Open to opportunities

Joao Marcio Avila Borges

@joaomarcioavilaborge

Message

I streamline accounts payable through automation, reconciliations, and faster invoice processing.

Brazil

Message

What I'm looking for

I'm open to remote and international roles where I can improve accounts payable operations, automate invoice processing, strengthen reconciliations and month-end close, and support efficient finance teams.

At Uniting Church in Australia, I processed over 600 invoices monthly across around 150 suppliers and led an accounts payable migration from MYOB to Microsoft Dynamics 365 Finance and Operations with Exflow. By introducing AI invoice reading and invoice-to-purchase-order matching, I reduced processing time by 55%.

I've also managed AP and AR, bank and general ledger reconciliations, collections, FX hedging, month-end close, and audit support at UCBVET Animal Health in Brazil. Currently, I manage investment portfolios, wealth planning, asset allocation, and client relationships at Lifetime Investimentos.

Experience

Work history, roles, and key accomplishments

Current

Private Banker

Current

Lifetime Investimentos

Feb 2025 - Present (1 year 6 months)

Manages investment portfolios for high-net-worth clients, including wealth planning, asset allocation, and portfolio monitoring. Handles prospecting, onboarding, relationship management, and client reporting.

Wealth Planning Asset Allocation Portfolio Monitoring Client Relationship Management Prospecting Onboarding Client Reporting

Accounts Officer

Uniting Church in Australia

Feb 2023 - Sep 2024 (1 year 7 months)

Processed over 600 invoices per month across around 150 suppliers, running full-cycle accounts payable with general ledger postings and overdue payment schedules. Led the AP migration from MYOB to Microsoft Dynamics 365 Finance and Operations with Exflow, cutting invoice processing time by 55%.

Accounts Payable Invoice Processing Bank Reconciliation Audit Support AP Automation Microsoft Dynamics 365 ExFlow MYOB

Trainee and Accounts Officer

UCBVET Animal Health

Aug 2019 - Aug 2022 (3 years)

Processed accounts payable and receivable and kept postings accurate and on time. Implemented an expense management software, reconciled bank and general ledger accounts, and managed collections to reduce overdue receivables.

Accounts Payable Accounts Receivable Bank Reconciliation General Ledger Accountant Collections DSO Expense Management Audit Support