Finance Transformation & Accounting Operations Professional
Metro Manila
I am a finance and accounting professional with over 15 years of experience in global shared services, specializing in general accounting, financial reporting, reconciliations, process improvement, and finance transformation. Throughout my career, I have progressed from leading accounting operations to my current role as a Transition Manager, where I oversee finance-related transformation projects, ensuring seamless process transitions, operational excellence, and effective stakeholder management. My expertise includes month-end close, balance sheet reconciliations, variance analysis, financial controls, audit support, and continuous process improvement. I have successfully led cross-functional initiatives that standardized finance processes, improved operational efficiency, and strengthened internal controls while maintaining the accuracy and integrity of financial reporting. What sets me apart is my ability to bridge technical accounting expertise with strategic project leadership. I am not only focused on delivering accurate financial results but also on identifying opportunities to optimize processes, solve complex business challenges, and drive sustainable improvements. I thrive in collaborative environments, working closely with finance, operations, and business leaders to deliver practical solutions that support organizational goals. I am known for being analytical, detail-oriented, adaptable, and proactive. I take ownership of my work, communicate effectively with stakeholders at all levels, and remain committed to delivering high-quality results under tight deadlines. I am passionate about continuous learning and leveraging my experience to help organizations strengthen their finance operations while supporting informed business decision-making.
Manulife Data Services, Inc., full_time
Jun 2025 to Present
• Leading the Philippines (PH) Suspense Account Reconciliation transition initiative focused on resolving aged outstanding balances, improving reconciliation governance, and strengthening financial controls across Finance operations. • Spearheading finance transformation and transition projects involving balance sheet reconciliations, process standardization, operational readiness, and governance alignment across cross-functional teams. • Partnering with Finance, Controllership, and Operations stakeholders to improve reconciliation accuracy, reporting visibility, and risk mitigation processes. • Driving governance, compliance, and risk management activities to ensure smooth and controlled implementation of finance-related projects and transitions. • Improving stakeholder coordination and project execution through structured communication frameworks, issue tracking, and operational monitoring practices.
Manulife Data Services, Inc., full_time
Mar 2021 to Jun 2025
• Led and developed a team of 12–15 finance professionals supporting over 400+ balance sheet and inventory control reconciliations for North America (Canada) operations. • Consistently achieved and maintained 95%+ accuracy and 100% timeliness SLA performance through strong governance, workload management, and quality review controls. • Reduced operational and reporting risks by strengthening escalation management, review procedures, and compliance monitoring across reconciliation and journal review processes. • Successfully managed migration of finance processes from Canada to Manila, ensuring smooth transition through structured knowledge transfer, process documentation, and operational stabilization activities. • Drove continuous improvement initiatives that enhanced transaction quality, minimized reconciliation breaks, and improved reporting efficiency across the team. • Partnered closely with Business Units and stakeholders to address control gaps, operational risks, and process improvement opportunities. • Improved team productivity and engagement through coaching, performance management, and career development initiatives for analysts and associates.
Manulife Data Services, Inc., full_time
Sep 2017 to Feb 2021
• Managed complex balance sheet, inventory control, and income statement reconciliations supporting North America (Canada) operations, consistently maintaining low outstanding reconciliation items. • Successfully passed audit and compliance reviews by ensuring accuracy, completeness, and adherence to internal financial control standards. • Improved suspense account clearing efficiency by initiating enhancements and modifications to suspense matching tags, enabling more accurate and timely balance resolution. • Led Kaizen and lean initiatives that streamlined manual journal entry activities and improved operational efficiency. • Developed and implemented macro-based solutions that reduced manual effort, improved turnaround time, and increased reconciliation productivity. Later on, supported the use of Alteryx to automate journal entry processes and reduce manual intervention. • Enhanced management reporting efficiency by utilizing Power BI to automate quarterly reporting processes, improving reporting accuracy and reducing preparation time. • Contributed to process migration and stabilization activities by identifying process gaps and recommending operational improvements.
Manulife Data Services, Inc., full_time
Jun 2015 to Aug 2017
• Performed general ledger and balance sheet reconciliations supporting North America (Canada) operations while consistently maintaining low to zero poor standing accounts. • Supported timely month-end close and reporting activities by identifying and resolving reconciliation discrepancies and control issues. • Maintained compliance with internal finance policies and reporting standards while ensuring accuracy and completeness of financial records.
WNS Global Services, full_time
Feb 2013 to Jun 2015
• Assisting and processing invoices set for payment. • Audit/Validate job order invoices before payment issuance. • Assisting vendors/clients or customers emails for their payment issues and queries. • Handled different process (A/P invoices processing, Brokerage Payables, Vendor Management and Tariff Maintenance for Rail Vendors) • Coordinate with Upper Accounting Management (onshore) with vendor related and relevant issues consisting complex and analytical problem solving. • Verify vendor/client information as well as setting vendor's banking/remittance information up to date in the system. • Coordinate with treasury department for related issues regarding payments (returned payments/unpresented checks from/to bank) • Quality Audit (QA) for paid invoices. • Inbound and Outbound calls for Customer Profile Verification, Vendor's Banking Information (ACH/Wire), and Accounts Payable related inquiries.
YBM Phone’n Talk, Inc., full_time
Jan 2012 to Dec 2012
• Preparation of Daily Cash Position (Bank to Book Reconciliation). • Recommend which financial activity and payable to prioritize or pay first. • Preparation and updating of monthly Withholding Tax on Compensation (BIR 1601-C), Expanded Taxes (1601-E) and other tax returns and remittances. • 13th Month Pay and Tax Refund/Payable computations of more than 200 employees including resigned employees. • Administration of ATM Payroll account for new employees. • Transacting Bank-Company Transaction like preparation of deposits, withdrawals, cheque/bills payments and fund transfer. • Preparation of Income Tax Returns (BIR Form 2316), Ensuring TIN of employees and maintaining their BIR records. • Preparing the general information sheet (GIS) of the company for the annual SEC requirements for Stock Corporation as well as PEZA reporting requirements (monthly, quarterly and annually). • Journalization, Posting and Preparing of Financial Statements.