Summary
Overview
Work History
Education
Skills
Certification
References
Hobbies and Interests
Volunteer Experience
Languages
Summary
Affiliations
Accomplishments
Languages
Websites
References
Timeline
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JOSE OJEDA GUTIERREZ

HOLLAND,MI

Summary

Dynamic bilingual accountant with extensive financial expertise, honed at Holland Bar Stool Company. Proven track record in financial reporting and reconciliation, coupled with strong problem-solving abilities. Successfully managed licensing compliance and reports. Facilitated audits, ensuring accuracy and efficiency in financial operations, including accounts receivable and accounts payable. Intermediate knowledge of Microsoft Office and QuickBooks, driving organizational success through effective planning.

Overview

42
42
years of professional experience
1
1
Certification

Work History

Accountant & Licensing Administrator

Holland Bar Stool Company
HOLLAND, MI
01.2002 - Current
  • Since 2001, I have been working with Nexus Sales Tax conciliation for 30 states of our online site and in-house store using Avalara software support.
  • Oversaw licensing program since 2018, engaging with license administrators and college representatives.
  • Reviewed license contracts and provided recommendations to general manager for approval.
  • Facilitated communication with artwork and design department regarding licensing requirements.
  • Ensured compliance with Fair Labor Association standards within licensing framework.
  • Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
  • Prepared the annual trial balance report with year-end adjustments for the external tax preparer.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
  • Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
  • Monitored cash flows and prepared weekly cash projections.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.

Controller

HOTEL CORPORATION OF CHILE S.A.
Santiago, Chile
07.1990 - 12.2001
  • Since I started, I was responsible for the Annual Financial Statements and Tax Report in coordination with Deloitte & Touche Tax Department and Audit Department.
  • Coordinated with external auditors during annual audit process to ensure timely completion of audits.
  • Monitored accounting, payroll and financial reporting activities.
  • As the owner controller representative, I supervised Hyatt's financial statements and reports according to the management operational contract.
  • Financial administration and investment of over US$60 million as a result of the purchase of Chilean bonds and dealing with commercial Chilean banks to manage the cash flow of the building construction project correctly.
  • During the first three years, I managed the financial operations of the building construction, processed payments, controlled construction contracts, and handled all financial operations related to the construction project.
  • Facilitated and completed annual financial statement audits and reviewed results.

New Business Supervisor

Deloitte & Touche
Santiago, Chile
06.1988 - 06.1990
  • I was in charge of the accounting team dedicated to supporting foreign businesses arriving in Chile.
  • The mayor's focus was to provide a complete outsourcing team to new foreign businesses to initiate operations in our country, including bookkeeping, tax advice, and document processing, until the company establishes its own department.
  • Support new businesses and connect with an internal advisor of Deloitte & Touche.
  • Directed and supervised staff performance.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Delegated work to staff, setting priorities and goals.
  • Looks for new opportunities to offer financial services, and an outsourcing team to start operations in our country.

Teacher

Commercial Institute
Santiago
07.1983 - 06.1989
  • This activity is particularly special in Chile, as after high school (general, commercial, industrial), young people can go to university or opt for an institute to obtain a professional degree.
  • During this period, I was teaching General Accounting at different levels, from the basics of accounting to finalizing financial statements, general balance sheets, income and loss statements, and cash flow.
  • Developed and implemented lesson plans based on curriculum objectives.
  • Encouraged critical thinking skills and problem solving strategies among students.
  • Assessed student performance through tests, quizzes and other assessments.

Freelance Accountant & Auditor

Independent Work
Santiago & Rancagua, Chile
01.1984 - 05.1988
  • During this period, I was an independent professional doing accounting and auditing procedures in different companies, such as a supermarket chain, a health insurance company, a hospital, and some small stores.
  • The main focus during this period was to propose and provide the administration with practical solutions to different accounting issues, such as incorrect financial statements, erroneous general ledger entries, reviewing cash flow, and reconciling with owners' capital incomes for tax purposes.
  • Support to develop a right accounting system.
  • Reviewed financial information detailing assets, liabilities, and capital.
  • Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.

Assistant Teacher

Universidad de Santiago de Chile
Santiago
03.1983 - 12.1983
  • As an assistant teacher in level 4, the last level of accounting, I provided individualized instruction to students who needed additional assistance.
  • Assisted classroom teacher in developing and implementing lesson plans.

Education

Public Accountant & Public Auditor - Business Administration

Universidad De Santiago De Chile
Santiago
11-2003

Certificate Tax Preparer - Personal Tax Return

H&R Block
Holland
11-2003

2 Years - Theology

Logos Cristian University
Florida, Online
10-2003

Certificates - Labor Compliance

Fair of Labor Association
Online

Skills

  • Bilingual Spanish and English
  • Financial accounting expertise
  • Reconciliation skills
  • Preparation of financial reports
  • AR and AP management
  • Forecasting methodologies
  • Payroll processing techniques
  • Data analytics proficiency
  • Effective problem solving
  • Critical analysis skills
  • Internal audit processes
  • Organizational planning skills
  • Task delegation abilities
  • Employee training programs
  • Proficient in Microsoft Office tools
  • Intermediate Excel functions
  • Word document creation
  • PowerPoint presentations
  • PDF file handling skills
  • Crystal Reports knowledge
  • Intermediate Quickbook user
  • effective meeting software use

Certification

  • FLA E-Learning Module 9: C
  • FLA E-Learning Module 8: Supervisor Skills
  • FLA E-Learning Module 7: Worker Engagement
  • FLA E-Learning Module 6: Recruitment
  • FLA E-Learning Module 5: Health & Safety
  • FLA E-Learning Module 4: Responsible Purchasing
  • FLA E-Learning Module 3: Assessments, Remediation & Compensation
  • FLA E-Learning Module 2: Supply Chain Management & Working Hours
  • FLA E-Learning Module 1: Forced labor

References

  • Walter D. Ayres III, Design, Marketing, Product Development, Holland Bar Stool Company, 12839 Corporate Circle Place, Holland, MI, 49424, 800.423.1903, 708.257.7558, wally@hollandbarstool.com
  • Arie Vink, National Sales Manager, Holland Bar Stool Company, 12839 Corporate Circle Place, Holland, MI, 49424, 616-403-1181, arievink@hollandbarstool.com
  • Vicente Nunez, Sr. Specialist Training Manager, Boar's Head Brand, 284 Roost Avenue, Holland, MI, 49424, 616-834-7934, Vicente.nunez@boarshead.com
  • Jose Luis Martinez, Director IT Business Partner Americas, Johnson Controls Inc, Holland, Holland, MI, 49423, 616-394-7967, joseluis.martinez@jci.com

Hobbies and Interests

  • Music, I love music and I play Bass Guitar & Acoustic guitar constantly playing at churches.
  • Bowling, I like to play bowling for fun and as family entertainment.
  • Training, I workout almost every weekday. Sometimes I do 5K.
  • Reading, online news, religious and inspirational books.

Volunteer Experience

  • As a Christ Follower, I am serving at Engedi Church, Holland MI as Journey teaching leader of the Spanish campus and as musician.
  • I volunteer once a month as musician at Ridge Point Community Church.
  • A couple of times a year I volunteer as musician at City Serve part of Holland Rescue Mission.
  • In 2018 at the beginning of the Spanish Campus I served as Music director for almost a year until the church hired a Worship leader.
  • From 2013 - 2018 I served as volunteer musician at Engedi Church main campus.
  • Starting in 2004 until 2013, I served at Reslife Church - Iglesia Vida Holland Campus, volunteer as musician, biblical teacher and preaching.
  • In Chile until I came to USA, I served as youth leader, national accounting reviewer for our Christian mission, I served as biblical teacher for teenagers, young adult and adult. Also as preacher & musician.

Languages

  • Spanish
  • English

Summary

I have several years working in accounting resolving problems and issues due a wrong accounting system procedures. As my first jobs working as freelance accountant reorganizing account system and redoing financial statements. As I work with Deloitte & Touch, I worked with a team doing outsourcing for different type of companies and helping audit department to find and resolve accounting issues. In my actual position I help the company developing their own accounting & Sales system., I work with Excel building my own tables, mixing and connecting excel files and also using Crystal Report I build almost all the sales reports, royalty reports, accounting statements, getting the information from our SQL database.

Affiliations

  • I love music playing bass guitar in the worship band of some churches as Engedi Church, Engedi Español, Ridge Point, Cultivate Community Church Hamilton, and other.
  • I like to teach, serving in the churches I have been helping people to grow in their faith, teaching basic theology concepts, helping couples & marriages to strength their relation.
  • I like to play bowling as entertainment.
  • I like to be informed in science and technology.
  • Regularly with my spouse, we receive at our home, couples to known them and walk with them in their faith, in their relations and challenges.
  • As I have time, I like to go to the gym.

Accomplishments

  • I have the honor to serve as leader in different religious institutions, helping people to achieve their goals and give some counseling .

Languages

Spanish
Native/ Bilingual
English
Professional

References

References available upon request.

Timeline

Accountant & Licensing Administrator

Holland Bar Stool Company
01.2002 - Current

Controller

HOTEL CORPORATION OF CHILE S.A.
07.1990 - 12.2001

New Business Supervisor

Deloitte & Touche
06.1988 - 06.1990

Freelance Accountant & Auditor

Independent Work
01.1984 - 05.1988

Teacher

Commercial Institute
07.1983 - 06.1989

Assistant Teacher

Universidad de Santiago de Chile
03.1983 - 12.1983

Public Accountant & Public Auditor - Business Administration

Universidad De Santiago De Chile

Certificate Tax Preparer - Personal Tax Return

H&R Block

2 Years - Theology

Logos Cristian University

Certificates - Labor Compliance

Fair of Labor Association
JOSE OJEDA GUTIERREZ