Detail-oriented Accountant with extensive years of experience effectively maintaining accurate accounting systems for multiple organizations and government.
Overview
32
32
years of professional experience
Work History
ACCOUNTANT BUSINESSMAN
CpaLuisRod, LLC
Yabucoa, PR
08.1990 - Current
In charge of CpaLuisRod, LLC, a personally limited liability company established in Puerto Rico to provide services like : bookkeeping; governmental accounting services; preparation of personal and corporate business taxes; payroll and payroll taxes; budgets and budget variances; forecasts and projections; compiled, reviewed and audited financial statements; attestation services; preparation of personal state and federal income taxes; estate taxes; and other miscellaneous consulting services.
Worked directly with clients to achieve results.
Responsible to direct all office policies and strategies.
Supervised and coordinated projects for external auditors and examiner evaluations.
Generated financial statements and facilitated account closing procedures each month.
Maintained integrity of general ledger, including charts of accounts.
Suggested budgetary changes to increase company profits.
Assisted clients in obtaining financing from banks and lenders institutions.
Followed up on investments portfolios of clients and supported claims presented by clients' lawyers on mitigation and arbitration procedures
Represented clients against Government examiners' audits and procedures.
Education
Bachelor of Arts - Accounting
University of Puerto Rico, Río Piedras Campus
San Juan, San Juan, Puerto Rico
05.1981
Bachelor of Science - Computer Programming
Polytechnic University of Puerto Rico- Orlando Cam
Skills
General ledger accounting
Compliance understanding
Self-motivated professional
Account reconciliation specialist
Tax accounting specialization
MS Office Suite
Auditing proficiency
Problem-solving
Regulatory compliance
Certified Public Accountant (CPA)
Additional Information
a) Commisioned as Notary Public for State of Florida
b) CPA Licensed in Puerto Rico
Timeline
ACCOUNTANT BUSINESSMAN
CpaLuisRod, LLC
08.1990 - Current
Bachelor of Arts - Accounting
University of Puerto Rico, Río Piedras Campus
Bachelor of Science - Computer Programming
Polytechnic University of Puerto Rico- Orlando Cam