JOSEPH ALDWIN GATCHALIAN
Summary
Dynamic financial management professional with a strong emphasis on strategic planning and leadership. Proven track record in optimizing accounting operations and spearheading impactful financial initiatives that enhance organizational performance. Committed to ensuring compliance, accuracy, and cost-effectiveness in all financial operations. Recognized for exceptional teamwork, adaptability, and deep financial acumen that drive success in collaborative environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Unit Controller
Sodexo Magic - Pacific Gas & Electric
06.2024 - Current
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures for the following PG&E locations: San Ramon Valley Conference Center, Livermore Training Center, Gas Safety Academy, Stockton and Oakland.
- Oversaw month-end closing activities, ensuring timely completion of accurate financial statements for review by senior leadership.
- Managed financial reporting and analysis for operational units to support budgetary decisions.
- Ensured compliance with internal controls and policies, enhancing accuracy in financial documentation.
- Collaborated with cross-functional teams to implement cost-saving initiatives across various operations.
- Analyzed variances between budgeted and actual expenses, driving corrective actions as needed.
Unit Controller
Sodexo USA - St. Mary's College
02.2023 - 06.2024
- Increased operational efficiency by identifying bottlenecks in existing workflows and implementing process improvements.
- Led quarterly audits, identifying discrepancies and streamlining reconciliation processes for improved outcomes.
- Developed and implemented effective budgeting strategies with the General Manager for optimal resource allocation and cost control.
Office Manager
Legends Hospitality LLC
05.2021 - 02.2023
- Managed and directed all financial operations for both Concord Pavilion and Shoreline Amphitheatre locations, ensuring accurate budgeting and timely invoice processing.
- Ensured compliance with company policies and industry regulations through regular audits and process updates.
- Updated reports, managed accounts, and generated reports for company database.
- Managed payroll data entry and processing for 80+ employees to comply with predetermined company guidelines.
Property Manager
Gloria Apartments and Events Place
05.2019 - 03.2021
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
- Responsible for resolving tenant concerns and complaints; marketing, leasing, applicant screening, showings, landlord-tenant laws and rent collection.
Assistant Manager / Private Client Banker
J.P. Morgan Chase & Co. / Chase Bank
07.2009 - 12.2018
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Managed a diverse portfolio of accounts for high net-worth clients, ensuring compliance with banking regulations and policies.
- Coached and mentored team members to uncover sales opportunities among current and potential business clients.
Education
Bachelor of Science - Economics
Colegio De San Juan De Letran
Manila, PhilippinesSkills
- Operations Management
- Payroll and budgeting
- Office Administration
- Cash Flow Management
- Preparing financial statements
- Financial Forecasting
- Regulatory Compliance
- Strategic Planning
Certification
- Series 6 - Securities License, U.S.A., Financial Industry Regulatory Authority, Securities license entitling the holder to register as a company's representative and sell mutual funds, variable annuities, variable life insurance, municipal fund securities and unit investment trusts.
- Series 63 License, State of California, Financial Industry Regulatory Authority, License entitling the holder to solicit orders for any type of security in the State of California, U.S.A.
- California Life-Only Agent License, California Department of Insurance, License that will authorize the licensee to act as a life agent which entitles them to transact insurance coverage on human lives, endowments, annuities, accidental death and disability income.
Timeline
Unit Controller
Sodexo Magic - Pacific Gas & Electric
06.2024 - Current
Unit Controller
Sodexo USA - St. Mary's College
02.2023 - 06.2024
Office Manager
Legends Hospitality LLC
05.2021 - 02.2023
Property Manager
Gloria Apartments and Events Place
05.2019 - 03.2021
Assistant Manager / Private Client Banker
J.P. Morgan Chase & Co. / Chase Bank
07.2009 - 12.2018
Bachelor of Science - Economics
Colegio De San Juan De Letran