Gerely De Guzman
Daly City
Summary
Strategic finance analyst skilled in managing complex client contracts and ensuring compliance across diverse regions. Strong background in financial operations, project management, and team mentoring, leading to improved financial reporting accuracy and enhanced operational integrity through effective training and collaboration.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Senior Finance Analyst
Visa Inc.
09.2022 - 05.2026
- Provided expertise as the Subject Matter Expert (SME) for Value-Added Services in Visa’s largest markets in the U.S. and Canada, Visa's largest markets, contributing approximately 0.5% to 1% of the company's total net revenue growth.
- Managed client incentive agreements for complex global contracts by partnering with regional stakeholders to ensure accurate execution, compliance, and operational consistency across multiple regions.
- Managed Value-in-Kind projects, ensuring adherence to accounting standards, audit requirements, and company policies to maintain operational integrity.
- Collaborated with Sales, Finance, and Operations teams to train and advise Account Executives on policies, procedures, and best practices for Value-Added Services offerings, enhancing compliance and operational knowledge.
- Applied AI-focused training and automation tools to streamline workflows and enhance data validation processes, resulting in improved accuracy in incentive processing.
- Assisted with internal audits and SOX documentation, supporting compliance efforts and enhancing internal controls.
- Served as a 'Visa Buddy' mentor to onboard and support new analysts, fostering team development and knowledge sharing.
Client Finance Manager
Landor & Fitch
08.2018 - 05.2022
- Promoted from Project Accounting Specialist to Client Finance Manager in recognition of strong financial leadership and success managing the financial operations of key client accounts.
- Managed forecasting, budgeting, revenue recognition, and financial reporting for key client accounts, optimizing retainer and rebate program performance.
- Led monthly financial review meetings with Client Services leadership, assessing backlog, pipeline performance, revenue trends, and financial risks for corporate accounts to inform strategic decision-making.
- Oversaw month-end close activities for project accounting operations across multiple North America studios, achieving timely and accurate financial reporting and compliance with regulatory standards.
- Trained Finance teams across North America on project accounting policies, financial controls, and best practices within the Deltek Maconomy ERP system.
- Reviewed and approved expense reports, invoices and corporate credit card transactions, ensuring adherence to SOX requirements and company policies.
- Analyzed service agreements and scopes of work to establish accurate project setup, billing structures, and revenue recognition treatment, enhancing financial integrity and client satisfaction.
- Prepared and posted month-end general ledger journal entries for revenue, accruals, and project-related costs to ensure accurate financial reporting and cost allocation.
Cost Analyst
R. Torre & Company (Torani)
02.2015 - 08.2018
- Promoted from Accountant to Cost Analyst in recognition of strong analytical performance and contributions to financial operations and cost management initiatives.
- Presented monthly financial and cost analysis reports to Supply Chain leadership, highlighting operational performance, variances, and cost trends for informed decision-making.
- Collaborated with department managers to develop annual budgets and forecasts, enhancing strategic planning and expense management.
- Supported inventory management by conducting product cost analysis, tracking inventory, and coordinating physical inventory audits to ensure data accuracy.
- Maintained accurate product costing data for new inventory items, facilitating reliable financial reporting and margin analysis.
- Prepared and posted month-end journal entries and reconciled fixed asset accounts within the Oracle ERP system.
- Recorded and analyzed monthly promotional rebates and broker commissions in accordance with contractual agreements, and processed related credit and payment requests.
- Prepared year-end financial schedules and audit documentation, assisting with corporate tax filings and compliance requirements to support regulatory adherence.
Education
Bachelor of Science - Business Administration (Accounting)
San Francisco State University
San FranciscoSkills
- Financial forecasting
- Revenue recognition
- Value-added services
- Data-driven insights
- Data analysis tools
- Microsoft Excel
- Oracle ERP system
- Project management
- Team leadership
- Stakeholder collaboration
Certification
Lean Six Sigma Green Belt, Six Sigma Academy Amsterdam- Udemy
Timeline
Senior Finance Analyst
Visa Inc.
09.2022 - 05.2026
Client Finance Manager
Landor & Fitch
08.2018 - 05.2022
Cost Analyst
R. Torre & Company (Torani)
02.2015 - 08.2018
Bachelor of Science - Business Administration (Accounting)
San Francisco State University