Metro Manila, National Capital Region, Philippines
Investor Relations Officer for URC; manages key external communications with investors such as earnings calls, investor conferences, and investor/analyst briefings. Mergers and Acquisitions; helped reshape URC’s portfolio through profitable divestment of URC’s Oceania business and acquisition of Munchy’s Malaysia, and continuing evaluation of potential candidates. Leads strategic planning process for URC.
Responsibilities for strategy, category finance, sales finance, supply chain finance, and FP&A for URC-BCFG Philippines, managing 7 direct reports and 19 overall heads. Financial analysis and business partnering for internal clients. Led yearly planning and budgeting cycles, and managed company austerity measures through early days of COVID-19. My team rolled out initial Brand P&L and Channel P&L, allowing for greater financial analysis and accountability for key functions for decision-making.
Project liaison for engagements with external consultants, managing 3 direct reports. Set up initial enterprise analytics roadmap revenue growth management analytics for URC BCFG. Subject matter expert on Brand Accelerator analysis. Supported President/CEO with rollout of updated 5-year strategic planning for URC aligned with OGSM framework
Assisted the EVP-MD with financial and manufacturing variance analysis of the 7 countries under URC International - Thailand, Vietnam, Malaysia, Indonesia, China, Hong Kong, and Singapore. Traveled regularly throughout the ASEAN region to support the EVP-MD with monitoring operational performance of each business unit, reviewing management reports, and identifying issues requiring management action. Liaised and coordinated across all countries for intercompany initiatives, best practices, and other opportunities for growth, as well as other ad hoc projects as needed. Prepared presentations, memos, position papers, etc. for the Board of Directors on behalf of the EVP-MD. Led a cross-functional team applying for an investment permit for URC (Myanmar) Co. Ltd, a new company formed in the Republic of the Union of Myanmar (the 8th and newest country where URC International will operate). Presented and made the case for URC to numerous government agencies and senior ministers in Myanmar, and successfully received government approval.
Investor Relations for Universal Robina Corporation (the food and beverage arm of JG Summit Holdings) - briefed analysts and shareholders on URC's operations, issues, and growth opportunities - prepared presentations for the President/COO for URC's regular quarterly earnings calls, as well as for URC's annual shareholders meetings - revamped the URC and JG Summit websites to provide more detailed corporate information for investors, as well as making corporate disclosures available for access Mergers and Acquisitions for Universal Robina Corporation - evaluated potential M&A opportunities for URC, based on strategic fit and growth potential - assisted in several successful M&A transactions, coordinating with cross-functional teams - performed due diligence and simulation on other potential acquisitions which did not push through Organized the strategic budgeting process for JG Summit - prepared the yearly financial and macroeconomic assumptions used across the conglomerate, based on forecasts from financial institutions and local offices
Began stint as a Senior Associate in the Divisional Group, URC-BCFG Snackfoods (Marketing); promoted to ABM in 2006 - Updated the Snackfoods Division General Manager with various reports and analyses covering the divisions sales and financial performance, sales forecasts, new product developments, market shares, pricing, etc. - Prepared various reports and presentations for the GM to deliver to the URC-BCFG Management Committee, as well as the JG Summit Executive Committee, including strategic directions, new product developments, and regular performance reviews - Coordinated with 5 Snackfoods category heads for the preparation of updated forecasts, strategic plans, and budgets for the division. - Assisted in the rollout and optimization of Frango IMS sales analysis software within the division, representing Marketing on the cross-functional team.
Management Trainee; rotated through 3 business units within JG Summit Holdings, Inc., in order to gain a broader management perspective from different experiences within the conglomerate Corporate Planning, Universal Robina Corporation (Jun 2004 to Nov 2004) - prepared monthly performance reviews, market share tracking, sales analyses, and other reports for URC top management - assisted in the preparation and consolidation of FY2004-05 budgets and strategic plans; Project Management, Robinsons Retail Group (Dec 2003 to Jun 2004) - took charge of Accounting Centralization project, and implemented rationalization of accounting processes in provincial branches of Robinsons Supermarket and Department Store (Iloilo and Cebu), by trimming headcount and speeding up process flows through new computer approval systems Corporate Sales, SUN Cellular (Jun 2003 - Dec 2003) - served as an Account Manager and Sales Administrator for Business Development. Was instrumental in reaching Business Development quarterly sales quotas twice during my 6-month stay - acquired postpaid subscriptions from sister companies within JG Summit, and coordinated deliveries and applications from other business units - signed up numerous new corporate accounts for SUN Cellular, despite the company being less than a year old - created promotional materials for Corporate Sales' use