Professional Documents
Culture Documents
SUMMARY OF QUALIFICATIONS
Extremely motivated and results-driven financial professional with exceptional
leadership skills and an extensive background in the following broad-based
competencies:
CASH MANAGEMENT
DATA PROCESSING
COST ACCOUNTING
Mhitz
FINANCIAL ANALYSIS
FORECASTING AND BUDGETING
FINANCIAL STATEMENT PREPARATION
STAFF MANAGEMENT
PROJECT MANAGEMENT
FINANCIAL MANAGEMENT
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PROFESSIONAL EXPERIENCE
P2M KOREA LOGISTICS, INC.
Bldg. 7A, Panorama Compound 1,
CPIP-SEZ Brgy. Batino, Calamba City Laguna 4027
www.p2m.co.kr
GENERAL MANAGER
28 March 2011 up to present
Management
Selected as a member of executive management team to restore credibility of financial operations as part of a
corporate-wide. Provide daily oversight of financial analysis, regulatory reporting, cash management, accounting,
forecasting, auditing and payroll activities that lead to long-term improvements in cost savings, profitability and
productivity.
Responsible for maintaining companys compliance and SEC reporting requirements.
Credited with significantly improving the companys cash flow position by as much as 50% following
implementation of new credit and collection procedures.
Ensure all departments achieve high performance targets, maintain margins and control expenses as detailed in
budgets and business plans.
Ensure that overheads, costs and expenses are minimized by carefully controlling and utilizing all resources
effectively.
Closely examine weekly inventory report in order to monitor stock documentation.
Forecast expenses and financial requirements during periods of peak sales to avoid a shortage of funds and
unauthorized existing borrowing.
Maintain the highest level of customer satisfaction and the lowest rate of customer defection without
sacrificing profitability.
Continuously monitor Sales Department on how they improve the quality of customer interaction, satisfaction
and retention by working towards improving standards, providing the best quality items and at a competitive
price.
Ensure the highest standards of customer relations management to ensure all customers continued loyalty to
P2M KLI.
Exercise stringent control of expenses without adversely affecting business performance.
Maintain employee levels in accordance with the needs of the customers and its activities and processes.
Ensure that all employees are committed to the Company Rules and Regulations of P2M KLI and that these
Rules and Regulations form the cornerstone of being a professional employee.
Develops strategic plan by studying technological and financial opportunities; presenting assumptions;
recommending objectives.
Accomplishes subsidiary objectives by establishing plans, budgets, and results measurements; allocating
resources; reviewing progress; making mid-course corrections.
Coordinates efforts by establishing procurement, marketing, field, and technical services policies and
practices; coordinating actions with sales and IMPEX processor.
Builds company image by collaborating with customers and employees enforcing ethical business services.
Maintains quality service by establishing and enforcing organization standards.
Maintains professional and technical knowledge by attending educational workshops; seminars, reviewing
professional publications, participating in professional societies, and other activities that can apply to the
company in achieving high goal standards.
Contributes to team effort by accomplishing related results as needed.
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Accomplishes accounting human resource objectives by selecting, orienting, training, assigning, scheduling,
coaching, counselling, and disciplining employees; communicating job expectations; planning, monitoring,
appraising job contributions; recommending compensation actions; adhering to policies and procedures.
Meets accounting operational standards by contributing financial information to strategic plans and reviews;
implementing production, productivity, quality, and customer-service standards; resolving problems;
identifying system improvements.
Meets accounting financial standards by providing accounting department annual budget information;
monitoring expenditures; identifying variances; implementing corrective actions.
Maintains cash flow by monitoring bank balances and cash requirements; investing excess funds.
Approves cash disbursements by verifying check amounts against invoices, authorizing checks and wire
transfers.
Approves ledger entries by auditing transactions.
Renews business insurance by scheduling values including personal and real property, vehicles, computers,
equipment, media, and accounts receivable.
Supports annual audit by providing information and answers to auditors.
Reports 401k savings by distributing and explaining quarterly election forms.
Verifies employee benefit invoices by verifying coverage and costs.
Protects organization's value by keeping information confidential.
Maintains financial security by adhering to internal controls.
Updates job knowledge by participating in educational opportunities; reading professional publications;
maintaining personal networks; participating in professional organizations.
Accomplishes accounting and organization mission by completing related results as needed.
METROBANK
107 Chung Hsiao East Road
Sec. 4 Taipei, Taiwan 10690,
Republic of China
+886 2 2721-1497
CLIENT SERVICE ASSOCIATE
14 June 2005 18 April 2008
OFW
In charge of interacting with OFW and providing them proper information concerning the products and the
services offered by a certain bank
In charge of understanding the OFW's problems and of resolving their complaints
In charge of handling common complaints and questions, but when it is necessary, they may provide support
concerning the OFWs' particular complaints
In charge of advising the OFW what service or product would be appropriate for their requirements
Makes usual updates and changes to a OFW's account or profile concerning their information
Update the transactions and keep a database of the OFWs' information
In charge of opening deposit accounts for bank clients (OFWs)
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Continuation: METROBANK
107 Chung Hsiao East Road
Sec. 4 Taipei, Taiwan 10690,
Republic of China
+886 2 2721-1497
CLIENT SERVICE ASSOCIATE
14 June 2005 18 April 2008
OFW
In charge of interviewing the OFWs in order to obtain their financial information and of explaining the services
available within the bank
In charge of providing help to the OFWs so that these ones resolve their account problems
Helps the OFWs to complete credit applications
In charge of investigating account errors
In charge of presenting the finances received from OFWs to a bank teller for deposit and of obtaining proofs
of payment from the customers
In charge of executing wire transfers of funds
In charge of admitting OFWs to protected credit vault
PRC and BOA Updates: Accountancy Law, IRR and Resolutions Relevant to the Practice of Accountancy (1-001) 6 units
Competency Requirements for Professional Accountants (V-007) 8 units
Application of Philippine Standards on Auditing (PSAs) in the Rsk-Based Audits of Small- and Medium-Sized Entities (SMEs)
(II-001) 8 units
DOLE WODP Center, 4F Anderson Bldg. II, Parian Calamba City Laguna
February 10-13, 2015
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ACPA Association of Certified Public Accountants in Public Practice PROFESSION CPE SEMINAR
LATEST TAX UPDATES AND HDMF (PAG-IBIG) UPDATES
Standards Applicable to Professional Practice 6.5 units
PRC and BOA Updates: Accountancy Law, IRR and Resolutions Relevant to the Practice of Accountancy (1-001) 6 units
Competency Requirements for Professional Accountants (V-007) 4 units
Application of Philippine Standards on Auditing (PSAs) in the Rsk-Based Audits of Small- and Medium-Sized Entities (SMEs)
(II-001) 4 units
ACPA Association of Certified Public Accountants in Public Practice PROFESSION CPE SEMINAR
TAX UPDATES AND HDMF (PAG-IBIG) UPDATES
Taxation 3.75 units
Relevant Laws or SEC Rules recently issued 3.75 units
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Philippine Financial Reporting Standards (PFRS) for Small and Medium-Sized Entities (SMEs)
Montevista Hotsprings and Conference Resort National Highway, Pansol Calamba City
July 21, 2011
EDUCATIONAL BACKGROUND
MASTERS DEGREE
VOCATIONAL COURSE
SECONDARY
COLLEGE DEGREE
PRIMARY
PINAGDANLAYAN ELEMENTARY SCHOOL
Bo. Pinagdanlayan Dolores, Quezon 4326
1986 1992
Graduated 6 years
INFORMATION
DIALECTS
MS OFFICE
MS Word
MS Excel
MS PowerPoint
MS Publisher
Tagalog
English
Chinese Mandarin
PERSONAL DATA
Date of Birth
Age
Place of Birth
Gender
Citizenship
Religion
Height
Weight
Marital Status
Family Status
PRC No.
Passport No.
Drivers License No.
SSS No.
PHIC No.
HDMF No.
TIN No.
: 01-4A301
: PP04464843
: D0711-48-3985
: 04-3170352-3
: 09-050033258-0
: 1210-1220-0096
: 915-288-695-000