JORGE BELTRAN
Surrey,Canada
Summary
Experienced accounting and finance professional who enjoys working and thriving in an environment with high working standards. Dedicated and adaptable worker with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
23
23
years of professional experience
Work History
Budget and Finance Analyst
BC Housing Management Commission
Burnaby, Canada
10.2024 - Current
- Ensured 100% timely preparation and submission of quarterly and monthly forecasts.
- Monitored shelter programs to maintain spending within Executive Committee budget limits.
- Collaborated with Operations Project Manager to verify accuracy of projected KPI against benchmarks.
- Reviewed financial calculations in project approval documents to ensure compliance.
Assistant Accountant
Picquic Tool Company Inc.
Vancouver, Canada
11.2022 - 02.2024
- Managed collections and payment processes to achieve over 90% collection rate.
- Conducted monthly analysis and review of accounts receivable and accounts payable aging.
- Cleaned up old accounts by contacting customers regarding unpaid invoices and submitting proof of delivery.
- Compiled monthly sales reports and calculated agent commissions accurately.
- Executed pre-audit procedures and recorded vendor invoices with 100% accuracy.
- Reviewed customer credit applications to ensure compliance with company policies.
- Recorded inventory receipts in alignment with vendor deliveries.
- Liaised with customers and vendors to provide updates on invoice status and statements of account.
Financial Controller
Southern Regent Shipping Corporation
Cebu, Philippines
02.2021 - 09.2022
- Reviewed and analyzed journal entries for accuracy and compliance.
- Conducted monthly cost center reporting and analysis to identify trends.
- Managed filing of tax returns, ensuring timely submissions.
- Ensured regulatory compliance with SEC requirements.
- Developed annual budgeting and forecasting processes for financial planning.
- Initiated, analyzed, and monitored cost-reduction efforts to enhance profitability.
- Performed training needs analysis for finance team to identify skill gaps.
- Liaised with external financial auditors to facilitate audit processes.
Plant Controller
DuPont Nutrition Philippines, Inc.
Mandaue City, Philippines
03.2018 - 12.2020
- Managed financial reporting and analysis for production operations.
- Oversaw budgeting and forecasting processes for plant expenditures.
- Analyzed variances between actual and budgeted performance.
- Coordinated audits to ensure adherence to corporate policies and standards.
- Prepared annual budgets and monitored actual performance against budget goals.
- Monitored daily operations of plant accounts payable and receivable functions.
- Prepared and analyzed manufacturing reports for cost center reporting, benchmark metrics, and process order variances.
- Managed the preparation of various reports such as cash flow, balance sheet, income statement.
- Performed month-end close activities, including journal entries, reconciliations, accruals.
- Assisted in coordination and preparation of information for external auditors for annual auditing processes.
Plant Controller
CP Kelco Philippines, Inc.
Sibonga, Philippines
08.2015 - 03.2018
- Ensured accurate completion of month-end closing by Business Day 3.
- Prepared monthly operating reports for consolidation and analysis.
- Presented financial reports to plant management for strategic decision-making.
- Managed and reported on capital expenditures to optimize resource allocation.
- Delivered midmonth and Day-4 forecasts for Global Operations Team use.
- Conducted product standard cost preparation and financial analyses.
- Maintained compliance with local regulations, taxes, and SEC reporting requirements.
- Provided detailed financial analysis to assist managers in budgeting and forecasting.
Management Accounting Department Head
Carmen Copper Corporation (subsidiary of Atlas Mining Corporation)
Toledo City, Philippines
10.2010 - 08.2015
- Oversaw monthly closing and reporting processes, ensuring accurate financial reports for management.
- Spearheaded monthly cost reviews across departments, reconciling necessary adjustments with financial reports.
- Reviewed proposed product cost entries to maintain accuracy and compliance.
- Calculated KPIs and facilitated discussions with various departments for performance improvement.
- Applied capital budgeting techniques, including payback period, net present value, and IRR.
- Provided audit schedules required by external auditors to ensure transparency.
- Implemented SAP ERP system to enhance data management and reporting efficiency.
Senior Associate / Associate Auditor
KPMG Philippines
Cebu City, Philippines
09.2002 - 03.2005
- Develops audit plans indicating phases and timing of the audit work, staffing requirements, and client’s specific requirements.
- Develops constructive suggestions to improve the client’s existing internal control systems and other areas
- Identifies adjustments to the client’s accounting records in the light of generally accepted accounting principles
- Collaborated with clients to identify process improvements and operational efficiencies.
- Mentored junior associates on auditing techniques and best practices in finance.
- Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
- Performs fluctuation and other analysis to identify possible areas of concern
Education
Masters in Business Administration -
University Canada West
Vancouver, BC12.2023
Bachelor of Science in Accountancy -
University of Cebu
Cebu City, Philippines03.2001
Skills
- Financial statement analysis
- Financial forecasting
- Budget management
- Variance analysis
- Cost accounting
- Financial modeling
- Knowledge of ERP (enterprise resource planning) software
- MS office suite
- Account reconciliation
Personal Information
Title: Certified Public Accountant, Philippine license
Timeline
Budget and Finance Analyst
BC Housing Management Commission
10.2024 - Current
Assistant Accountant
Picquic Tool Company Inc.
11.2022 - 02.2024
Financial Controller
Southern Regent Shipping Corporation
02.2021 - 09.2022
Plant Controller
DuPont Nutrition Philippines, Inc.
03.2018 - 12.2020
Plant Controller
CP Kelco Philippines, Inc.
08.2015 - 03.2018
Management Accounting Department Head
Carmen Copper Corporation (subsidiary of Atlas Mining Corporation)
10.2010 - 08.2015
Senior Associate / Associate Auditor
KPMG Philippines
09.2002 - 03.2005
Masters in Business Administration -
University Canada West
Bachelor of Science in Accountancy -
University of Cebu