Wennie Jaudian, Department Manager III for Corporate Planning

Wennie Jaudian

Department Manager III for Corporate Planning

Home Development Mutual Fund

Location
Philippines
Education
Diploma, Project Planning, Development and Management
Experience
31 years, 8 Months

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Work Experience

Total years of experience :31 years, 8 Months

Department Manager III for Corporate Planning at Home Development Mutual Fund
  • Philippines
  • My current job since November 2002

Managed the strategic and operational planning processes and coordinated its execution based on Balanced Scorecard Framework across various operating units. Facilitated the review and/or formulate, if need be, the firm’s vision, mission, core values, and strategic goals. Steered the setting of strategic and operations planning guidelines and targets, and developed supporting performance metrics. Documented and cascaded the company’s vision, mission, and strategic objectives to all organizational units. Monitored, and analyzed organizational performance, and tracked vital trends to be able to compare forecasts, goals and plans to operational execution. Manage the documentation, preparation and reporting of monthly, quarterly and annual results of organizational performance, as well as, the prevailing trends in the business environment to senior management and oversight government agencies. Coordinated and documented interventions identified by managers in light of the information provided with a view of improving future performance against set goals and objectives. Planned and developed procedural guidelines and support on performance management. Designed and developed performance reporting system on corporate strategic performance, operational performance and departmental performance. Developed and managed the “Performance Based Incentive Program” for the organization. Researched and assessed vital information on the environment and industry, and reported developments that will provide significant impact on the organization’s economic prospects. Facilitated and organized the strategic dialogue and debate of key managers to ensure synergy in the application of information across the organization. Documented and created strategy maps and strategic planning matrices. Participated and assisted in the review of existing business processes, evaluation of the same within the context of organizational goals and proposing changes to help achieve these goals.

Department Manager III at Home Development Mutual Fund
  • Philippines - Makati City
  • September 2015 to November 2023
Board of Director, Auditor and Management Consultant at Kalasag Development Initiatives Foundation, Inc.
  • Philippines
  • May 2011 to April 2013

Determined and set organizational goals and to ensure that the projects are moving forward by keeping an eye on performance. Planned and developed programs in support of the organizations goals by foreseeing problems, handling risk management and identifying goals or setting up an outline for each program and describing how they should be implemented. Reviewed and approved the allocation of funds, separate restricted and unrestricted income, pay employees and accept donations. Established and managed committees and ensure its efficient and effective operations. Ensured the continual improvement of financial practices and reporting. Developed and implemented measures to better deter fraud. Monitored and ascertained the continual enhancement of internal and external audit functions. Provided needed services to fill short-term gap in staffing structure. Provided the organization specialized technical and subject matter expertise. Directed and facilitated the design and execution of the foundation’s nonprofit business planning process.

Assistant Regional Manager at Home Development Mutual Fund
  • Philippines
  • October 1992 to November 2002

Managed and coordinated the mortgage lending and collection activities of the branch. Developed business relations through networking, market various loan facilities to individual or end-users and institutional customers. Ensured credit policies and procedures are followed according to established guidelines and make suggestions for process and product improvement. Trained and educated the branch designated customer service representatives in credit and collection policies and procedures. Monitored accounts and developed reports to ensure compliance with policy and legal statutes. Supervised and organized the implementation and administration of strategies and activities to ensure collection of overdue accounts.

Associate Professor at Notre Dame University
  • Philippines
  • November 1998 to October 2002

Prepared and lectured on Policy and Strategic Planning, Financial Management, and Organizational Behavior both at the graduate school and the college of business and accountancy. Coordinated and conducted laboratory sessions and discussion groups. Prepared, administered and graded examinations, laboratory assignments and reports. Advised and coached students on course and academic matters and career decisions. Directed research programs of graduate students and advised on research matters. Served on faculty committees that deals with curriculum planning and degree requirements.

Education

Diploma, Project Planning, Development and Management
  • at Asian Institute of Management
  • December 2009

The course equips development managers with the necessary skills and knowledge needed to manage the project cycle from conceptualization and design to appraisal, implementation, and evaluation. It seeks to produce more competent and professional managers in the development sector that make use of marketing, operations, finance, and economics, apart from having a firm grasp of environment and social concerns.

Master's degree, Development Management
  • at University of the Philippines Mindanao
  • April 1998

Master in Management major in Development Management is advance course that prepares graduates in today’s world of work that is more complex and volatile compared to years back. Managerial problems, especially those faced by decision-makers at the highest levels of administration, have become less structured than they were in the past. Increasingly, managers have to deal with more sophisticated technologies, more rapidly expanding and contracting markets. In adapting to these changes, organizations have become flatter, smaller and more flexible in structure, more integrative in approach to decision-making, and more global in operation. Given the dynamism of the present work environment, students are trained to develop the capability to assess a broad spectrum of interrelated issues and to interpret a continuous stream of data that are vital to decision-making. Likewise, students are educated to be decision-makers to be humanistic because people are the carriers of today’s most important resources (knowledge and information) and holistic because managerial problems and issues are interrelated. Graduates are honed in the following managerial skills and competences: a) Human skills – ability to lead and motivate; b) Analytical skills – ability to discern relationships, detect dysfunction, identity and evaluate options; c) Integrative skills– ability to perceive the whole picture and latticework of interdependencies; d) Innovativeness – ability to develop approaches in applying new and continually evolving stock of knowledge and information; and Pro-activeness – the ability to anticipate problems and issues to set the tone for change and develop orientation or concern for the enhancement of the human condition in the long run

Specialties & Skills

Balanced Scorecard
Strategic Planning
Financial Management
Financial Management
Microsoft Office -- Word, Excel, Powerpoint
Financial Modeling
Policy and Strategic Planning
Balanced Scorecard Management System
Business Process Analysis and Management

Languages

English
Expert
Filipino
Expert
Spanish
Beginner

Hobbies

  • Teaching, Mountain Biking, Cars and Internet