Juan V. Acevedo Maldonado
Utuado
Summary
Experienced with financial analysis, strategic planning, and risk management. Utilizes advanced financial modeling and forecasting to support key decision-making processes. Track record of leading cross-functional teams and driving organizational growth.
Overview
16
16
years of professional experience
Work History
Director of Finance
Urban Strategies LLC
11.2024 - Current
- Directed financial planning and analysis efforts to support organizational growth initiatives.
- Oversaw budgeting processes, ensuring alignment with strategic objectives and resource allocation.
- Implemented financial forecasting models, enhancing accuracy in revenue projections and expense management.
- Managed cash flow optimization strategies, improving liquidity and operational efficiency across departments.
- Managed a high-performing finance team, providing guidance and mentorship to foster professional growth and development.
- Collaborated with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
- Streamlined financial reporting processes by implementing more efficient software systems and optimizing data management.
- Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
- Instituted best practices in financial management processes by conducting regular reviews of procedures, policies, and systems for continuous improvement opportunities.
Controller
Urban Strategies LLC
10.2018 - 10.2024
- Led financial reporting processes, ensuring compliance with regulatory standards and accuracy in financial statements.
- Developed and implemented budgeting strategies to optimize resource allocation and reduce costs across departments.
- Managed cash flow analysis, identifying trends to inform strategic decision-making for organizational growth.
- Supervised audit preparation, collaborating with external auditors to enhance transparency and accountability in financial practices.
- Mentored finance team members, fostering professional development and enhancing overall team performance.
- Conducted risk assessments, implementing controls to mitigate financial exposure and safeguard company assets.
- Collaborated with executive leadership on long-term financial planning initiatives, aligning fiscal strategies with business goals.
Tax Auditor I
Treasury Department of Puerto Rico
08.2013 - 09.2018
- Audit income tax returns of individuals, corporations, partnerships, and other organizations.
- Audit sales and use tax returns.
- Prepare the audit reports in order to inform the tax payer the deficiencies found in the audit process.
- Provide customer service to tax payers.
- Defend audit cases in administrative and criminal courts, if its required.
- Prepare income tax returns for individual, corporations, and other tax payers.
- Audit employer returns and prepare reports of deficiencies, if one is found.
- Conducted comprehensive audits to ensure compliance with tax regulations and laws.
- Analyzed financial records to identify discrepancies and recommend corrective actions.
Accountant
Instituto Pre-Vocacional e Industrial de Puerto Rico
12.2012 - 08.2013
- Payroll preparation.
- Bookkeeping.
- Prepare invoices with detail of all expenses of government programs.
- Assist in the audit process of government agencies and external auditors.
- Prepare the W2 forms, and other income forms to the Treasury Department of Puerto Rico.
Investigator
Office of the Insurance Commissioner of Puerto Rico
10.2010 - 12.2012
- Investigate insurance fraud committed by agents or clients.
- Defend and testify in administrative and criminal courts about cases under my investigation.
- Audit of financial statements.
Income Tax Preparer
HTS Tax Service
01.2010 - 04.2010
- Preparation of federal and state income tax returns.
- Supervise employees.
- Provide customer service and orientation about income tax returns.
Internal Auditor
Utuado Even Start Program
08.2009 - 02.2010
- Examination of accounting and inventory of equipment recorded in books.
- Recommendation to the management about accounting procedure in the organization.
- Payroll preparation.
Education
Bachelor Degree - Business Administration with concentration in Accounting
University of Puerto Rico at Utuado
05.2010
Master Degree - Business Administration with concentration in Accounting
Inter-american University of Puerto Rico at Arecibo
05.2012
Master in Arts - Religion with concentration in Pastoral Counseling
Liberty University
06.2015
D.Min. - Pastoral Leadership
Liberty University
Virginia06-2020
Skills
- Fluent in Spanish, budgeting and forecasting
- Knowledge in Microsoft Office Word, Excel, Power Point and Outlook
- Audit management
- Cost control
- Internal controls
- Account reconciliation
References
Dennise, Perez, 787-304-8686, Office of the Insurance Commissioner of Puerto Rico
Hobbies and Interests
Teaching, reading, chess.
Awards
Honor Scholarship Awarded for academic excellence during bachelor program. 08/2007
Affiliations
American Association of Christian Counselors
Timeline
Director of Finance
Urban Strategies LLC
11.2024 - Current
Controller
Urban Strategies LLC
10.2018 - 10.2024
Tax Auditor I
Treasury Department of Puerto Rico
08.2013 - 09.2018
Accountant
Instituto Pre-Vocacional e Industrial de Puerto Rico
12.2012 - 08.2013
Investigator
Office of the Insurance Commissioner of Puerto Rico
10.2010 - 12.2012
Income Tax Preparer
HTS Tax Service
01.2010 - 04.2010
Internal Auditor
Utuado Even Start Program
08.2009 - 02.2010
Master Degree - Business Administration with concentration in Accounting
Inter-american University of Puerto Rico at Arecibo
Master in Arts - Religion with concentration in Pastoral Counseling
Liberty University
Bachelor Degree - Business Administration with concentration in Accounting
University of Puerto Rico at Utuado
D.Min. - Pastoral Leadership
Liberty University
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