IAN RONALD VALDEZ
Portage La Prairie,MB
Summary
Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works effectively alone or with others, consistently exceeding expectations. Newly arrived in Canada as a permanent resident, eager to contribute to the workforce
Overview
14
14
years of professional experience
1
1
Certification
Work History
GTM Planning and Analytics, Senior Analyst
RingCentral USA, operating under Acquire Asia Pacific Philippines
Pasig City , Philippines
2023.06 - 2024.01
- Performed comprehensive financial analysis, budgeting, and forecasting to inform strategic decision-making and enhance financial performance.
- Managed budget allocation, including human capital and controllable expenses, to ensure operational efficiency.
- Collaborated with HR and cross-functional teams to develop recruitment plans aligned with organizational goals and financial targets.
Client Financial Management Analyst
Accenture Inc.
Mandaluyong City , Philippines
2021.04 - 2023.04
- Deliver value-added financial management expertise, enhancing profitability for client engagement teams within the North American Midwest Market.
- Collaborate closely with clients, engagement executives, and finance leads to communicate contract and account financial positions effectively.
- Execute standard monthly and quarterly financial and operational processes, while providing guidance on forecast management activities.
- Track and report time-reporting hours, expenses, and variances, ensuring compliance with account expense policies.
- Manage third-party expenses against program budgets, support account forecasting processes, and address ad hoc stakeholder requests, while overseeing receivables management, proactively resolving discrepancies.
Financial Planning and Analysis, Supervisor
Asalus Corporation, DBA Intellicare
Makati City , Philippines
2015.09 - 2021.03
- Managed the review of reports, including forecasts, budgets, and variances, ensuring accuracy and compliance, while facilitating the dissemination of relevant information for report preparation.
- Coordinated annual budgeting cycles in alignment with strategic planning, collaborating with Department Heads for validation and reviewing consolidated budgets for alignment with sales targets and company goals.
- Collaborated closely with accounting to ensure data accuracy and collaborated with various business units to address budgetary and variance concerns.
- Conducted detailed variance analysis of income statements, focusing on key metrics like sales, utilization, and expenses. Utilized both vertical and horizontal analysis techniques to gain insights into these financial aspects.
- Delved into comprehensive industry analysis within the HMO sector, benchmarking our company's financial performance against that of competitors.
- Oversaw the performance of Financial Section staff, ensuring proficiency across Cost & Budget, Financial Control, and Financial Analysis.
- Started as a Junior Cost and Budget Analyst in 2015, progressively advanced to Senior Cost and Budget Analyst after a year, and further promoted to Supervisor in 2019, demonstrating consistent growth and leadership within the organization
Core Data Analyst
Institutional Shareholder Services
Makati City , Philippines
2015.01 - 2015.05
- Conducted thorough research and data processing for companies in the U.S. market, utilizing prescribed methods and ensuring data integrity for ISS proprietary applications.
- Consistently met turnaround goals, updated internal documents for quality and productivity monitoring, and actively participated in committees and projects to enhance data management processes.
Customer Service Representative
Teleperformance
Mandaluyong City , Philippines
2010.01 - 2012.07
- Delivered exceptional customer service, resolving inquiries and challenges with precision and care, utilizing all available tools and resources.
- Proactively promoted additional services and products, enhancing overall customer experience.
- Maintained high productivity levels and upheld departmental policies while demonstrating a commitment to ongoing learning and skill development in a customer service capacity.
Education
Bachelor of Science - BA Major in Financial Management And Accounting
Technological Institute of The Philippines
Philippines2014-10
Bachelor of Science - Nursing
Our Lady of Fatima University
Philippines2009-03
Skills
- Financial Analysis and Budget Management
- Performance Tracking and Reporting
- Project and Capacity Management
- Client and Stakeholder Collaboration
- Administrative Organization and Leadership
- Team Management and Technical Proficiency
- Customer Service Excellence and Research
- Data Verification, Compliance, and Policy Adherencece
Certification
- Registered Nurse (RN) - Philippines, Board Certified (2009)
Languages
English
Professional
Filipino
Professional
References
References available upon request.
Timeline
GTM Planning and Analytics, Senior Analyst
RingCentral USA, operating under Acquire Asia Pacific Philippines
2023.06 - 2024.01
Client Financial Management Analyst
Accenture Inc.
2021.04 - 2023.04
Financial Planning and Analysis, Supervisor
Asalus Corporation, DBA Intellicare
2015.09 - 2021.03
Core Data Analyst
Institutional Shareholder Services
2015.01 - 2015.05
Customer Service Representative
Teleperformance
2010.01 - 2012.07
Bachelor of Science - BA Major in Financial Management And Accounting
Technological Institute of The Philippines
Bachelor of Science - Nursing
Our Lady of Fatima University
- Registered Nurse (RN) - Philippines, Board Certified (2009)
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