Seasoned CPA familiar with generally accepted accounting procedures, project management and financial statement review. Full understanding of financial and legal requirements. Well-developed communication, relationship building and multitasking abilities.
Hi, I’m
Jose Ortiz
Miramar,FL
Summary
Overview
12
years of professional experience
1
Certification
Work History
The Scale Collective
Founder
03.2022 - Current
Job overview
- Conduct seminars to create awareness for businesses and individuals on tax matters and the benefits of tax planning.
- Review client tax filing papers to identify errors and opportunities to create legal tax savings by utilizing tax reduction strategies.
- Interview clients to obtain additional information regarding their personal or business situation, taxable income, deductible expenses, and allowances
- Create customized, proactive tax strategies to help clients reduce their tax obligations by at least $10,000 on average.
- Collaborate closely with clients to answer questions and provide advice on tax matters.
- Research tax implications for various deductions and credits.
- Use accounting software to issue tax returns and prepare tax plans.
- Review available data and compare it against the tax code to determine exemptions, deductions, and potential liabilities.
- Prepared the US, multistate, and international tax returns for business clients.
- Complete and file returns with local, state, and federal tax departments.
- Respond to inquiries from IRS and other tax authorities.
- Facilitate communication between clients and tax authorities.
- Maintain complete records of client tax returns and supporting documentation in secured areas.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Continuously educate myself on ongoing tax legislation and tax-related developments.
Potencia Technologies Corportaion
CFO
04.2020 - 04.2022
Job overview
- Oversaw production, pricing, and distribution activities to generate profit for the company.
- Oversaw and reported on weekly cash flow.
- Led recruitment and development of strategic alliances to maximize existing talent and capabilities utilization.
- Conducted detailed analysis of company financial information and oversaw the preparation of related reports.
- Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
- Created, planned, and implemented policies and procedures to increase productivity,
- Cultivated company-wide culture of innovation and collaboration.
- Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
- Updated business processes, products and team makeups to generate more business opportunities and cater to audience needs.
- Monitored key business risks and established risk management procedures.
- Communicated business performance, forecasts and strategies to investors and shareholders.
Onguard Advisors, LLC
Founder
10.2017 - 02.2022
Job overview
- Oversaw a team of four bookkeepers who provided services for Logistics industry clientele.
- Maintained excellent financial standings by overseeing and mentoring our bookkeeper staff to process business transactions.
- Met with clients regularly (monthly/quarterly) to review financial performance and provide advisory services.
- Marketed services by asking for referrals from current clients, meeting prospects at community functions, and presenting at seminars.
- Monitored day-to-day accounting processes to drive financial accuracy.
- Reviewed monthly/quarterly reconciliations and correction of issues with financial records.
- Utilized Quickbooks Online and Xero accounting software to prepare and issue consolidated reports.
- Leveraged bookkeeping practice software and organized and maintained client bookkeeping processes.
- Oversaw daily communication with the bookkeeping team via Slack.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Collected, reviewed, and reported monthly expense variances and explanations.
- Analyzed financial data to assist in budget creation and forecasting.
- Reported financial data and updated financial records in ledgers and journals.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Oversaw software implementation projects for Magaya Cargo System.
- Performed accounting migrations from legacy systems and Magaya.
- Performed software integrations between Magaya Cargo System and QBO.
- Proctored training via in-person and online venues via Magaya Cargo System.
- Offered software-related technical support through various communications channels.
Magaya Corportation
Accounting Implementation Specialist
01.2011 - 04.2018
Job overview
- Performed simple to complex installations and implementations of Magaya software products and services.
- Reviewed, analyzed, and prepared client accounting records for migration to Magaya software or Magaya/QBO integrations.
- Analyzed current client processes for adaptation within Magaya software products and services.
- Performed onsite/remote training of client employees on properly utilizing the software, including best practices.
- Served as the client advocate for ongoing software issues and desired improvements.
- Navigated the complexities of internal technology refinement of the company accounting module while increasing sales and customer retention.
- Researched and identified solutions to technical problems.
- Trusted as the internal subject matter expert to oversee the planning, development, and implementation of new accounting software updates and improvements for domestic and international clients.
- Secured additional service and product sales throughout the product implementation cycle.
- Protected customer confidence in the effectiveness of the product to solve all accounting needs by participating in the entire implementation lifecycle to answer any technical and business process questions.
- Increased accounting software user confidence before and after implementation by providing detailed technical training sessions and consulting services.
- Partnered with the company technical support and development teams to quickly investigate and resolve performance issues related to installation, networking, and software defects.
- Mitigated the reoccurrence of technical issues by thoroughly documenting problems and resolutions in the company knowledge base.
- Cultivated strong relationships with company technology partners and educational institutions by serving as the lead systems implementation specialist and trainer.
- Presented to high school and university students on behalf of Magaya's education initiative.
- Performed software update webinars in both the US and Latin America.
Education
Florida Atlantic UniversityBoca Raton, FL
BBA from Accounting
12.2006
University Overview
Florida Atlantic UniversityBoca Raton, FL
BBA from Finance, Management
04.2004
University Overview
Skills
- Strategic Vision
- Project Management
- Systems Development
- Financial Management
- Internal Controls
- Staff Management
- Accounting Solutions Integration
- Interpersonal Relations
- Process Management
- Client Relations
Affiliations
Affiliations
- American Institute of Certified Tax Planners
- American Institute of Certified Public Accountants
Certification
- CPA - Certified Public Accountant
- CTC - Certified Tax Coach
Languages
Spanish
Professional Working
Timeline
Founder
The Scale Collective
03.2022 - Current
CFO
Potencia Technologies Corportaion
04.2020 - 04.2022
Founder
Onguard Advisors, LLC
10.2017 - 02.2022
Accounting Implementation Specialist
Magaya Corportation
01.2011 - 04.2018
Florida Atlantic University
BBA from Accounting
Florida Atlantic University
BBA from Finance, Management
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