Edinson Agudelo Rodriguez

Bilingual finance professional (Spanish and English) with a Master's Degree in Finance and Management, Canadian experience in personal and corporate tax preparation as well.

Background in corporate accounting, banking operations, loan services, and financial management gained in Colombia. Experienced in financial statements, banking processes, and accounting systems, including QuickBooks and DT Max. Strong analytical skills, attention to detail, and ability to manage financial information in fast-paced environments. Motivated to continue developing my accounting career in Canada to pursue the CPA designation in the medium term.

TAX ACCOUNTANT at TORO ACCOUNTING (2025-09 – Present)

• Prepare and review personal and corporate tax returns, ensuring accuracy and compliance with Canadian tax regulations.
• Collect, organize, and verify financial documents to support tax filings and client records.
• Assist clients with tax-related questions and explain filing requirements and deadlines.
• Use tax software such as QuickBooks Online and Financial cents to process tax returns and maintain financial information.
• Bookkeeping tasks during no tax season, financial data entry, and reconciliation of client records.
• Maintain organized documentation and ensure proper record keeping for audits and future filings.

TAX ACCOUNTANT at TPA SERVICES (2025-02 – 2025-08)

• Prepare and file personal income tax returns (T1) with a focus on self-employed individuals.
• Calculate self-employment income and expenses, ensuring proper classification and accuracy.
• Assist in the calculation and reporting of GST/HST for self-employed clients.
• Review financial documents and receipts to support tax filings and ensure compliance with CRA requirements.
• Use DT Max for tax returns and QuickBooks desktop for conciliations.
• Provide support to clients by explaining tax requirements, deductions, and filing procedures.

FINANCIAL & REAL ESTATE ADVISOR at VIVENTA (2023-03 – 2024-06)

• Advised clients on real estate investment opportunities, focusing on residential properties and financing options for Colombians living abroad.
• Conducted credit assessments to evaluate client eligibility for mortgage financing.
• Collected, reviewed, and organized financial and legal documentation required for property financing and purchase processes.
• Provided financial guidance on mortgage products, credit qualification, and investment planning.
• Assisted clients throughout the property purchase process, ensuring proper documentation and compliance with financing requirements.
• Coordinated with banks, developers, and internal teams to ensure smooth transactions and high levels of client satisfaction.

OPERATIONS MANAGER ASSISTANT at Bancolombia Group (2019-10 – 2022-09)

• Conducted credit and financial analysis of corporate clients, evaluating repayment capacity and risk exposure.
• Supported structuring of corporate financing solutions, aligning lending with clients' capital needs.
• Monitored portfolio performance using CRM systems, ensuring accuracy and compliance with financial regulations.
• Performed qualitative and quantitative assessments of client industries to support investment and lending decisions.
• Collaborated with internal teams to optimize financing structures and enhance portfolio profitability.

KEY ACCOUNT MANAGER – PAYROLL BUSINESS ACCOUNTS at Bancolombia Group (2017-05 – 2019-09)

• Analyzed corporate client cash flow cycles to design efficient payroll and liquidity solutions.
• Identified market opportunities and risks, aligning corporate needs with investment and financing strategies.
• Built and managed long-term relationships with corporate stakeholders, supporting treasury and financing decisions.
• Prepared and delivered financial presentations and proposals, translating complex solutions into actionable insights.
• Applied knowledge of working capital management to optimize client accounts and enhance portfolio performance.

FINANCIAL SERVICES REPRESENTATIVE at Bancolombia Group (2010-08 – 2017-04)

• Out of town Role & remote office performance to represent the bank and services in towns and villages.
• Conducted credit risk assessments and financial evaluations for individuals and SMEs.
• Advised clients on investment and savings products, introducing risk–return concepts.
• Collected and analyzed financial documentation to support lending and investment decisions.
• Applied portfolio management principles to maintain client satisfaction and growth.
• Identified local market trends, providing insights into economic conditions affecting client-financing needs.

MASTER DEGREE IN FINANCE in Finance – Universidad Autónoma de Bucaramanga (2021-03 – 2022-12)

ACCOUNTING PROFESSIONAL in Accounting – Corporación Unificada Nacional de Educación Superior (2011-01 – 2016-07)