JUAN M GUZMAN JR
San Juan,TX
Summary
Experienced Auditor focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Successful track record of fully evaluating information, structures and procedures and initiating corrective actions.
Overview
17
17
years of professional experience
Work History
SUPERVISOR
COSTCO WHOLESALE
03.2012 - Current
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Oversaw electronics and jewelry departments, updated weekly schedule for 7 employees in the department, increased television warranty sales from 22% in 2015 to 40% currently, number 1 in Costco Texas region, provide training to employees in the department
- Cashier: Complete transactions at the register for members, count down the register at the end of my shift, provide excellent member service
Accounts Payable Clerk
Triumph Public Schools
03.2021 - 05.2021
- Streamlined invoice processing by implementing efficient filing and tracking systems.
- Reduced late payment penalties by closely monitoring due dates and managing timely payments.
- Improved vendor relationships through diligent communication and prompt issue resolution.
- Maintained accurate financial records by regularly reconciling accounts payable transactions.
- Increased accuracy in expense reporting by thoroughly reviewing submitted claims and verifying supporting documentation.
- Collaborated with other departments to resolve discrepancies in invoices or purchase orders, promoting smooth business operations.
INTERNAL AUDITOR
HIDALGO COUNTY
12.2019 - 10.2020
- Helped to provide the public and concerned entities with financial accountability and operational efficiency, minimized exposure to contingent liabilities, safeguarded assets, complied with applicable policies, laws, regulations, and covenants, followed the professional standards of the American Institute of Certified Public Accountants, the Institute of Internal Auditors, and Government Auditing Standards.
- Enhanced internal control systems by conducting thorough risk assessments and implementing effective audit recommendations.
- Improved operational efficiency by identifying and addressing financial discrepancies through meticulous examination of financial records.
TAX PROFESSIONAL
H&R BLOCK
01.2011 - 04.2013
- Conduct face-to-face interviews with clients, prepared accurate and complete tax returns by entering client data and W2 or other income tax information into the tax program, provide IRS audit report, generated business growth by increasing client retention, offered additional products and services.
- Increased client satisfaction by providing timely and accurate tax preparation services.
- Streamlined tax filing processes for improved efficiency and accuracy.
- Resolved complex tax issues with thorough research and effective communication.
- Assisted clients in identifying potential tax savings through extensive knowledge of deductions and credits.
- Reduced audit risks by maintaining thorough documentation and ensuring compliance with IRS regulations.
RGV LEAD INTERNAL AUDITOR
FIRST CASH FINANCIAL SERVICES
11.2006 - 04.2012
- Performed quality audits and assess risks, conducted physical inventories to validate reported store inventory balances, emailed VP of internal audit and store supervisors results of findings every day, scheduled audits within and outside region, including Mexico visits, ensured cash was all accounted for every day, checked transactions on video to ensure procedures are followed.
- Enhanced internal control systems by conducting thorough risk assessments and implementing effective audit recommendations.
- Improved operational efficiency by identifying and addressing financial discrepancies through meticulous examination of financial records.
- Provided valuable insights to management by presenting clear and concise audit findings, contributing to informed decision-making processes.
- Conducted training sessions for staff members on best practices in internal auditing, fostering a culture of continuous improvement.
- Developed strong working relationships with external auditors, facilitating efficient communication during annual audits.
Education
BBA IN ACCOUNTANCY - Accounting
THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY
Edinburg, TX05.2019
ASSOCIATE OF ARTS IN ACCOUNTANCY - Accounting
SOUTH TEXAS COLLEGE
McAllen, TX12.2016
Skills
- Microsoft Word
- Excel
- PowerPoint
- Windows 11
- Inventory Control
- Staff Management
- Schedule development
- Goal-Oriented
- Inventory Oversight
- Attention to Detail
- Time Management
- Problem-Solving
References
- Adolfo Landa, Supervisor, 956-451-1152
- Adrian Lozano, Director of testing services, 956-467-9749
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Accounts Payable Clerk
Triumph Public Schools
03.2021 - 05.2021
INTERNAL AUDITOR
HIDALGO COUNTY
12.2019 - 10.2020
SUPERVISOR
COSTCO WHOLESALE
03.2012 - Current
TAX PROFESSIONAL
H&R BLOCK
01.2011 - 04.2013
RGV LEAD INTERNAL AUDITOR
FIRST CASH FINANCIAL SERVICES
11.2006 - 04.2012
BBA IN ACCOUNTANCY - Accounting
THE UNIVERSITY OF TEXAS RIO GRANDE VALLEY
ASSOCIATE OF ARTS IN ACCOUNTANCY - Accounting
SOUTH TEXAS COLLEGE