Jim M.
Senior Financial Analyst
Open to offersNew to PlatformAbout
Jim M. is a highly experienced Senior Financial Analyst with over 8 years of professional expertise in accounts receivable, rebates, and financial reporting within multinational shared services environments. He has a proven track record in both Oracle and SAP, where he demonstrates his skills in supporting month-end closing, fulfilling audit requirements, and driving process improvements. At SanDisk Storage (Philippines) Corp., Jim leads the validation and settlement of customer rebate claims for North America, ensuring strict compliance with contractual, SOX, and internal policies. He is recognized for his role as a subject matter expert in complex rebate and deduction cases, collaborating with collections and commercial teams to prevent revenue leakage. His tenure at Lufthansa Services Philippines saw him managing global travel and expense claims for EMEA employees, reinforcing policy compliance and accuracy. Jim's industry experience spans manufacturing and shared services, where his strong analytical prowess and detail-oriented nature play a critical role in delivering precise financial information.
Experience
Senior Financial Analyst
SanDisk Storage (Philippines) Corp. · 2020 — PresentExecuted the validation, processing, and settlement of customer rebate claims for North American customers, ensuring compliance with contract terms and internal controls. Collaborated with Collections and Commercial teams to tackle complex rebate cases and prevent revenue loss. Assisted in month-end, quarter-end, and year-end closing activities, including accruals, reconciliations, and variance analysis for accounts related to accounts receivable. Maintained thorough documentation for rebate transactions to support audits without major findings. Acted as a key liaison between Finance Operations and other teams to facilitate issue resolution and ensure accurate financial reporting.Travel & Expense Accounting Associate
Lufthansa Services Philippines · 2017 — 2020Managed the processing and review of travel and expense claims as well as cash advances for EMEA employees, focusing on accuracy and compliance with policies during entry into SAP. Conducted thorough reviews of employee expense reports to detect errors and possible fraud. Participated in period-end close activities to ensure that expenses were accurately recorded and reported. Provided expertise on SAP and policy interpretation as Subject Matter Expert for the T&E team. Contributed to initiatives aimed at improving processes and compliance controls.
Skills & Expertise
Education
- Bachelor of Science in Business Administration Major in Marketing ManagementUniversity of Perpetual Help System – DALTA Calamba, Laguna · — — 2017