Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Marina Oliveira

Sydney,Australia

Summary

A highly experienced finance professional with over 10 years of expertise in finance, customer service, and account management. Recently relocated to Australia, I am eager to return to the finance sector and leverage my extensive background in financial analysis, client relationship management, and business development. Currently studying Certificate IV in Accounting and Bookkeeping in Sydney, with a strong foundation in payroll, reconciliations, and financial documentation. Known for delivering exceptional customer service, adapting quickly to new systems, and working effectively in fast-paced environments.

Overview

17
17
years of professional experience

Work History

Hospitality Assistant

, Australia
01.2023 - Current
  • Working as a Hospitality Assistant after relocating to Australia, demonstrating adaptability, strong communication skills, and a commitment to efficiency in dynamic environments while transitioning into the local workforce.

ACCOUNT MANAGER - FINANCE CONSULTANT

Teddy Open Finance
, Brazil
01.2022 - 12.2022
  • Managed client accounts, ensuring accurate financial records and smooth transaction processing.
  • Assisted in the preparation and review of financial documents, providing support for budget tracking and reconciliation.
  • Contributed to process improvement initiatives by identifying inefficiencies in financial reporting and suggesting automated solutions.
  • Collaborated closely with clients to analyze financial data, assess creditworthiness, and manage loan documentation.
  • Supported financial decision-making by providing accurate financial reports and updates on account activities.

ACCOUNT MANAGER / FINANCE CONSULTANT

Daycoval Bank
, Brazil
05.2021 - 12.2021
  • Assessed clients' financial situations, evaluating income, expenses, assets, and liabilities to determine loan and financing eligibility.
  • Provided support in preparing financial forecasts and strategic plans for clients.
  • Assisted clients in setting achievable financial goals, whether related to investments, debt reduction, or business expansion, and formulated action plans to reach those objectives.
  • Delivered ongoing support, addressing clients' financial concerns, and providing proactive guidance to ensure they made informed decisions, fostering trust and client retention.

RELATIONSHIP MANAGER

Itau Bank
, Brazil
07.2017 - 04.2021
  • Maintained detailed financial records for clients, ensuring accuracy in all transactions, reports, and correspondence.
  • Analyzed financial statements, client credit reports, and cash flow projections to support loan and investment decisions.
  • Assisted in budgeting and forecasting activities, identifying key financial indicators for business growth.
  • Managed client portfolios, ensuring all financial activities adhered to internal policies and regulatory standards.
  • Provided insights and strategic recommendations on improving financial operations for small to medium-sized businesses.

CORPORATIVE RELATIONSHIP SPECIALIST

Bradesco Bank
, Brazil
07.2014 - 07.2017
  • Handled the financial management for over 200 corporate clients, ensuring that accounts were up to date and financial reports were accurate.
  • Conducted regular financial analysis to assist clients in understanding their financial position and opportunities.
  • Supported budgeting, forecasting, and financial planning efforts for client accounts.
  • Ensured compliance with accounting regulations, tax requirements, and reporting standards for corporate clients.

PERSONAL RELATIONSHIP SPECIALIST

Bradesco Bank
, Brazil
01.2010 - 07.2014
  • Provided personalized financial advice and bookkeeping support to clients, helping them maintain accurate records.
  • Assisted in the creation of financial plans, analyzing income and expenditure to provide tailored solutions.
  • Delivered strategic guidance on managing savings, investments, and debts for optimal financial health.

CUSTOMER SERVICE ASSISTANT

Bradesco Bank
, Brazil
11.2008 - 01.2010
  • Managed inbound customer calls, offering accurate and timely information on a wide range of banking products and services.
  • Provided expert assistance in answering customer queries, offering solutions to problems related to account issues.
  • Promoted bank services and products to customers, identifying potential upsell opportunities and contributing to branch goals.
  • Delivered clear and concise explanations of financial products, helping customers make informed decisions based on their banking needs.

Education

Certificate IV - Accounting and Bookkeeping

York Business
Sydney
05.2025

Master of Business Administration - Finance

PUC
Brazil
01.2022

Bachelor of Business -

Nove de Julho São Paulo University
Brazil
01.2011

Skills

  • Accounts Payable / Accounts Receivable (AP/AR)
  • Bank and Account Reconciliation
  • Payroll Processing (theoretical knowledge)
  • BAS and GST Understanding (Certificate IV)
  • Data Entry and Records Management
  • Invoicing and Expense Tracking
  • Financial Analysis and Loan Assessment
  • Credit & Risk Review
  • Financial Documentation
  • Client Relationship Management
  • Financial Compliance and Reporting
  • Microsoft Excel (Advanced)
  • Xero (basic knowledge)
  • CRM Systems Data Entry Internal Banking Software
  • Fast learner of digital systems and accounting tools
  • Strong Attention to Detail
  • Time Management & Organisation
  • Administrative Support
  • Communication & Team Collaboration

Timeline

Hospitality Assistant

01.2023 - Current

ACCOUNT MANAGER - FINANCE CONSULTANT

Teddy Open Finance
01.2022 - 12.2022

ACCOUNT MANAGER / FINANCE CONSULTANT

Daycoval Bank
05.2021 - 12.2021

RELATIONSHIP MANAGER

Itau Bank
07.2017 - 04.2021

CORPORATIVE RELATIONSHIP SPECIALIST

Bradesco Bank
07.2014 - 07.2017

PERSONAL RELATIONSHIP SPECIALIST

Bradesco Bank
01.2010 - 07.2014

CUSTOMER SERVICE ASSISTANT

Bradesco Bank
11.2008 - 01.2010

Certificate IV - Accounting and Bookkeeping

York Business

Master of Business Administration - Finance

PUC

Bachelor of Business -

Nove de Julho São Paulo University

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Marina Oliveira