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Joevelyn Concepcion

@joevelynconcepcion

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Accountant at BDO Unibank handling branch accounting, financial reporting, and transaction controls.

Philippines

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At BDO Unibank, I lead daily branch accounting operations, review and authorize transactions, and help maintain accurate financial records and internal controls.

Previously, as an Accounting Assistant at BDO Unibank, I processed accounting entries, reconciled accounts, and prepared financial reports, including the Statement of Condition.

At Fiesta Communities Inc., I generated treasury reports, prepared cash flow forecasts, and monitored daily cash transactions. I’m currently cross-training for a Client Relations Officer role at BDO, with a planned effective date of January 2027.

Experience

Work history, roles, and key accomplishments

Current

Client Relations Officer

Current

BDO Unibank, Inc.

Oct 2026 - Present (0 months)

Cross-training for Client Relations Officer role, focusing on driving digital adoption and transforming client banking habits. Evaluates digital adoption metrics, identifies performance gaps, and collaborates with branch management on strategy implementation.

Digital Adoption Cross Selling Upselling Customer Service Lobby Operations Electronic Banking CASA Loans Investment Insurance Digital Services

Current

Branch Accountant

Current

BDO Unibank, Inc.

Oct 2025 - Present (1 year)

Leads daily branch accounting operations and supervisory responsibilities, ensuring accurate financial records and adherence to internal controls. Reviews and authorizes branch transactions while maintaining regulatory compliance.

Branch Accounting Financial Reporting Internal Controls Transaction Review Regulatory Compliance Account Reconciliation Balancing

Accounting Assistant

BDO Unibank, Inc.

May 2014 - Sep 2025 (11 years 4 months)

Processed accounting entries and managed branch expenses accurately. Performed account reconciliations and balancing procedures, and prepared financial reports including the Statement of Condition.

Accounting Entries Expense Management Account Reconciliation Balancing Financial Reporting General Ledger System Compliance