Experience

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  Care Life Insurance & Financial Services - ...

  • Scarborough, ON, Canada

  • Business Analyst - Licensed Insurance Advisor

    • Mar 2014 - Present
    • Scarborough, ON, Canada

    Develop risk planning analysis for clients, understanding the requirements and providing options to manage risks, issues in life insurance and investments in compliance with FSCO requirements

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  Royal Bank of Canada

  • Mississauga, ON, Canada

  • Banking Representative/Business Analyst

    • Oct 2014 - Nov 2014
    • Mississauga, ON, Canada

    Elicited clients' requirements on bank's products and services to help them manage funds; required trouble shooting clients' concerns on finances and management

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  Hershey Centre - SMG Group

  • Mississauga, ON, Canada

  • Accounts Payable-Business Analyst

    • Mar 2014 - Jul 2014
    • Mississauga, ON, Canada

    Identified gaps in processing accounts payable that elicited requirements for more efficient, accurate and timely processing of over 30 suppliers' invoices per weekOn time scheduling, running the cheque run software, obtaining appropriate signatories ensuring all requirements for accurate, co...

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  City Park Co-operative Apartments, Inc.

  • Toronto, Canada Area

  • Finance/Business Analyst

    • Jul 2012 - Aug 2012
    • Toronto, Canada Area

    Initiated changes on timely processing of over 50 suppliers' invoices daily identifying the requirements for complete and valid set of documents for paymentProcessed source documents into the general ledger, ensuring related transactions are valid and authorizedAssisted clients/members in res...

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  Impark

  • Toronto, Canada Area

  • Accountant/Business Analyst

    • Feb 2012 - Jun 2012
    • Toronto, Canada Area

    Identified proposed changes in processing general ledger entries average of 10 to 15 sets daily, validation for completeness and accuracy of about 25 to 30 sets of work orders per weekReconciled monthly bank statements to general ledger amounting to approximately CAD$560,000Processed daily revenu...

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  Stephen Young Bookkeeping and Accounting Services

  • Mississauga, ON

  • Accounting Staff

    • Sep 2011 - Dec 2011
    • Mississauga, ON

    Developed a system for compilation and analysis of data from source documents, G/L to summarization in working trial balance to financial statements including: Balance Sheet, Income and Cash Flow statementsClassified source documents for appropriate account charging ensuring that transactions are...

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  Sociedad Espanola de Beneficencia

  • Manila, Philippines

  • Executive Director/Business Analyst

    • Jan 2002 - Jun 2010
    • Manila, Philippines

    Defined the requirements in the selection of asset allocation options that attained 3 to 5% higher than average ROI that brought about 20% more funds available for the Foundation's charitable programsAnalyzed a trust fund account with bank investment advisors keeping up to date with market de...

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  Arellano Accounting and Auditing Services

  • Philippines

  • Independent Contractor/Business Analyst-Consultant

    • Jan 2002 - Jun 2010
    • Philippines

    Provided consulting services to clients on new initiatives in requirements definition, coordinating closely with stakeholders to understand business needs translating these into clearly defined detailed requirementsIndependent review and assessment of company's internal control systemSubstant...

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  Litton Mills Inc.

  • Philippines

  • Assistant Vice-President - Finance and Accounting

    • Sep 1995 - Oct 2001
    • Philippines

    IT project management on conversion from manual accounting to computerized system (BAAN system)Development of business plan for new products, assessment and financial feasibility in partnering with related foreign textile company for technology transfersMonitoring and detailed analysis of Product...

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  San Miguel Corporation - Beer Division

  • Metro Manila Philippines

  • Finance Director

    • Mar 1972 - Apr 1991
    • Metro Manila Philippines

    Various professional positions held from Accounting/Budget Staff, Financial Analyst, Business Analyst to become Finance Director with significant achievements in:Financial Planning - both operating and capital budgets - developed a comprehensive budgetary processes with meaningful control systems...