SYSTEMS ACCOUNTANT / IT OFFICER
•Synthesized strategic visual frameworks and conducted systems analysis to support leadership decision-making – clarified governance across entities, evaluated practice management systems (Handisoft vs. Xero), and contributed to annual strategy alignment.
•Automated management reports using Macro-VBA to streamline recurring financial tasks, boosting team efficiency, and significantly reducing manual workload.
•Designed and packaged annual budget reports and cash flow templates as value-added financial products, enhancing client understanding and decision-making.
•Conducted business gathering across five entities’ personnel and directors to identify areas of improvement, bottlenecks, analyzed resources’ time spent for both client and firm’s side; prepared strategic recommendations and actions to mitigate risks that helped the firm to secure the fractional CFO engagement of the entire group.
•Evaluated third-party inventory tools and industry-specific accounting systems for a Xero-based client, coordinating product demos, testing integration feasibility, and benchmarking options based on cost, usability, and support.
PROJECT EXPERT
• Managing Record-to-Report projects such as center to center, new system add-on, new company, continuous process improvements, and etc., for multinational life science company applying its project methodology alongside with Waterfall, Hybrid (Waterfall & Agile) project methodologies.
• Managed center-to-center finance transitions, IT Projects as SAP ECC Project Lead for Record to Report until Phase 4 including non-SAP applications while assessing cross-functional impact, and cross-functional projects involving Treasury, Source to Pay, Master Data, and Bank Accounting.
•Developed and adjusted project timelines based on go-live targets, evolving business requirements, and ensuring alignment with operational readiness.
•Collaborated with process experts, end-users, and local accounting platform to understand and define business case requirements, risks and issues – evaluated its impact and prepared mitigation actions, training needs for knowledge transfer including win-win schedule in consideration of different time zones, availability, training materials, process trainees’ access for non-SAP, SAP, T-Codes, and SAP GRC, and closed monitoring for hypercare (post go-live) issues, results, and evidence.
•Assisted Fit-for-Purpose testing and User-Acceptance Testing requirements i.e., set the expectation, guided the test case scenarios preparation, access for test environment and SAP T-Codes, reviewed the test results, and collaborated with internal SAP Project Manager & external SAP Consultants for missing test data and aligned test defects.
SAP BUSINESS ONE SUPPORT CONSULTANT
•Managed 80+ raised support issues (after implementation) among 90+ Support clients within Visayas and Mindanao areas of diverse industries in a month.
•Handled remote sessions and performed simulations in fixing SAP Business One encountered issues i.e. wrong automatic accounting entries (including tax), pricing options set-up, cost analysis, updating system internal controls, correcting and/or updating: 1) user authorizations, 2) approval query-based scripting, 3) transaction notifications scripting, and 4) formula used in Formatted Search, system integration issues, testing customized reports thru 3-4 scenarios for at most 20 clients in a week.
•Coordinated handling issues updates with clients, SAP Global Consultants, Functional, Technical and Development Consultants, Sales Account Manager, Solutions Architect,Support Head, Delivery Manager, and Business Unit Head in 3-4 business days in a week.
SAP BUSINESS ONE FUNCTIONAL CONSULTANT
•Gathered business requirements and mapped them to SAP Business One functionalities for diverse range of clientele.
•Configured SAP Business One per client requirements and project scope, including tax.
•Prepared analysis for complicated scenarios which SAP Business One functionalities are limited to and positioned the pros and cons for each option.
•Performed SAP Business One navigational trainings from Administration to Human Resources Modules to clients' core team.
•Prepared business process blueprints (Procure to Pay, Order to Cash, Inventory Management, Production, Financials) with flowcharts and integration designs with mapping to SAP Business One tables such Point of Sales (POS), Project Management System (PMS), Customized Budget Module and presented to clients from initial to finalization.
•Migrated master data with the Philippines Taxation consideration such Chart of Accounts, Customers, Suppliers, Employees, House Banks, Cost Centers, Inventories, Cost conversion of Measure of Unit; Accounts Receivable and Accounts Payable balances per invoice, Inventory balances per item and Other General Ledger Account Balances, and/or Transactional balances in separate engagement thru Data Transfer Workbench.
•Handled database testing and update in both SQL and HANA.
•Trained SAP Business One Clients' core team based on the configured Database from Pre-User Acceptance Testing Phase to Go-Live Support.
JUNIOR EXTERNAL AUDITOR
•Prepared Financial Statements with taxation for 10+ clients of diverse industries.
•Performed cross-referencing of Financial Statements including taxation for 10-15 clients of diverse industries.
•Conducted quarterly reconciliation on charge sales invoice, purchase invoice and cash receipts to identify discrepancies between accounting records and source documents; to prevent lapping of accounts receivable and ensure timely payment of accounts payable to avail discount and avoid penalties.
•Analyzed transactions on distribution of funds to ensure actual spending does not exceed from proposed projected budget cost and proper spending based on intended purpose of source of funds.
•Conducted quarterly and yearly inventory count to ensure inventory control system reconciled with physical count; prepared inventory variance analysis to identify major discrepancies, investigate root causes and recommend corrective actions to minimize defective products and theft.
Accomplishments:
•Developed detailed distribution of funds by historical spending percentage for funded-sharing expenditures, resulting to saving workload span from 7 (seven) days to 3 (three) days.
•Successfully developed inventory pre-listing through sorting data (i.e product coding and names, conversion of units) via Excel to significantly eliminate redundancy on information, and reducing account reconciliation process from 4 (four) weeks to 1 (one) week.
