SUMMARY:

To apply for a position that is in line with my skills and capabilities and to develop strong functional consulting skills in Financial Management, Financial Controlling and tools in order to support product customization, modifications and related consulting/training activities.

SKILLS:

• With Project management skills and experience in a complex, fast - paced organization.
• Training competency and service orientation geared at supporting other teams and clients.

WORK EXPERIENCE:

M3 BUSINESS CONSULTANT

Confidential

Responsibilities:

• Develop strong functional consulting skills surrounding Infor M3 application (and related third party) technologies and tools in order to support product customizations, modifications and related consulting/training activities.
• Responsible for data mapping and data migration from legacy system.
• Analyze customers' business requirements objectives; develops business processes to meet customers' business needs. Model to - be business processes in the Infor application. Create implementation services documentation, project status reports and other materials and communicate the planned use of the Infor application.
• Apply Infor Deployment Methodology and assist customers in using available tools to deploy the Infor solution efficiently.
• Work as an integral part of the project team - coordinating activities with Infor project manager and working effectively with customer and Infor team members of all levels. Provides application and implementation guidance, mentoring, training and knowledge transfer.
• Provides clients with consulting expertise and “best practice” recommendations around enhancing the standard Infor products, tool utilization, staging of enhancements.
• Willingness to travel to international customer sites to deliver consulting services as well as work in the Manila office delivering our consulting services in a remote capacity.

LEAD INCENTIVE COMPENSATION ANALYST

Confidential

Responsibilities:

• Assist in monthly bonus and commission accrual, Reconciliation, and analysis.
• Accumulate and analyze sales data from multiple resources (eg. SFDC, Smartstream, Softrax 9) to be used in commission calculation.
• Provide continual assessment of both existing and potential practices to ensure quality service delivery and alignment with business needs.
• Act as a project manager of specific initiatives related to compensation
• Drive continuous process improvement of our compensation / commission plans and processes
• Format and upload sales and payroll data into the Infor commission system.
• Writing of documents and trainings as part of the release process.
• Generate, review and approve commission statements in the Infor commission system.
• Interact with internal Sales Reps and Managers to resolve open commission and bonus issues.
• Collaborate with developers from India during testing of commission system annually making sure that all specifications for commission calculation are met before going live.
• Cooperates with international Infor Teams to adapt the Business Analytics to the data supplying source systems
• Research best practices; develop proactive approaches to identify compensation challenges within customer groups and develop solutions
• Participate on special projects and work closely with IT and Sales Operations to create efficiencies within Infor’s Commission System
• Ad Hoc reporting includes Royalties consolidation and reconciliation, provide training with co employees in Manila Team.
• Attended annual meeting in ALPHARETTA, GA, USA to represent team in Manila.
• Infor Certified Mentor

SENIOR ACCOUNTANT

Confidential

Responsibilities:

• Responsible for the calculation and payment of Variable Compensation for International. Field is the responsibility of the Region Incentive Accounting Teams, one team for EMEA and one team for Confidential.
• Performing the calculations can be done by the Region team or by help of offshoring but the ultimate responsibility for the processes lies with the Region team.
• Responsible for Project (Variable Compensation Process) Scorecard and Confidential (Full Time Employee) Analysis Reports on a quarterly and monthly basis; which includes Issues Log and Key Performance Indicators (KPI).
• Instructor to all SD’s to make them understand the new compensation model. This is via online meeting.
• Prepare quarterly reports for audit purposes and SOX compliance. Such reports are accruals vs payments, total headcount. Average accruals etc.
• Computes monthly and quarterly accruals and cost analysis and booked reports via S3 system.
• Prepares and updates VC process documentations.
• Participates in design reviews and other work product documents derived from requirements specifications to ensure that the requirements were interpreted correctly.
• Identifies potential technical problems or design flaws so that preventive action can be taken.
• Communicate to all PDs and SDs in different regions to seek approval and data to be use in the calculations.
• Handles and resolves all queries related to VC.
• Uses in house system to download Personal revenue and Billable hours for each employee.

ASSOCIATE

Confidential

Responsibilities:

• Production of daily PnL and risks for a range of trading desks, using Money Market and Interest Rate products.
• Improvement/streamline of current processes; project integration.
• Assist the Financial Control Team in month end reconciliations.
• A working knowledge of the SAP financial system or any other ERP system.
• Provides daily reports for DB branch (Balancing Factor, Daily trades position, FX PnL, Derivatives PnL etc).
• Special project on Financial service Renewal (migration of general ledger to SAP)

TRANSACTION PREMIUM RECONCILIATION ANALYST

Confidential

Responsibilities:

• Answers eligibility questions and resolves aged balances by providing monthly updated Statement of Accounts submitted through emails to counterparts in the US. Identifying Insurance eligibility discrepancies, Rate differences and Premium Reconciliation
• Maintains and updates the consolidated daily paid receipts and in-charge of uploading the team’s consolidated daily paid receipts and submits to the Project Report Analyst.
• Ensures that every account is reconciled according to the standards that were set by onshore counterparts. Reviews and checks reconciled account before submission for audit onshore, ensuring it to be 100% error free.
• Researching Plan Sponsor payments and supporting documents from the client’s online lockbox system.
• Preparation of Accounts Receivable Reconciliation Form, Due vs. Paid Report and Discrepancy reports.
• Generating database reports found in a Benefit Support Administrator and reconciling them with the client’s administrative system. Has a basic background in ARRT (Account Receivable Reconciliation Tool) and Oracle.
• Requesting manual adjustments to the client’s premium consultant’s onshore and overriding changes not within reconciliation limit to zero out unnecessary account debit and credit balances.
• Documentation of business processes to keep the client updated for key performance measure and necessary audit findings.