Sign in

Accounting Manager

Altamonte Springs, Florida, United States
January 27, 2018

Contact this candidate



** ***** ** ********** **** financial administration, AR/ AP, budgeting, payroll, financial statements.

** ***** ** * ******* professor - Courses taught: Accounting, Financial Mathematics, and Statistics.

8 years of Income tax preparation - States of Maryland, New York and Texas.

Able to prioritize, organize, able to learn and adapt quickly.

Flexible, responsible, analytical, disciplined, and hard working.

Communication skills: customer/client oriented, people person and a team player.


New York Life Insurance Company (2 years)

03/16/2016 - Agent - until now

Assist clients about advantages and disadvantages of various insurance policies in order for them to be fully aware of what they are better option.

Fill out forms and other official documents that contain clients’ insurance details and records

South Texas Christian Academy (1 year)

07/01/2014 – Business Manager – 07/23/2015

Report directly to school Board and Financial Committee.

Supervise all payroll.

Supervise cash receipts and deposits, accounts payable, accounts receivable, purchasing, and general ledger functions.

Greater NY Conference of 7th Day Adventist – (6 years)

11/01/2008 – Under-treasurer – 06/30/2014

Report directly to the Financial Committee and Executive Board.

Recruit, train, and supervise finance department staff (6 members).

Supervise entire payroll process using MIP Fund Accounting payroll system.

Supervise cash receipts and deposits, accounts payable, accounts receivable, purchasing, and general ledger functions.

Spearheaded the implementation of the MIP Fund Accounting System which encompasses all aspects of accounting as well as the MIP Assistant software.

Review & Herald Publishing Association – (4 years)

01/01/2005 – Financial Manager – 10/30/2008

Recruited, trained, and supervised finance department staff (4 members).

Supervised the handling of all aspects of accounting including AP, AR, Payroll, Bank Reconciliation, Financial Statement Preparation, and Budgeting.

H&R Block – (7 years experience)

Season of Income Tax

Tax Specialist II – Income tax preparation – States of Maryland, New York, and Texas.


Lacerte, Quickbooks, Sage (Peachtree), Sage (MIP), and other.

Microsoft Word, Excel, Access, Power Point, FrontPage.

Windows 10, Windows 8, Windows 7, Vista, XP, Internet, Remote Desktop, VNC Connection Operation.

LANGUAGES – English, Spanish, and Portuguese


Pontific Catholic University – São Paulo, Brazil – Bachelor degree in Accounting

H&R Block's Certificates - Tax Preparer, Tax Specialist I, and Tax Specialist II.

MBA – The University of Texas Pan America - UTPA – in process.

Resume Date: January 2018

Job Description: Supervisor of Accounting Department / Audit / Treasurer

Job Purpose:

Maximizes return on financial assets by establishing financial policies, procedures, controls, and reporting systems.


Guides financial decisions by establishing, monitoring, and enforcing policies and procedures.

Protects assets by establishing, monitoring, and enforcing internal controls.

Monitors and confirms financial condition by conducting audits; providing information to external auditors.

Maximizes return, and limits risk, on cash by minimizing bank balances; making investments.

Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data; recommending plans.

Achieves budget objectives by scheduling expenditures; analyzing variances; initiating corrective actions.

Provides status of financial condition by collecting, interpreting, and reporting financial data.

Prepares special reports by collecting, analyzing, and summarizing information and trends.

Complies with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions.

Ensures operation of equipment by establishing preventive maintenance requirements and service contracts; maintaining equipment inventories; evaluating new equipment and techniques.

Completes operational requirements by scheduling and assigning employees; following up on work results.

Maintains and supervises financial staff by recruiting, selecting, orienting, and training employees.

Maintains financial staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.

Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

Protects operations by keeping financial information and plans confidential.

Contributes to team effort by accomplishing related results as needed.

Prepares and Presents Financial Performance to Board of Directors, Program Managers, Management and auditors

Directs audit function including preparation of financial statements, schedules and results


Managing Processes, Financial Software, Developing Standards, Audit, Accounting, Corporate Finance, Tracking Budget Expenses, Financial Skills, Analyzing Information, Developing Budgets, Performance Management.


Walking, reading, community service, and spending time with family.


G. Thomas (Tom) Evans – NAD – Treasurer


Todd Mayer – GCAS – Auditor - Regional Manager


Pastor Keith Arker


To Whom It May Concern:

Enclosed please find my resume as a first step in applying to your open position for Accountant is my passion and my strength, as you will see demonstrated over and over again in the resume, which expounds upon accomplishments and skills within the marketplace. I would be honored to be a part of your team and to be able to contribute in the most effective way possible.

After finishing my degree in Accounting, and many year of experience, I joined Review & Herald Publishing Association as the Treasurer for the company. In this capacity I formulated strategic long-term plans, conducted reviews, evaluated for cost-reduction and controlling of cash flow. Not only do I exceed my employer's expectations, but I continually bring aboard new business from networking and prospecting activities.

I have over thirty-six years of progressive professional, accounting and administration experience. I am a self-starter, driven, passionate about my work, and completely focused on organizational goals. I would like to join a company where advancement is available, and hard work is consistently recognized and awarded. Please contact me at your early convenience so that we can discuss this opening in greater detail.


Jorge Falcao


Contact this candidate