Manager (2018 to 2020)
•Assistant Manager (2016 to 2018) I. Digital Transformation As the Digital Transformation Lead in PwC PH, I am leading a team of 12 where we deploy software bots and other automation and visualization projects working hand in hand with other groups and clients.
•Coordinates with client C-suite levels and other stakeholders to understand pain points and design a digital transformation strategy and roadmap which includes assessing RPA value and aligning implementation strategy
•Handles clients' RPA and Process Mining implementation, taking the lead on prioritizing projects from the created pipeline
•Performs Lead Architect role to ensure efficient RPA infrastructure deployment
•Initializes projects through charters and overall requirement analysis as agreed and discussed with the stakeholders
•Performs change management activities during client engagements for a smooth project deployment
•Leads timely updates with the clients, raising issues and suggesting practical resolutions
•Responds to new project needs or changes in the scope of work and assesses work plan direction versus the new input demands, and implement a change control process
•Identifies and responds to project risk items all throughout the different phases of an engagement
•Ensures comprehensive scope document is in place at the start of the project, and continuously reviews the scope document as the project progresses to manage and reflect changes in a real time manner
•Undertakes post-implementation review to examine benefits as defined in the business case and to evaluate if targets are achieved
•Allocates duties and responsibilities of the team members while closely monitoring and driving projects' progress for on-time and on-budget implementation
•Prepares budgets and engagement letters for prospect clients
•Sample projects: Finance o Bulk Journal voucher creation o Accounts payable processing that segregates transactions into cost center and summarizes transactions due for payment o Automated invoice creation o Revenue and expense dashboards o SAP Business One payment voucher automation o Collection analysis dashboard linked to automated collection follow up emails o Staff utilization dashboard for a professional services firm o Implemented Celonis to an insurance client and reduced 18 days to policy claims payment period Tax o Automation of BIR (Bureau of Internal Revenue) tax nil filing o Tax returns filing status updates – creating new client accounts and extracting details from tax forms for submission and compiling status reports Assurance o Data cleanse for Journal Entry Testing o Policy loans analysis II. Administrative roles and projects within PwC
•Works with business leaders in creating the PwC Philippines's Digital Transformation Roadmap for an impactful automation journey
•Works with PwC Philippines' Chief Digital Officer (CDO) on firmwide digital transformation initiatives and impact
•Spearheads the Digital Upskilling program for PwC Philippines through Digital Academy
•Leads the implementation of Digital Lab to enable regional sharing of digital assets
•Collaborates with RPA software provider and other PwC firms globally to elicit updated quality standards and produce Business Requirement Documents for agreed strategic initiatives
•Manages the manpower count and budget of the Digital Solutions Development (DSD) team
•Creates and leads the implementation of the organizational plan of the DSD team year-on-year
•Leads quarterly and annual business updates with the CDO III. Business Operations Services Leads process improvement for clients in industries like technology and professional services i. Analyzed business systems and design and conducted process mapping and re-engineering based on the objectives of the projects. ii. Took the lead in defining data conversion/migration requirements and performed data integrity checks iii. Established and nurtured strong working relationships with stakeholders to facilitate a problem solving mindset iv. Communicated effectively with stakeholders to identify needs and evaluate alternative solutions v. Facilitated smooth liaisons between the business units, technology teams, clients and support teams vi. Spearheaded client expansion by establishing different registration sites in other regions resulting to higher compliance rate and 3x the client's revenue. vii. Lead the development of a queuing system that resulted to improved in registration processing time for partners and customers viii. Facilitated process improvement trainings using Six Sigma Methodology