1. CURRICULUM VITAE
Lorenzo Tion Tan
Nicknames: Renz/Lorenz/Loren/Ren/Enzo
Addresses: 510 Tagaytay Street, Brgy. 130
Zone 11 District II, Caloocan
City, 1404 - residence
lorentan@yahoo.com/
tan.lorenzo73@yahoo.com - email
Phone nos.: (632)7094709 /3605801(brother office)
09266444144
Executive Summary:
Experience as a Semi-In Charge Staff Auditor, Accountant, Account Analyst Assistant Audit Manager, Chief
Accountant, Financial Analyst and Comptroller.
Audited prestige companies of various clients by the firm, handle various tasked of Accounting (update
backlogs, able to expedite the processing of financial statements, able to revive the monthly processing of
reports). Banking (able to help various assignment in branch banking operations), Internal Audit (able to
prepare working papers for the special audit and conduct audit on assign project specifically construction of
tiangge mall) and Financial Analyst (able to improve the preparation of schedules and suggest product of the
company).
The following are the listing that describe about myself that can be advantage to the firm: An analytical,
resourceful, hardworking, innovative, result-oriented, team player, team leader, trustworthy, friendly, adhere to
professionalism, obedient, courageous, self-motivated, keen into details, detail oriented, perseverance, with
business acumen, diligent, decisive, firm with decision, with integrity, intuitive, patience, not easily given up
despite of challenges and difficulty, good rapport, good communications skills, career oriented, success driven,
adept in many skills, good judgment, good ethics, responsible, self-reliant, environmentally-friendly, helpful,
generous, respectful, tactful, loving, with sense of humor, contentment or sense of fulfillment, approachable,
sociable, outgoing, caring, strong, humble, eager to learn, willingness to share my knowledge, skills,
experiences and talents, conscientious, optimistic, have a sense of perspective, prudence, globally competitive,
fair in my decision and undertakings, good mentor, good collaboration, high sense of confidentiality in
undertakings, give importance in dealing with my work and person, enthusiastic, natures lover, self-respect,
goal determination, aim for the welfare and progress of the firm and nation, sense of patriotism, flexible,
multi-tasking capabilities, can deal with person from all walks of life, with mission and vision in life, matured,
ambitious, industrious, can accept criticism, understanding, frugal, gentlemen, discipline, open minded,
righteous, methodical and well organized. Knowledge in US & Phil. GAAP, IFRS & PFRS, computerized
accounting system, design and installation of accounting system, manual bookkeeping and accountancy.
Career Objectives:
To engaged in a job with the profession of accountancy that will provide avenues to work a full time role
towards prudence, excellence, leadership, impartiality, globally competitive, innovative and progress in the
firm and our country.
Personal Particulars:
Gender :Male Nationality :Filipino (w/ Chinese Blood)
Tax Identification No. :155-613-979 SSS No. :33-0767962-3
Marital Status :Married W/ 4 children Pag-IBIG MID No. :1210-1976-0986
Date of Birth :August 10, 1973 Phil Health No :19-051636564-5
2. Voters ID No. :7501-2444B-H1073LTT10002-
3
PRC No. :90769
Passport No. :SS 0638924 LTO License No. :N25-96-021738
Educational Background:
Highest Education
Field of Study : Bachelor of Science in Commerce
Major : Accountancy Accounting Average : 1.99
Name of Institution : Polytechnic University of the Philippines
Location : Sta. Mesa, Manila Graduation Date : April 1992
Secondary Education
Name of Institution : San Sebastian College General Average : 88%
Location : Claro M. Recto, Manila Graduation Date : March 1988
Primary Education
Name of Institution : San Jose Elementary School General Average : 88%
Location : Caloocan City, Manila Graduation Date : March 1984
Government Exams Passed:
National College Entrance Exam (NCEE) –82%
CPA Board Exam 75% (average grade) in which percentage rate of who passed is only13.9983% (814 CPA
passer out of 5,815 examinees)
Honors/Awards/Scholarship:
College : 3rd Placer in Departmental Accounting Examinations given on Jan. 14 & Mar. 11, 1990
High School : Recipient of Gold Medallion for Loyalty Award in Citizen Army Training (CAT)
Academic Scholar – First Year to Fourth Year
Elementary : 2nd Honorable Mention – Fourth Honor (Grade VI)
Most Helpful, Most Industrious, Most Responsible, Model Pupil & Most Polite
3rd Honor (Grade I & V)
A-1 Child (Grade I)
Extracurricular Activities:
Parish : San Jose Parish – Legion of Mary (Refuge of Sinner) – Vice President (2011 to present)
Apostles (2007&2011)
·PPCRV Volunteer 2010 & 2013
: San Prancacius Parish – Apostles (2010)
·PPCRV Volunteer 2010
College : Participant in Intra-school (JPIA) Accounting Quiz held at PUP Feb. 1991
High School : Corp – G2 in Citizen Army Training (CAT) – First to Fourth Year
Voted 2nd by the HS students in vying for Presidency of Student Council Organization (SCO)
– Fourth Year
Business Manager of Math Science Club – Fourth Year
Founder/President of Confraternity of Our Lady of Mt. Carmel (COLC) appointed by Sister
Cirila Uy – Fourth Year (Project: statue of St. Lorenzo Ruiz located in High School Chapel)
Second Place in All Level Competitions for Group Choir – Third Year
Member in Student Catholic Action (SCA) – First to Fourth Year
Elementary : Patrol Leader
Third Place in Slogan English Contest – Inter-school Competitions District II
Employment History:
Company Name : GISMECON WATERTANKS AND ALIKES
Job Position : Accountant/Bookkeeper
Job Specialization : Comptrollership
Nature of Industry : Fabricator
Date Joined : September 2009 Present
Location: 213-215 Edsa Caloocan City, Philippines Telephone No.: 7094709/3605801
Immediate Superior: Mr. Manuel Tion Tan
3. Job Description:
Assist in Managing the business of our late father which inherited by our eldest brother such as liaison to
DTI, Banks, Maynilad and BIR, recording of daily transactions in the books of account, preparing annual
Financial Statements and Lapsing Schedule of Property, Plant and Equipments, collecting receivable from
customers and purchase of materials in regular suppliers. Other tasks that may assign from time to time.
Accomplishment:
Able to have the books of the company and prepare and file Annual Income Tax Return.
Experienced Gained:
I was able to account the transactions in the books of account and prepare Annual Financial Statements.
Reason for Leaving:
Seeking for better career opportunities and advancement.
Company Name : Philippine Long Distance Telephone
Job Position : Financial Analyst
Job Specialization : Reporting/Analyst
Nature of Industry : Telecommunication
Date Joined : January 2008 Date Left: June 2008
Location: RC Bldg. Makati Ave., Makati City, Philippines Telephone No.: 5840298
Immediate Superior: Mr. Silverio S. Ibay, Jr. / Ms. Joyce Celeste Julaton
Job Description:
Under direction of the Team Leaders, Division Head & AVP of Spend Management Center, performs
professional reporting work such as Philippine Financial Reporting Standard (PFRS 7) Contractual Obligations,
Sarbanes-Oxley Report (SARBOX) Act including Process/Risk/Control Map (PM/RM/CM), monitor the
submission of deliverables such as account schedules, BSP & NTC report, portion of Notes to Financial
Statement (NFS), prepare operating expenses (OPEX) variance analysis, consolidate the support given by
colleagues to the time and motion study of Disbursement Management Accounting being prepared by
Division Head, review Check Voucher and supporting documents, and performs related work as required.
Accomplishment:
Able to enhance the preparation of prepayment & accrued expenses and operating expenses variance
analysis.
Experienced Gained:
Preparation of Spend Management Accounting Report in Philippine Financial Reporting Standard (PFRS 7),
review Sarbanes-Oxley Report (SARBOX) Act 404 including Process/Risk/Control Map (PM/RM/CM). Adopt
and learn the System Application Program (SAP R3) environment and its some transaction codes.
Reason for Leaving:
Seeking for better career opportunities and advancement.
Company Name : California Rice Mill Corporation
Job Position : Chief Accountant
Job Specialization : Accounting/Audit
Nature of Industry : Rice Mill/Warehouse
Date Joined : March 2006 Date Left: July 2006
Location: RCBC Plaza, Sen. Gil Puyat St. Makati City, Philippines
Immediate Superior: Mr. Renato Ang & Ms. Nena Ang
Job Description:
Responsibilities
Under direction of the VP/SVP-Finance & Chairwoman, performs professional accounting work such as,
monitor receivables, revenues and expenditures. Coordinate the collection and payment due to the SVP-Finance;
reviews journal entries and subsidiary accounts; makes journal funding transfers and reconciles
monthly bank statements; ensuring data is recorded in the financial accounting records (excel); prepares
monthly and annual (with the help of other Chief Accountant from affiliate) financial statements for the
Corporation and other stakeholders; preparation of year-end audit reports and schedules; and performs
other duties of a similar nature or level.
4. Accomplishment:
Restore the preparation of monthly Financial Reports. Good team player and Multitasking capabilities. Had
bear out of initiative and ability to work with minimal supervision. Good in organizational and motivational
skills. Have updates workloads in Bank Recon, Interco Recon, Lapsing Schedule and other schedules. Able
to assume the post of Chief Accountant after it has been re-establish.
Experience Gained:
Had bear out of initiative and ability to work with minimal supervision. I had established the virtues of
professionalism, organizational and motivational skills in the company.
Reason for Leaving:
Company Retrenched.
Company Name : ASB Realty Corporation
Job Position : Audit Assistant Manager
Job Specialization : Audit
Nature of Industry : Real Estate/Property
Date Joined : Oct 2004 Date Left: Aug 2005
Location: ASB Center, Benavidez St. Makati City, Philippines Telephone No.: 892-7777/6321010
St. Francis Square, J. Vargas, Mandaluyong City, Philippines
Immediate Superior: Mr. Luke C. Roxas & Ms. Angie Limsiaco
Job Description:
Responsibilities
ASB Group of Companies
Under direction of the Audit Head and the President, Conduct surprise cash count in Condotel and Resort.
Prepare Bank Reconciliation. Audit the Purchase Requisition, Liquidation Report, Check Payment Request,
Petty Cash and other Billing Statements. Conduct night audit as to room occupancy, power consumption and
orderliness for vacant room. Assist in preparation Room Rates Evaluation Report. Assist in follow up of
Condotel collections. Attend management committee meeting.
Project: St. Francis Square
Location: J. Vargas St., Ortigas City
Conduct physical count on newly acquired Fixed Assets. Observe the equipment operations done in the night
at construction site. Audit on Material Purchase made by Contractor, Weekly Payroll, subcontractor’s
computation, Electrical and Plumbing payroll (subcontractors), Petty Cash Replenishment and other
reimbursements. Audit the delivery of concrete aggregate mix, disposal of debris and equipment rentals.
Check and distribute weekly in-house payroll. Assist other duties that assigned from time to time.
Accomplishment:
Good team player and Multitasking capabilities. Had bear out of initiative and ability to work with minimal
supervision. Good in organizational and motivational skills. Have updates workloads in Bank Recon. Able to
assume the post of assistant audit manager after it has been re-establish.
Experience Gained:
Had bear out of initiative and ability to work with minimal supervision. Good in organizational and
motivational skills. I had established the virtues of good leadership, organizational and motivational skills in
the company.
Reason for Leaving:
Company downsized.
Company Name : Gamboa, Lagman, Sarte & Associates (GLS) Consulting, Inc.
Job Position : Accountant
Job Specialization : Finance – General Accounting
Nature of Industry : IT Consulting Firm (Science, Engineering & Technical)
Date Joined : Sept 2002 Date Left: Apr 2003
Location: 196 Salcedo St. Makati City, Philippines Telephone No.: 8122325
Immediate Superior: Mr. Eddie C. Española
5. Job Description:
Responsibilities
Under direction of the VP and EVP-Finance, Review/Check the accuracy and completeness of the Supplier’s
Invoices, Liquidation Reports, and Request for Payment/Appropriation, and other support documents. Assist
in preparation of Accounts Payable & Check Voucher. Supervised and take in-charge for the recording of
company’s collections, disbursements, sales, and credit and debit transactions in the accounting systems.
Prepare Daily Cash Position and Weekly Cash Flow Report. Prepare monthly & quarterly Value Added Tax
(VAT), Expanded Withholding Tax (EWT), Withholding Tax on Wages (WTW) and Fringe Benefit Tax (FBT)
remittances/return. Prepare Monthly Financial Statements with supporting schedules. Prepare Alpha List
and other year-end reports with diskettes.
Accomplishment:
Have updates workloads in Bank Recon and Inter-company Recon. Accommodate other responsibilities of
Accounting Clerk while assuming the duties and responsibilities of Accountant being turn over by the VP—
Finance.
Experience Gained:
Had experience Team player and Multitasking capabilities. Had bear out of initiative and ability to work with
minimal supervision. Good in organizational and motivational skills. Adapt knowledge in Accounting
Environment (using their SCALA V software). I able to complied the BIR requirements in filing monthly and
annual returns.
Reason for Leaving:
Company closed.
Company Name : Araneta Center, Inc.
Job Position : Accountant
Job Specialization : Finance – General/Cost Accounting
Nature of Industry : Property / Real Estate/Leasing
Date Joined : May 2000 Date Left: Jul 2002
Location: Aurora Tower, Aurora Blvd. Cubao, Quezon City, Philippines Telephone No.: 911-31-01
Immediate Superior: Mr. Armando T. Domingo/ Ms. Cely C. Magboo/ Ms. Bernice C. Adona/ Ms. Nelon Medina
Job Description:
Responsibilities
Under direction of the Accounting Managers, AVP-Comptrollership and the SVP-Finance and Comptrollership,
Reconciled and analyzed monthly bank accounts, customer accounts, inter-company accounts, construction
in progress accounts, research & development, voucher payable account and other accounts. Prepare bank
correspondence regarding bank-reconciling items. Prepare journal voucher for necessary adjustments.
Prepare project cost monitoring reports. Assist in preparation of Monthly Financial Statements. Observe
counting of seize lessee’s merchandise and year-end inventory counts. Assist other accounting staffs in other
accounting & technical matters. Reconcile receivable of one tenant by compared schedule. Join in other
company’s activities within and without its premises.
Other Responsibilities (Arafor Trading Corporation)
Check the entries for Check Voucher. Reconcile monthly bank accounts. Records cash receipts and
disbursements in books of accounts. Prepare Monthly Financial Statements and Audit Schedules for External
Auditor.
Accomplishment:
Have expedites the preparation of Monthly Financial Statements/Reports of Araneta Center, Inc. (ACI).
Update various backlogs of ACI, such as Monthly Bank Recon & Inter-company Recon. Accounted various
differences and makes necessary adjustments in a computerized accounting records of ACI. Communicate to
the Senior Vice President - Finance regarding problems encountered.
Experience Gained:
Good team player and Multitasking capabilities. Had bear out of initiative and ability to work with minimal
supervision. I had established the virtues of good leadership, organizational and motivational skills in the
company. Adapt knowledge in Accounting Environment (using their SYSTEM 21 software). Render sense of
leadership in the organization of preparing Monthly Financial Statements/Reports.
6. Reason for Leaving:
Greener pasture
Company Name : Sevilla Trading Corporation
Job Position : Accounting Head
Job Specialization : Administration
Nature of Industry : Manufacturing
Date Joined : August 1999 Date Left: September 1999
Location: Tinajeros St. Malabon City, Philippines
Immediate Superior: Ms. Janice Sevilla Uy
Job Description:
Responsibilities
Daily monitored the centralized transactions of various companies for Accounts Receivable functions,
Accounts Payable functions, Payroll functions, Sales functions and Inventory functions. Review Statement of
Accounts, Inventory Pricing and Weekly Accomplishment Report. Reviewed the Aging Report, Commission
Computation, Outstanding Receivable Report, Bi-Monthly Concessionaire’s Discrepancy Report, analyze &
report to AVP – Sales & to Chief Accountant the status of Merchandiser’s Report. Verification if all reports
from sales representatives regarding concessionaire’s account is complete. Communicate other problems
encountered & recommend solutions. Monitor eight accounting staff in their daily activities, aside from sales
department.
Accomplishment:
Hand over guidelines on how to conduct a Physical Inventory Count. Adapt on how to manage various
Departments in a small-medium scale of business.
Reason for Leaving:
Seek for better career advancement opportunities and exposures.
Company Name : College Assurance Plan (Phils.), Inc.
Job Position : Internal Auditor
Job Specialization : Audit Services
Nature of Industry : Pre-needs Plan
Date Joined : May 1999 Date Left: Jul 1999
Location: Amorsolo St. Makati City, Philippines
Immediate Superior: Various
Job Description:
Responsibilities
Under direction of the Audit Managers and SVP-Audit, Audit CAP Scholar Claims, Health Claims, Pension
Claims, Tech Installment Plans, Death Claims, Liquidation of Cash Advance, Purchase and Acquisition of
Office Supplies and Office Equipment, respectively. Conduct cash count and control the issuance of receipts
from cashier cash register. Do other tasks that may assign from time to time.
Special Project: Auditing a Computerized Payroll Systems from Planning up to Preparation of Working Papers.
Accomplishment:
Assist other internal auditors in their daily routine duties and able to prepare a working papers for auditing a
Computerized Payroll Systems.
Experience Gained:
Good team player. Communications skills with various officers and professional attitudes were developed.
Internal Audit skills were able to explore.
Reason for Leaving:
Seek for better career advancement opportunities and exposures.
Company Name : De La Salle University
Job Position : Account Analyst
Job Specialization : Finance - General/Cost Accounting
Nature of Industry : Education
Date Joined : Mar 1998 Date Left: Jun 1998
7. Location: Taft Avenue, Manila, Philippines Telephone No.: 523-4148
Immediate Superior: Ms. Merciditas Fajardo/Ms. Gloria de Leon
Job Description:
Responsibilities
Under direction of the Accounting Supervisor and Comptroller, reviewed/checked request for
Payment/Appropriation, Check Voucher and Liquidation of Advances, if properly support, allotted budget &
authorization, data & accounting entries and if properly supported in areas of assigned department,
respectively. Compute semi-monthly Payroll of Mangyans, Cell Teachers. Review the work of Accounting
Clerk/s.
Accomplishment:
Arrange tangle and unturned-over daily work despite of busy schedules. Minimize the backlog in checking
the Liquidation Reports and preparing necessary adjustments for it. Make some revision on computation of
Mangyan & Cell Teachers Payroll.
Experience Gained:
Good team player. Communications skills with various officers and professional attitudes were developed.
Account Analyst skills were able to explore.
Reason for Leaving:
Seek for better career advancement opportunities and exposures.
Company Name : China Banking Corporation
Job Position : Technical Staff
Job Specialization : Branch Banking Services
Nature of Industry : Banking & Financial Services
Date Joined : Oct 1996 Date Left: Feb 1997
Location: CBC Bldg. Paseo De Roxas St., Makati City, Philippines Telephone No.: 84-111
Immediate Superior: Mr. Antonio Carreon & Various
Job Description:
Responsibilities
Under direction of the Deputy Senior Manager of Branch Operations worked as BOH Trainee through on an
intensive technical training in branch banking operations at a certain branch. A self-study program with
simultaneous on the job training. Assisted various branch in their daily banking operations such as clearing,
loans, accounting, new accounts and investments. Relieve the Branch Operations Head (BOH) in other
branch.
Accomplishment:
Able to assisted and settle dispute problems in some of the branch in their daily activities.
Experience Gained:
Good team player. Communications skills with various officers and professional attitudes were developed in
this industry. Had bear out of initiative and ability to work with minimal supervision. Exposures to the
problems (e.g. allegation of fraud & clash between superior & subordinate) of Divisoria Branch Operations
Head without discussion the real issues by the deputy senior manager – operations (in charge of scheduling
& assigning the BOH & its assignment in a particular branch).
Reason for Leaving:
Seek for better career advancement opportunities and exposures.
Company Name : UrbanCorp Building Technologies, Inc. (affiliate of Urban Bank)
Job Position : Accountant
Job Specialization : Finance – General/Cost Accounting
Nature of Industry : Constructions/Houses
Date Joined : Jun 1996 Date Left: Sept 1996
Location: Fedman Suite Bldg. Salcedo St., Makati City, Philippines
Immediate Superior: Mr. Felizardo J. Jamlang, Jr.
Job Description:
8. Responsibilities
Under direction of the SVP-Operations, Performed daily and weekly accounting activities such as preparation
of Check Vouchers, supervise in receiving & releasing of collections & payments, respectively, handle petty
cash fund, manual recording of books & other related works. Check the validity and accuracy of attached
reports of sub-contractor. Prepared semi-monthly payroll of laborers and employees and credited to their
respective accounts. Prepare Monthly Bank Reconciliation of the company. Remitted and filed in various
gov’t agencies such as BIR, SSS, Pag-ibig & Medicare. Prepare Monthly Financial Statements/Reports. Assist
the company Consultant in his duties.
Accomplishment
Able to meet various deadlines despite of hindrance in traveling way from the office to the bank &/or head
office vice-versa. Render the duties and responsibilities of the Accounting Clerk and Accountant. Assist
other tasks given by the Consultant/Expat.
Experience Gained:
Good team player. Communications skills with various officers including expat and professional attitudes
were developed in this industry. Had bear out of initiative and ability to work with minimal supervision.
Accounting skills were able to explore.
Reason for Leaving
Seek for better career advancement opportunities and exposures.
Company Name : SyCip Gorres Velayo & Co
Job Position : Experience Staff Auditor
Job Specialization : Finance – Audit/Taxation/Professional Services
Nature of Industry : Auditing & Consulting (Business & Management)
Date Joined : Jan 1993 Date Left: Jan 1996
Location: SGV Bldg. Ayala Avenue, Makati City, Philippines Telephone No.: 891-03-07
Immediate Superior: Various
Job Description:
Responsibilities
Under direction of the In-charge or Audit Supervisor/Manager reviewed by Partner-in-charge, perform audit
through tailored-fit Audit Working Program, prepare a Customize Audit Working Program for a particular
client or conduct audit through Standard Audit Working Program with reference to the last year working
papers for client of the firm. Special task and tasks performed during temporary and probationary period are
witnessing dropping of winning crowns, physical inventory taking and conduct audit based on last year Audit
Working Papers. Clients of firm had handled in the field of: education, insurance (assist), condominium,
construction, manufacturing, foundations, group of companies (assist), USAID, oil & drilling and company
with royalty. Review the works of other Auditor/s according to the Standard Audit Working Program. Draft
reports such as Financial Statement, Audit Opinion, Management and SEC Report. File clients Audited
Financial Statements to the BIR and SEC. Joined in other administrative and company activities, such as
group collections, attending seminars, trainings, etc.
Accomplishment:
Explore my knowledge in the field of Audit despite of hard work. Assisted Partners, Manager, Senior Auditors
and Co-Auditors in auditing publicly listed, prestige, group of companies, etc. I assisted Co-Auditors in
conducting audit and physical inventory count. Recommend various adjustments and internal controls.
Experience Gained:
Good team player. Communications skills with various clients and professional attitudes were developed.
Had bear out of initiative and ability to work with minimal supervision. Audit skills were able to explore.
Knowledge in US GAAP.
Reason for Leaving:
Change of status in life.
Company work with short stint:
Best Choice Group (Distributor) – Comptroller (September 2009)
Lopez & Co (Accounting Firm) – Accountant (July-August 2008)
Technimont Arabia Limited, Jeddah, K.S.A. February 9-16, 2007
Business World (Publishing) – Internal Auditor (April 29-May 2, 2004)
9. ISUZU – PASIG (Distributor) – Credit & Collection Assistant (October 27- November 8, 2003)
Gismecon & G I Sheet Metal Contractor (Fabricator) – Company Secretary/Supervisor (November –
December 1992)
Part-time job:
Q-Dy’s Chinese Vegetable Store - Bookkeeper cum Accountant/External Auditor – September 2008 – April
2010
Small businesses (Pre-operating):
Tan's Homemade Delicacies & Lorenzo Tion Tan Business Management Consultancy
Other Skills:
Cooking, Telemarketing, Troubleshooting, Carpentry, Plumbing, Construction Worker, Driving and Haircutting.
Seminars and Trainings Attended:
Conducted by Review Center
February 21, 1993 - Design and Installation of Accounting System
It’s a comprehensive seminar that illustrates on how to design and install an accounting system for small and
medium-sized businesses.
In-house Seminars by SGV:
Audit Essentials
Describe the responsibilities of the auditor and client with respect to the information contained in the
financial statements, the overall goals of the audit, and the procedures to be performed during the
engagement. It presents the approaches and methods in auditing and initiates a review of auditing concepts.
Audit & Business Advisory Worldwide Staff Training (ABAWST) I
Provides the participants with the audit skills they need in their succeeding engagements. It also discussed
how and why audit procedures are performed. It gives insight into what is expected of a participant as a
professional at SGV.
Experienced Staff Auditor (ESA) Skills Seminar
Develops judgment skills needed in performing complex audit work in high risk areas, sharpens business
advisory perspective so that marketing other SGV services becomes a natural part of the audit process,
refines technical skill in key audit areas and increases familiarity with SGV reference materials.
Audit of Inventory Taking
One-day seminar designed to provide the participants with basic understanding on how to handle an
inventory taking and audit inventory.
Audit & Business Advisory Worldwide Staff Training (ABAWST) II
Provide the participants in understanding the accounting system, account-specific risks, linkage between the
results of test of controls and planned substantive testing approach, and assessing internal control.
Basic Taxes
An update insight regarding tax matters.
In-charge Essentials
Develop an understanding of the in-charge roles and responsibilities, and the knowledge and skills needed to
manage the key in-charge relationships with staff, manager/partner, and client. Mentors newer staff, and
help them to understand and perform their tasks. Efficiently plan, monitor, and control the audit process,
from beginning to end.
Sampling in auditing
One-day seminar designed to provide the participants with basic understanding of the process of testing a
portion of a group of items in order to evaluate and draw conclusion about the group as a whole.
In-house Trainings by SGV:
EDP Basic/Introduction to DOS
Provide introduction to basic computer terminology, concepts and disk operating system.
Introduction to Windows
Provide a basic understanding of the Windows environment and commands.
10. Introduction to Microsoft Word and Excel
Provide a basic documentation and worksheet skills using the Microsoft Word and Excel.
In-house Training by College Assurance Plan:
June 9, 1999 Quality Customer Service
A half-day orientation on how the customer be communicated with smile.
PICPA Seminars:
February 19, 2000 Income Taxation
March 18, 2000 Computerized Accounting System Minding Your Own Business (MYOB)
April 8, 2000 Statement of Financial Accounting Standards (SFAS) Update
In-house Training by Araneta Center, Inc
May 17-19, 2000 MS ACCESS
June 21-23, 2000 ADVANCED MS WORD
August 7, 2000 Competency Based Training on Controllership Level 1
August 23-25, 2000 ADVANCED MS EXCEL
January 17-19, 2001 MS WORD
January 24-26, 2001 MS EXCEL
February 7-9, 2001 MS POWERPOINT
May 10-11, 2001 MS PROJECT
September 21, 2001 Guide to Proven Tax Solutions
Sponsored by Araneta Center, Inc.
June 20, 2001 E-Filing of Tax Returns & E-Payment of Taxes conducted at The Century Park Hotel-
Manila by IPG Professional Advancement & Business
Center of the Philippines
February 16, 2002 Consolidation of Accounts and Accounting for Investments conducted at Tratoria
Uno, Alimall-Cubao by SGV & Associates
November 29-30, 2001 Team Building 2001 at Pansol, Laguna
August 18, 2006 WMMC General Membership Meeting Justo Albert Auditorium, PLM Manila
A group discussion provides on how to retool the CPA and an update on taxes.
Sponsored by PLDT:
May 9-11, 2008 Financial Reporting & Control Planning Conference at Bohol Beach Club
June 19, 2008 Final Withholding Tax (FWT) and Expanded Withholding tax (EWT) at Manila
Peninsula Hotel by SGV & CO
PICPA Seminar
February 6, 2010 Proper Presentation of Financial Statements held at Multipurpose Hall, University of
the East Engineering Building by Professor Jekell Sagosacol.
TESDA Seminar
May 7 to May 24, 2012 Finishing Course for CALL CENTER (100 hours) by Engineer Rosalito Tapang
Related Professional Affiliation/Accreditation:
Member since
8/11/1994 to 2006 Philippine Institute of Certified Public Accountant (PICPA)
Tax Practitioner’s
Accreditation Revenue National Accreditation Board issued on June 14, 2002
Character reference is available upon request
I hereby certify that all above information are true and correct with the best of my knowledge and belief.
+++++++++++++++++++++++
Lorenzo Tion Tan, CPA