Josef Poe, CPA

CPA and strategy practitioner with over two decades of experience driving transformation and performance improvement across diversified groups. Combines board-level strategic advisory with hands-on execution capability — from designing enterprise-wide KPI systems and QMS frameworks to leading M&A due diligence, multi-company reorganizations, and cross-border joint ventures. Known for translating complex organizational challenges into clear, actionable plans that stick.

Brings a rare combination of financial rigor, process design expertise, and people leadership — with a track record of elevating underperforming functions, managing change in large, distributed organizations, and building the internal systems that make strategy durable.

Member, Executive Committee at BCC Group of Companies / CAT Security Group (2012-07 – 2023-02)

Served as a standing member of the group's highest governing body, contributing to strategic direction, group-wide performance management, and organizational decision-making across multiple business units.

• Championed the integration of quality assurance into executive governance — embedding ISO 9001 compliance, KPI reviews, and management audits into the group's operating rhythm.

Director, Facilities Planning & Administration at BCC Group of Companies / CAT Security Group (2016-01 – 2023-02)

Led enterprise-wide management of operational assets, regulatory compliance, and external partnerships critical to service delivery continuity.

• Opened direct importation channels with Chinese suppliers for radio equipment and parts — eliminating dependence on local intermediaries and generating significant recurring cost savings.
• Built and maintained strategic liaisons with key regulatory bodies (PNP, NTC, LTO), ensuring uninterrupted licensing and permits for the group's firearm, communications, and transport facilities.

Director, Human Resources at BCC Group of Companies / CAT Security Group (2012-07 – 2015-12)

Appointed by the CEO to turn around the HR function; elevated it to high-performer status within twelve months by rebuilding processes, leadership capability, and compliance standing.

• Led the resolution of longstanding administrative cases with SSS, HDMF, and DOLE — resulting in DO-18A labor compliance certification across all ten service-provider entities in the group.
• Introduced financial modelling for HR decisions including involuntary separation, health actuarial risk, and retirement projections, giving management a clearer lens on workforce cost exposure.
• Acted as Single Point of Contact (SPOC) for the local establishment of Sodexo On-Site Services (Fortune-listed French multinational), covering JV structuring, financial modelling, recruitment, regulatory liaison, and mobilization for Google Philippines' local launch.

Quality Management Representative at BCC Group of Companies / CAT Security Group (2010-04 – 2023-02)

Designed and scaled the group's ISO 9001 Quality Management System from a single engineering entity to the entire BCC/CAT Security Group — spanning security services (9 companies), education, uniforms, financial services, and medical/diagnostics.

• Built and ran a continuous internal audit program covering KPI monitoring, management reviews, and customer feedback loops — surfacing insights that drove measurable improvements in service quality and client satisfaction.
• Introduced outcome-based KPIs to replace output-driven metrics, improving measurement accuracy and freeing monitoring resources for higher-value analysis.
• Designed performance scorecards linking individual, departmental, and organizational results — achieving 30%+ compliance improvement in KPI reporting within the first year of rollout.
• Trained and developed over four candidates toward IRCA-certified Lead Auditor status (International Register of Certificated Auditors, UK).

Special Assistant to the President & COO at BCC Group of Companies / CAT Security Group (2002-01 – 2009-08)

Advised the President and COO on strategic business decisions, including M&A evaluation, new business development, and multi-entity reorganization.

• Led financial due diligence and drafted legal documentation for the BCC–Alert 1 acquisition that formed BCC Security Technologies; subsequently managed integration and operational alignment.
• Prepared financial feasibility models and recommendations for new business opportunities and non-traditional service proposals across the group.
• Managed transition of a newly created enterprise-level department following a group-wide reorganization; recognized for sustaining team morale and consistent output through a period of significant organizational change.

Director, Finance & Accounting at The Grupo Sorbetero Company (2009-08 – 2010-02)

Engaged during a critical recovery phase — developed and updated business models to inform decisions on headcount, cost structure, and operational priorities.

• Designed and implemented an internal controls framework and accounting policies, restoring reliability to financial reporting and enabling management to make data-driven decisions.

Associate Consultant, Consulting & Financial Advisory Services at KPMG Philippines, CPAs & Management Consultants (2000-11 – 2001-12)

Contributed to the BSP's core financial system integration project — the firm's largest engagement in scale and revenue in over 15 years — coordinating with KPMG USA and KPMG Pakistan on functional design requirements.

• Led planning and execution of end-to-end systems testing; played a lead role in communicating functional requirements between business users and the application development team.

BS Business Administration and Accountancy in Business Administration and Accountancy – University of the Philippines, Diliman (2000)