The Story

A finance partner to leadership.

2011–2016

THE FOUNDATION

I didn't start in a corporate tower. I started in branch offices of a cooperative bank in Quezon Province — and it was there, doing independent audits, that I discovered something about myself I didn't expect.

Walking into a branch and examining every transaction, every ledger, every control, I realized I had a natural ability to see how systems work — not just what they produce, but why they're built the way they are, where they break down, and exactly what needs to change to make them tighter. I could map the flow of money through an organization and almost immediately spot where the gaps were.

That wasn't a skill I was taught. It was something the work revealed.

BSP compliance, working papers, board-level reporting — none of it intimidated me because I wasn't just checking boxes. I was understanding the system behind the numbers. And once you understand how a system works, you know precisely what to tweak to make it more effective, more efficient, and harder to break.

Those five years didn't just give me technical discipline. They gave me a lens I've used in every role since: see the system first, then fix what matters.

2016–2021

THE BUILD-UP

Retail finance is a different animal. Numbers don't sit still — they move with every sale, every branch transfer, every PDC that clears or bounces.

At FILA — first under Vantaggio, then Ging & Dot — I stepped into that world and learned to keep up with it. I supervised accounting operations across branches, managed post-dated checks, tracked sales-to-stock ratios, and reconciled figures that, if left unchecked, quietly became problems by month-end.

But the more important shift happened in how I started thinking about reporting. I wasn't just closing the books anymore — I was building tools that branch managers and operations leads actually opened on Monday morning. Reports that answered real questions. Dashboards that replaced the back-and-forth emails.

That's when I realized: the value of a finance person isn't the accuracy of the numbers. It's whether the numbers change how decisions get made.

2021–present

THE LEADERSHIP CHAPTER

The Thirty Minute Trader was a different kind of challenge — a fast-moving financial education business where the numbers had to keep pace with the growth, and where leadership needed visibility, not just reports.

I built the KPI dashboard infrastructure from scratch. Monthly sales reporting covering ₱M+ in transactions. Cash flow monitoring. Variance analysis. Budget-versus-actual reviews that gave the CEO and department heads a clear picture of where the business stood — every single week.

But the role evolved beyond finance. Our CMO came to me not just for budget data, but for how to think about measuring demand across the sales pipeline. Our OD consultant asked me to design a product scoring system using variables from lead gen, closing, fulfillment, and retention. My team came to me for direction, and I made it a point to make sure they understood the why behind the numbers — not just the tasks.

That's the kind of finance leader I've become: not the person who guards the spreadsheets, but the person leadership calls when they need to understand the business.

The Way I Work

Not just a finance function. A way of thinking.

After 15 years across audit, retail finance, and FP&A leadership, I've learned that the best finance people aren't defined by their technical skills alone — they're defined by how they think, how they show up, and what they make possible for the people around them. Here's how I actually operate.

01

Principle 01

I map the system before I touch the numbers.

When someone brings me a problem, my first instinct isn't to open a spreadsheet — it's to understand how the system works. Where does the data come from? Where does it go? Where are the handoffs, the gaps, the assumptions baked in? Once I can see the full picture, I know exactly where to look and what to change. This is a habit I built doing branch audits in my early career, and it has made every role since faster and more precise.

02

Principle 02

I go quiet and deliver.

Under pressure, I don't escalate the noise — I reduce it. My colleagues would tell you that when things get difficult, I go heads down, stay focused, and come back with the answer. Composure isn't something I perform. It's something I built over 15 years of audit deadlines, month-end closes, and high-stakes reporting. One of my direct reports once said that even in the most demanding situations, I remained calm and focused — and that it earned the respect of everyone around me.

03

Principle 03

I connect dots that other departments can't see.

Finance sits at the intersection of every part of a business — sales, operations, marketing, leadership. I use that position deliberately. At TMT, I wasn't just reporting numbers to the CMO — I was helping frame how to measure product demand across the pipeline. I wasn't just closing books for the OD consultant — I was designing a scoring system that used data from lead gen, fulfillment, and retention. When you understand how the whole system works, you stop being a finance person and start being a business partner.

04

Principle 04

I deliver what you need before you know you need it.

The best feedback I've ever received wasn't about accuracy or speed — it was from a colleague who said I surfaced budget data and insights that were directly relevant to what he was working on, before he had to ask. That's the standard I hold myself to. Finance shouldn't be reactive. The right numbers, in the right hands, at the right time — that's what moves a business forward.

Tools & platforms

Where my work happens

Skills · 33

  • Financial Planning & Analysis (FP&A)
  • Financial Reporting
  • Forecasting & Budgeting
  • Variance Analysis
  • Cash Flow Management
  • KPI Dashboards & Power BI
  • Financial Modeling (Excel)
  • Audit & Internal Controls
  • Management Accounting
  • Process Improvement

Continuous learning · 2026

Recent LinkedIn Learning courses

  • Excel for Financial Planning and Analysis (FP&A) — Carl Seidman
  • Excel for Finance: Building a Three-Statement Operating Model
  • Excel: Financial Modeling with Dynamic Arrays
  • Discounted Cashflow Models for Business Leaders
  • Mastering Key Financial Ratios for Career Growth
  • Power BI Data Visualization and Dashboard Tips
  • Advanced Python in Excel for Finance
  • Data Cleaning and Manipulating with Python in Excel
  • Excel Modeling Tips and Tricks
  • Nano Tips for Using Excel with Kat Norton
  • Finance Foundations — Jim & Kay Stice
  • Improving Your Leadership Communications

Outside the Spreadsheet

The person behind the numbers.

Finance is what I do. But it's not all of who I am. I grew up and still live in Pagbilao, a small town in Calabarzon — and that upbringing shaped everything about how I show up, both at work and at home. Small town values run deep: stay grounded, work hard, don't take shortcuts, and treat people well regardless of their title. Those aren't just words — they're the lens I've used for 15 years of finance work, and they'll follow me into whatever comes next.

Family

Family First

Everything I do professionally is ultimately for my family. They're the reason I push to grow, the reason I take my career seriously, and the reason I come home grounded no matter how demanding the day was.

Music & Films

Music & Films

I unwind with good music and films. There's something about a well-told story — whether in a song or on screen — that resets the mind. It's how I decompress after a long reporting cycle.

Travel

Travelling

I love to travel — not just for the destination, but for the perspective. Seeing how different places and people operate reminds me that there's always more than one way to solve a problem. A lesson that applies just as much in finance as it does on the road.

Always Learning

Always Learning

While between roles, I haven't slowed down. I'm actively completing LinkedIn Learning courses in Power BI, Python in Excel, and financial modeling — sharpening the tools I'll bring into my next role from day one.

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