Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Raul Montiel

Orlando

Summary

Dynamic Senior Client Accountant with expertise in accounting systems, information systems, financial reporting, and data analysis. Focused on ensuring compliance and accuracy while driving process improvements and mentoring staff to achieve organizational goals.

Overview

9
9
years of professional experience

Work History

Senior Client Accountant

Cushman & Wakefield
Maitland
06.2023 - Current
  • Prepared financial statements and reports for client analysis and review.
  • Utilized accounting software to track expenses and monitor cash flow.
  • Analyzed balance sheets to identify discrepancies and ensure accuracy.
  • Managed accounts payable and receivable, enhancing cash flow management.
  • Conducted periodic reviews of account balances to maintain accurate records.
  • Monitored compliance with accounting regulations and internal policies.
  • Supported improvements by sharing insights on process efficiencies.
  • Collaborated with departments to resolve outstanding client account issues.
  • Staff Accountants Mentorship

Bookkeeping Administrative Assistant

SOS Support
South Jordan
06.2021 - 01.2022
  • Executed daily bookkeeping tasks, ensuring accuracy of financial records.
  • Coordinated interdepartmental communication to enhance operational efficiency.
  • Leveraged accounting software for precise data entry and financial reporting.
  • Implemented process improvements to optimize administrative workflows.
  • Maintained organized filing systems for all accounting documents, including invoices and receipts.
  • Verified billing data accuracy and corrected errors prior to invoice issuance.
  • Regularly reconciled bank accounts to identify transaction discrepancies.
  • Managed vendor relations by addressing inquiries on payment status promptly.

Administrative Manager

NTVAC. Kitchen & Bar
Maracaivo
04.2018 - 05.2021
  • Directed office personnel activities to enhance operational efficiency.
  • Planned and controlled budgets for contracts, equipment, and supplies.
  • Monitored department budgets by tracking expenses against allocations.
  • Managed daily operations to maintain efficient workflow in kitchen and bar areas.
  • Oversaw inventory management, including supply ordering and usage tracking.
  • Identified and resolved issues to guide management and business strategy.
  • Coordinated with executive staff to ensure timely completion of deadlines.
  • Developed administrative procedures to maximize overall efficiency.

Accounting Assistant

Tecno Yogurt, C.A.
Maracaibo
04.2017 - 03.2018
  • Prepared monthly financial statements and reports to ensure accuracy and compliance.
  • Executed month-end closing procedures and reconciled financial statements efficiently.
  • Organized financial documents and reports to support audit preparation.
  • Tracked expenses and monitored budgets using accounting software.
  • Collaborated with team members to enhance accounting workflows and procedures.
  • Assisted finance team with ad-hoc projects and conducted financial analysis as needed.
  • Analyzed financial statements for discrepancies, resolving issues promptly.
  • Conducted inventory counts and reconciliations to maintain accurate stock levels.

Junior Audit Associate

RSM Venezuela
Maracaibo
11.2016 - 03.2017
  • Presented audit results to upper management through written reports and oral presentations.
  • Executed audit procedures to validate financial report data accuracy.
  • Conducted risk assessments by evaluating internal controls and processes.
  • Documented findings and recommendations in concise, clear formats.
  • Performed analytical procedures on various account balances and transactions.
  • Researched regulations governing specific industries to ensure compliance with applicable laws.

Education

Bachelor of Science - Accounting

URBE University
Maracaibo, Zulia
09-2018

Diploma - Tax Management

URBE University
Maracaibo, Zulia
08-2018

Skills

  • Financial reporting
  • Account reconciliation
  • Data analysis
  • Mentorship experience
  • Process improvement
  • Time management
  • Cash flow management
  • Accounts payable and receivable
  • Financial statement preparation
  • Advanced Excel
  • Macros and VBA knowledge
  • Intuit quickbooks
  • Yardi software
  • Real Page (OneSite, Financial Suite)

Languages

English
Full Professional
Spanish
Native/ Bilingual

Timeline

Senior Client Accountant

Cushman & Wakefield
06.2023 - Current

Bookkeeping Administrative Assistant

SOS Support
06.2021 - 01.2022

Administrative Manager

NTVAC. Kitchen & Bar
04.2018 - 05.2021

Accounting Assistant

Tecno Yogurt, C.A.
04.2017 - 03.2018

Junior Audit Associate

RSM Venezuela
11.2016 - 03.2017

Bachelor of Science - Accounting

URBE University

Diploma - Tax Management

URBE University
Raul Montiel