I am an experienced executive with 30 years of experience in finance, strategy, and business transformation and a solid foundation in executive leadership as a Chief Financial Officer (CFO) and Chief Strategy Officer (CSO).
Throughout my career in various companies, I have guided one through an IPO, set up and scaled shared services, championed ERP implementation, and played a key role inbuilding culture, initiating strategic change, and mentoring leaders.
I’ve had the privilege of mentoring promising young leaders, some of whom I’ve guided to take on senior executive roles. In my personal life, I’m proud to have raised four daughters who are leaders in their respective fields.
Founder and Digital Transformation ConsultantPresent
As an independent consultant, I focus on digital transformation and change management. I work closely with business leaders and teams to simplify complex processes, foster innovation, and create sustainable strategies for growth.
I am also a certified digital transformation professional and am very much interested in partnering with both private businesses and government entities in implementing innovative digital strategies and business model innovation.
An advocate of leadership development and learning, I am also passionate about coaching and mentoring which I continue to do. I apply a structured methodology having been trained as a Certified Professional Coach by the Coach Transformation Academy and a Certified Master Mentor (CMM) by the International Mentoring Council (IMC).
Chief Financial Officer (CFO) & Chief Strategy Officer (CSO)1996 – 2024
I held executive roles as CFO and CSO in various industries, leading corporate finance, strategy, and largescale transformation projects across various sectors. My expertise includes financial planning, resource allocation, and overseeing strategic initiatives to drive growth and efficiency within organizations. I advocate and champion growth and constant innovation and reinvention of business models and practices. As a CSO, I have taken leadership of other functional areas such as Human Resources and Strategic IT as well. Among my noteworthy achievements include being part of the pioneering leadership in a global shared service, leading the international public offering (IPO) of a reputable local company, championing the first to adopt and one of the shortest ERP implementations in the Philippines, and building an independent shared services company.
Government Sector Experience1989-1994
I worked extensively with government organizations as part of the Department of Finance (Ministry) and have been involved in various engagements with the Philippine Cabinet, Congress as well as international organizations such as the IMF and the World Bank. I was part of the Philippines entry into the global bond market through it first Eurobond issuance.
“I’ve learned over the years that to stay grounded in an environment of rapid change and complexity, we go back to the essence of what is the simplest, the clearest, and most practical. I’m here to help you frame even the most challenging situation and enable you to confidently take brave and thoughtful actions.
Anyone can thrive as a leader, and a thriving leader builds thriving teams. I can help you do that. I’m all about helping leaders and teams find their potential and use it to build something extraordinary.”
Summary
“The ability to simplify means to eliminate the unnecessary, so that the necessary may speak.” —Hans Hofman (artist/painter)
I value simplicity, learning, and clarity. I help leaders and aspiring leaders navigate change by breaking down complexity and focusing on practical, real-world steps.
Experience
Business Owner and Principal Consultant May 2024 – Present
I value simplicity, learning, and clarity. I help leaders and aspiring leaders navigate change by breaking down complexity and focusing on practical, real-world steps. No buzzwords. My business spans digital transformation consulting, coaching, and more recently franchising.
Philippine Leadership Collective Co-FounderOctober 2024 – Present
Concepcion Industrial Corporation Strategy Consultant and Leadership AdvisorMay 2024 – Present
Collaborate with executive leadership teams to drive business growth and transformation by supporting the development of strategy and execution of new business models, change management initiatives, as well as supporting leadership development focused on fostering a culture of customer centricity and agile execution.
Concepcion Industrial Corporation11 years 3 months
Chief Strategy and Transformation OfficerReported to the CEO, advising the executive team on strategy creation, communication, and alignment.
Oversaw group-wide transformation initiatives to drive innovation and next level thinking.
Led the Group HR and CIO office, driving enterprise architecture and strategic transformation.
Group Chief Finance OfficerJanuary 2013 – November 2021 (8 years 11 months)
Successfully led CIC’s IPO, enhancing financial governance and operational excellence across all business units. I directed all finance functions, including FP&A, budgeting, business control, treasury, credit, and collection.
Concepcion Business Services, Inc. President and COO, Concepcion Business Services Inc.July 2016 – November 2021 (5 years 5 months)
Established the shared services division for CIC Group of Companies.
Concepcion-Carrier Air Conditioning Company (CCAC) Chief Finance OfficerNovember 2011 – November 2021 (10 years 1 month)
Managed comprehensive financial operations, reporting to the CEO of CCAC.
Oversaw financial planning, general and cost accounting, HR, IT, legal, and tax functions.
Deutsche Bank Director, Deutsche Knowledge ServicesAugust 2005 – October 2011 (6 years 3 months)
Head of Infrastructure-Finance:Provided strategic finance support to the Finance Professional Service Centers in Manila and Mumbai; Managed legal entity control, financial planning, and budgeting.
Business Process Design Lead for Integrated Financial Accounting Services (iFAS):Led a team of analysts, ensuring optimal business process design and implementation of change initiatives.
Service Delivery Head for Information Systems Integrity Services (ISIS):Ensured quality control, regulatory compliance, and process migration to Manila.
Concepcion Carrier Airconditioning Co. Chief Finance OfficerAugust 2000 – August 2005 (5 years 1 month)
Represented Carrier International in the Philippines Joint Venture Directed financial planning and analysis, budgeting, and business control. Managed warehouse, logistics, purchasing, and materials planning.
Concurrent Treasurer and CFO for the following Carrier subsidiaries: Carrier Airconditioning Philippines Inc.; Carrier Refrigeration Philippines Inc.; and Carrier Guam Inc..
ABB Vice President and Finance Director for ABB PhilippinesJune 1996 – August 2000 (4 years 3 months)
Reported to the Country Manager and Regional Finance Director
Was responsible for Financial Planning and Analysis, Business Control, General Accounting, Cost Accounting, Treasury, Budgeting, Credit and Collection, Government Reporting, Legal, Taxes, and MIS.
Government of Republic of the Philippines Division Chief, International Finance Group, Department of FinanceJune 1988 – May 1996 (8 years)
Played a key role in national cash programming and international finance initiatives.
Education
Singapore Management University Executive Program, Digital Transformation Programme(June 2023 – August 2023)
Asian Institute of Management Masters, Business Management (1994 – 1996)
Ateneo de Manila University Bachelor of Science, Management Engineering (1984 – 1988)
St. Scholastica’s College, Manilapre-grad (1981 – 1984)