Puerto Rico
Certified Public Accountant (CPA) / Oriented towards improving productivity and efficiency, by being punctual, organized and able to perform different tasks at the same time / Sound work ethic / Strong leadership skills, implemented by solving stressful, and challenging situations / Excellent decision-making skills / Able to communicate effectively / Oriented toward client care and satisfaction / Selfless teammate, and goal oriented / Excellent persuasion skills / Strong analytical and research skills for the compilation of financial data, in order to complete an audit of financial statements / Experience in payroll taxes / Experience in coordinating and supervising the auditing of financial statements and the preparation of corporate and partnership income taxes / Fully bilingual; Spanish, and English / Microsoft Certified Application Specialist (Excel, Word & Power Point)/ Proficient in Microsoft Office 365, Quickbooks, Peachtree and PR Soft
Accounting and tax consulting for firm's clients. Handle payroll taxes and local taxes such as municipality, in order to assure compliance of client's Act 60 incentive decree . Assist and coordinate permits for client's operations in order to be in compliance with municipality "Patente" requirements.
Joined the PwC Center of Excellence- Key member of the firms’ design of the Assurance Centers of Excellence. - Assist in defining and planning the centralized audit procedures to follow for Financial Statements FSLI’s. - Collaborate with team to identify risks of material misstatements in financial statements and develop an audit approach to mitigate those risks. Supervise the execution of such plan. - In charge of engagement budgets and analyzing budget vs actual. - Lead efficient audit processes and identify improvements along the way. - Manage expectations of clients to meet or exceed them.
Experience in assisting Assurance Manager in planning and supervising financial audits in the following industries: International Banking Entities, Pharma, Consumer Products.
- Coordinate and supervise payroll, recruiting, human resources, accounts payable, billings and accounts receivable and financial reporting. - Monthly closing and preparation of financial data. - Monthly reporting package, including revenue analysis and human resources utilization and absence analysis. - Increase the company’s productivity and performance, by planning the use of human resources with a monthly staffing report. - Prepare and monitor the monthly sales forecast. - Monitor and oversee the adherence of the Company's Employee Manual of Rules and Policies. - Oversee the subcontracting of professional services and ensure the compliance with the subcontracting agreements. - Coordinate and oversee the audit of the Company's Financial Statements and the preparation of Income Taxes. - Submit on a timely basis the payment of federal and state taxes in order to avoid government fines. - Prepare and file quarterly payroll taxes and year end informative returns.
- Experience in performing audits in the following industries: • Manufacturing (Amcor Flexibles PR, Inc - Nypro PR, Inc) • Consumer Products (Colgate Palmolive) • Pharmaceuticals (Novartis Exlax) • Broker Dealership (Popular Securities) • Financial (Asociación de Empleados del ELA) - Experience in performing audit procedures over Balance Sheet and Income Statement accounts in order to assess if they are properly stated and the financial statements present fairly the financial position of the company. - Experience in performing analysis over financial statements, such as the following: • Inventory Turnover Analysis, Physical Inventory, Inventory Pricing • Gross Profit Analysis • Sales Analysis Actual vs. Budget • Accounts Receivables Analysis and Reserve for Doubtful Accounts Analysis. • Responsible for obtaining assurance that the financial statements follow GAAP and are according to emerging accounting pronouncements. - Extensive experience and knowledge in the accounting cycle. - Achievements: • Completed all work assigned by my supervisors on a timely basis, and in some cases, ahead of schedule. • Received positive feedback from my clients, related to my work ethic, professionalism and excellent client service skills.
- In charge of preparing and filing the quarterly payroll taxes. - In charge of preparing and filing the payroll statement with the State Insurance Fund Corporation (CFSE). - Experience in performing bookkeeping for the firm’s clients. - Experience in preparing and filing the income tax returns with the Department of the Treasury of Puerto Rico.