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Philippines
Work Background
Passive Income M.D.Operations Manager
Oct. 2022 - Sep. 2023Irvine, California, United StatesPassive Income MD has become the home for doctors and high-income professionals who are in pursuit of creating their ideal life through passive real estate and entrepreneurship endeavors. This online company provides educational resources in the form of blog posts, podcasts, Facebook communities, courses, and conferences. The mission of Passive Income MD is to help others create their ideal lives both in and out of medicine so they can live life on their own terms.
M.A. Consulting and Business SolutionsTransformational Life Coach
Aug. 2021
M.A. Consulting and Business SolutionsOperations & Business Manager (OBM)
Oct. 2017PhilippinesI’m here to help you make an assessment of your organization’s effectiveness and efficiency through a Business Process Review or Business Audit that includes recommendations on steps that you can implement to take your business to the next level. HOW I CAN HELP YOU I’ve worked with organizations from various industries including higher education, finance, insurance, human resources, as well as design and build industry. Here are some of the ways I’ve added value to their organizations after conducting a BPR or business audit aimed at increasing efficiency & effectiveness: ✦ Streamlined business processes by eliminating redundancy in roles and workflows
✦ Identified bottlenecks, strengths, and challenges faced by members of concerned departments
✦ Creation or calibration of SOPs and KPIs
✦ Implemented relevant policies and procedures as a result of process improvement
✦ Established system, operations, team and project management
✦ Reinforced accountability among staff Business processes ultimately impact customer service, company culture & employee retention, so investing in a Business Process Review will not only increase efficiency and effectiveness, but will also boost your sales. 🚀 Now’s the time to take your business to the next level! OUR SERVICES:
For small to medium size businesses;
✦ Business Process Review (BPR) OR Business Audit
✦ Business Process Management (BPM)
✦ Project Management
✦ Metrics and System Management
✦ Team Management
✦ Operations Management CONTACT ME: 📧 michelleabdon.remote@gmail.com
World Financial Marketing Alliance Inc.Managing Director | Independent Representative | Freelance Trainer
Jan. 2011 - Oct. 2019Makati CityWorld Financial Marketing Alliance, Inc. is a Philippine-based financial services organization offering various financial products through its affiliate companies. To realize WFMA’s vision of revolutionizing the financial services industry, I am honored to have an opportunity to implement professional development and lifelong learning programs through seminars, training and workshops. WHAT I DO: ✦ Conduct presentations to clients — individuals, families and companies — for financial products from the wide array of product providers from Life Insurance, Investment, Health Care & HMOs, Memorial, Non-Life, and Corporate financial products
✦ Train new associates on presentation, creating a team, and gives support to their sales
✦ Facilitate Financial Education through seminars, workshops, and 1-on-1 financial product analysis, comparison, and goal setting
✦ Serve as Team Leader for client and membership MY SPECIALIZATIONS: ✦ Financial Planning & Management
✦ Coaching & Consulting
✦ Personal Finance Management
Private Education Retirement Annuity AssociationDirector, Accounting & Human Resource
Nov. 2007 - Oct. 2014Makati CityAs a private, non-profit, employees' trust under the auspices of Fund for Assistance to Private Education, PERAA provides adequate and affordable retirement programs to participating private educational institutions. Although I was initially employed as an Accountant, my initiatives at PERAA's BPR and BPM were instrumental in my being PERAA's youngest Director for Accounting & Human Resource. As the Director for Accounting & HR from 2012-2014 and Director of Accounting Department from 2007-2011, I've helped PERAA streamline its business processes, which led to our ACCOMPLISHMENTS, including: 📈 Faster processing of requested checks, including membership loan applications, membership retirement checks, membership dividend earnings, employee loans. 📈 Increase in efficiency through full integration of the accounting and investment functions. 📈 Improvement in the efficiency on proper accounting and documenting of assets. This eliminated the need for “verbal” reminders from external auditors every audit season. 📈 Noticeable improvement in having a good camaraderie among directors and the middle management. This led to a culture of inclusive growth and higher accountability within and across departments. 📉 Huge drop in the number of complaints from its members and employees as business processes improved. MY FUNCTIONS: ✦ Managed both the Accounting and Human Resource Department
✦ Maintained quality assurance of the Accounting System
✦ Reviewed and analyzed Financial Statements
✦ Prepared Management Reports
✦ Conducted Annual Budget and Monthly Budget Monitoring
✦ Worked on Cash Position and Cash Flow Forecast
✦ Provided Management Support for all Board of Trustees Meeting MY SPECIALIZATIONS: Business Process Outsourcing✦Business Process Review ✦Business Process Management✦Management Advisory✦Business and Operations Consulting✦HR and Accounting✦Process Analysis and Improvement✦Quality Assurance✦Budgeting & Forecasting✦Financial and Business Accounting
Atherton Financial Services Inc.(AFSI)Senior Associate
Jul. 2006 - Sep. 2007Quezon CityAs Senior Associate, I have helped the company streamline its business processes, which led to the following ACCOMPLISHMENTS: 📈 Improved client engagements as the confidence and trust among associates increased. 📈 Increase in the effectiveness through professional development I’ve organized and facilitated for the employees and prospective clients. Training topics include Quickbooks Power Training Course, Project Management and Business Communication. 📈 Streamlined the business process through documenting the Business Process Review for local clients MY FUNCTIONS: ✦ Handled clients assigned to team and supervised Junior Associates for each client.
✦ Prepared Financial Statements.
✦ Prepared Bank Reconciliation.
✦ Prepared the payroll.
✦ Assisted the Manager for Client Service functions.
✦ Reported to the Managing Director for recommendations, analysis and status of deliverables to clients.
✦ Reviewed and submitted Government Mandated Remittances of clients. MY SPECIALIZATIONS: ✦Business Process Outsourcing ✦Business Process Review ✦Business Process Management ✦Management Advisory ✦Business and Operations Consulting ✦Client Servicing ✦Quality Assurance
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