CPA, Auditor, Team Leader, Financial Advisor, Mompreneur
Bulacan, Meycauayan, Philippines
• passed the Certified Public Accountant (C.P.A.) board examination on May 2006 • Passed the licensure exam as Financial Wealth Planner last August 2021, Freelance Wealth Planner to date • Certified Public Accountant (CPA) with 20+ years of experience in audit, accounting, finance, risk management, internal controls, and financial advisory. Skilled in financial analysis, regulatory compliance, team leadership, client relationship management, process improvement, and delivering business solutions across banking, shared services, multinational, and insurance industries. • Public Practitioner catering accounting and taxation services to Sole Proprietors • Into stock market (PSE) equity and crypto currency trading since June 2019 up to present • Proficient in Canva, Capcut, AIs, Google Mail & Google applications, SAP, Microsoft Office, Internet, IFRS & artistic designing • Social media content and video creator/editor • Basic knowledge with UIPath, Alteryx, Quickbooks and Tableau applications • Exposure to transitions, automations, past-paced working environment, project management and different nationalities • Facilitate trainings for newly hired staff • Have excellent communication, interpersonal skills and customer service orientation • Holds a non-pro driver’s license • Filipino Citizen and hold a relevant residence status • Can talk to various people in term of selling, processing and concepts of insurance and investment
Rising Dragon Life Insurance Agency (FWD Affiliate), freelance
Aug 2021 to Present
Provide personalized financial planning and wealth management services by assessing clients' financial needs, goals, and risk profiles. Recommend tailored insurance, investment, retirement, and wealth protection solutions, while promoting financial literacy and building long-term client relationships. Support clients throughout the policy lifecycle, monitor changing financial needs, develop marketing initiatives, and lead a sub-team to achieve business objectives.
PricewaterhouseCoopers Service Delivery Centre (Manila) Limited, full_time
Nov 2016 to Jun 2021
Led a team delivering high-quality audit support services for PwC clients across multiple international territories, including the USA, Hong Kong, Singapore, Australia, Papua New Guinea, and New Zealand. Managed team performance, productivity, client relationships, workflow, and project delivery while ensuring compliance with quality standards. Conducted coaching, training, performance evaluations, and served as the primary point of contact for client concerns and escalations.
Styrotech Corp., full_time
Dec 2013 to Jan 2016
Supervised Accounts Payable and General Accounting operations, ensuring accurate financial reporting, timely vendor payments, payroll processing, fixed asset accounting, and month-end closing. Led staff training, maintained SAP master data, resolved system issues, improved accounting processes, and ensured compliance with BIR and company policies.
BDO Unibank Inc., full_time
Jul 2011 to Sep 2013
Performed risk-based internal audits of bank branches to evaluate internal controls, risk management, governance, and regulatory compliance. Analyzed financial statements, identified process improvements, and ensured adherence to banking policies and regulations.
China Banking Corp., full_time
Jul 2006 to Jun 2011
Conducted risk-based audits of bank units and subsidiaries to evaluate financial reporting, internal controls, risk management, and governance. Led audit teams, investigated fraud and irregularities, audited Treasury and Risk Management operations, and mentored junior auditors while supporting major due diligence activities for bank acquisitions.
ACA Franchise Group, full_time
Jun 2004 to Oct 2005
Supported treasury operations through cash management, bank reconciliations, payment processing, and financial reporting. Ensured accuracy of treasury transactions and maintained compliance with internal controls and company policies.