Philip is an experienced financial consultant with keen quantitative and analytical skills. At BellSouth Peru, he developed the first strategic plan with scorecard indicators and implemented the first instance of competitive fixed telephony. At The News Group, he set up a deal governance process, bringing together the sales and finance organizations to present and approve profitable deals while the company doubled in sales to $1 billion.
Worked on a number of bond issuances. Liaised with banking syndicate and analyzed investor lists and monitored credit spreads and yield volatility to ensure proper issuance.
Developed and managed a detailed cash management model in order to plan and monitor cash movement on a monthly basis, Tied to bank results and short-term and long-term plans, and used model for planning and scenario analysis.
Developed a detailed debt database for exact general ledger entries and long-term bond borrowing strategy and issuance planning. Merged capital forecasts to understand the profile of assets and liability matching.
Focus areas: Debt, Business Planning, Debt Financing, Bonds, Valuation Modeling
2016 - 2016
Faculty of Medicine, University of British Columbia
Conducted a survey of all stakeholders related to technology-enabled learning (TEL) capital renewal.
Validated the principles of TEL capital renewal.
Developed a critical detailed cash flow forecast model to understand funding adequacy of the $17M reserve based on an annual envelope of $3M.
Provided specific observations regarding departmental functioning and current issues.
Made recommendations on capital renewal processes going forward.
Advised executives in all strategic planning activities.
Created and obtained approval of investment grade business cases to enter into internet, long distance, and local telephony recently opened to competition.
Directed evaluation of new products and services.
Prepared a specific line of business strategies, using a McKinsey-based methodology, to decide whether to grow, develop, or divest for the following businesses: public telephony, Yellow Pages directory, cable TV production, paging, cable TV operation, local telephony, data transmission, internet, and long-distance telephony.
Developed the company’s first corporate strategic plan in Peru for its $130M and approximately 1,300 employees, which included quantitative scorecard tracking and developed pricing plans and performance benchmarking.
Led the project implementation team, who was first to introduce competitive local telephony in the country.
Coordinated a new business plan in Panama, which was instrumental in initiating cultural change across departments for the $130M, 500-employee company.