Ian Irvin P. Agner
Certified Public Accountant
Nassau, New Providence,Bahamas
Summary
Seasoned certified public accountant with 9 years of professional experience in both public and private practices of accounting in the Philippines and in the Bahamas.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
Work History
Senior Auditor
Ronald Atkinson & Co.
Nassau
12.2019 - Current
- Successfully completed the annual financial statements audit and review of twenty (20) Bahamian companies engaged in different industries such as food retail distribution, civil engineering, infrastructure construction, development consulting, ocean transportation, wealth asset management, and luxury resort operations.
Senior Auditor
Grant Thornton Bahamas
05.2019 - 11.2019
- Successfully completed the financial statements audit of: (1) two Fund Entities with a combined net assets amounting to USD185 million; (2) leading armored vehicle transportation services in the Bahamas; and (3) one of the top all-inclusive hotels in the Bahamas.
- Prepared audit work programs for junior auditors and guided them toward the efficient completion of audit engagements.
Business Controller
Vena Energy Shared Services Pte. Ltd.
02.2018 - 05.2019
- Successfully handled the month-end financial statements closing processes of two of the largest solar projects in the Philippines, such as, but not limited to: (a) bank reconciliations, (b) fixed assets depreciation, (c) loan amortization, (d) accrual of income and expenses
- Accurately prepared monthly and quarterly Statements of Financial Position, Financial Performance, Changes in Equity and Cash Flows of seven (7) companies.
- Compared and analyzed actual performance of projects against budget to identify trends and to examine unusual movements and discrepancies.
- Efficiently monitored the weekly cash position of projects to ensure liquidity for timely payment of expenses and loan principals and interests, and successfully invested free cash that resulted in an annual investment income of PHP14 million.
- Successfully complied with loan covenants that resulted to a better credit standing as evidenced by new loans obtained by the Group;
- Successfully complied with various reporting and documentary requirements of applicable Philippines government agencies such as the Department of Energy, Bureau of Internal Revenue (BIR) and Bangko Sentral ng Pilipinas that resulted to minimal/nil audit findings.
Financial Reporting Officer
Global Max Services Pte. Ltd.
04.2016 - 12.2017
- Successfully implemented a standard Financial Statements Generator in Oracle R12 to consistently map account balances and classes of transactions across all Strategic Business Units in management and statutory reports.
- Timely and accurately prepared consolidated financial statements in strict observance of accounting policies and procedures for management reporting and for submission to the BIR and the Securities and Exchange Commission (SEC)
- Competently advised management on the efficient use of the Group’s resources based on the latest consolidated financial statements (e.g. Mergers, continue or shutdown analysis, company-owned stores or franchising)
- Analytically reviewed the trial balance of individual entities within the Group for significant and unusual fluctuations or movements in classes of transactions and account balances prior to consolidation
- Successfully prepared and submitted to the BIR and SEC the audited financial statements of 37 entities within the Group
- Actively liaised with auditors on key audit matters that need to be reconciled and discussed with management.
Associate/Supervising Senior Auditor
Reyes Tacandong & Co.
11.2013 - 12.2015
- Successfully completed the annual financial statements audit (individual and consolidated) of eight (8) Philippine companies engaged in various industries such as fruits and vegetables production and distribution, coffee beans and machines importation and distribution, and real estate development.
- Effectively performed financial accounting services to one of the leading importers and distributors of (1) global wines, spirits and premium beers, and (2) luxury watches, white gold and diamond jewelries in the Philippines resulting to improvements in internal controls especially in cash and inventory management systems.
- Successfully conducted financial due diligence engagements for a thrift bank, an I.T Solutions provider and a geothermal energy exploration company that satisfactorily served the needs of different stakeholders.
Education
Bachelor of Science - Accountancy
University of The East
Manila, Philippines 01.2008 - 01.2013
Skills
Regulatory filings and compliance
Timeline
Senior Auditor
Ronald Atkinson & Co.
12.2019 - Current
Senior Auditor
Grant Thornton Bahamas
05.2019 - 11.2019
Business Controller
Vena Energy Shared Services Pte. Ltd.
02.2018 - 05.2019
Financial Reporting Officer
Global Max Services Pte. Ltd.
04.2016 - 12.2017
Associate/Supervising Senior Auditor
Reyes Tacandong & Co.
11.2013 - 12.2015
Bachelor of Science - Accountancy
University of The East
01.2008 - 01.2013
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