Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Affiliations
Work Availability
Quote
Timeline
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Maria Victoria Lagundi, Cert CII

Maria Victoria Lagundi, Cert CII

Accountant
Toronto,ON

Summary

Innovative and business-savvy Finance & Accounting professional with more than 13 years of progressive experience across a broad range of finance functions and 8 prolific years in insurance industry segments. Proven ability to combine vision, creativity, and strong business acumen with well-developed project management skills and leadership qualities in financial operations. Implements key initiatives to deliver strong operational results, executes process improvement efforts to achieve process efficiency and creates strong internal control system to ensure compliance with standards. Entrepreneurial, customer service-focused and dedicated to business growth. Skilled in customer engagement, business development and relationship-building. Strong administrative, communication and interpersonal skills to network and develop strategic relationships to meet business objectives. Motivated Business Development Officer with experience identifying, initiating and growing new customer relationships. Seasoned ace at leading prospecting activities, developing proposals and managing customer acquisition processes. Additional expertise working hand-in-hand with sales and marketing teams for seamless customer experiences.

Overview

13
13
years of professional experience
1
1

Cert CII

1
1

Award in General Insurance

1
1

Award in Financial Planning

1
1

Award in Customer Service

Work History

Business Development Officer

Insurance House
Abu Dhabi, United Arab Emirates
10.2015 - Current
  • Establish and maintain relationships with business partners, brokers, agents and direct business' clients
  • Enhances organization reputation by capturing ownership for accomplishing new and different request, exploring opportunities to add value to job accomplishments and business cycle
  • Key Contributions: Effectively follow-up with prospects to develop business, improved sales and retain customer loyalty and achieves monthly renewal ratio of 65%
  • Promotes a more efficient customer service process and provides first-class service which brought clients return to the company
  • Drives initiatives in collaboration with compliance and policy teams to enhance complaint handling process
  • Provides assistance on Direct Sales inquiries, communicating requests and helps facilitates build business partner service function with the concerned parties.

Senior Accountant

Ali & Sons Holding LLC
Dubai, United Arab Emirates
10.2010 - 09.2015
  • Responsible for the cash management operations and receivables of five (5) government entities of the company
  • Ensures prompt collection and timely management, resolution and administration of customer inquiries related to bill disputes, payments and invoice adjustments and refunds
  • Key Contributions: Managed and maintained all debit balances in accounts receivables and coordinated to collect monthly overdue invoices for local and international customers in excess of AED 48Million
  • Recommended and implemented effective dunning actions for delinquent payers in coordination with the Finance Manager and Commercial Manager
  • Established a weekly forecast for all inter-company payment transactions to ensure invoices are prepared prior to funds transfer instruction.

Payment Analyst

FRG Chartered Accountants
Dubai, United Arab Emirates
10.2007 - 09.2010
  • The Payments Analyst monitors volume of daily transactions in Oracle accounts receivable module to ensure timely and accurately reconciliation of customer bill payments
  • Assists the Billing department in the formulation and implementation of financial strategies and recommends ways to improve payments reconciliation for both consumer and corporate accounts
  • Key Contributions: Demonstrated influence skills and partnering strong analytical skills with attention to details and professional care in performing and identifying root cause to resolve client's payments issues
  • Devised an effective way of monitoring team performance, compliance to reporting deadlines and accomplishment of critical tasks.

Education

Bachelor of Science, Accountancy -

University of Baguio

Skills

  • Lead Generation
  • General Insurance
  • Financial Planning
  • Customer Service
  • Customer Relationship Management (CRM)
  • Collaborative Problem Solving
  • Vendor Management
  • Working with Brokers
  • SAP ERP
  • Risk Management
  • Leads Management
  • Brokers Relationship
  • Credit and Collections
  • Payments Processing
  • SAP & ERP Oracle
  • Vendor Master Data
  • Project Management
  • Relationship building and rapport
  • Point of sale operation
  • Flexible and Adaptable
  • Written Communication

Certification

Cert CII - Chartered Insurance Institute-UK

Accomplishments

  • Award In Financial Planning in Financial Services - Chartered Insurance Institute, 08/20/23, Passed PSI Exam on 05-Aug-23
  • Award In Customer Service in Insurance - Chartered Insurance Institute, 02/20/23, Passed PSI Exam on 12-Feb-23
  • Award In General Insurance - Chartered Insurance Institute, 12/20/22, Passed PSI Exam on 24-Dec-22

Languages

English
Full Professional

Affiliations

JPIA- Baguio City Philippines Chapter

Chartered Insurance Institute - UK

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

Business Development Officer

Insurance House
10.2015 - Current

Senior Accountant

Ali & Sons Holding LLC
10.2010 - 09.2015

Payment Analyst

FRG Chartered Accountants
10.2007 - 09.2010

Bachelor of Science, Accountancy -

University of Baguio

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Maria Victoria Lagundi, Cert CIIAccountant