SGV LEADERSHIP TEAM

J. Carlitos “Itos” G. Cruz
Chairman and Managing Partner

J. Carlitos “Itos” G. Cruz joined SGV in 1981 and was admitted to the partnership in 1995. He was appointed Head of Assurance Services in 2007, Vice Chairman and Deputy Managing Partner in 2010, and Chairman and Managing Partner in 2017.

As an Assurance partner, Itos led the audit of multinational and Philippine companies engaged in various industries, including power generation, oil and gas, energy, chemicals, utilities, and manufacturing. He also worked with the Denver, Colorado office of an international accounting firm where he honed his competency in the audit of companies in the oil and gas industry.

During his term as Vice Chairman, he led the Firm’s initiatives in growing the local market, establishing the Asia-Pacific Talent Hub (ATH), as well as the first EY Global Delivery Services (GDS) offices in the Philippines. The ATH provides quality Assurance services to EY offices around the Asia-Pacific Area such as Australia, Singapore, Hong Kong and Malaysia. The GDS facilities deliver Advisory and Tax Services to support international EY client engagements through the Global Talent Hub, as well as provide administrative and Core Business Services through the Global Shared Services organization. These developments have empowered SGV professionals to gain global experience and exposure while still based in the Philippines.

In his current capacity as Chairman and Managing Partner, Itos oversees the Firm, ascertaining that its objectives, purpose, and policies are met and are in line with EY’s growth strategy. He works closely with EY’s Global Leaders for insights, updates, and strategy alignment.

Itos completed the Advanced Management Program of Harvard Business School in 2007 and the Advanced International Program in Oil and Gas Management at the University of Texas in 1994. He graduated from the University of Santo Tomas (UST) in 1981 with a Bachelor of Science in Commerce degree, Major in Accounting. He was the first recipient of the UST-AMV College of Accountancy Professional Achievement Award in Public Accounting given in 2009. He was cited as one of the UST College of Commerce’s top 75 alumni during its 75th year celebration in 2008, and was also awarded as an Outstanding Alumni in Public Practice in 1999. In 2016, he received The Outstanding Thomasian Alumni Award (TOTAL) in recognition of his achievements in the field of Accountancy.

Itos is a member of the Makati Business Club, Management Association of the Philippines, German-Philippine Chamber of Commerce Industry, Inc., and Philippine Institute of Certified Public Accountants. He was the president of The Association of Certified Public Accountants in Public Practice (ACPAPP) in 2017 and in 2018, assumed the presidency of the ACPAPP Foundation. He is also on the Board of Trustees of the Philippine Business for Social Progress and President of the SGV Foundation.

Wilson P. Tan
Vice Chairman and Deputy Managing Partner

Wilson is the Vice Chair for Client Service. He is responsible for the execution of the Firm’s market strategy. He brings together market groups, service lines and market functions to provide exceptional service to our clients. Previously, he served as Head of Assurance.

Wilson joined the Firm in 1987 and placed 12th in the CPA Board ExaminatioHns of that year. His audit experience covers industries such as banking, telecommunications, electric power generation and distribution, food manufacturing, and mining.

He has an MBA from the International Institute of Management Development in Lausanne, Switzerland. He graduated summa cum laude from the University of the East in Manila with a Bachelor of Science degree in Business Administration.

Luis Jose P. Ferrer
Head, Tax

Louie is a CPA and a lawyer. He has done tax advisory services on national and local tax matters. He has represented clients before the BIR, Department of Finance, Board of Investments, Philippine Economic Zone Authority, local government units, and other agencies. As tax and corporate counsel of the National Power Corporation, he was responsible for: (1) negotiation, documentation, drafting, and review of government contracts; and (2) restructuring of the Philippine electric power industry and privatization of the National Power Corporation. As Court Attorney in the Court of Tax Appeals, he was exposed to tax and customs cases. As Team Leader of BIR Special Investigation Teams, he gained experience in BIR investigations and withholding tax audit.

He is a member of the Philippine Institute of Certified Public Accountants (PICPA), Integrated Bar of the Philippines, Philippine Chamber of Commerce and Industry – Tax Committee and Tax Management Association of the Philippines.

Louie earned his Bachelor of Laws degree from the University of the Philippines–Diliman and he graduated with a Bachelor of Science in Business Administration and Accountancy degree from the same university.

He completed the Executive Program on Comparative Tax Policy & Administration at Harvard University, John F. Kennedy School of Government.

Maria Vivian G. Cruz-Ruiz
Head, Assurance

Vivian is the Firm’s Assurance Service Line Head. Previously, she served as the leader for Market Group 6.

Vivian joined the Firm in 1989. She is a CPA who has audit experience covering financial audits, agreed-upon procedures, limited-review procedures, and cross-border offerings. Her accounts include clients from real estate, media and entertainment, services, and manufacturing sectors.

She obtained her Master of Business Administration degree from the University of Western Australia and graduated cum laude from the University of Santo Tomas in Manila with a Bachelor of Science degree in Commerce, major in Accounting.

Rossana A. Fajardo
Head, Advisory

Rossana is head of the Firm’s Advisory Service Line .

Rossana joined the Firm in 1988. She is a CPA and her areas of expertise include IT infrastructure controls, technical security reviews, and application system reviews for diverse industries.

She completed the Ernst & Young Kellogg Account Leadership Program conducted by the Kellogg School of Management, Northwestern University in Illinois in November 2011. She also completed the eMBA Program of the Asian Institute of Management as an SGV scholar In May 2001. Rossana graduated cum laude from the University of St. La Salle in Bacolod with a degree in Accounting.

Ramon D. Dizon
Head, Transaction Advisory Services; Leader, Market Group 2

Mon is a Partner in Assurance and one of SGV’s Market Group Leaders. He was formerly the partner-in-charge of training and methodology. He has more than 35 years of experience in assurance and risk advisory services. He also led the Firm’s Quality programs and initiatives, and was Global Audit Methodology (GAM) and GAMx implementation leader. He is the lead audit partner for many large publicly-listed companies, entities in the financial services, real estate, telecommunications and media, manufacturing, retail and business process outsourcing industries.

Mon graduated cum laude from the Polytechnic University of the Philippines with a bachelor’s degree in Commerce, major in Accounting. He obtained his Master in Business Management Degree from the Asian Institute of Management. He also completed the Strategic Business Leadership Programme of INSEAD (Singapore) and the Advanced Management Program of the Harvard Business School. He was seconded to the Chicago office of an international accounting firm and worked with its Center for Professional Education. He is a Certified Public Accountant and a Certified Management Development Instructor.

Mon is a member of the Philippine Institute of Certified Public Accountants, the Management Association of the Philippines, the Philippine Retail Association, the IT Business Processing Association of the Philippines, and the Harvard Business School Club. He is also a former president of the Rotary Club of Makati South.

Lucy L. Chan
Professional Practice Director and Head, Risk Management

Lucy performs regular audit across various industries such as insurance and pre-need, telecommunications and real estate industries. She is also involved with due diligence reviews and bond offerings.

Lucy has been awarded the Philippine Institute of Certified Public Accountants (PICPA) Young Achiever in Public Practice.

She completed her Master’s degree at the Asian Institute of Management and graduated magna cum laude from the University of the Philippines for her Bachelor’s degree.

Clairma T. Mangangey
Head, Learning and Development; Partner, Assurance

Clair has extensive experience in providing assurance services to listed companies and multinational corporations, with exposure to various industries including real estate, broadcasting, oil and gas, utilities, retail, wholesale, business process outsourcing, manufacturing and trading entities. Clair is also the Asia Pacific (APac) Methodology Implementation Leader and the Climate Change and Sustainability Services lead partner in the Philippines.

Clair is a Certified Sustainability Reporting Specialist and a Certified Sustainability Reporting Assurer. She is a member of the Philippine Institute of Certified Public Accountants (PICPA).

Clair graduated cum laude from the Saint Louis University in Baguio with a degree in Commerce – Accounting.

Julie Christine O. Mateo
Talent Leader; Partner, Assurance

Julie is a CPA. She is experienced in external audit and due diligence and review. She has audited clients in the retail, manufacturing, consumer products, real estate, airline, business process outsourcing and health care industries, as well as educational institutions and nonprofit organizations.

She is a member of the Philippine Institute of Certified Public Accountants (PICPA).

She earned her Master in Business Management degree from the Asian Institute of Management. She graduated cum laude from the University of Santo Tomas with a Bachelor of Science in Commerce degree, major in Accounting.

Vicky Lee-Salas
Head, Financial Services Office; Leader, Market Group 5

Vicky is a partner in Assurance. She mostly handles the audits of local and multinational banking and other financial institutions such as investment houses, finance companies and stockbrokerage houses. She is also involved in various due diligence review related to mergers and acquisitions and share valuation work. She is a certified anti-money laundering specialist.

She majored in Finance for her Master’s degree at the Asian Institute of Management and attended the Pacific Rim Bankers Program in the University of Washington.
She graduated with a Bachelor of Science degree in Business Administration and Accountancy from the Philippine School of Business Administration.

Arnel F. de Jesus
Leader, Talent Hub Group

Arnel is a CPA and a partner in Assurance. He is experienced in the audit of companies in the insurance, pre-need, mutual funds, health maintenance, BPO, fast-moving consumer goods (FMCG), real estate, telecommunications and technology industries. He has also done due diligence, and review of securities-offering documents.

He is a member of the Philippine Institute of Certified Public Accountants (PICPA) and the British Chamber of Commerce. Arnel leads the Asia-Pacific Talent Hub.

Arnel completed the Management Development Program of the Asian Institute of Management. He placed 15th in the May 1980 CPA Board examinations. He graduated from the University of the Philippines-Diliman with a Bachelor of Science in Business Administration and Accountancy degree.

Leonardo J. Matignas, Jr. CPA, CIA, CFE, CRMA
Chief Risk Officer, Head, Risk Advisory Services, and Leader, ASEAN Regional Management

Leo is a CPA and partner for Advisory Services heading its Risk sub-service line. He is also a certified internal auditor (CIA), certified fraud examiner (CFE), and has a certification in risk management and assurance (CRMA). He pioneered the risk services and fraud investigation services of the Firm and is also its Chief Risk Officer.

Leo is one of the founding members and a past president and of the Association of Certified Fraud Examiners-Philippine Chapter and a past president of the Institute of Internal Auditor Philippines. In 2009, Leo became the first and so far, the only Filipino elected as president of the Asian Confederation of Institute of Internal Auditors (ACIIA). Currently, Leo sits in the Institute of Internal Auditors’ Global Advocacy Committee.

He has a Masters of Management – International degree from the University of Phoenix, Arizona and completed the Management Development Program from the Asian Institute of management. He graduated from San Sebastian College, magna cum laude, with the degree of Bachelor of Science in Commerce major in Accounting.

Michael C. Sabado
Leader, Market Group 1

Mike joined the Firm in 1993. He is a CPA and is experienced in the external audit of companies in the automotive, real estate, manufacturing, insurance, construction, and airlines industries.

Mike completed his Bachelor of Science degree in Commerce, major in Accounting, at the San Beda College.

  

Martin C. Guantes
Leader, Market Group 3

Martin is a CPA. He is experienced in financial assurance services for the electric utilities, power generation, geothermal energy, manufacturing, real estate and construction, semiconductor and electronics, food and beverage, crewing, airline transportation, oil and gas and mining industries. He has also performed financial due diligence reviews.

He is a member of the Philippine Institute of Certified Public Accountants (PICPA) and the Association of Certified Public Accountants in Public Practice (ACPAPP).

He earned his Master in Business Management degree from the Asian Institute of Management. He graduated cum laude from the University of the Philippines–Diliman with a Bachelor of Science in Business Administration and Accountancy degree. He placed 20th in the October 1992 CPA Board examinations.

Fabian K. delos Santos
Leader, Market Group 4

Fame is a CPA-lawyer. His experience includes providing tax, corporate, and business advisory services in electric utilities, power generation, transmission and distribution, agriculture, semiconductor, service, manufacturing, construction, mining, food and beverage and real estate.

Fame earned his law degree from San Beda College after graduating from the New Era University with a Bachelor of Science degree in Business Administration, major in Accounting. He placed sixth in the CPA board exams.

Noel P. Rabaja
Leader, Market Group 6

Noel joined the Firm in 1992 and topped the CPA Board examinations in the same year. He is a Partner for Tax Services and previously headed its Global Compliance and Reporting (GCR) sub-service line. He has extensive experience in tax compliance services, tax accounting, due diligence review for mergers and acquisitions, and general tax advisory services for local and foreign clients from diverse industries such as the media and entertainment, manufacturing, trading, retail, pharmaceutical, energy and utilities, mining, services, and real estate industries.

Noel graduated cum laude from the University of the Philippines–Diliman with a Bachelor of Science in Business Administration and Accountancy degree. He is a member of the Financial Executives Institute of the Philippines (FINEX).

Jaime F. del Rosario
Leader, Market Group 7 and Head, Business Services

Jimmy is a Certified Public Accountant. He is the mining and metals industry champion of SGV & Co., Head of the Resources Group and the Head of the Business Services Group. As a partner in Assurance, Jimmy leads engagements in the areas of financial assurance services, due diligence reviews, International Financial Reporting Standards reporting, initial public offerings, audit of multinational companies and special economic zones, external audit, accounting advisory and consultation, International Accounting Standards conversion and advisory and regulatory compliance.

He is a member of several mining industry and government associations such as Chamber of Mines of the Philippines (CMPI), Philippine Minerals Exploration Association (PMEA), Philippine Mining Club (PMC), Philippine Maintenance and Safety Environment Association (PMSEA) and Mines and Geosciences Bureau (MGB). He is also the Firm’s representative to the Australian and New Zealand Chamber of Commerce, Philippine Australia Business Council (PABC) and the Petroleum Association of the Philippines, Upstream Business.

Jimmy graduated with a Bachelor of Science degree in Business Administration, Major in Accounting from the University of the East, Philippines. He completed the Management Development Program of the Asian Institute of Management and attended the Strategic Business Leadership Program at INSEAD, Singapore. He completed the Advanced Management Program (AMP) of the Harvard Business School in Boston Massachusetts, USA.

Narciso T. Torres, Jr
Leader, Market Group 8

NTT-img-thumb Jun graduated with a degree in Business Administration, major in Accounting, cum laude, from the Mindanao State University in 1989. He completed his Master in Management degree from the AIM in 1996. A CPA, Jun joined SGV in 1989 and was admitted to the partnership in 2001. He joined EY Vietnam in 2004 as a partner and became Office Managing Partner of the EY Ho Chi Minh office in 2008.

Jun has over 27 years of experience in the areas of external audit of companies in agriculture, real estate and construction, power generation, infrastructure, technology, food and beverage, industrial, manufacturing, airlines and others. He is also involved in financial due diligence, compilation and review services, agreed-upon procedures, accounting consultation and advisory and regulatory compliance.