RISDON EDWARD II M. YBAÑEZ
Blk 5, Lot 3 Royal Meadows Subd. San Jose Magalang Pampanga
Phone No-
E-Mail Address:-
CAREER OBJECTIVE
To be engaged in reputable work in a dynamic company, which offers opportunities for career growth and dynamic interactions, that will utilize my leadership and professional knowledge in accounting, finance and extensive experience in interacting with top management.
PROFESSION
CHARTERED FINANCIAL ANALYST Level 2 Candidate
CFA Institute ID -
CHARTERED FINANCIAL ANALYST Level 1 Examination Passer
CFA Institute ID -
December 2010
CERTIFIED PUBLIC ACCOUNTANT
CPA License No. 109797
October 2003
PROFESSIONAL EXPERIENCE
REY Accounting & Management Services Co
Partner - Accounting & Management Advisor
March 2014 - Present
LAUS GROUP OF COMPANIES
Corporate Finance Manager
San Fernando City, Pampanga
Corporate Finance Manager/Executive assistant to the CFO
March 15, 2012 – March 2, 2014
Industry exposures:
Automotive DealershipInsurance and Financing Group
Media GroupFood Group
Management Services
-Equity Analyst and Forecasting
-Fixed Income Analyst and Forecasting
Functions:
Assists the CFO in directing all finance and control functions for over 30 corporations under Laus Group. Performs decision-support activities like group wide financial analysis, strategy formulation, treasury and capital management, risk assessment and management, budgeting and forecasting,. Ensures that all Finance Departments from each companies of LGC are meeting their objectives and are able to discharge of their functions effectively and efficiently
HOLY ANGEL UNIVERSITY
Angeles City, Pampanga
College Accounting Instructor
September 2011 – April 2012
PNOC SHIPPING AND TRANSPORT CORPORATION
1500 S&L Bldg., Roxas Blvd. Ermita, Manila
Financial Analyst & Treasury Analyst
January 2006 –August 2011
Industry exposures:
Philippine National Oil Company PNOC Energy Development Corp.
PNOC Exploration Corp. Petron Corporation
Functions:
Treasury Management PPE & Inventory Management
Financial Statements Analysis & Reporting Projects Evaluation & Forecasting
Job Description
Financial Analyst
-Monthly Financial Statement Preparation.
-Financial Statement Analysis
-Variance & Budget analysis
-Supervised one accounts payable clerk and two accounting clerk
Treasury Officers
-Equity Analyst and Forecasting
-Fixed Income Analyst and Forecasting
-Cash projections
JG SUMMIT HOLDINGS INC.
34/F Robinsons Equitable Tower, ADB Avenue corner P.Poveda Road
Ortigas Center, Pasig City
Management Trainee/Business and Insurance Analyst
December 2004 – December 2005
Industry exposures:
Robinsons Malls Cebu Pacific Air, Incorporated
Digitel Mobile Phils Inc. (Sun Cellular) Robinsons Land Corporation
Holiday Inn Galleria
SYCIP, GORRES & VELAYO CO.
SGV Bldg. Ayala Ave. Makati City
Audit Associate
December 2003 – November 2004
Industry exposures:
Financial & Pre-need Companies Transportation Industry Real Estate Industry
Car Dealership Industry Manufacturing Industry
PROFESSIONAL MEMBERSHIP
CFA Institute
The Global Association of Investment Professionals
Chartered Financial Analyst Candidate
December 2010 – Present
CFA Society of the Philippines
Member society of CFA Institute in the Philippines
December 2010 – Present
Government Association of Certified Public Accountants
Member
July 2008 – Present
Philippine Institute of Certified Public Accountant
Duly accredited national professional organization of CPAs.
November 2003 – Present
EDUCATIONAL ATTAINMENT
Bachelor of Science in Accountancy
Holy Angel University, Pampanga-
SEMINARS & TRAININGS
Effective Business Writing Conducted by Pacific Management Forum
AIM Conference Center, Makati City, Philippines
April 2010
PNOC Finance Training Program Conducted by UP-Diliman Development Center for Finance
Fort Bonifacio, Philippines
November 2006
Updates in International Accounting Standards & IFRS Conducted by PICPA
Makati City, Philippines
February 2006
International Accounting Standards Conducted by Deloitte Touche Tohmatsu.
Makati City, Philippines
May 2004
Various Audit and Tax Seminars Conducted by SGV & Co
(Business Audit, EDP and Computer Audit, Derivatives and Hedging, etc)
Makati City, Philippines
May – August 2004
Various Leadership, Management and Technical Trainings Sponsored by SGV & Co
(Principles of Quality Living, Empowering Leader and Coaching, etc).
Makati City, Philippines
June 2004
Creating Value Sponsored by SGV & Co.
(Aims to introduce new finance concept and tools with enhance financial analysis & review of
operating performance of business units.)
Makati City, Philippines
August 2004
PERSONAL INFORMATIONS
Date of Birth: February 21,1981
Place of Birth: Caloocan, Metro Manila
Status: Married
Language: English / Filipino / Sign
Skills: Communication and Writing skills
Computer skills: Windows and MS Office Applications & other Accounting Software
(References are available upon request.)
I hereby certify that the above data are true and correct.
RISDON EDWARD ii M. YBAñEZ
Applicant