ensure adherence to internal controls, resort policies, and local regulations.
o Conduct regular internal audits to ensure compliance with cash handling procedures.
o Coordinate with external auditors during financial audits and ensure the resolution of any issues.
• ACCOUNTANT, HDMF – PAG-IBIG FUND (Deferred Tax) – February 2004 to February 2005
Key Responsibilities
• Deferred Tax Management: Calculate and manage deferred tax assets and liabilities associated with housing tax credits, ensuring accurate recording and compliance with accounting standards (e.g., ASC 740).
• Tax Credit Analysis: Analyze tax credit opportunities for housing projects, including Low-Income Housing Tax Credits (LIHTC) and other applicable credits. Support the tax team in optimizing deferred tax credit benefits.
• Compliance & Reporting: Ensure compliance with federal and state tax regulations, reporting deferred tax credits and liabilities accurately on financial statements and tax filings.
• Financial Statement Preparation: Prepare and review tax-related disclosures, including deferred tax assets, liabilities, and credit balances, for inclusion in monthly and annual financial statements.
• Forecasting & Planning: Assist with tax forecasting and planning to determine the long-term financial impact of housing tax credits. Support budgeting processes by providing projections of deferred tax credit balances.
• Policy Development: Develop and document procedures related to deferred tax credit management and housing tax credit compliance.
• Audit Support: Prepare supporting documentation and assist with audits related to deferred tax credit and tax compliance, including annual external audits and ad hoc internal audits.
• Cross-Department Collaboration: Work closely with finance, real estate development, and compliance teams to ensure accurate allocation of tax credits and effective communication of tax strategies across departments. Beverly Astrero-Datingaling
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