Jose Lorenzo V. Ingan
- | - |-
WORK-RELATED
EXPERIENCE
ALCO and Lee Foreign Exchange, Inc.
Assistant Manager (March 2018 – July 2020)
• Prepare, update, and maintain 100% error-free and timely periodic financial
reports: General Daily Balance, Expense Report, Daily Transactions Report,
and Income Report
• Prepare and submit regulatory reports as required by the BSP and AMLC
(100% compliance)
• Timely maintain a database of clients, their information. and their
corresponding transactions in compliance with BSP and AMLC
• Compute and adjust the exchange rates of twenty-five (25) foreign
currencies efficiently and quickly
• Manage the daily flow of cash as the head cashier with every foreign
currency and peso accounted for
• Migrate all the reports online (cloud) for legacy purposes
• Help in designing the customer and transaction program for an accessible
customer database and efficient daily cash management
Asia United Bank Corporation
Corporate Planning Analyst (March 2016 – March 2018)
• Prepare and update the company’s Annual Report (SEC 17-A), the
Information Statements (SEC 20-IS) – both Preliminary and Definitive, the
General Information Sheet (GIS), the Quarterly Report (SEC 17-Q), and the
Annual Corporate Governance Report (ACGR) in coordination with the
concerned departments accurately and efficiently, and submit them to the
concerned agencies in a timely manner
• Coordinate with the Marketing Department in preparing and executing the
company’s Annual Stockholders Meeting (ASM) smoothly and efficiently
• Update and summarize the quarterly financial reports of the different units
of the company for presentation to the President accurately and in a timely
manner
• Assist the Corporate Planning Officer in preparing, projecting, and
consolidating the annual budget of all the units accurately
• Special Task:
Assist the Compliance Unit in preparing and consolidating the responses of
the different units on the report to the BSP visit accurately and timely
AXA Philippines
Financial Advisor (October 2015 – March 2016)
• Renders the client with quotations on their financial needs and protection
based on their current financial situation.
ALCO Foreign Exchange, Inc.
Assistant Manager (May 2015 – August 2015)
• Compute and adjust the exchange rates of 25 foreign currencies
• Deal and relate with at least 50 clients everyday regarding inquiries, booking
and reservations, and front-desk transactions
EDUCATION
Ateneo de Manila University
BS Mathematics, Major in Actuarial Mathematics (March 2013)
Financial Aid Scholar (100%)
SEMINARS
ATTENDED
Anti-Money Laundering Seminar (August 2019)
SKILLS &
INTERESTS
As an Actuarial Mathematics major, I have taken up units in Actuarial Mathematics,
Risk Theory, Life Contingency, and Theory of Interest. My major and the courses I've
taken serve as a solid foundation in insurance modeling and risk analysis. I am adept
in Microsoft Office, Adobe Photoshop, and simple video editing. I am goal-oriented
- I make sure to adhere to or go beyond the high standards that is expected of me.
Through these experiences, I have acquired a well-developed emotional quotient to
complement my business acumen. I've learned to work and communicate effectively
with various people in the workplace such as my colleagues, constituents, and my
leaders. I am highly interested in a variety of investment vehicles and
entrepreneurial activities like mobile loading, or online selling. Lastly, my goal is to
have a long-term leadership career in the insurance industry.
CHARACTER
REFERENCES
Cynthia P. Santos
Chief Compliance Officer/Head of Compliance Group
Asia United Bank Corporation
Joy~Nostalg Center No.17 ADB Ave.
Ortigas Center, Pasig City-
- loc. 584
Gerry Salas
SVP and Actuary
Pacific Cross Insurance Inc.
Pacific Cross Center
8000 Makati Ave. 1200 Makati City-
