JEFFREY CAPULONG
North York,ON
Overview
19
19
years of professional experience
1
1
Certification
Work History
Freelance Consultant (Project Based) - Project Director for Finance Shared Services Transition
JW Prime Consultancy
12.2023 - Current
- Managed the transition of scope from Dole Asia Company Limited's Shared Service Center to Accenture Philippines, coordinating all involved parties
- Identified opportunities for process optimization and led the transition of the Shared Service retained organization to Global Business Service (GBS)
- Conducted comprehensive reviews of existing processes, focusing on simplification, standardization, and optimization
- Collaborated with cross-functional teams to identify areas for process expansion and improvement
- Effectively managed stakeholders, ensuring alignment with client expectations through regular reporting
- Identified and implemented enhancements to processes and scope where possible.
- Managed client relationships through regular check-ins and updates on project progress.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
- Delivered high-quality presentations to stakeholders, effectively communicating project objectives and results.
- Conducted risk assessments for business processes, recommending measures to mitigate potential impacts.
- Facilitated workshops and training sessions for client staff, enhancing their skills and knowledge in key areas.
- Conducted regular reviews of operations and identified areas for improvement.
- Developed effective improvement plans in alignment with goals and specifications.
- Evaluated staff performance and provided coaching to address inefficiencies.
Head of ERP Transformation
Coca-Cola Bottlers Business Services, Inc.
04.2020 - 02.2023
- Directed major system transformations for Coca-Cola Beverage Philippines and its subsidiaries as Project Director, collaborating closely with third-party consultants, stakeholders, and program sponsors
- Spearheaded change management across the organization of 10,000+ employees, vendors, and customers
- Managed a 50-member team, including 10 direct reports comprising IT and subject matter experts.
- Proven ability to learn quickly and adapt to new situations.
Head of Finance Shared Services
Coca-Cola Bottlers Business Services, Inc.
04.2018 - 03.2020
- Led the Finance Shared Services Team of 150-200 staff, overseeing Record to Report, Procure To Pay, Order To Cash, Data Intelligence & Analytics, and Business Excellence
- Drove the implementation of best practices, achieving operational efficiency and compliance across all functions
- Successfully optimized processes through automation and advanced data analytics, resulting in substantial cost savings and performance improvements.
- Implemented risk management practices to mitigate potential losses and safeguard company assets.
- Collaborated with cross-functional teams to align financial goals with overall company objectives.
- Ensured compliance with all regulatory requirements by staying abreast of industry changes and updating policies accordingly.
- Strengthened communication between finance department and other business units, fostering an environment of collaboration across the organization.
- Reduced overhead costs by identifying inefficiencies and implementing cost-saving measures.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Created financial dashboards to provide insights into key performance indicators.
Senior Process Manager - Procure to Pay
Coca-Cola Bottlers Business Services, Inc.
01.2013 - 03.2018
- Managed the Accounts Payable operations, overseeing vendor payments and management in collaboration with the Procurement team
- Implemented automation and process streamlining initiatives.
Shared Services Transition Manager
Coca-Cola Bottlers Business Services, Inc.
01.2010 - 12.2012
Finance Manager, Sales Accounting and AR
Coca-Cola Bottlers Business Services, Inc.
01.2009 - 12.2009
- Supported the sales team by managing and releasing customer orders, resulting in a 40% decrease in held orders and ensuring timely collections of accounts receivable (AR). Maintained effective communication with key stakeholders, reducing processing delays.
- Led initiatives to reduce aged uncollected AR by 25% through customer account reconciliations and targeted business reviews, significantly improving overall collection efficiency.
- Monitored and resolved payment discrepancies, successfully reducing overdue balances by 20% and strengthening customer relationships through proactive issue resolution.
- Ensured full compliance with internal and external audit requirements, maintaining a 100% audit pass rate by adhering strictly to financial regulations and company policies.
- Managed month-end and year-end closing activities, consistently finalizing AR reports ahead of deadlines, preparing accurate financial statements, and ensuring a smooth closing of the books.
- Collaborated closely with the sales team and cross-functional departments, contributing to a 10% increase in revenue through enhanced AR management and streamlined order processing.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Mentored junior finance staff, fostering professional development and strong team dynamics.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Strengthened internal controls through regular audits and adherence to regulatory requirements.
- Enhanced budget management by implementing expense tracking and cost reduction strategies.
- Implemented cost-control measures that substantially decreased unnecessary expenditures.
- Delivered comprehensive financial training programs for non-finance managers, enhancing cross-functional understanding and collaboration.
- Supported financial director with special projects and additional job duties.
Plant Accounting & Reporting Manager
Coca-Cola Bottlers Business Services, Inc.
01.2008 - 12.2008
- Acted as Finance Business Partner for Plant Operations (Supply Chain).
- Managed inventories, budget and operational expense
Finance Analyts (AP & AR)
Coca-Cola Bottlers Business Services, Inc.
07.2005 - 02.2008
Education
Bachelor of Science - Accountancy
Polytechnic University of The Philippines, Manila Philippines
PhilippinesSkills
- Finance Shared Services
- Set up Shared Services and Organizational Restructuring
- Finance & Business Transformation
- Procure to Pay - Accounts Payable
- Order to Cash - Accounts Receivable
- Record To Report - General Accounting
- Controls & Compliance
- Risk Identification
- Project Management
- Stakeholder Relationship and Management
- Change Management
- Customer Service
- Vendor Management
- Lean Six Sigma
- Advanced Excel (macros, pivot, lookups)
- SAP, Concur, AP Tools, RPA
Languages
English
Full Professional
Certification
- [Name of Certification] [Issuing Organization] [Year Month]
Timeline
Freelance Consultant (Project Based) - Project Director for Finance Shared Services Transition
JW Prime Consultancy
12.2023 - Current
Head of ERP Transformation
Coca-Cola Bottlers Business Services, Inc.
04.2020 - 02.2023
Head of Finance Shared Services
Coca-Cola Bottlers Business Services, Inc.
04.2018 - 03.2020
Senior Process Manager - Procure to Pay
Coca-Cola Bottlers Business Services, Inc.
01.2013 - 03.2018
Shared Services Transition Manager
Coca-Cola Bottlers Business Services, Inc.
01.2010 - 12.2012
Finance Manager, Sales Accounting and AR
Coca-Cola Bottlers Business Services, Inc.
01.2009 - 12.2009
Plant Accounting & Reporting Manager
Coca-Cola Bottlers Business Services, Inc.
01.2008 - 12.2008
Finance Analyts (AP & AR)
Coca-Cola Bottlers Business Services, Inc.
07.2005 - 02.2008
- [Name of Certification] [Issuing Organization] [Year Month]
Bachelor of Science - Accountancy
Polytechnic University of The Philippines, Manila Philippines
Similar Profiles
Janaina HabrJanaina Habr
Finance Assistant at Prime Accounting and Administrative ConsultancyFinance Assistant at Prime Accounting and Administrative Consultancy
Khate Angela CondeKhate Angela Conde
Accounts Receivable at Alliance Prime Accounting & Tax ConsultancyAccounts Receivable at Alliance Prime Accounting & Tax Consultancy
KEVIN MURIITHIKEVIN MURIITHI
Data Science Intern at Prime Devs Consultancy Ltd.Data Science Intern at Prime Devs Consultancy Ltd.
Spencer DallasSpencer Dallas
IT System Admin at Toronto ElectricIT System Admin at Toronto Electric
FELIPE HERNANDEZ-MERLANOFELIPE HERNANDEZ-MERLANO
Sales Manager at YESASales Manager at YESA