MA ANGELICA BATTAD
CHIEF FINANCIAL OFFICER
QUEZON CITY,00
Summary
Dynamic insurance professional with a proven track record at Drafter Auto Tech Inc., excelling in client relationship management and financial reporting. Adept at developing innovative insurance solutions and optimizing business processes, I leverage strong negotiation skills to enhance profitability and ensure client satisfaction. Committed to delivering exceptional results in fast-paced environments.
Overview
17
17
years of professional experience
Work History
Chief Financial Officer
Drafter Auto Tech Inc.
01.2020 - Current
- Tracking cash flow and financial planning as well as analyzing the company's financial strengths and weaknesses. The CFO also proposes corrective actions.
- Responsible for managing the finance and accounting divisions and for ensuring that the company’s financial reports are accurate and completed in a timely manner.
- Handles everything relating to cash flow, financial planning, and taxation issues.
Vice President
Drafter Auto Tech Inc.
02.2010 - 01.2019
- Providing guidance to direct reports
- Building relationships with clients and vendors
- Managing budgets and monitoring financial performance
- Optimizing business processes to increase efficiency
- Ensuring alignment between departmental goals and the company’s mission and vision
- Overseeing company HR functions
- Developing and implementing strategies to give the company a competitive edge
- Collaborating with other executives
- Representing the company at leadership conferences and other business events
Licensed Insurance Agent
Self-employed
10.2024 - Current
- Developing and suggesting new auto insurance policies to meet the changing and varying needs of (prospective) clients
- Ensuring the complaints of clients are properly looked into and addressed effectively
- Maintaining the loyalty of clients to his/her insurance company
- Travelling to meet new and existing clients
- Recording the statistics of clients’ take on different auto insurance policies
- Taking part in the process of entering into auto insurance contracts
- Empathizing with clients upon the occurrence of risk(s) whether or not the policy they took covered the risk
- Initiating and implementing plans that will make his or her parent insurance company more profitable
- Assisting with the renewal of insurance policies.
Insurance Agent
8:28 Insurance Agency Corporation
01.2020 - 09.2024
- Assessing client needs
- Explaining insurance policies: Agents break down complex jargon and explain the terms, conditions, exclusions, and benefits associated with each policy.
- Guiding policy selection: They help clients pick the best policy, highlighting plans that offer the most appropriate coverage.
- Assisting with applications: Agents guide clients in accurately completing insurance applications and navigating any additional processes required by the insurance company.
- Assisting with claims: They provide support through the paperwork, ensuring claims are processed fairly and efficiently.
- Policy review and updates: Agents check in with their clients regularly to help update policies whenever significant life events occur, ensuring coverage remains relevant and adequate.
Cadet Engineer
Makati Development Corporation
Muntinlupa City, METRO MANILA
01.2009 - 01.2010
- As a cadet engineer, I play a crucial role in the punch listing process during construction.
- Inspecting the project thoroughly to identify any incomplete tasks or areas needing improvement.
- Documenting all issues in a detailed punch list form, ensuring every item includes a clear description, location, and assigned responsibility.
- Organizing the punch list based on the urgency and impact of each task, prioritizing critical issues like electrical system fixes over minor touch-ups like repainting.
- Sharing the finalized punch list form with all relevant teams and subcontractors, clearly outlining deadlines for each task.
- Ensuring everyone understands their responsibilities and expectations to avoid delays and missteps.
- Communicating effectively to prevent missteps and ensure smooth coordination among stakeholders. By following these steps, you can ensure that all outstanding work is addressed before the project is officially closed out, maintaining high standards of quality and satisfaction.
- Documented detailed minutes of meetings, facilitating better communication amongst team members.
Education
Bachelor of Science - Civil Engineering
Mapua Institute of Technology
Manila, Metro Manila, Philippines 04.2001 -
Skills
Insurance sales expertise
Marketing techniques
Negotiation techniques
Client relationship management
Financial reporting
Budget development
Accounting principles
Financial management
Corporate leadership
Cash flow management
Financial administration
Audit coordination
Analytical and critical thinker
Decision-making
Marketing and advertising
Adaptability
Tax planning and strategy
Timeline
Licensed Insurance Agent
Self-employed
10.2024 - Current
Chief Financial Officer
Drafter Auto Tech Inc.
01.2020 - Current
Insurance Agent
8:28 Insurance Agency Corporation
01.2020 - 09.2024
Vice President
Drafter Auto Tech Inc.
02.2010 - 01.2019
Cadet Engineer
Makati Development Corporation
01.2009 - 01.2010
Bachelor of Science - Civil Engineering
Mapua Institute of Technology
04.2001 -