Carlos A. Rosado Díaz
Urb Park Gardens Yosemite W 25 San Juan,Puerto Rico
Summary
Accounting professional with extensive experience as a Freelance Accounting Consultant and Accounting Assistant at Bremen Auto. Specialized in tax consulting and payroll administration, with strong skills in financial analysis and client management. Demonstrated success in enhancing financial strategies and ensuring compliance, while promoting team collaboration to meet organizational objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Freelance Accounting Consultant
Freelance
Aguas Buenas, PR
01.2022 - Current
- Delivered comprehensive financial services, including tax consulting and bookkeeping for individuals and small businesses.
- Ensured compliance with tax regulations while optimizing client financial strategies.
- Maintained accurate accounts for cash, fixed assets, and various transactions.
- Gathered banking transactions from statements, recorded activities in Excel, and reconciled balances.
- Advised clients on best practices for effective financial management.
- Authored reports and organized supporting documentation to enhance clarity.
- Coordinated project materials and schedules to facilitate efficient communication.
- Posted financial data in Excel spreadsheets while managing inventory effectively.
Lead Retail Sales Associate
Old Navy
Caguas, Puerto Rico
08.2019 - 08.2024
- Resolved customer complaints promptly while maintaining professionalism and positivity.
- Coached employees on effective customer service strategies and selling techniques.
- Ensured strict compliance with company policies and procedures.
- Managed cash register operations, including counting money and balancing drawers.
- Generated detailed reports on employee performance and store financials.
- Trained and supervised sales associates in operational procedures and customer service standards.
Accounting Assistant
Bremen Auto
Caguas, Puerto Rico
06.2023 - 03.2024
- Maintained accurate financial records to support dealership's financial health.
- Recorded debit, credit, and account transactions in spreadsheets and databases.
- Matched orders with invoices, documenting essential information.
- Researched discrepancies among invoices, purchase orders, and packing slips.
- Monitored company expenses to ensure compliance with budget guidelines.
- Processed bi-weekly payroll for employees, entering hours into the system.
- Reconciled bank statements and resolved discrepancies for precise financial reporting.
- Assisted in preparing budget forecasts and monitored variances.
Education
Bachelor of Business Administration - BBA - Accounting and Finance
NUC University
3.84 gpaSkills
- Tax and bookkeeping
- Payroll administration
- Microsoft Excel
- Client management
- Report generation
- Problem solving
- Time management
- Cash flow analysis
- Team collaboration
- GAAP compliance
- Account reconciliation
- Financial analysis
Accomplishments
- Honors Society Member
- American Accounting Association member
Certification
- Currently finishing credits to be considered a CPA candidate.
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
References
References available upon request.
Timeline
Accounting Assistant
Bremen Auto
06.2023 - 03.2024
Freelance Accounting Consultant
Freelance
01.2022 - Current
Lead Retail Sales Associate
Old Navy
08.2019 - 08.2024
Bachelor of Business Administration - BBA - Accounting and Finance
NUC University
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