Batangas, Calabarzon, Philippines
With over 27 years of experience in finance, operations, and IT portfolio management, I bring a deep understanding of financial reporting, month-end closing, ERP systems, and strategic business partnering. I specialize in driving process improvements, leading global teams, and delivering digital and operational transformation within complex, fast-paced environments. As an IDT Finance Advisor at Shell, I’ve led the business case development for over 30 strategic investment initiatives, delivered multiple compliance and system enhancement projects, and significantly improved resource efficiency. Previously, I managed global period-end closing processes across multiple regions, championed optimization projects that accelerated financial close timelines, and earned three consecutive EVP Operational Excellence nominations. I’m passionate about aligning financial strategy with business goals, mentoring high-performing teams, and using data to drive informed decisions. My experience spans internal audits, financial controls, and ERP implementations, particularly with SAP FI/CO, FCC, and other financial systems. Whether collaborating with cross-functional stakeholders or leading transformation efforts, I aim to create value and impact through strategic finance leadership. Let’s connect—I’m always open to exchanging ideas and opportunities in finance, operations, and digital transformation.
-Led business case development for 31 capital investments across SERP, GSR, and R&A portfolios, contributing to informed decision-making and long-term value creation. -Delivered 56 system enhancements and 10 major compliance/fiscal projects, improving legal adherence and system efficiency across global finance operations. -Boosted resource efficiency by 50% through data-driven planning and alignment with the ID Engineering and Design Authority. -Spearheaded SERP Board Team meetings to drive cross-functional collaboration and governance over IT demand and investment strategy.
-Directed a global team managing period-end close for Europe, Americas, and Asia, ensuring timely and accurate reporting in compliance with IFRS. -Acted as Global Process Focal Point for Financial Closing Cockpit (FCC), improving automation, access control, and performance monitoring. -Led the Closing Optimization Project, reducing book closure to WD2 and earning 3 consecutive EVP Operational Excellence nominations for enhancing close cycle efficiency.
-Managed end-to-end process migrations for Shell Egypt and Mexico Market Entry, overseeing UAT, cutover, training, and post-go-live hypercare. -Played a key role in Downstream GSAP deployment and accelerated final close for US Fuels via Longview, achieving a 28-hour reduction in reporting time. -Consulted on the Oil Products Process Model (OPPM), resolving performance issues and standardizing process designs globally.
-Held a progressive, multi-functional finance and operations role focused on internal audit, fund management, and administrative leadership. Delivered strong financial governance, compliance, and process optimization in a dynamic corporate setting. -Conducted internal audits ensuring 100% accuracy in check issuances, disbursements, and loan approvals, reducing financial risk and ensuring compliance. -Reviewed and authorized high-value loan applications, refunds, and accommodations, aligning with corporate policy and documentation requirements. -Managed daily liquidity and oversaw timely check disbursements, ensuring sufficient cash flow across all bank accounts. -Directed short-term investments in Time Deposits, Treasury Bills, and High-Yield Notes, maximizing idle fund returns. -Evaluated the financial credibility of corporate accounts, supporting data-driven investment decisions and risk mitigation. -Appointed as an official signatory for all company checks, maintaining strict adherence to financial control protocols. -Reconciled funds with Loan Coordinators, eliminating discrepancies and improving financial accuracy. -Authored and implemented Sales Operations and Administrative Manuals, standardizing procedures and improving cross-departmental efficiency. -Led regular team meetings with loan staff to align on performance metrics, address operational issues, and streamline collaboration. -Supervised direct reports, tracked KPIs, and implemented improvements that enhanced productivity and ensured regulatory compliance.
-Conducted comprehensive branch audits to ensure full compliance with internal controls, regulatory standards, and audit procedures, helping reduce risk exposure and operational losses. -Reconciled general ledgers, sub-ledgers, and interbank accounts with 100% accuracy, identifying and resolving discrepancies to improve financial reporting reliability. -Strengthened internal audit practices across multiple branches, contributing to enhanced financial governance and transparency. -Partnered with branch managers and finance teams to drive corrective actions and policy enhancements, minimizing repeat audit findings. -Supported month-end and year-end close processes through precise account reconciliations and audit documentation, ensuring alignment with GAAP and internal policies.