Rowel Callanta

ROWEL G. CALLANTA, CPA, CIA Location: Pasig, NCR, Philippines Mobile/Whatsapp: - Email:-Professional Certifications CERTIFIED PUBLIC ACCOUNTANT (#152955) Professional Regulation Commission CERTIFIED INTERNAL AUDITOR (#156414) Institute of Internal Auditors Philippines 2013 USA 2017 INTUIT QUICKBOOKS ONLINE PROADVISOR (#-) USA Intuit QuickBooks 2017 Education UNIVERSITY OF LUZON Dagupan City, Philippines Bachelor of Science in Accountancy 2012 Skills & Interests Professional: Accounting, Controllership, Job Costing, US GAAP, IFRS, Financial Planning and Analysis Software: QuickBooks, Xero, Sage Intacct, Jobber, BuilderTrend, BuilderPrime, Dash, Appfolio, Yardi Language: Fluent in English and Filipino Interests: Construction, Technology, Real Estate, Banking, Start-ups Work Experience DGlobal Construction (dglobalconstruction.com) Woodland Hills, CA, USA Accounting Manager/Controller June 2020 – Present Notable Achievements: • Organized the company’s books for 2019. Obtained tax credit of $30,000 from the amendment of its Tax Return • Made its day-to-day accounting more efficient through the establishment of accounting processes. • Improved the business expansion plan for additional funding sought from banks and private investors • Acquired vehicles through financing. $300,000 from three private financial institutions and $550,000 SBA loan Responsibilities: • Also handles 2 companies (24-Hour Mold Inspection and Save Pro Restoration) • Ensure job costing is maintained. • Ensure monthly Bank and Accounts Reconciliations are performed in QuickBooks Online • Ensure timeliness and accuracy of reports through the month-end close process • Weekly payroll for employees and contractors • Preparation and payment of commission reports for jobs closed. • Accounting for Intercompany transactions KAYAMO ARO HOLDING CORP. (kayamo.ph) Makati City, Philippines Finance Manager December 2019 – September 2020 Notable Achievements: • Established accounting system for the start-up fintech companies. • Provided strategy on tax, accounting and finance for savings and efficiency. • Part of the team that launched various financial products with well-known and established e-commerce companies. Responsibilities: • Also handles 2 companies (Kayamo Atlas Lending Corp. and Kayamo Alpha Finance Corp.) • Ensure expenses are just and are spent within the budget • Provides recommendations on how the business team will achieve its financial KPIs and parameters. • Reports on the category financial results to the business team and provides variance analysis • Coordinates with external auditors during audit season to ensure compliance to various accounting requirements related to financial planning and budgeting. • Development and presentation of financial tools, techniques and information that aid and improve the day-today decisions of the Management Committee. • Directly reporting to the CEO corporate results and provides analyses, insights and ways to achieve better performance. • Participates in the study of new businesses the Company wants to explore. • Management of the Company’s bank accounts. • Preparation of Financial Accounting Reports and Management Accounting Reports. • BIR, SEC, SSS, PHIC, HDMF, DOLE, Data Privacy Act of 2012 and LGU Compliance. • Management of payables and vendor contracts. • Establish and maintain banking relationships. MAYBRIDGE FINANCE AND LEASING INC. (maybridgefinance.com) Ortigas, Philippines Finance Manager May 2019 – October 2019 Notable Achievements: • Resolved and identified long outstanding floating items and unrecorded transactions in the financial statements. • Developed and implemented liquidity report and maturity report in the Finance processes to determine maturing obligations which helps to avoid cramming and incurrence of DAUD/DAIF checks. • Enabler of a significant Investment Deal with a multinational Fund Group through liaising with and resolving points of counter-party’s hired auditors, lawyers and foreign investment bankers engaged in Financial Due Diligence and Legal Due Diligence and fulfilling the condition precedents and subsequents. Responsibilities: • Also handles 3 companies (Maybridge (Asia), Inc., Maybridge Canada, and First Bon Echo Corporation). • OIC for some functions of Human Resources and full functions of Compliance and Office Administration. • Appointed as Deputy Corporate Secretary and Data Privacy Officer. • Management of the Company’s bank accounts. Authorizes bank transfers and payments to within limit. • Preparation of Forecasts and Liquidity Report to ensure that there is neither shortage nor surplus of cash. • Preparation or Review and interpretation of financial reports. • Review and maintenance of vendor contracts and online billing accounts. • Advise on future activities and provide strategies that the Company should take. • Liaise/Coordination with auditors • BIR, SEC, SSS, PHIC, HDMF, LGU Compliance. • Handle financial negotiations with individual creditors and five banks (3 private and 2 government). • Review credit line applications/renewals and loan availments/renewals with banks and individual creditors. • Manages Company credit and liabilities to vendors. • Recruit, interview, test, and recommend short-listed employees to fill vacant positions. • Development and recommendation of personnel policies and procedures, appraisal program and handbook. • Conduct of new employee orientations and employee relations counseling to foster positive attitude. • Maintenance Company directory and other organizational charts. • Review of timekeeping reports, HMO reports, appraisal reports and regularization. • Oversees the analysis, maintenance, and communication of records required by law or regulators, financial institutions or other departments in the Company and ensures policies and procedures are in compliance. • Keeps records and maintenance of employee 201 file. • Advises management through ad hoc committee in appropriate resolution of employee relations issues. • Administers performance review program to ensure effectiveness, compliance, and equity within organization. • Prepares employee separation notices and related documentation, and conducts exit interviews. • Manage document deliveries and schedules of utility personnel and messenger. • Oversee facilities and maintenance activities (e.g. office supplies, pest control, air-condition, insurance). • Organize and supervise other office activities (recycling, renovations, event planning etc.). • Preparation of Secretary Certificates, Board Resolutions, and Minutes of Meetings. • Developed and implemented the Company’s Data Privacy Manual and other policies and procedures related to Data Privacy. Identified Data Processing Systems and conducted Privacy Impact Assessments. • Reviewed and performed gap analysis to identify gaps of Maybridge’s Anti Money Laundering Manual. IQEQ (iqeq.com) Ortigas, Philippines Accountant January 2019 – May 2019 • Handled services for Real Estate using Appfolio and Yardi. • Managed people (Accounts Assistants and Assistant Accountants). • Complete review on designated Client work and perform reviews for other teams as required. • Ensure that KPIs are developed, implemented, and reported quarterly per agreed SLA’s. • Prepare quarter-end timetable for all client work and manage the quarter-end process to ensure all deliverables are adequately resourced and completed on time. • Ensure client deliverables are input in the workflow planner and adequate resources are allocated. • Ensure preparers of work are preparing all work to a standard suitable for review. • Ensure preparers of work receive relevant feedback on a timely basis and receive appropriate support • Plan workloads and utilize support team / additional resources where necessary to ensure deadlines are met. • Ensuring preparers of work receive constructive support and are trained adequately to complete their role. TIAONG RURAL BANK INCORPORATED Santo Tomas, Batangas, Philippines Internal Audit Department Head April 2017 – Aug 2018 • Improved audit tools for staff enabling more effective and efficient audits leading to significant findings. • • • • • • • • • • • Improved the loan disbursement and collection processes of the regular loans department and microfinance department resulting to reduction of excessive controls and more efficient process. Developed a standard operating procedures (SOP) manual. Provided reasonable assurance on the effectiveness of risk management and the strength of the control environment. Facilitated the assessment by Senior Management and the Board of key business risks and the selection of appropriate risk responses. Fostered coordination between the external auditor and the internal audit department. Collaborated with Senior leadership and Audit Committee to define stakeholder expectations and mission for Internal Audit. Developed strategic plans and processes for the department. Delegated management responsibility to senior staff based on particular areas of the risk universe; Performed and led fraud investigation procedures and coordinated results with HR and Legal Department. Performed IT General Controls Assessment on Change Management and Logical Access Developed staff to conduct appropriate audits and fraud investigations. Monitored the performance of the internal audit department. SGV & CO., A MEMBER FIRM OF ERNST AND YOUNG GLOBAL LTD. Makati City, Philippines Senior Auditor January 2014 – March 2017 • Primarily responsible for managing financial audit and advisory engagements, • Acted as project manager of 30-40 audit engagements in a year, making sure these engagements were completed on time and in accordance with the EY Global Audit Methodology. • Clients assigned were focused on construction, contracting, property management, real estate, and mortgage. • Handled end-to-end client servicing from business development/origination to audit execution and client support • Managed a pool of around 70 talents with teams of 5-10 people per audit engagement