Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Software
Timeline
Generic

Lloyd Benjie Q. Lumapat, CPA, PSPO

Product Owner
Calgary,AB

Summary

Accomplished Product Management and Finance & Accounting Leader with expertise in the Payments and Finance & Accounting processes.


  • Implemented Internal Financial Recording and Payments platform
  • Digitalized Financial Recording and migrated 1,000+ Customer's Financial Records from spreadsheets to new platform
  • Centralized 100+ Bank Accounts to 1 Bank Account
  • Implemented payments processor processing 120M USD monthly payments for 180K Users
  • Cross-Functional Leader managing varying teams and global processes


A Certified Professional Scrum Product Owner I (PSPO-1) by Scrum.Org and Certified Public Accountant. Also, currently pursuing CBAP certification with IIBA.


Seeking for an opportunity to leverage product management, business analysis and accounting knowledge and experience to scale and automate data and processes.

Overview

12
12
years of professional experience
5
5
years of post-secondary education
3
3
Certifications

Work History

Product Owner

The Staffing Edge/Motus LLC
Calgary, Alberta
10.2017 - Current
  • Responsible for understanding and documenting current business processes and proposing alternative solutions to address long-term and short-term objectives
  • Collaborate with customers and stakeholder in eliciting customer needs and requirements thru conduct and application of several business analysis techniques (Observation and Interview, Data Gathering thru SQL, Data Analysis, Data and Process Flow Diagrams, Brainstorming, Customer and User Journey Mapping, etc)
  • Jointly responsible with the Product Manager for the creation of the product roadmap
  • Responsible for refining and translating the requirements and product roadmap into broken down product features, jointly with the technology team
  • Ownership and prioritization of the product backlog, as it aligns to the immediate objectives and long-term strategy
  • Champion “voice of the customer” within the scrum team and align business and technology teams thru business process expertise
  • Ensure the complete documentation of user stories, acceptance criteria, technical information and definition of done, during refinement sessions with technology team
  • Lead Sprint Reviews and Acceptance Reviews with stakeholders and technology team at the end of each sprint
  • Assist or act as proxy in the facilitation of Daily Scrum, Sprint Planning and Sprint Retrospective ceremonies
  • Working together with the quality and assurance team to ensure feature completion during test case creation, and conduct of functional, acceptance and regression testing
  • Provide business support to escalations as Subject Matter of Expert
  • Selected Achievements:
  • Key contributor to the successful implementation and release of internal payment platform; scaling business processes and processing over 120m USD monthly payments to 180,000 drivers/users
  • Digitalizing legacy data and processes previously recorded thru spreadsheets
  • Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
  • Met with stakeholders to establish favorable business relationships and support mutually beneficial interests.
  • Derived conceptual designs from business objectives to deliver software and applications according to specifications for usability, performance and functionality.
  • Assessed impact of current business processes on users and stakeholders and evaluated potential areas for improvement.
  • Drafted reports on company financial metrics to assess successes and account for deficiencies.
  • Identified process inefficiencies through gap analysis and outlined sensible solutions.
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.
  • Led cross-functional teams to analyze and understand enterprise-wide operational impacts and opportunities of technology changes.

Accounting Project Manager

Lexmark Research and Development Corporation
Cebu City, Philippines
06.2017 - 11.2017
  • Perform as project lead for financial reporting for the Lexmark – Enterprise software divestiture
  • Coordinated and engaged Accounting, IT, and other business stakeholders in the winding-down activities of the Lexmark – Enterprise Software division
  • Review of the Consolidated Balance Sheet Financial Statement for the Lexmark – Enterprise Software Division, based on determined allocation methodologies (e.g., Headcount, Asset Location, Local Statutory considerations) on a monthly recurring basis
  • Selected Achievements:
  • Successful completion of the divestiture, and timely provision of the financial packages for the Enterprise Software division.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.

Accounting Manager

Balance Sheet
01.2014 - 05.2017
  • Ensure Financial Statement Integrity thru the conduct of analysis, and review of financial records in accordance with US GAAP
  • Global Process owner for Cash, Intercompany, Prepayments, Fixed Assets, & Inventory In-Transit
  • Sub-Global Process Owner for the Balance Sheet Reconciliation Process
  • Selected Achievements:
  • Enhancement of the methodologies for calculating Financial Reserves allowing for more statistical and accurate Provisions for Doubtful Accounts Receivables and Unrecorded Liabilities
  • Receipt of work missions from other Lexmark sites, requiring minimal incremental resources due to efficiency from automation and process standardization.

Asia Pacific Regional Controller

07.2012 - 12.2013
  • Ensure over-all financial statement integrity for the Asia Pacific region thru
  • Conduct of Monthly Balance Sheet and Profit & Loss reviews
  • Review and approval of Asia Pacific Annual Reporting Packages for Worldwide Consolidation
  • Oversaw and help ensure the performance of regular and periodic controls (e.g., Quarterly Dock Audits, Quarterly Analysis on Financial Reserves, Credit and Collection)
  • Function as liaison and escalation for country Finance and Operations on their concerns with regards Shared Service Center deliverables
  • Provide guidance and advisory role on special accounting topics and other ad-hoc projects
  • Selected Achievements:
  • Implementation of detailed Balance Sheet Reviews thru leveraging SAP – BI Reporting
  • Work centralization/standardization on various activities (e.g., India and China SRM Account Coding, Credit Note Accrual, Dock Audit)

Accounts Payable Manager

03.2011 - 06.2012
  • Managed daily operations on clearing Goods Receipts/Invoice Receipts OIM general ledger account for North America, EMEA, and Asia Pacific regions
  • Managed period-end close activities, and record Inventory, Expense and Cost impacts from performance of analysis on outstanding Goods Receipts/Invoice Receipts items
  • Ensure recognition of periodic quarterly provisions for Unrecorded Liabilities thru statistical analysis of historical data
  • Selected Achievements:
  • Start-up, development, and stabilization of newly created team
  • Three (4) of my previous direct reports have risen to leadership positions
  • Established the Global Policy and Procedure for the Accounting of Goods Receipts/Invoice Receipts, which ensured global alignment

Education

Specialization - Software Product Management

University of Alberta
Calgary, AB
12.2022 - Current

Bachelor of Science - Accounting

University of San Carlos
Cebu, Philippines
06.2000 - 05.2005

Skills

    Agile and Scrum Methodologies

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Certification

Professional Scrum Product Owner 1 (PSPO 1)

Affiliations

International Institute of Business Analysis - Member

Scrum.Org - PSPO 1

Pragmatic Institute - PMC 1

Philippine Institute of Public Accountants - CPA


Software

Product Roadmap (RoadMunk, Aha!)

Process Mapping (LucidChart, Whimsical, Gliffy)

Atlassian (JIRA Server, JIRA Cloud & Confluence

Microsoft Office (Excel, Word, Powerpoint)

SAP FI

Collaboration (Slack, Zoom, Teams)

Timeline

Specialization - Software Product Management

University of Alberta
12.2022 - Current

Professional Scrum Product Owner 1 (PSPO 1)

05-2022

Pragmatic Product Management (PMC 1)

05-2022

Product Owner

The Staffing Edge/Motus LLC
10.2017 - Current

Accounting Project Manager

Lexmark Research and Development Corporation
06.2017 - 11.2017

Accounting Manager

Balance Sheet
01.2014 - 05.2017

Asia Pacific Regional Controller

07.2012 - 12.2013

Accounts Payable Manager

03.2011 - 06.2012

Certified Public Accountant

11-2005

Bachelor of Science - Accounting

University of San Carlos
06.2000 - 05.2005

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Lloyd Benjie Q. Lumapat, CPA, PSPOProduct Owner