Carlos A. Lee Negrón
San Juan
Summary
Multifaceted business professional with a BBA in Entrepreneurship and minors in Marketing and Photography, currently pursuing a Master’s in Accounting and CPA licensure. Proven success in ERP implementations, financial audits, and consulting engagements for top-tier clients in Puerto Rico. Adept at data analysis, process automation, and client communication. Bilingual in English and Spanish, with working proficiency in Portuguese. Passionate about leveraging technology to streamline operations and enhance decision-making.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Consultant and Auditing Assistant
RRC CPA Group, PSC
San Juan
11.2022 - Current
- Supported external financial statement audits and consulting projects.
- Assisted in ERP transition and automation initiatives for clients.
- Conducted in-depth financial analysis to identify risks and opportunities.
- Managed multiple client engagements simultaneously while adhering to tight deadlines.
Associate Consultant
Avant CPA Group LLC
San Juan
08.2022 - 12.2023
- Worked alongside CPA Edgar Rodriguez on ERP and WMS data migration for clients, including B. Fernandez & Hnos Inc., Pan Pepin Inc., and Marvel International Inc.
- Conducted data validation and analysis using Excel, improving reporting accuracy.
- Designed in-house templates and documentation for seamless system transitions.
- Enhanced operational efficiency and client satisfaction through process improvements.
Education
Master of Accounting (MACC) -
Universidad Ana G. Méndez – Gurabo Campus
Gurabo, Puerto Rico06.2026
Entrepreneurship
Universidad Del Sagrado Corazón
San Juan, Puerto Rico05.2022
Skills
- ERP Implementation
- Data Migration
- Financial Audits
- Financial analysis
- Risk assessment
- Reporting
- Business Consulting
- Business analysis
- Supply chain logistics
- IT Consulting
- Data Analysis
- Data Validation
- Excel Automation
- Project Management
- Documentation
- Bilingual Communication
- Client Engagement
- Cross-functional collaboration
- Process Improvement
- Oracle ERP
- WMS
- Microsoft Office/365
Certification
- Google Project Management Certificate, In Progress
- Business Foundations Specialization, In Progress
- Management Consulting Specialization, In Progress
Languages
- English, Native/Bilingual
- Spanish, Native/Bilingual
- Portuguese, Professional Working Proficiency
Timeline
Senior Consultant and Auditing Assistant
RRC CPA Group, PSC
11.2022 - Current
Associate Consultant
Avant CPA Group LLC
08.2022 - 12.2023
Master of Accounting (MACC) -
Universidad Ana G. Méndez – Gurabo Campus
Entrepreneurship
Universidad Del Sagrado Corazón