Bartolome San Martin Jr., CPA

Experience

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  Diaz Murillo Dalupan and Company CPA's

  Nov 1997 - Oct 2005

  Asst. Audit Manager

  • Participate in planning the engagement, development of work plans, programs and execution strategy.• Manage, supervise and assigns work to staffs, having regard to their experience and complexity of assignment • Performs detailed review of work papers and responsible for identifying and communicating issues with client. • Prepare/review letter to management to formalize accounting, audit and tax issues and recommend solutions to enhance control systems including business insights to maximize earning potentials of the company• Prepare/review financial statements, income tax returns, points for discussion and other related documents• Developed understanding and proficiency on various industries such as (but not limited to) manufacturing (PEZA/BOI registered), car dealership and non-stock non-profit corporations.• Develop relationship with clients without compromising integrity and independence.• Able to meet stringent operational deadlines with energy and enthusiasm• Able to prioritize workload and effectively deal with multiple work demands Show less

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  Shell Business Operations Manila

  Oct 2005 - Apr 2015

  • Payment, billing and reconciliation activities for North America,Europe and Asia• Ensure timely and accurate financial recordings• Provide for adequate control framework and SOX 404 compliance • Understand and/or comply with IAS (International Accounting Standards) and GFAP (Shell Group Financial Accounting Policies) and regional GAAP (Generally Accepted Accounting Principles).• Facilitation of tax audits and internal / external audit requests• Monitor process for Key Performance Indicators (KPI’s)• Review Management Information Report package and related reports in an accurate and timely manner• Compile ad hoc Management reports as required• Raise awareness within affected organizations of on-going, unresolved issues. • Support initiatives and programs implemented to the benefit of the SBO community• Continuously maintain a “serve Excellence/Customer Service” focus• Effective leadership of special projects and requests• Identify and implement process improvements for all areas• Coach staff for maximization of the value they add • Review and prioritize staff workload / Complete performance evaluations / Administer salary program• Work with staff to set individual desk and personal goals and monitor progress toward attainment• Communicate and enforce adherence to Shell policies and guidelines• Ensure staff are trained and cross trained Show less • Ensure timely and accurate financial recordings• Provide for adequate control framework and SOX 404 compliance • Understand and/or comply with IAS (International Accounting Standards) and GFAP (Shell Group Financial Accounting Policies) and regional GAAP (Generally Accepted Accounting Principles).• Facilitation of tax audits and internal / external audit requests• Monitor process for Key Performance Indicators (KPI’s)• Review Management Information Report package and related reports in an accurate and timely manner• Compile ad hoc Management reports as required• Raise awareness within affected organizations of on-going, unresolved issues. • Participate in SBO leadership team• Support initiatives and programs implemented to the benefit of the SSC community• Continuously maintain a “serve Excellence/Customer Service” focus• Effective leadership of special projects and requests• Identify and implement process improvements for all areas• Hire/release staff as needed to deliver service as per agreed Service Level Agreements• Coach staff for maximization of the value they add • Review and prioritize staff workload• Complete performance evaluations• Administer salary program• Work with staff to set individual desk and personal goals and monitor progress toward attainment• Communicate and enforce adherence to Shell policies and guidelines• Ensure staff are trained and cross trained Show less • Ensures that team members provide excellent service that meets customer business needs and expectations.• Implements, maintains, and ensures adherence to policies and procedures. • Identifies and organizes improvement activities and projects for the team.• Performs high-level problem tracking and ensure that issues are properly documented, prioritized, tracked, and resolved within the service level agreements. • Works with the process manager to set goals and objectives for the staff and define and communicate roles and expectations to staff.• Makes staffing and scheduling decisions based on processing volumes and target guidelines.• Recognizes and value the contributions of all team members including coaching and counseling, as applicable. • Creates team enthusiasm while providing guidance and encouragement. • Provides performance feedback in a timely and regular basis. • Assist in career, training, and development plans of direct reports. • Ensures that staffs are responsive to the needs of their assigned business areas and warrants staffing levels are appropriate to handle workload.• Responsible for monitoring and evaluating metrics in order to assess performance of individuals and team.• Maintain an informed status of customer issues by attending meetings for exchange of information and resolution of problems. • Share information, ideas, and experience with team members, other officers, and support staff.• Ensures that staff training is delivered, understood, and implemented into established work process.• Responsible for monitoring and maintaining evidence that all internal controls (including SOX) are being followed. Show less

  • Senior Team Manager (Hydrocarbon)

    Apr 2013 - Apr 2015

  • Senior Team Manager (General Accounting and Group Reporting)

    May 2009 - Mar 2013

  • Fixed Assets Supervisor

    Oct 2005 - Apr 2009
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  Reed Elsevier Philippines

  May 2015 - Mar 2016

  Operations Manager - RtR

  Operations Manager REED ELSEVIER PHILIPPINESQuezon CityMay 2015 to March 2016• Manage the performance of the R2R operational team to agreed outcomes, ensuring the delivery of effective R2R operation for Elsevier• Manage the team to deliver processes to agreed service levels and monitor performance • Lead and deliver on the changes needed to accounting and reporting with new products, new businesses and acquisitions in close co-operation with business units and all stakeholders. Hold meetings at least quarterly with business units and business controllers to keep up to date on new issues and resolve problems.• Take a proactive approach to evaluating adequacy of reserves, accruals, cash flow and recommend appropriate changes in calculations.• Develop and align reporting formats across companies.• Support Business Controllers in analysis of monthly results. • Review internal controls and resolve all gaps in a timely manner.• Conduct monthly meetings with business control to proactively address issues and resolve problems.• Monitor performance through the R2R dashboard ensuring that focus is given to the transactions that fall outside the agreed service levels. • Engender a ‘Right First Time’ culture across the operations Show less

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  Continental Global Business Services Manila Inc.

  Aug 2016 - now

  • Head of Order to Cash

    Aug 2024 - now

  • Service Delivery Lead - Record to Report

    Aug 2016 - now