CPA Board Exam Score: 86.17
Objective
A highly motivated professional—with solid educational foundation in finance and accounting, and business management; and a working knowledge and experience of the whole business cycle from operations to marketing to finance—looking for opportunities in finance and investment research and consulting specifically with organizations which promote developmental finance.
Qualifications
Passed CFA Level 1, December 2007
Passed CFA Level 2, June 2008
Candidate CFA Level 3, June 2009
Certified Public Accountant, October 2002
Wealth management skills
Excellent communication skills (spoken and written)
Proven research skills
Gerry Roxas Leadership Awardee
Work History
Academe
College of Business Administration, University of the Philippines-Diliman (UPCBA)
Instructor IV, Department of Accounting and Finance—June 2007 to May 2008
Taught fundamental and basic accounting, advance accounting, and accounting information systems.
Program Director, UPCBA Development Center for Finance—June 2007 to May 2008
Organized seminars and workshops for the Center
The DCF is a non-profit institution dedicated to the enhancement of the skills and knowledge of finance professionals, the development of domestic financial markets, and the improvement of financial management practice in the Philippines
The DCF offers a variety of training programs for practitioners in various industries and across different levels of managerial responsibility
AMA University, Laoag City, Assistant Instructor I, June to September 2003
Taught advance accounting, mathematics of investments, and partnership and corporations
Finance and Accounting
University of the Philippines Provident Fund, Inc. (UPPFI)
Treasurer, July 2007 to present
Member, Investment Committee, July 2007 to present
The UPPFI is a voluntary retirement fund for UP employees and was established in 1997
Manila Electric Company (MERALCO), Finance Process Analyst, September 2004 to June 2006
Managed the finance processes and system which processed P6 billion annually of capital expenditures for MERALCO
Trained about 200 operations and middle-level managers on how to use such processes
Designed and developed the overhaul of MERALCO’s engineering overhead processes that helped the company saved about P100 million during the first year of implementation
Designed and developed accounting processes for retirement costs in compliance of the International Accounting Standards.
Municipality of Piddig, Ilocos Norte
Municipal Accountant, March to September 2004
Managed the construction of the Municipality’s P17 million public market
Designed, developed, and implemented the Municipality’s accounting information system which resulted to the creation of financial statements and reports from 2 weeks to 3 days
Supervised and trained the Accounting Department’s staff
Involved with relief operations of the Municipality—several of its barangays are flooded perennially
Accountant I, April 2003 to March 2004
Documented the Municipality’s business cycle
Financial Consulting, Research and Training Engagement
Esprit Lumineux Consulting, Inc., Consultant, January 2008 to present
A consulting firm focused on Financial Advisory (Tax Planning / Advisory, Project Finance, Strategic Planning, Feasibility Study), Management Consulting, and Outsourced Services (Bookkeeping, Financial Management)
Project consultant for Diversified Technology Systems, Inc. in preparing a Confidential Investment Memorandum
Project consultant for University of the Philippines, Diliman Information Technology Training Center in reconstructing the books (2003 to 2007) and creating a financial study for the Center’s viability.
Philippine National Oil Company (PNOC)
Co-facilitator of the “Feasibility Study Workshop and Training” held on April 15-24, 2008
Assurance
KPMG Laya Mananghaya and Co., Associate Auditor, December 2002 to March 2003
Member of the audit teams for Electrowatt-Ekono (Philippines), Inc.-power producer; Excel Corporation-Adidas’ warehouse manager; Discovery Suites-hospitality business; and MERALCO-electric power distributor
Agnes DG. Francia Accounting and Auditing Services, Auditor (on-call), January 2006 to present
Marketing
Top American Products Solutions, Inc. (TAPS), Admin Officer, June to December 2006
TAPS is the exclusive Philippines distributor of Proactiv©
Designed and implemented Proactiv© Philippines’ multi-media promotions including television, radio and print commercials
Business Management and Operations
University of the Philippines Students’ Multipurpose Cooperative, Business Manager, March 2000 to April 2002
Managed the businesses (bookstore, reading center and Internet café) of the cooperative, and supervised the cooperative’s employees
Education
MSc in Finance, University of the Philippines, September 2008 to present
Masters in Business Administration, De La Salle University, May 2005 to present
BS Business Administration and Accountancy, University of the Philippines, June 1997 to April 2002
Languages
English-Excellent
Filipino-Excellent
Ilocano-Excellent
French, Spanish, Japanese-Level 1
Interests and Activities
Running-training for the New York City Marathon
Reading business, science-fiction, and historical novels
Listening to music
Looking forward to being fluent in French, Spanish and Japanese, ballroom dancing, learning how to play the guitar, and writing a book sometime in the future
Volunteer Experience
Scholarship Committee, Gerry Roxas Leadership Awardees, Gerry Roxas Foundation
Pahinungod, University of the Philippines
Barangay Girl Scout of the Philippines-Tangaoan, Piddig, Ilocos Norte
Computer Skills
MS Office-Excellent
Microsoft Publisher and Visio-Excellent
MS/OR Software-Excellent
Adobe Photoshop and Premiere-Average
SPSS-average
Professional Development
Managing Volatility: Derivative Strategies-Why, How and When, Renaissance Makati City Hotel, September 2, 2008
2008 Harvard Policy on Asian and International Relations, Grand Marriott Hotel, Kuala Lumpur, August 14-17, 2008
2008 Standard Chartered Bank’s Economic Briefing, Makati Shangri-la Hotel, February 2008
International Conference-Asia Link Project, EDSA Shangri-la Hotel, August 2007
General Investors’ Briefing, BPI Capital Corporation and FMIC, July 2007
Economic Briefing, Sun Life and Standard Chartered Bank, June 2007
Wealth Management, China Bank, June 2007
Public Lecture Series: The Status of International Accounting Standards Adoption by Large Philippine Corporations, University of the Philippines, June 2007
