Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Languages
Timeline
Generic

Daniel Grandez

Las Cruces,NM

Summary

Motivated, detailed oriented, & energetic Staff Accountant. 10+ years of Business industry experience from multiple outlets ranging from B2B sales, Marketing, Financial customer assistance, and accounting. Auditing experience in various industries including but not limited to Oil & Gas, Manufacturing, Technology, Governmental entities, Not-for-profit entities and more.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Assurance Staff

Moss Adams
01.2023 - Current
  • Conducted a risk assessment for various clients, resulting in identification of high-risk areas and development of a comprehensive audit plan
  • Performed audits of financial statements and internal controls for a variety of clients, resulting in the identification of significant deficiencies and material weaknesses
  • Performed various Test of details and analytical procedures in order to obtain the specified level of assurance required that was obtained during the planning phase of each audit engagement
  • Stayed up-to-date on changes in auditing standards and regulations, resulting in successful implementation of new audit procedures and techniques
  • Took part in various audit engagements including but not limited to the following industries: Oil & Gas, Technology, Manufacturing, Health Care, Governmental entities, Not-for-Profit.

Audit Intern

Moss Adams
06.2022 - 08.2022
  • Collected and analyzed financial data, assisted in the creation of financial statement and reports, and examined the company’s accounts
  • Conducted financial risk assessments and collaborated with colleagues on the constant improvement of existing analysis procedures
  • Assisted in audit planning, documented all audit procedures, and stayed up to date with current laws and regulations.

Customer Care Specialist

Alorica – Bank of America
07.2020 - 08.2021
  • Assisted Bank of America customer with daily questions regarding Bank of America products
  • Inbound 90+ calls daily assisting customers with financial questions regarding their bank accounts
  • Assist customers with providing alternatives to their financial difficulties.

Accounting Intern

Ramos & Ramos Co
11.2020 - 01.2021
  • Reconcile client bank accounts monthly
  • Preparation of Payroll and Payroll liability documents
  • Preparation of client financial statements
  • Direct communication with clients regarding financial statements while keeping information confidential.

Marketing Manager

Myarea Network
10.2012 - 03.2020
  • On boarded, Managed, and trained photographers across the United States to shoot to company standards
  • Part of the Business development team that oversaw going into a new market and deploying our product and services along with bringing on key accounts
  • Account management for key accounts that included website management on Word press sites
  • Make executive decisions to adjust marketing campaigns that would drive the best results to the client
  • Account Executive in charge of reaching out to potential clients and selling them on a service package that will increase brand awareness or generate leads.

Education

Bachelor of Science in Accountancy w/ Honors -

New Mexico State University
Las Cruces, NM
05.2022

Skills

  • Bilingual-Fluent in Spanish and English
  • Detail Oriented
  • Experienced with all Microsoft Products
  • Report Generation
  • Regulatory Compliance
  • Mathematical reasoning
  • Risk assessment and analysis
  • Financial Statement auditing
  • Internal control evaluation
  • Data Analytics
  • Financial analysis
  • Audit planning and execution
  • Team and self-lead leadership
  • Strong Analytical and problem solving skills
  • Excellent communication and presentation skills
  • Relationship building and client satisfaction
  • Knowledge of auditing standards and regulations
  • Adaptability to changes in industry practices
  • Receptive to feedback
  • Time management and prioritization

Certification

  • CPA Eligible
  • Meets all educational requirements to register for the CPA exam

Affiliations

Delta Sigma Pi – Professional Business Fraternity, 2021, Present

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Assurance Staff

Moss Adams
01.2023 - Current

Audit Intern

Moss Adams
06.2022 - 08.2022

Accounting Intern

Ramos & Ramos Co
11.2020 - 01.2021

Customer Care Specialist

Alorica – Bank of America
07.2020 - 08.2021

Marketing Manager

Myarea Network
10.2012 - 03.2020

Bachelor of Science in Accountancy w/ Honors -

New Mexico State University

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Daniel Grandez