CURRICULUM VITAE – EMILIO CONCEJO

Name: Emilio Concejo

Address: **** **** ****** ***** ****** 33326

Phone: 561-***-****

Email: adts24@r.postjobfree.com

PROFILE

Senior Accountant and Financial Professional with a diversified experience and a history of achievements by creating value to clients through the implementation of strategies focused on profitability, increasing client productivity by improving and automating processes. Assisting clients with project costs and cash flow management. Consistently added value by maximizing revenue opportunities, reducing cost, expanding the client portfolio and engaging closely with clients. Excellent communicator with the innate ability to build strong long-term relationships with clients.

HIGHLIGHT OF EXPERTISE

CAREER EXPERIENCE

2014 – Present Outsource your Accounts Pty Ltd

Senior Accountant -Financial Consultant

External Senior Accountant and consultant partnering with the director to design and implement financial and accounting strategies that meet clients financial expectations. Improving internal processes and boosting productivity through standardization. Identifying risks and opportunities. Design and track OKRs to create early awareness of Client business performance (Operational and P&L).

• Managing Accounting cycle • A/R and A/P reconciliation • Monthly, Quarterly and annual reconciliation of accounts • Monthly, Quarterly and Annual closing journals and reports • Intercompany reconciliations

• Variance Analysis • P & L and Balance Sheet analysis and recommendations • Process documentation • Monthly, Quarterly Financial Statements and Annual Financial Reports • Strategic Planning • Financial

• Accounting

• Financial Reports

• Accounts Reconciliation

• Closing Journals

• Tax Planning

• Annual Accounts Reconciliation

• Dividends Calculation

• Relationship Building

• Financial Strategic Planning • Budgeting and Forecasting

• P&L Accountability

• Annual Accounts Reconciliation

• Process Improvement

CURRICULUM VITAE – EMILIO CONCEJO

KPI • Calculations of distributions and dividends • OKR • Tax compliance • Tax planning • Securing new clients

Sep 2017 – Dec 2020 BeWeiszer Accounting and Tax Pty Ltd Senior Accountant

Managed a portfolio of 40+ entities comprised of medium (annual revenue $5MM - $20MM) and small business entities, partnerships and trusts. Identified opportunities and implemented strategies for profit maximization and tax minimization. Client forecasting and budgeting. Reported directly to the director of the firm to define and implement strategies and to maximize profits for our clients.

• Managing Accounting cycle • A/R and A/P reconciliation • Monthly, Quarterly and annual reconciliation of accounts • Monthly, Quarterly and Annual closing journals and reports • Intercompany reconciliations

• Variance Analysis • P & L and Balance Sheet analysis and recommendations • Processes documentation

• Monthly, Quarterly Financial Statements and Annual Financial Reports • Financial KPI • Calculations of distributions • Tax compliance • Tax planning • Dividend calculation • Trust calculations and distributions

• Partnership distributions • Meeting and securing new clients • Improved internal processes control, resulting in simplified monitoring of work in progress and status. Jul 2016 – Aug 2017 Soutar Accountants Pty Ltd

Accountant

Managed a portfolio of medium and small business entities, partnerships, trust, superannuation and individuals.

• Managing Accounting cycle • A/R and A/P reconciliation • Monthly, Quarterly and annual reconciliation of accounts • Monthly, Quarterly and Annual closing journals and reports • Variance Analysis • P & L and Balance Sheet analysis and recommendations • Process documentation • Monthly, Quarterly and Annual Financial Reports • Calculations of distributions • Preparation of tax returns for companies, trusts, superannuation and partnerships.

2006 – 2010 Rujana and Associates

Accountant

• Managing Accounting cycle • A/R and A/P reconciliation • Monthly, Quarterly, and annual reconciliation of accounts • Monthly, Quarterly and Annual closing journals and reports • Variance Analysis • P & L and Balance Sheet analysis and recommendations • Process documentation • 2000 – 2003 Citibank N.A (Venezuela)

International Trade/ Cash Management Product Officer As International Trade and Cash Management Product Officer I was responsible for the Marketing, sales and delivery of complex financial products to a number of clients within the pharmaceutical (Pfizer, Roche), technology (HP, IBM, Xerox) and energy industries (BP, Mobil). Increased product demand and revenue by detecting clients needs and by standardizing internal processes and compliance to secure on time product delivery

CURRICULUM VITAE – EMILIO CONCEJO

2002 – 2003 Cash Management

2000 – 2002 Trade Product Officer

• Developed and maintained new and existing business relationships with both clients and the bank.

• Increased revenue in import and export finance products and letter of credit by implementing aggressive sales strategies, consisting in detecting business opportunities on time by clearly understanding customers’ needs and offering 100% service delivery.

• Reviewed and improved implementation and increased revenue of Performance and BID bonds.

• Developed long term relationships with customers, increasing Citibank’s share of end to end business and created new business opportunities for the corporation.

• Strategically identified and targeted new business relationships to expand and grow the current book of business.

• Implemented pre-renewal strategies and organized associated client meetings.

• Successful migration of existing and new customers to a new electronic payment and collection platform (Citidirect).

EDUCATION

- Masters in International Business (MIB) Wollongong University - Australia

- Bachelor of Business Administration – Santa Maria University -Venezuela

- Tax Agent (Registered Tax Agent Australia)

- CPA Associate Member (CPA Australia)

- Business Diploma (Marketing) – Australia

- Masters in Marketing-Business - Venezuela

- Associate degree in Marketing & Advertising - Venezuela SYSTEMS EXPERIENCE

• MYOB, AE, Handi Ledger/ Handi Tax

• XERO, Quickbooks

• MS Office, Excel

• Essbase, Tableau

INTERESTS

Surfing, soccer, volleyball, chess, table tennis and music

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