BRYAN ROSA ROSARIO
Summary
Detail-oriented Grants Administrator successful in controlling expenses through comprehensive analysis of diverse data and accurate projections. Demonstrates excellent multitasking, problem-solving, and interpersonal abilities. Instrumental in ensuring business operations remain fully compliant and adhere to budgetary guidelines. Excited to leverage over 4 years of related experience and embrace new professional challenges.
Overview
10
10
years of professional experience
Work History
Tax Specialist
BGR Tax & Accounting
Ponce, Puerto Rico (Remote)
02.2024 - Current
- Maintained thorough and current understanding of applicable tax laws.
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals.
- Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
- Supported company growth by participating in business development efforts targeting new clientele in need of specialized tax services.
Accountant/Grants Administrator
Ponce Health Sciences University/ CAIMED Center
Ponce, Puerto Rico
09.2020 - Current
- Monitor project expenditures, including monthly assessments of fund activity.
- Perform financial analysis and forecasting, both short-term and long-term.
- Collaborate with Principal Investigators on annual NIH progress reports.
- Prepare detailed budgets and justifications for grants applications.
- Analyzes and evaluates contract and grant budgets for correct calculation of expenditure categories such as salaries, percent of effort, salary adjustment increases, fringe benefits, indirect costs, materials, and equipment.
- Assisted with financial management and accounting of the department, including analysis and reconciliation of all accounts.
- Build calendars for tracking of accounts receivable based upon the budget and contract on each trial.
- Respond to inquiries in a timely manner and providing feedback and solutions to financial issues.
- Develop and assist in negotiations for clinical research budgets including for National Institutes of Health (NIH) and pharmaceutical sponsored clinical trials.
- Resolve issues related to trial budgets, billing, milestones and related payments.
- Prepares the annual Department Budget.
- Stay organized and multi-task on a variety of projects while meeting deadlines.
Office Clerk
Ponce Health Sciences University/ CAIMED Center
Ponce, Puerto Rico
05.2016 - 08.2020
- Performs a detailed analysis of all industry clinical trial accounts for invoicing, accounts receivable, and accounts payable.
- Generates invoices for startups, milestones, per patient visits, and administrative fees.
- Applies and monitors payments received against invoices and tracked study visits.
- Pays study related expenses to internal and external vendors; processes patient stipends and travel reimbursements.
- Closes study accounts in alignment with the Clinical Trial Agreement (CTA).
- Routinely prepare monthly, quarterly, and annual summary reports distributed to principal investigators.
- Creates and analyzes clinical trial financial reports and ensures financial information has been recorded accurately.
- Performs financial forecasting and reconciliation of internal clinical trial accounts.
- Researching and resolving account discrepancies.
- Maintaining records regarding payments and account statuses.
- Reconciling payments to ensure the accounting system reflects the correct transactions.
- Assisting in general financial management and analysis.
- Request quotes to vendors and make requisitions for purchases.
Accounting Internship
Rec & Associates, LLC.
Ponce, Puerto Rico
03.2015 - 05.2015
- Data entry using Excel and Peachtree, individual and corporation payroll, bank reconciliations.
Education
BBA - Accounting
Interamerican University of Puerto Rico
12.2018
ABA - Accounting
Technological Institute of Puerto Rico
05.2015
Skills
- Reporting and Documentation
- Budgeting
- Monthly reporting
- Data Analysis
- Strategic financial planning
- Sharp analytical and problem-solving skills
- Teamwork / Collaboration
- Negotiation skills
- Excel
- Power BI
- Tax advisory services
- Internal controls
References
Available upon request.
Timeline
Tax Specialist
BGR Tax & Accounting
02.2024 - Current
Accountant/Grants Administrator
Ponce Health Sciences University/ CAIMED Center
09.2020 - Current
Office Clerk
Ponce Health Sciences University/ CAIMED Center
05.2016 - 08.2020
Accounting Internship
Rec & Associates, LLC.
03.2015 - 05.2015
ABA - Accounting
Technological Institute of Puerto Rico
BBA - Accounting
Interamerican University of Puerto Rico