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JUAN CARLOS ALVAREZ G.
11/29 Union Street, Nundah, Brisbane QLD 4012 • juan.alvarez.prof@gmail.com • 0458 659 706
FINANCIAL & OPERATIONS ACCOUNTING
Corporate Finance | Data and Trend Analysis | Operational Planning
olutions focused Accountant with 15 years of experience working in Oil Industry in tax preparation,
auditing, consulting, financial reporting and operations accounting. Rich mix of technical and professional
knowledge combined with comprehensive tax planning, risk assessment, estimating and preparing US
State, Federal Income Tax and Canada Returns as well as preparation of Financial Statement for while ensuring
compliance with jurisdictional requirements. Adept at providing a full range of services on a multi-state and
company basis and implementing tax strategies that improve financial performance and business operations.
Willing to work in a lower position in order to have Australian work exposure. Permanent Resident.
S
♦ Leadership /Coaching ♦ Cash Flow Management Principles
♦ Ad-Hoc Reporting, Forecasting & Budgeting ♦ Compliance Management/Auditing
♦ Business Strategy & Operations/Consulting ♦ Process Design & Quality Assurance
♦ GAAP/Generally Accepted Accounting Principles ♦ Financial Analysis/Revenue Management
ExxonMobil Business Support Center (Jan 2011-May 2016) Buenos Aires, Argentina
Financial Accounting Supervisor
 Responsible of reviewing Financial Statements and Income Tax Return preparation, with a portfolio that
includes more than 300 clients among US, and Worldwide in the upstream business, with a total of 6
employees under direct supervision.
 Responsible for reviewing, approving and signing with the corresponding authority all financial
statements for tax purposes, tax returns, payment documents and account reconciliations.
 Responsible for preparing Management reviews and KPIs (Key Performance Indicators) with the
Business Line, Head-Quarter and Tax planners in order to provide status and develop strategies according to
the business needs.
 Ensure properly and timely response to Tax and Controller Managers any audit notices (Assessments).
 Committed to providing support and facilitating the effective communication among employees through
coaching, mentoring and training. Develop goals and objectives for each of the members of the work group to
foster a sense of ownership and commitment.
 As lead supervisor, I usually deliver status presentations to senior management.
ExxonMobil Business Support Center (Dec 2009-Jan 2011) Buenos Aires, Argentina
Income Tax Specialist
 Prepared U.S. federal, multi-state, individual, and corporate income tax; developed business and tax
strategies to support a portfolio 400+ clients.
 Complied with IRS Circular 230 Regulations and state specific regulations including, Water’s Edge, Tax
consolidation, Worldwide, and Nexus regulations via in-depth federal and state tax research.
 Proposed financial and strategic tax alternatives for setting up, registering and advising clients regarding
Legal Entities (C-Corp, S-Corp, P.C., LLC, Partnership, and/or Sole Proprietorship).
 Analyzed clients business drivers; administered audit support to minimize potential sales and use tax
liabilities, ensuring all taxes were paid on time and accurately according to fiduciary services.
PROFESSIONAL EXPERIENCE
 Performed tax adjustments and entered state apportionment factors to measure tangible/intangible drilling
costs; calculated depreciation, depletion, and interest obligations.
Juan Carlos Alvarez G. Page 2
ExxonMobil Production Company (Jun 2007-Nov 2009) Houston, TX
Senior Financial Accountant (Expat Assignment)
 Prepared, maintained and developed financial reporting which included cash flow statement, Balance
Sheet, Profit and loss, Trial Balance reports, budgeting, control system, general ledger, chart of account and
coordination of financial statement audited for all Venezuela Entities according to US-GAAP regulations,
including presentation of financial data for management.
 Reviewed, measured, and monitored compliance with accounting practices, performed root cause analysis
to identify and address the drivers of “out-of-balance” transactions (Accounts Reconciliations).
 Analyzed options and provided insight into arbitration proceedings to support company’s position during
sensitive legal process between ExxonMobil vs. Venezuelan Government for expropriation of refinery.
 Evaluated investment projects to quantify and report on financial value of business initiatives POBP
(Production Operation Best Practices) to strengthen Exxon Mobile’s arbitration case.
 Saved millions in potential fines; identified process deficiencies and resolved accounting discrepancies
and irregularities. Gathered 4-years of supporting documentation to uncover and address key control gaps for
tax assessment.
 Directed tax audits, and assisted with the development of audit defense strategies and best practices for
tax assessment and maintained all supporting historical records.
ExxonMobil de Venezuela C.A. (Aug 2006-Jun 2007) Venezuela
Operations Accountant
 Responsible of preparing monthly and annual Financial Information, Balance Sheet, Income Statement
and cash flow for Operadora Cerro Negro - OCN Joint Venture Co. in Venezuela.
 Responsible in preparing OPEX and CAPEX reporting in order to be presented to the Managements, the
reporting preparation is built based on POBP (Production Operation Best Practices). CAPEX control via AFE
(Authorization for Expenditure) vs budget.
 Co-led worldwide migration of global financing coding model for OCN project; consulted with business
units and managed project milestones for seamless integration between Exxon U.S. And Venezuelan affiliate.
 Reconciled, prepared & presented early earnings estimates, equipping management with “operational
insight” into cash flow management strategies.
 Assembled cost-center expense analysis by business unit; proposed financial alternatives for
bookkeeping, journal entries, diversified accounts payable/receivable, cash receipts, billing and invoicing.
ExxonMobil de Venezuela C.A. (Aug 2005-Aug 2006) Venezuela
Treasury Accounting Analyst
 Prepared accounting entries, developed ad–hoc analysis and dashboard reports detailing investment, paper
commercial, swaps and other marketable financial instruments.
• Executed concise and timely monthly, quarterly and year end close activities; monitored compliance to
reporting schedules to prevent adverse events.
• Calculated and balanced shareholder disbursements, ensuring close adherence to internal control
compliance concerning investment accounting and valuation.
ExxonMobil de Venezuela C.A. (Jun 2001-Aug 2005) Venezuela
Bank Account Reconciliation Accountant
 Designed and updated financial reporting tracking systems and databases; addressed issues of non
conformity and achieved 100% compliance in bank reconciliation process.
 Analyzed internal accounting controls to safeguard assets and the efficiency in which resources were
utilized; established a point-to-point process for preparing journal entries.
 Created “first-of-its-kind” Chart of account to drive consistency in establishing and managing system
updates, expense approvals, and change requests for newly added business centers.
 Leveraged qualitative and quantitative analysis to mitigate high risk and financial exposure; prepared
closing schedules and assembled KPI (Key Performance Indicator) closing report.
Juan Carlos Alvarez G. Page 3
Accounts Payable Analyst, Colina y Tovar (ExxonMobil de Venezuela) (Jun 1999 - Jul 2001)
• ExxonMobil Enterprise Leadership Program, University of North Carolina At Chapel Hill 2012
• ELS Language Center, Houston Texas 2007
• Certified Public Accountant Caracas, Universidad Santa Maria, Venezuela 2007
• Business Administration Caracas, Universidad Santa María, Venezuela 2003
• Technical Financial and Physical Resources, Colegio Universitario Fermín Toro, Caracas, Venezuela
1998
.
ELS, Language Center, Ingles Upper advance, Houston Texas 3 Months, 2007
• Presenting with Impact, ExxonMobil, Buenos Aires Argentina, September 2014.
• IELTS: Overall Band Score 6.5, March 2014.
• Interviewing Program- Start, ExxonMobil, Buenos Aires Argentina, January 2013
• Setting Goals and Objectives, ExxonMobil, Buenos Aires Argentina, October 2012
• Supervisor Program, Buenos Aires Argentina, February 2011.Exxonmobil Argentina
• Venezuela adopting NIC for accounting and audit, Caracas, Jun 2004, Colegio de Contadores
• Creative Problem Solving, Caracas, Venezuela ExxonMobil
• Coaching and Influence in Negotiation Caracas, Venezuela ExxonMobil
JDE World Software, JDE One World, Ideas, CorpTax, Geis, Trials, Dataflex, Checkpoint –eform, COMET,
SAP (GEMS, Napes, Stripe), SharePoint.
Microsoft Excel, Word, and PowerPoint
Ioannis Serezlis
Audit – Upstream – Canada & IOL- Imperial OIL Limited
+15874763749 – Calgary – Alberta, CA.
Ioannis.serezlis@exxonmobil.com
Robert Salayon
Business Support Center Section Manager
855-278-5372 – Buenos Aires – Argentina.
Robert.salayon@exxonmobil.com
Teresa Diaz
EMIT-INF-TECH-SUPP SA Supervisor
+54-911-68586687 – Buenos Aires – AR.
Teresa.c.diaz@exxonmobil.com
ADDITIONAL EMPLOYMENT
EDUCATION
PROFESSIONAL DEVELOPMENT & CERTIFICATIONS
TECHNICAL PROFICIENCY
REFERENCES

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  • 1. JUAN CARLOS ALVAREZ G. 11/29 Union Street, Nundah, Brisbane QLD 4012 • juan.alvarez.prof@gmail.com • 0458 659 706 FINANCIAL & OPERATIONS ACCOUNTING Corporate Finance | Data and Trend Analysis | Operational Planning olutions focused Accountant with 15 years of experience working in Oil Industry in tax preparation, auditing, consulting, financial reporting and operations accounting. Rich mix of technical and professional knowledge combined with comprehensive tax planning, risk assessment, estimating and preparing US State, Federal Income Tax and Canada Returns as well as preparation of Financial Statement for while ensuring compliance with jurisdictional requirements. Adept at providing a full range of services on a multi-state and company basis and implementing tax strategies that improve financial performance and business operations. Willing to work in a lower position in order to have Australian work exposure. Permanent Resident. S ♦ Leadership /Coaching ♦ Cash Flow Management Principles ♦ Ad-Hoc Reporting, Forecasting & Budgeting ♦ Compliance Management/Auditing ♦ Business Strategy & Operations/Consulting ♦ Process Design & Quality Assurance ♦ GAAP/Generally Accepted Accounting Principles ♦ Financial Analysis/Revenue Management ExxonMobil Business Support Center (Jan 2011-May 2016) Buenos Aires, Argentina Financial Accounting Supervisor  Responsible of reviewing Financial Statements and Income Tax Return preparation, with a portfolio that includes more than 300 clients among US, and Worldwide in the upstream business, with a total of 6 employees under direct supervision.  Responsible for reviewing, approving and signing with the corresponding authority all financial statements for tax purposes, tax returns, payment documents and account reconciliations.  Responsible for preparing Management reviews and KPIs (Key Performance Indicators) with the Business Line, Head-Quarter and Tax planners in order to provide status and develop strategies according to the business needs.  Ensure properly and timely response to Tax and Controller Managers any audit notices (Assessments).  Committed to providing support and facilitating the effective communication among employees through coaching, mentoring and training. Develop goals and objectives for each of the members of the work group to foster a sense of ownership and commitment.  As lead supervisor, I usually deliver status presentations to senior management. ExxonMobil Business Support Center (Dec 2009-Jan 2011) Buenos Aires, Argentina Income Tax Specialist  Prepared U.S. federal, multi-state, individual, and corporate income tax; developed business and tax strategies to support a portfolio 400+ clients.  Complied with IRS Circular 230 Regulations and state specific regulations including, Water’s Edge, Tax consolidation, Worldwide, and Nexus regulations via in-depth federal and state tax research.  Proposed financial and strategic tax alternatives for setting up, registering and advising clients regarding Legal Entities (C-Corp, S-Corp, P.C., LLC, Partnership, and/or Sole Proprietorship).  Analyzed clients business drivers; administered audit support to minimize potential sales and use tax liabilities, ensuring all taxes were paid on time and accurately according to fiduciary services. PROFESSIONAL EXPERIENCE
  • 2.  Performed tax adjustments and entered state apportionment factors to measure tangible/intangible drilling costs; calculated depreciation, depletion, and interest obligations. Juan Carlos Alvarez G. Page 2 ExxonMobil Production Company (Jun 2007-Nov 2009) Houston, TX Senior Financial Accountant (Expat Assignment)  Prepared, maintained and developed financial reporting which included cash flow statement, Balance Sheet, Profit and loss, Trial Balance reports, budgeting, control system, general ledger, chart of account and coordination of financial statement audited for all Venezuela Entities according to US-GAAP regulations, including presentation of financial data for management.  Reviewed, measured, and monitored compliance with accounting practices, performed root cause analysis to identify and address the drivers of “out-of-balance” transactions (Accounts Reconciliations).  Analyzed options and provided insight into arbitration proceedings to support company’s position during sensitive legal process between ExxonMobil vs. Venezuelan Government for expropriation of refinery.  Evaluated investment projects to quantify and report on financial value of business initiatives POBP (Production Operation Best Practices) to strengthen Exxon Mobile’s arbitration case.  Saved millions in potential fines; identified process deficiencies and resolved accounting discrepancies and irregularities. Gathered 4-years of supporting documentation to uncover and address key control gaps for tax assessment.  Directed tax audits, and assisted with the development of audit defense strategies and best practices for tax assessment and maintained all supporting historical records. ExxonMobil de Venezuela C.A. (Aug 2006-Jun 2007) Venezuela Operations Accountant  Responsible of preparing monthly and annual Financial Information, Balance Sheet, Income Statement and cash flow for Operadora Cerro Negro - OCN Joint Venture Co. in Venezuela.  Responsible in preparing OPEX and CAPEX reporting in order to be presented to the Managements, the reporting preparation is built based on POBP (Production Operation Best Practices). CAPEX control via AFE (Authorization for Expenditure) vs budget.  Co-led worldwide migration of global financing coding model for OCN project; consulted with business units and managed project milestones for seamless integration between Exxon U.S. And Venezuelan affiliate.  Reconciled, prepared & presented early earnings estimates, equipping management with “operational insight” into cash flow management strategies.  Assembled cost-center expense analysis by business unit; proposed financial alternatives for bookkeeping, journal entries, diversified accounts payable/receivable, cash receipts, billing and invoicing. ExxonMobil de Venezuela C.A. (Aug 2005-Aug 2006) Venezuela Treasury Accounting Analyst  Prepared accounting entries, developed ad–hoc analysis and dashboard reports detailing investment, paper commercial, swaps and other marketable financial instruments. • Executed concise and timely monthly, quarterly and year end close activities; monitored compliance to reporting schedules to prevent adverse events. • Calculated and balanced shareholder disbursements, ensuring close adherence to internal control compliance concerning investment accounting and valuation. ExxonMobil de Venezuela C.A. (Jun 2001-Aug 2005) Venezuela Bank Account Reconciliation Accountant  Designed and updated financial reporting tracking systems and databases; addressed issues of non conformity and achieved 100% compliance in bank reconciliation process.  Analyzed internal accounting controls to safeguard assets and the efficiency in which resources were utilized; established a point-to-point process for preparing journal entries.
  • 3.  Created “first-of-its-kind” Chart of account to drive consistency in establishing and managing system updates, expense approvals, and change requests for newly added business centers.  Leveraged qualitative and quantitative analysis to mitigate high risk and financial exposure; prepared closing schedules and assembled KPI (Key Performance Indicator) closing report. Juan Carlos Alvarez G. Page 3 Accounts Payable Analyst, Colina y Tovar (ExxonMobil de Venezuela) (Jun 1999 - Jul 2001) • ExxonMobil Enterprise Leadership Program, University of North Carolina At Chapel Hill 2012 • ELS Language Center, Houston Texas 2007 • Certified Public Accountant Caracas, Universidad Santa Maria, Venezuela 2007 • Business Administration Caracas, Universidad Santa María, Venezuela 2003 • Technical Financial and Physical Resources, Colegio Universitario Fermín Toro, Caracas, Venezuela 1998 . ELS, Language Center, Ingles Upper advance, Houston Texas 3 Months, 2007 • Presenting with Impact, ExxonMobil, Buenos Aires Argentina, September 2014. • IELTS: Overall Band Score 6.5, March 2014. • Interviewing Program- Start, ExxonMobil, Buenos Aires Argentina, January 2013 • Setting Goals and Objectives, ExxonMobil, Buenos Aires Argentina, October 2012 • Supervisor Program, Buenos Aires Argentina, February 2011.Exxonmobil Argentina • Venezuela adopting NIC for accounting and audit, Caracas, Jun 2004, Colegio de Contadores • Creative Problem Solving, Caracas, Venezuela ExxonMobil • Coaching and Influence in Negotiation Caracas, Venezuela ExxonMobil JDE World Software, JDE One World, Ideas, CorpTax, Geis, Trials, Dataflex, Checkpoint –eform, COMET, SAP (GEMS, Napes, Stripe), SharePoint. Microsoft Excel, Word, and PowerPoint Ioannis Serezlis Audit – Upstream – Canada & IOL- Imperial OIL Limited +15874763749 – Calgary – Alberta, CA. Ioannis.serezlis@exxonmobil.com Robert Salayon Business Support Center Section Manager 855-278-5372 – Buenos Aires – Argentina. Robert.salayon@exxonmobil.com Teresa Diaz EMIT-INF-TECH-SUPP SA Supervisor +54-911-68586687 – Buenos Aires – AR. Teresa.c.diaz@exxonmobil.com ADDITIONAL EMPLOYMENT EDUCATION PROFESSIONAL DEVELOPMENT & CERTIFICATIONS TECHNICAL PROFICIENCY REFERENCES