Financial Planning and Analysis Manager
Bolttech Device Protection Philippines, Inc.
مجموع سنوات الخبرة :11 years, 2 أشهر
• Managed the 5-year budgets, projections, business plans, profit and loss, balance sheet and cash flow forecasts.
• Reviewed and improved internal controls and procedures such as the process for expense approval and disbursements that led to quick turnaround time.
• Provided strategic financial support to ensure that all opportunities for cost containment are identified and fully exploited.
• Coordinated with various departments for product launches, promos and sales drives to ensure that their targets are aligned with the company strategies.
• Reviewed contracts with partners, suppliers and vendors.
• Prepared product pricing/costing.
• Ad-hoc reporting to support Regional Office.
Achievements:
• Delivered all reports accurately and on time.
• Prepared and presented various business cases to top management.
• Rated as Strong Performer for 2 years.
• Prepared financial reports for the monthly product cadence with the group head and quarterly plan alignments with the Chief Commercial Officer of Globe
• Prepared the 5-year business plan profit and loss and reviewed with management if aligned with the capital expenditures and strategic goals.
• Worked with sales, marketing and product teams on the weekly revenue forecasting for all products.
• Provided bridging and analysis on the outlook versus budget revenues.
• Worked with various teams on annual budgeting.
• Recommended process improvements in relation to pipeline monitoring and financial reporting.
• Analyzed monthly variances on expenses and allocated costs from other cost centers if reasonable.
• Reviewed the performance drivers being reported by product managers if aligned with the billed revenues.
• Computed for the revenue market share with financial planning team.
Achievements:
• Able to deliver all core products (data, broadband and voice) financial reports accurately and on time.
• Handled the process improvements on the weekly outlook and annual budgeting.
• Delivered strong and solid performance.
• Handled product costing with profitability analysis for the major business segments of Globe
• Implemented existing costing methodology covering data collection, assumptions formulation, results validation through regular checkpoints and other key processes.
• Reviewed with various teams the major capital expenditure projects in terms of the costs and capacities and how will it affect the profitability of the product.
• Provided year-on-year analysis on the increase/decrease of budget/actual costs, network capacities, revenues, number of subscribers and other relevant drivers.
• Provided insights on forecasts made by the business per technology and per plan mix.
• Reviewed processes and reports to management those that contribute to inefficiency and high costs.
Achievements:
• Handled Broadband, Fixed Voice and Wi-Fi Product Costing for all business segments.
• Handled IT Infrastructure and Business Application Services Product Costing.
• Promoted from Expert I to Expert II.
• Responsible for the overall management of various audit and special engagements/ projects.
• Experienced in accounts reconciliations, performed test of controls, substantive, analytical and other audit procedures.
• Conducted walkthroughs and analyses of different types of client business processes which helped identify significant risks involved in the preparation of the financial statements, then provided recommendations of best practices to clients to help mitigate identified risks.
• Consulted with the appropriate firm experts on the resolution of various issues identified.
• Reviewed financial statements, income tax returns and other reports required by the Philippine Securities and Exchange Commission and other stakeholders.
• Ensured client deadlines are met and timely communications of deliverables were agreed with client.
• Conducted due diligence and reports to stakeholders the financial standing and performance of a company.
Achievements:
• Promoted from Associate to Senior Associate in just two years with the firm, considered a fast-track promotion.
• Handled more than 20 clients/engagements and acquired experience/knowledge in different industries such as financial institutions, airlines, mining, manufacturing, educational institution, hotel and restaurant, pharmaceutical and utilities.