Wendell Luchana Amigo is a senior associate in the Assurance practice of SGV & Co. (an affiliate of Ernst and Young). He joined the firm in November 2011 after passing the CPA board exam in October 2011. He graduated with a degree in Bachelor of Science in Management Accounting at Xavier University - Ateneo de Cagayan. He then pursued a degree in Bachelor of Science in Accountancy at Ateneo de Zamboanga University.
He has knowledge in insurance, manufacturing and real estate industries due to his exposure in the local audit of companies within these industries . He has also in-depth experience in asset management industry. Currently, he is handling offshore audit of hedge funds, transferring from the audit of local clients to foreign clients under Asia-Pacific Talent Hub in Oct 2012. His primary responsibilities include supervising and administering the staff in audit fieldwork, reviewing the work of his staff and ensuring quality in delivering client service, preparing and submitting reporting packages and reporting directly to the onshore manager/senior manager.
Relevant Skills and Experience:
• Attained a comprehensive knowledge in the firm’s Global Audit Methodology (GAM) and GAMx, E&Y audit tool and its application
• One (1) year audit experience in Insurance, Manufacturing and Real Estate
• Two (2) years audit experience in Asset Management
• Handled and supervise offshore audits of hedge funds
• Exposed to insurance, manufacturing and real estate industries by being able to perform walkthroughs, test of controls, and substantive procedures on its major accounts.
• Ability to do financial statement preparation and analysis and had basic knowledge in managerial accounting and cost accounting.
• Obtained in-depth knowledge in financial instruments such as valuing different types of investments and its proper presentation in the financial statements.
• Enhanced analytical skills through examining if the cause of the movement of each significant account is within our expectations.
• Improved his communication and interpersonal skills through regular conversations with onshore managers and clients.
• Directly communicated with Cayman’s Client Service Assistant in all Cayman-registered funds handled and assist in disposing comments until the receipt of Cayman filing clearance.
• Developed time management skills by handling multiple engagements at the same time and by learning to prioritize tasks at hand
• Ensured that all required trainings and web based learning were properly accomplished to keep updated on the new pronouncements and updates on the Accounting and Auditing Standards.
Other relevant information:
• Proficient in English, both in written and spoken form.
• Can work proficiently in a computerized environment.
• Can work equally well individually or as part of a team.
• Can work with minimal supervision.
• Has a strong communication and people skill.
• Has basic background in using SAP.
• Has sufficient background in using Reuters and Bloomberg for investment valuation.
• With extensive knowledge in using MS Word, Excel, and Powerpoint
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