Riza Luzano

• My main role is GFIS Admin (Client & Engagement), user support, report generation, issue resolution, and escalation to global
• Engagement Maintenance – A technical person responsible for updating client-related engagements, such as revenue adjustments (UBS, ERP, and inventory transfer). Reclassification of charges for professional expenses to fees. Role update (EP, EM, and FMA). Changing the engagement blocking level to inter-operability, engagement status, and code block update to reflect the proper revenue recognition.
• Client and Account Maintenance – Facilitates the update of Corporate Name, Address, VAT Registration (TIN), BCP, and CCP. Worked closely with the GSS Dalian Team to update the Global Role, Channel, and Ultimate Parent to ensure that the data follows the implementation procedures and policies.
• Reporting – Provides weekly reports such as Net Engagement Revenue, Unbilled Services, Utilization, Purchased Sold Time, Accounts Receivable, and Unbilled Services Aging. Also responsible for the detailed data use for GLOBAL PARTNER PERFORMANCE MANAGEMENT (GPPM) (Utilization, Wins and Losses, Referred and Assisted, Purchased, Sold Time).
• Global Time and Expense - Time Report Administrator, responsible for adjustments of time reports beyond the allowable window for staff. Provide security access to the RMA. Facilitator in GTE Orientation for New Hires and offer resolution to provide security access to the RMA. Review and reconciliation of overtime incurred by staff for payroll submission and credit to staff.
• Responsible for transferring OPE from one engagement to another, and booking technology cost allocation.
• Ad hoc

A. Provides data needed for various groups, such as client/engagement listings, wins per market group, detailed time charges of employees, and custom reports requested by partners.

C. Provides support and guidance to the FMA and engagement team in handling complex issues related to GFIS.

• Process and record official receipts.
• Prepares data needed for generating client-collection reports per partner semi-monthly.
• Attends to queries from partners and staff regarding the AR (Accounts Receivable) and collections.
• Process offsetting arrangements (credit memos), creditable tax withheld received from clients, and reclassification of advances.
• Provides data for the reconciliation of Output VAT.
• Prepares details of non-client collections (medical, staff/partners advances, SSS, ID replacements, photocopying expenses, car leasing, etc.).
• Inform and follow up on unidentified collections to partners, secretaries, managers, or associates.
• Monitors the classification of VAT types as Vatable, Zero-rated, and VAT Exempt receipts by the cashier.
• Maintains files of original receipts and other related reports.
• Provides data for the Quarterly National Statistics Report.
• Month-end processing of cash receipts.

• Assists the Financial Controller and provides administrative support to the group.
• Attends to queries regarding staff payroll, cash disbursements, billings, and other concerns in the Finance group.
• Receives and reviews all incoming documents.
• Reviews incoming requests for payment to determine the completeness of necessary supports and approvals.
• Maintains a record of all incoming check requests.
• Responsible for office management functions, such as supplies requisition, data management, and maintaining proper arrangement and organization of various office files.
• Assists in the preparation of various group activities.
• Prepares a monthly punctuality and attendance report.
• Performs other duties that may be assigned from time to time.
• Attends to visitors and guests.