Rai B.
Private tutor in Manila, Philippines
Education
HARVARD UNIVERSITY Cambridge Massachusetts, USA ● Strategic Management DE LA SALLE UNIVERSITY (DLSU) Manila, Philippines ● Bachelor of Science in Accountancy (1st Honor Dean’s Lister) ● Rank #1 student with perfect grades in all finance courses under the DLSU-Manila BSA program. ● Named one of the “Most Outstanding Accounting Students of the Philippines” by the Association of CPAs in Commerce and Industry (ACPACI) and Philippine Institute of CPAs (PICPA). ● Represented the university and obtained 3rd highest score in the country in a national competition involving 600 participants and covering accounting, finance, economics, marketing, law, and taxation. ● 1st place in the Honorary Economics-Accounting Tournament sponsored by PricewaterhouseCoopers (PwC).
Experience
JG SUMMIT HOLDINGS, INC. Philippines (Nov 2018 – Present) Manager, Financial Planning and Analysis (FP&A) ● Financial Planning for the parent/headquarters of the 2nd largest conglomerate in the Philippines. Part of the team that pioneered and integrated across SBUs the process of quarterly management reporting of full-year forecast. Established the report structure and consolidation process of the Group’s projected cash flows and balance sheet. Facilitates the methodology for allocating corporate center costs to SBUs while working with the tax advisory team to align on the transfer pricing mechanism. Provides advisory services to corporate center units to promote best practices in budget development and management. ● Financial Analysis and Valuation Promoted a comprehensive set of finance metrics that anchor management decisions to long-term firm value maximization and integrated them into the scorecard used in investment performance evaluation of SBUs. Lead financial analyst for initiatives and projects that cover the entire JG Group of Companies – including the creation of the study that serves as basis for transforming the Group’s existing car plan policy into a flexible allowance policy. Provides advisory services for capital allocation and cash deployment exercises which cover the evaluation of investment opportunities (including M&A targets), divestitures, and payouts to shareholders through dividends and share buybacks. In-house expert on business valuation for M&As and impairment testing. Center of excellence process owner for valuation inputs such as risk-free rate, risk premium, beta, cost of capital, terminal value, ROIC, and free cash flows. ● Projects and Others. Partner-in-charge for implementing the OGSM framework for the entire Finance department to align with the updated strategic direction of the conglomerate, enhance internal customer focus, leverage cross-functional and intercompany synergies and streamline processes and headcount. Contributes to continuous refinement and integration of financial planning systems (e.g. SAP BPC) with historical accounting database systems (e.g. SAP ECC). Facilitates the creation of online dashboards aiming to enable management in monitoring trends in SBU growth, profits, return on investment, leverage, and corporate center expenses vis-à-vis original budgets and updated full-year forecasts. ERNST & YOUNG (EY) Philippines (Nov 2011 – Nov 2018) Director Advisory ● Led the program management teams of four work streams for one of the largest life insurance companies in the Philippines. The work streams aim to address gaps in terms of compliance with the Data Privacy Act and they entail enterprise-wide transformation of existing policies, processes, and enhancement of more than 60 systems across four companies. Structured the project initiatives to ultimately save 90% of the original budget. Valuations and Business Modeling ● Highest rated analyst in the division. Overall balanced scorecard rating of 5 out of 5 for every cycle. ● One of only four subject matter experts on corporate finance and valuation (out of 6,000 EY PH professionals). Frequently performed corporate and asset valuations for M&A and investments of the country’s largest and multibillion dollar companies. Done valuations in accordance with International Financial Reporting Standards (IFRS). EY IFRS accredited. Expert on Market Approach, Income Approach, and Cost Approach valuation of companies and intangible assets (e.g. using Multi-period Excess Earnings Method). ● Lead analyst at building financial models for company operations, projections, decision-making, performance evaluation, and IFRS compliance. Reviewed models used for valuation of companies, trademarks, subscriber bases, and real estate among others, impairment testing of assets (including entire companies), and purchase price allocation for business combinations. ● Lead analyst at performing financial analysis, project profitability evaluation, financial projections, trend analysis, and routine communication with executives. Experienced user of S&P Capital IQ, Bloomberg Terminal, and Thomson Reuters Eikon.
Availability
Weekends at any time
Can Meet
Up to 30 minutes away for no additional charge
Hobbies
The skills and wisdom I have gained while working in a specialized field in finance and from constant exposure in operations and strategy make me a suitable well-rounded teacher. These experiences made me excellent at simplifying complicated concepts and explaining to students. I am knowledgeable at both the qualitative and quantitative aspects of business and strategy and I adjust well to any kind of student personality. My frequent immersion in Eastern and Western cultures makes me very flexible and sensitive to cultural nuances. I am also a health and fitness enthusiast precisely because I value my work as a professional. As a testament to that, I have been interviewed on national television as a consultant on health and Ayurveda where I got to promote the health organization I manage.
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