Shierelyn Saballo Vivori
McKinney,TX
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement while achieving personal goals.
Overview
15
15
years of professional experience
Work History
Finance Manager at Optum Global Advantage
Jones Lang LaSalle (JLL) Philippines
05.2020 - 05.2023
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Reviewed documentation and identified financial discrepancies where applicable.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Managed regular finance tracking for numerous branch offices and headquarters expenses.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Ensure timely billings and collections with the Client
- Vendor Management & Payables
- Ensure time production of budgets and forecast for the portfolio in conjunction with Regional Account Directors and Managers
- Ensure accurate and timely financial information is provided to all members of the management team
- Accruals and Purchase Order Monitoring
- Reconciliation of P&L and Balance Sheet
- Ensure all financial accounting reports are audit worthy
- Ensure all finance staff are well trained on financial system
- Maintain thorough understanding of client’s accounting structure and associated systems to ensure smooth and consistent flow of financial data
- Provide clear direction and strategic financial advice to the team across region
- Sets objectives and measurable goals and motivates others to achieve them
- Maintain all relevant policies and procedures with respect to all financial and support services associated to the account
- Serve as a primary liaison with the client’s primary financial managers
- Lead by example and groom the team in achieving maximum client satisfaction level
Sub-Region Finance Lead-Philippines
Optum, UnitedHealth Group
06.2017 - 05.2020
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Reviewed documentation and identified financial discrepancies where applicable.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Created organizational structures to improve accounting and finance functions.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Ensure accuracy of all journal entries
- Secure approvals of the invoices from the vendors
- Preparation of monthly accruals and chargeback
- Purchase Orders Monitoring
- Pollution Control Officer
- Security Champion Officer
Facilities Coordinator- Commercial at Optum
Jones Lang LaSalle (JLL) Philippines
10.2016 - 06.2017
- Built relationships with vendors and contractors to support timely and cost-effective services.
- Ensure timely billings and collection with the client
- Vendor Management
- Preparation and monitoring of the Budget and Forecast
- Preparation and monitoring of Purchase Orders
- Monitoring of contracts and ensure it is updated.
Purchasing Officer at Princeps Prime Properties
New San Jose Builders
01.2016 - 09.2016
- Computed and created purchase orders to monitor stock levels, verify purchase requisitions and expedite customer orders.
- Reviewed order updates to identify best practices aligned with corporate goals.
- Negotiated policies and contracts with vendors to achieve optimal pricing and consistent availability.
- Managed vendor purchase order dispatch, delivery, and invoicing to set contractual guidelines and maintain budgetary regulations.
- Tracked inventory shipments and prepared spreadsheets detailing item information.
- Sourced vendors, built relationships, and negotiated prices.
- Purchased new products and oversaw inventory stocking and availability.
- Coordinated paperwork, updated spreadsheets, and maintained permanent records.
- Performed monthly reconciliation of open purchasing orders.
Finance Assistant at Princeps Prime Properties
New San Jose Builders
06.2014 - 12.2015
- Ensure that all collections are deposited in the company depository bank daily
- Ensures that all departments are working within the budget
- Daily and Monthly cash flow report
- Monitor financials and disbursements
- Contributes to unit goals by accomplishing related duties as required
Business Development Assistant
New San Jose Builders
11.2011 - 06.2014
- Engaged with customers to build business relationships
- Maintain calendar plan for scheduling and fixing executive meetings.
- Assist the clients, partners and executives in presentations and summarizing reports and documents.
- Manage and prioritize the multiple assigned tasks
- Schedule travel plans of the executive management.
- Preparation of Financial Projections for the incoming projects
- Conduct site surveys of the potential properties for development.
Bookkeeper
Colliers International
03.2011 - 11.2011
- Maintained and processed invoices, deposits, and money logs.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Reported financial data and updated financial records in ledgers and journals.
- Analyzed financial data to assist in budget creation and forecasting.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Handled day-to-day accounting processes to drive financial accuracy.
- Managed vendor relationships and negotiated contracts to obtain best prices and value for money.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Accounting Assistant
MicroStation Computer Center Inc.
04.2010 - 02.2011
- Preparation of Balance Sheet & Income Statement
- Check Sales Turned-In and daily Sales, Cash Report, Subsidy, Rebates and Bank Charges
- Preparation of Government Requirement
Accounting /Administrative Assistant
First Oceanic Property Management Inc.
03.2008 - 04.2010
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Prepare weekly and monthly financial reports.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation, and disbursements.
- Communicated with suppliers to reconcile invoice payments.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Assisted coworkers and staff members with special tasks on daily basis.
- Established administrative work procedures to track staff's daily tasks.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Education
Bachelor of Science - Accounting
Jose Rizal University
Mandaluyong, PH03.2008
Skills
- Leadership
- Creativity
- Budget Management
- Team Management
- Results-oriented
- Working in an International Environment
- Computer Applications: Microsoft Word, Excel, PowerPoint, Oracle PeopleSoft, Teams, Oracle JDE System, Tableau, Microsoft Outlook and QuickBooks
- P&L Tracking
Timeline
Finance Manager at Optum Global Advantage
Jones Lang LaSalle (JLL) Philippines
05.2020 - 05.2023
Sub-Region Finance Lead-Philippines
Optum, UnitedHealth Group
06.2017 - 05.2020
Facilities Coordinator- Commercial at Optum
Jones Lang LaSalle (JLL) Philippines
10.2016 - 06.2017
Purchasing Officer at Princeps Prime Properties
New San Jose Builders
01.2016 - 09.2016
Finance Assistant at Princeps Prime Properties
New San Jose Builders
06.2014 - 12.2015
Business Development Assistant
New San Jose Builders
11.2011 - 06.2014
Bookkeeper
Colliers International
03.2011 - 11.2011
Accounting Assistant
MicroStation Computer Center Inc.
04.2010 - 02.2011
Accounting /Administrative Assistant
First Oceanic Property Management Inc.
03.2008 - 04.2010
Bachelor of Science - Accounting
Jose Rizal University
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