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Work Background
ECOSLAi Inc.Expert Functional Consultant
Aug. 2024Provides specialized functional, accounting, and compliance expertise to support key banking transformation and digitization projects, enabling partner financial institutions to strengthen governance, reporting accuracy, and operational efficiency. Contributes to the design and enhancement of Chart of Accounts (COA) structures, ensuring alignment with BSP regulatory requirements and supporting precise financial consolidation and reporting. Leads mapping of general ledger and transactional data to BSP Financial Reporting Package (FRP) reports, improving regulatory compliance and ensuring data integrity for supervisory submissions. Supports Letter of Commitment (LOC) response consulting, analyzing examination findings and crafting strategic action plans to address compliance and operational gaps. Conducts comprehensive financial analysis and due diligence reviews to assess partner bank readiness, operational soundness, and financial stability, providing insights for management and investor decisions. Collaborates closely with project managers, business analysts, and technical teams to validate functional and accounting requirements, and to ensure accurate implementation of compliance and reporting frameworks. Reviews and refines accounting mappings, process documentation, and financial reporting outputs to strengthen internal controls and audit readiness. Key Achievements: - Successfully developed COA structures and FRP mapping strategies for partner banks, enhancing financial transparency and regulatory reporting capabilities. - Enabled banks to meet BSP and investor requirements through targeted LOC response consulting and actionable remediation plans. - Supported comprehensive due diligence and financial assessments, facilitating informed investment and operational decisions.
Consolsys Sdn BhdSenior Project Manager
Jan. 2019 - May. 2021PhilippinesLeads the implementation of mission-critical local projects, including Core Banking System replacement and Anti-Money Laundering (AML) system transformation initiatives. - Collaborates closely with cross-functional sales and technical teams to clarify business requirements, ensuring alignment with regulatory standards and operational goals. - Drives end-to-end project execution, from planning and risk assessment to rollout and post-implementation support, delivering results within scope, budget, and timelines. Key Achievement: Successfully delivered Phase 1 of the AML System implementation three weeks ahead of schedule, enhancing the organization’s compliance posture and operational readiness.
East West Banking CorporationPortfolio Manager
Oct. 2017 - Oct. 2018Chino Roces AvenueSupervises Project Managers and Business Analysts in delivering the Institutional portfolio’s 15 strategic, bank-wide initiatives, ensuring system implementations meet strict timelines, budgets, and business specifications. - Provides strategic oversight and hands-on guidance across high-impact digital transformation and operational efficiency projects. - Aligns project execution with organizational objectives, regulatory compliance, and risk management frameworks. Key Achievements: Achieved on-schedule implementation of the Interactive Voice Response System (IVRS) Replacement Project, improving customer service efficiency. Completed Business Requirement Documents (BRDs) for multiple critical systems, including Fraud Management System, Transaction Alerts Facility, Document Management System, and Procurement & Asset Management System — strengthening operational controls and customer protection. Developed comprehensive frameworks for an Enterprise Business Intelligence Platform, Enterprise Document Management System, and a fully integrated Procure-to-Dispose asset management process - laying the foundation for enterprise-wide data-driven decision-making and governance.
ECo Global ConsultingOperations Manager & Functional Consultant
Feb. 2015 - Oct. 201720/F Zuellig Bldg., Makati Avenue corner Paseo de Roxas, Makati CityAdministered comprehensive project management support across technical delivery, process documentation, testing, staffing, and operational maintenance, ensuring successful end-to-end project execution and continuous improvement. - Oversaw the development and implementation of project and operational documentation standards to maintain quality, consistency, and regulatory alignment. - Provided cross-functional support, bridging technical, operational, and business objectives to drive project success and stakeholder satisfaction. Key Achievements: - Established and operationalized policies that reinforced company culture and strategic vision, enhancing organizational cohesion and execution discipline. - Designed and standardized project documentation frameworks, financial reporting templates, and marketing materials — enabling efficient project tracking and improved stakeholder communication. - Authored critical product documentation, including User Guides, Technical Guides (Developer’s Cookbook), Installation & Deployment Guides, and Product Briefs/Brochures — supporting product adoption and client onboarding. - Contributed to the strategic development of the company’s product backlog, ensuring alignment with market needs and future growth initiatives.
Philippine Bank of Communications (PBCOM)Regional Operations Manager
Jul. 2013 - Feb. 2015PBCom Tower, Ayala corner H.V. dela Costa, Makati CityLed and motivated officers and staff across nine branches in East Metro Manila, ensuring adherence to sound banking practices and successfully guiding teams through a major core banking system conversion. Key Achievements: - Redesigned the Bank’s Document Management System, streamlining processes and improving operational efficiency; authored a comprehensive Business Requirement Document to support implementation and compliance. - Identified and resolved critical discrepancies in the Sundry Interim General Ledger (GL) accounts within the new core banking system, enabling accurate reconciliation and preventing potential financial losses.
Bank of CommerceBranch Strategic Support Officer
Jun. 2012 - Jul. 2013San Miguel Properties Center, 7 St. Francis St., Mandaluyong City, 1550Managed and executed all automation initiatives impacting the Branch Operations Group, including defining and analyzing functional and security requirements, preparing test assets, and conducting user acceptance testing. Led the Branch Operations Group’s participation in the Core Banking Solution Renovation project through a focused team of three branch personnel, ensuring smooth operational transition and alignment with strategic objectives. Key Achievements: - Detected critical errors early in the Customer Information File (CIF) cleanup program, enabling timely corrections before rollout and safeguarding data integrity. - Completed 100% identification and mapping of branch modules’ detailed requirements to the new system within an accelerated three-week timeline, coordinating across multiple modules and systems. - Served as a key contributor to the definition of the Chart of Accounts (COA), strengthening financial reporting and system alignment. - Citation: Received the organization’s Highest Level Award for Project Performance in the Core Banking Solution Renovation Project, December 2012.
Metropolitan Bank & Trust CompanyProject Manager
Nov. 2007 - Apr. 2011Metrobank Plaza, Gil J. Puyat Avenue, Makati CityLed a project team in planning and executing the Bank’s strategic initiatives, ensuring system implementations were delivered on time, within budget, and aligned with business specifications. Key Achievements: - Delivered on-schedule, integrated implementation of SAP ERP modules covering Materials Management, Plant Maintenance, Asset Accounting, and Financial/Controlling; additionally served as User and Role Administrator, trained end-users on Materials Management, and managed system and process issue resolution. - Achieved on-target implementation of the Genesys Voice Platform (GVP), an advanced Interactive Voice Response (IVR) system enabling automated client interactions via voice and keypad inputs. - Executed the Statement of Account (SOA) Delivery and Bank Mailroom Outsourcing Initiative, preparing the comprehensive Business Case and Financial Evaluation to secure project approval. This initiative allowed the Bank to enhance client service through improved tracking and operational efficiency by leveraging specialized service providers.
Metropolitan Bank & Trust CompanyManagement Auditor
Oct. 2006 - Nov. 2007Metrobank Plaza, Gil J. Puyat Avenue, Makati CityExecuted a strategic initiative to increase the number of specimen signature cards uploaded into the Bank’s Signature Verification System, enhancing security and operational efficiency. Led a special task force focused on strengthening operations in branches with poor audit histories, including training regional audit teams, conducting exhaustive operational reviews, and expanding risk awareness among branch personnel to improve control enforcement. Key Achievements: - Increased signature card upload completion rate from 60% to 98%, significantly strengthening verification accuracy and compliance. - Achieved a 100% success rate in overhauling operations across nine problem branches, all of which received commendations for notable operational improvements and strengthened controls.
Security Bank CorporationBranch Service Manager
Feb. 2006 - Sep. 2006Mendiola BranchManaged overall branch operations and employee performance while actively marketing Bank products and services to existing clients, driving operational stability and business growth. Assigned to a special mission to strengthen branch operations and repair employee relations, fostering a culture of trust and accountability. Key Achievements: - Successfully rebuilt employee relations, persuading a key union officer previously disaffected with management to accept a Bank Officer role and champion internal reforms. - Turned around the branch’s audit performance, achieving a passing Audit Rating after three consecutive failed examinations, significantly enhancing operational compliance and risk controls.
Security Bank CorporationBusiness Manager
Jul. 2002 - Jan. 2006Davao Rizal BranchMarketed Bank products and services while actively growing the customer base, contributing directly to business expansion and revenue growth. Key Achievements: - Increased branch deposits by 400%, significantly boosting the Bank’s funding base and market position. - Achieved top performance in regional target attainment, resulting in a promotion to a higher rank in recognition of exceptional results. - Citation: Received the award for Significant Sales Volume of Government Securities, highlighting expertise in investment product distribution.
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