Jose Ortiz
Danbury,CT
Summary
Results-oriented accounting professional with several years of experience in accounting, financial analysis, and audit-related settings. Quick and eager learner with acute attention to detail and a consistent track record of identifying process improvements to drive quality, accuracy, and efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Accountant
Bell Mechanical
Mahopac, NY
05.2025 - Current
- Managed accounts payable and receivable functions to ensure timely and accurate processing.
- Conducted monthly reconciliations to maintain accuracy of financial statements.
- Developed and implemented improved reporting processes for enhanced data transparency.
- Reviewed financial transactions for compliance with relevant regulations and company policies.
- Collaborated with cross-functional teams to streamline accounting workflows and reduce errors.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Corporate Accountant
W.R. Berkley
Greenwich, CT
09.2023 - 05.2025
- Assessed internal controls by evaluating processes used by staff to accurately record transactions.
- Created budgets for departments within the organization to monitor expenses against projected revenues.
- Reconciled bank accounts on a regular basis to maintain accurate records of transactions.
- Reviewed financial statements and records, such as income statements and documentation of expenditures to ensure accuracy.
- Prepared balance sheets, profit and loss statements, cash flow statements, and other documents for internal use or external auditors.
- Ensured accuracy of all journal entries resulting from the consolidation process.
- Consolidated financials of 50+ business units in compliance with IFRS and GAAP.
Staff Account
Pelligrino, Saccomani & Wells, LLP
Pleaseantville, NY
03.2022 - 08.2023
- Conducted risk assessments to identify potential areas of fraud or non-compliance.
- Identified discrepancies in financial documents, investigated causes, and proposed solutions.
- Verified accuracy of budgeting procedures by comparing actual figures against projected targets.
- Developed strategies to assess operational efficiency and effectiveness across all departments.
- Prepared detailed audit workpapers for review by senior auditors.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Identified potential deductions to minimize clients' tax liabilities.
- Compiled data from clients to accurately complete tax forms.
- Reviewed client documentation including contracts, invoices, bank statements.
- Reviewed and evaluated internal control systems, financial records, and accounting systems to ensure accuracy of information.
Education
Bachelor of Science - Accounting
Western Connecticut State University
Danbury, CT12-2022
Skills
- Variance Analysis
- Analytical Thinking
- Accounts Payable and Receivable
- Financial statement preparation
- Cost accounting
- GAAP principles
- Excel Certification
- Regulatory Compliance
- Tax Return Filing
- Internal Controls
- General ledger accounting
- Bank Reconciliation
- Corporate Audits
Certification
- Excel Certification
Languages
Spanish
Timeline
Accountant
Bell Mechanical
05.2025 - Current
Corporate Accountant
W.R. Berkley
09.2023 - 05.2025
Staff Account
Pelligrino, Saccomani & Wells, LLP
03.2022 - 08.2023
Bachelor of Science - Accounting
Western Connecticut State University