Carlos Augusto Rosado Díaz
San Juan
Summary
Dynamic accounting professional with experience as a Freelance Accounting Consultant, adept in tax and bookkeeping. Proven track record in optimizing client financial strategies and ensuring compliance with GAAP. Strong problem-solving and client management skills, delivering impactful financial reports and enhancing operational efficiency. Committed to driving financial success for diverse clients.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Freelance Accounting Consultant
Freelance
Aguas Buenas
01.2022 - Current
- Delivered comprehensive financial services, including tax consulting and bookkeeping for individuals and small businesses.
- Ensured compliance with tax regulations while optimizing client financial strategies.
- Maintained accurate accounts for cash, fixed assets, and various transactions.
- Gathered banking transactions from statements, recorded activities in Excel, and reconciled balances.
- Advised clients on best practices for effective financial management.
- Authored reports and organized supporting documentation to enhance clarity.
- Coordinated project materials and schedules to facilitate efficient communication.
- Posted financial data in Excel spreadsheets while managing inventory effectively.
Lead Retail Sales Associate
Old Navy
Caguas
08.2019 - 08.2024
- Resolved customer complaints promptly while maintaining professionalism and positivity.
- Coached employees on effective customer service strategies and selling techniques.
- Ensured strict compliance with company policies and procedures.
- Managed cash register operations, including counting money and balancing drawers.
- Generated detailed reports on employee performance and store financials.
- Trained and supervised sales associates in operational procedures and customer service standards.
Accounting Assistant
Bremen Auto
Caguas
06.2023 - 03.2024
- Maintained accurate financial records to support dealership's financial health.
- Recorded debit, credit, and account transactions in spreadsheets and databases.
- Matched orders with invoices, documenting essential information.
- Researched discrepancies among invoices, purchase orders, and packing slips.
- Monitored company expenses to ensure compliance with budget guidelines.
- Processed bi-weekly payroll for employees, entering hours into the system.
- Reconciled bank statements and resolved discrepancies for precise financial reporting.
- Assisted in preparing budget forecasts and monitored variances.
Sales Representative
Pacific Sunwear of California
Caguas
08.2018 - 12.2018
- Managed inventory levels by ordering adequate stock for each account.
- Developed relationships with key clients to secure repeat business.
- Reviewed monthly performance metrics against management targets.
- Identified process improvement opportunities and implemented effective solutions.
- Listened to customer needs to recommend optimal products and services.
- Maintained accurate records of all sales and prospecting activities.
Education
Bachelor of Business Administration - BBA - Accounting and Finance
NUC University
3.84 gpaSkills
- Tax and bookkeeping
- Payroll administration
- Microsoft Excel proficiency
- Client management
- Report generation and documentation
- Problem solving
- Time management
- Cash flow analysis
- Team collaboration
- GAAP accounting practices
- Account reconciliation
- Financial analysis
Awards
Honors Society Member
Languages
Spanish
First Language
English
Proficient (C2)
C2
French
Elementary (A2)
A2
German
Elementary (A2)
A2
Accomplishments
- Honors Society Member
- Miembro de Asociacion de Contadores de Puerto Rico
Certification
- Currently finishing credits to be considered a CPA candidate.
Timeline
Accounting Assistant
Bremen Auto
06.2023 - 03.2024
Freelance Accounting Consultant
Freelance
01.2022 - Current
Lead Retail Sales Associate
Old Navy
08.2019 - 08.2024
Sales Representative
Pacific Sunwear of California
08.2018 - 12.2018
Bachelor of Business Administration - BBA - Accounting and Finance
NUC University
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