Accountant Finance Analyst, Bilingual English, Spanish, MBA. Willing to relocate.
Good communications skills, excellent team player. Demonstrated leadership, discipline, and organization. Worked with teams and without supervision. Strong analytical and problem solving skills. Experience supervising personnel.
High skills in Excel and Budget Reports. Experience in software products including but not limited to, Microsoft Office tools (Word, Excel, Powerpoint), Windows, WebEx, Clarify, Peoplefluent, JD, Crystal, Sharepoint, PeopleSoft, SAP, Access, Quickbooks, Peachtree, Six SIGMA. Pivot tables,V -lookups and others.
Senior Care Manager Consultant
Elderly Caregiver PR, September 2015 to 2017
Assisted in medical appointments, pharmacy prescriptions follow up and pick up. Helped with physician appointments. Worked with home care and house improvement for elderly facility convenience. Reviewed and managed groceries, clothing and other activities. Updated patient 3 years past due appointments with various specialists, their treatments, diet and new medications.
ACA Analyst Consultant Seasonal job
ADP Total Source Inc., Alpharetta. November 2015 to December 2015
As an ACA consultant we reconciled and adjusted client's accounts for the filing of ACA Tax Law, forms F1095 /1094 B, and C.
Updated customer employee’s payroll data records and coded for the related forms per employee, per company group. Called clients and discussed their employee’s payroll status and medical health information in compliant to the law. Closed cases and submitted information on time. Used Clarify,WEBEX, Excel,Powerpoint, and EV4 tools.
Tax Pro Specialist I
H&R Block Inc., Carolina, PR.
September 2013 to April 2015
Worked with marketing plans for the season. Helped the customers as a Tax Specialist consultant. Reviewed the client’s accounts before delivery and filing their tax return.
Scheduled and rescheduled client’s appointments, evaluated the proper
documentation according with GAAP, SEC and other regulators. Upgraded Certification Levels. Worked with training sessions to start the season of 2014, and 2015. Recaptured old clients.
Financial Fund Analyst
Humana Health Insurance PR, San Juan, PR. February to September 2013
Prepared Medicare Providers Reconciliations and Surplus Deficits Reports(P/L). Worked with Budget and Compensation reports for Mi Salud Markets, government. Submitted tax withholding payments for Medicare Providers Tax Return. Worked with the following reports: Capitation Expenses, Funding Amounts, Variances, and reconciliations for Medicare Groupers. Updated 6 months past due reconciliations, in two months. Used Case 7, Sharepoint, Excel and others.
H&R Block Inc. November 2012 to January 2013
Pre-tax season trainings, certifications and client's cases reviews. A surgery recovery period September 2012 to October 2012
Credit and Inventory Manager
Steel Services & Supplies Inc., Toa Baja, PR. April 2010 to July 2012
Entered and reconciled cash and credit deposits with A/R. Prepared the billing invoices. Average billing $500,000.00 dollars weekly. Processed payroll of professional services contractors. Worked with new strategies for the inventory relocation in a new warehouse. Developed a system to keep track on the inventory movement, and disposal. Evaluated the variances reports for cost purposes. Reduced the material disposal for 20 percent.
Accounts Payable Manager Consultant
Finding Accountants Inc., San Juan, PR. May 2009 to March 2011
Managed the reconciliation reports for the Coop Bank average balance of one 1.5 million dollars, weekly. Worked with the A/P and Payrolls. Evaluated the ATM claims, and clients' complaints on their accounts. Prepared the Bank Reserve Fund deposit for ATM. Filed and updated Quarterly Tax return & Financial Reports.
Tax Preparer Assistant S easonal temporary position. H&R Block Inc., Westerville, OH. January 2009 to April 2009
Assisted customers with their tax return preparation, consulting, and filing. Scheduled and rescheduled client's appointments, and reviewed the proper documentation according with GAAP, SEC and other accounting regulations. Obtained an i ncrease of 150% of clients vs. last year. Used, PeopleSoft Soft, TPS.
Accountant Consultant, S an Juan, PR., June 2008 to December 2008
Accounting and Financial Manager
Plaza Matienzo Shopping Mall, Trujillo Alto, PR. July 2001 to May 2008
Administered the commercial property and client’s contracts. Supervised 20 people. Prepared financial statements, Account Reconciliations, A/R, A/P, J/E, and P/L.Analyzed and audited revenues and cost vs. investment objectives with construction costs. Saved the corporation 30 % percent of these expenses. Obtained a reduction of project time for 20 percent. Recovered $175,000.00 dollars of first stage contract phase budget. U sed Quickbooks, Budget and Accounting tools.
MBA in Finance, 3.54 GPA I nter American University of Puerto Rico, San Juan, PR. BBA in Accounting and Marketing, U niversity of Puerto Rico, San Juan, PR. CERTIFICATIONS/LICENSES
IRS Pin. Tax Specialist. Life Insurance License to be renew.