I have over 10 years experience in finance and investments. I have detailed below some of my key accomplishments:
**SIERRA MADRE ADVISERS, INC. ** Makati City, Philippines
Finance Director (January 2020 - Present)
· Lead efforts to improve and develop processes to track fund and portfolio performance, ensure compliance with regulatory requirements for the Fund’s offshore entities and develop policies to ensure cash flow sustainability of the firm.
· Lead efforts for value creation for portfolio firms by enhancing their finance and accounting policies and processes.
SIERRA MADRE ADVISERS, INC. Makati City, Philippines
Investment Associate (February 2015 – February 2018)
Senior Associate (February 2018 – January 2020)
Actively source deals from investment banks, audit firms and independent financial intermediaries.
Lead screening of deals which involves a robust industry analysis, in depth analysis on the financial, operational and managerial aspects of the target companies.
Build robust and flexible financial models, craft clear and logical investment memorandums and manage multi - disciplinary due diligence processes.
Actively participate in crafting a value creation plan or feasibility studies for portfolio companies. Help craft the 100 day value creation plan and influence management to act on key initiatives.
Logistics Company
(Transaction size USD 7 million)
Invested in a leading logistics company that specialize in bulk cargo deliveries (first mile to last mile) and vehicle carrier services.
Sourced deal through active engagement with a financial advisor met through extensive networking activities.
Actively participated in all aspects of the investment process with a key focus on extracting accurate and comprehensive financial data from a disjointed finance department.
Actively managed the recruitment of the Company’s CFO that led to significant and positive quantifiable impact to the portfolio company.
SAAS Job Marketplace Platform
(Transaction size USD 15 million)
_A potential investment in a leading and fast growing online job marketplace with a strong presence in the Philippines and Indonesia. _
Sourced the deal directly through actively networking within an IT BPO industry association and identifying promising ventures.
Actively engaged the Sponsor in coming up with a value creation plan
Internet Café and E-sports Company
(Transaction size USD 2 million, with follow on potential up to USD million)
A potential investment in a leading internet café and e-sports company in the Philippines
Provided in depth analysis on key drivers and trends driving growth for the industry. On the flip side, clearly outlined factors that could potentially threaten the growth story of the industry.
Help craft the valuation plan and overarching strategy that would promote growth and sustainability of the Company as it navigates through the rapid changes within the industry.
GLAXOSMITHKLINE PHILIPPINES Makati City, Philippines
Financial Analyst, February 2014 – February 2015
PROCTER AND GAMBLE INTERNATIONAL OPERATIONS SA—ROHQ Makati, Philippines
Special Projects (July 2011–July 2012), Cost Accountant (June 2008–July 2011)