Jose Carlos Perez
San Juan
Summary
Bilingual (Spanish and English) Excellent knowledge of accounting regulations and procedures, including GAAP. Strong numerical skills, preparation of spreadsheets for audit reports. Strong Microsoft office skills including Excel. Proficient in accounting software D365, Applied Epic, Oracle, QuickBooks and payroll software ADP and Gusto Payroll
Experienced accounting professional prepared for this role, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Accountant
Tax Law Solution
09.2024 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Developed and maintained strong relationships with external auditors, ensuring smooth and efficient audit process.
Accounts Receivable Accountant
RPM International SPG
11.2021 - 08.2024
- Accounting Management for the Receivables and Collection department
- Manage vendor billing, customer invoicing, and payment reconciliation for English and Spanish-speaking customers
- Receive, review, and verify vendor invoices and payment requests
- Resolve account discrepancies and pricing issues by communicating with counterpart departments
- Direct collaboration with Sales, Customer Success, and IT teams to provide daily customer support and maintain documentation for monthly closing and compliance requirements
- Training and software implementation specialist, supervising new team members
Accountant
FULCRO INSURANCE
01.2021 - 01.2021
- Manage daily accounting transactions for a satellite office of an Insurance Broker company
- Review and post Journal Entries, maintaining multiple account reconciliations according to GAAP
- In charge of accounts payable including checks, online, and electronic payments following agency and direct bill collections procedures
- Facilitate timely payments to vendors, clients, payroll, and 401k contributions for employees
- Assist in preparing the company's financial statements and support financial reporting to CEO and upper management
- Complete tax-related documents for review and submission by CPA
- Maintain compliance with all State and National licensing requirements for the satellite office
Accounts Receivable
OVERSEAS TRAVEL OF FLORIDA
10.2019 - 10.2019
- Company Overview: An international luxury B2B wholesale company
- Led accounts receivable operations for an international luxury B2B wholesale company, focusing on VIP clientele and broader international market segments
- Assisted the Accounting Manager in implementing and monitoring accounting policies and procedures
- Produced timely and accurate daily reports, maintaining high standards under pressure
- Conducted daily reconciliation of accounts across various financial institutions to ensure completeness and accuracy of payments
- Demonstrated exceptional customer service skills, maintaining detailed customer and market-specific business reports
- Support Accounts Payables department when needed
- An international luxury B2B wholesale company
Accounts Receivable and Collections
AUDIOLOGY MANAGEMENT GROUP
06.2018 - 06.2018
- Company Overview: A national company overseeing hearing 200+ clinics in the USA
- Managed accounts receivable and collections operations for a national company overseeing hearing 200+ clinics in the USA
- Reconciled and processed detailed reports on received payments, including electronic, cash deposits and checks
- Served as the primary point of contact for providers and customers with escalated payment issues or customer complaints
- Collaborated closely with clinics to address payment-related inquiries and resolve questions
- Generated daily and monthly reports on claims processes, denials, unbilled claims, collections, and accounts receivable activities
- A national company overseeing hearing 200+ clinics in the USA
Medical claims auditor
MCS
08.2016 - 08.2016
- Working on institutional accounts on behalf of an insurance company
- In close relation with provider representation management to ensure the correct processing of medical claims
- Extreme attention to detail evaluating returned 1500 forms and evaluating assessments of correct CPT used for inbound hospitalizations and Home Care billing claims
- Following CMS and Medicare regulations
- As well as contractual obligations of every institution under contract with the insurance company
- Working with multiple applications simultaneously, Data entry validation, denial codes and billing guidelines including APC and other payment classifications
- Writing daily reports to be presented to supervisor
- Reviewed insurance claims and member eligibility to determine overpayment trends and noncompliance issues.
- Enhanced claim accuracy by meticulously reviewing and auditing claim submissions.
- Collaborated with other departments as needed to ensure seamless communication during the claims process, promoting effective teamwork across the organization.
- Reduced claim overpayments with comprehensive analysis of billing discrepancies and adherence to company policies.
- Assisted in recovering funds through diligent identification of overpaid or incorrectly paid claims.
- Conducted training sessions for new Claims Auditors, sharing best practices and fostering professional development.
- Mitigated potential risks associated with high-dollar claims by carefully analyzing relevant data points before arriving at a final determination.
Education
Bachelor's degree - Finance
01.2008
Skills
- Strong numerical skills
- Preparation of spreadsheets for audit reports
- Strong Microsoft Office skills including Excel
- Well organized and detail-oriented
- Great customer service and communication skills
- Ability to interpret financial reports
- Proficient in accounting software D365, Applied Epic, Oracle, QuickBooks, ADP, and Gusto Payroll
Excellent knowledge of accounting regulations and procedures, including GAAP
- Accounting and bookkeeping
- Account reconciliation processes
- General ledger accounting
- Management accounting
- Finance
- Auditing
- Quickbooks
- GAAP compliance
Certification
- Medical Biller and Coder, Sagrado Corazon University
- NCCER Licensed Cabinet Maker
Languages
Spanish
English
References
References upon request
Timeline
Accountant - Tax Law Solution
09.2024 - Current
Accounts Receivable Accountant - RPM International SPG
11.2021 - 08.2024
Accountant - FULCRO INSURANCE
01.2021 - 01.2021
Accounts Receivable - OVERSEAS TRAVEL OF FLORIDA
10.2019 - 10.2019
Accounts Receivable and Collections - AUDIOLOGY MANAGEMENT GROUP
06.2018 - 06.2018
Medical claims auditor - MCS
08.2016 - 08.2016
- Medical Biller and Coder, Sagrado Corazon University
- NCCER Licensed Cabinet Maker
University of Puerto Rico - Bachelor's degree, Finance
Similar Profiles
Shiraz TarakjianShiraz Tarakjian
HR Business Partner at Ayar Law Group - Michigan Tax Law AttorneysHR Business Partner at Ayar Law Group - Michigan Tax Law Attorneys
Julie BinghamJulie Bingham
Director of Client Services at Ayar Law Group - Michigan Tax Law AttorneysDirector of Client Services at Ayar Law Group - Michigan Tax Law Attorneys
Ashley MansfieldAshley Mansfield
Senior Legal Assistant at J David Tax LawSenior Legal Assistant at J David Tax Law