Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
CustomerServiceRepresentative

Luis R. Rodríguez Charles

Rio Grande,PR

Summary

Detail-oriented Tax and Accounting Professional with extensive experience in financial reporting, taxation policies, and compliance. Proficient in GAAP standards, tax preparation, account reconciliation, and ensuring regulatory adherence. Adept at analyzing financial statements, optimizing tax strategies, and supporting business operations with strategic financial insights. Highly organized and committed to accuracy, efficiency, and maintaining the integrity of financial records.

Overview

17
17
years of professional experience

Work History

Accounting and Tax Professional

LR Charles Consultant
Río Grande, PR
01.2012 - Current
  • Assess, advise and manage duties related to Small Business Accounting of revenues and expenses for tax returns preparations.
  • File individual, Small Businesses and Corporations tax returns, Volume of Business, Property Tax, quarterly and annual report.
  • Use analytical, interviewing, and fact-finding techniques to determine the position of the individual or business as to whether taxes have been accurately reported and paid.

Client Controller /Staff Tax Accountant

CFO Associates, LLC
San Juan, Puerto Rico
12.2021 - 05.2025
  • Prepared federal and state income tax returns for individuals and businesses, ensuring compliance with Act 22 and Act 60.
  • Served as primary contact for external auditors during year-end audit process.
  • Filed annual reports for individuals and businesses under Puerto Rico tax exemption decrees.
  • Managed new business registration process with municipalities and state agencies.
  • Maintained general ledger and chart of accounts, including complex accounting functions.
  • Reviewed financial documents for accuracy prior to payment processing.
  • Monitored cash flow, conducted monthly bank reconciliations, and analyzed revenue trends.

Fund Accountant

Instituto Tercera Misión
San Juan, Puerto Rico
05.2018 - 11.2021
  • Managed accounting and finance for over 20 health, education, and community-based projects in Puerto Rico.
  • Completed month-end and year-end closings while maintaining audit-ready records.
  • Monitored timely recording of accounting transactions and resolved imbalances during reconciliation.
  • Developed an Excel dashboard to enhance reporting and facilitate decision-making.
  • Advised Management Board on administrative procedures and financial management strategies.
  • Coordinated with administrative team to gather and review information for audits.
  • Ensured accurate processing of cash transactions across multiple funds.

Customer Service Representative

Small Business Administration (SBA)
Rio Grande, PR
11.2017 - 05.2018
  • Assisted hurricane survivors in applying for disaster assistance loans, ensuring accurate completion of applications.
  • Explained loan closing documents and supported survivors through the closing process for approved disaster loans.
  • Analyzed financial data to assess applicants' repayment capabilities for disaster loans.
  • Prepared files and submitted documents to Processing and Disbursement Center as needed.
  • Guided applicants through appeals process, ensuring submission of additional information to support requests.

Finance Director

Municipality of Luquillo
Luquillo, PR
10.2016 - 11.2017
  • Assessed Mayor and local government officials on laws, regulations, and decision-making procedures.
  • Performed analytical analyses of daily expenses and disbursements across all administrative departments.
  • Exercised budget control to ensure fiscal responsibility.
  • Supervised and delegated tasks to over 30 employees for optimal productivity.
  • Prepared presentations and briefings of findings to support Mayor's decision-making processes.
  • Conducted inventory assessments of municipal facility damages post-hurricanes Irma and Maria.

Internal Auditor

Municipality of Luquillo
Luquillo, PR
09.2014 - 09.2016
  • Conducted extensive research on industry practices to ensure compliance with Law 81 of Autonomous Municipalities and governmental policies.
  • Supervised audit department personnel in Internal Control, Compliance, and Risk testing to guarantee adherence to regulations.
  • Assessed local government officials on proper accounting for Federal funds received from Federal Agencies.
  • Provided regular status reports to Mayor’s Office, ensuring implementation of corrective action plans.

Semi-Senior Auditor

Lopez-Vega, CPA, PSC
San Juan, PR
01.2008 - 08.2014
  • Performed audit procedures for a variety of municipalities, such as Internal Control, Federal Grants Compliance Test, and Attestation Engagement Test.
  • Financial statement preparation using Creative Solution Accounting Software.
  • Audit, monitor, assess and ensuring the municipalities comply with the federal programs regulations, and policies.
  • Experience auditing PW for FEMA funded projects for the municipalities of Juncos and Luquillo.
  • Identify missing information coordinate with the different municipalities for them to be able to come up with any missing information and complete the necessary procedures.

Education

BBA - Accounting Major

University of Puerto Rico, Rio Piedras Campus
San Juan, Puerto Rico
06.2007

Skills

  • Accounting software proficiency (Ellucian Software, QuickBooks Online, Billcom)
  • Act 22 and Act 60 compliance experience
  • Audit preparation
  • Client relationship management
  • Discrepancy reconciliation
  • Financial reporting
  • Family Office management
  • General ledger oversight
  • Grant accounting (federal and state)
  • Intercompany transactions
  • Microsoft Office expertise (Excel and Word)
  • Sales tax compliance
  • Tax preparation and filing (federal and state)
  • Team collaboration

Accomplishments

  • Implemented a $1.5 million budget cut by identifying unnecessary expenses while maintaining enough budget to ensure continuous operations
  • Improved audit department report presentation by 75% in the first year as Audit Department Director
  • Led the Art and Cultural Center Board of the Municipality of Luquillo in achieving the re-opening of the facilities for new theatrical plays and community use
  • I was designated as the vice president of the Diagnostic and Treatment Center Board for the Municipality of Luquillo
  • Represented Puerto Rico in two World Masters Weightlifting Championships (2019 and 2022), taking second place in the Texas State Masters Weightlifting Championship (2019), and second place in the US National Masters Weightlifting Championship (2019)
  • Led the 105kg category at college weightlifting team while achieving to be on the top three positions on every competition for 4 years while working part-time the entire time.
  • Established three National records at a youth level and two new National records as Master (PANAM 2022)
  • President of the Portales de Rio Grande Board for eight consecutive years with unanimous voting every year, and manage a $250,000 yearly budget
  • Achieved to leave over $60,000.00 between all the accounts after those eight years as president while maintaining a good infrastructure in the condominium

References

REFERENCES WILL BE SUBMITTED UPON REQUEST

Timeline

Client Controller /Staff Tax Accountant

CFO Associates, LLC
12.2021 - 05.2025

Fund Accountant

Instituto Tercera Misión
05.2018 - 11.2021

Customer Service Representative

Small Business Administration (SBA)
11.2017 - 05.2018

Finance Director

Municipality of Luquillo
10.2016 - 11.2017

Internal Auditor

Municipality of Luquillo
09.2014 - 09.2016

Accounting and Tax Professional

LR Charles Consultant
01.2012 - Current

Semi-Senior Auditor

Lopez-Vega, CPA, PSC
01.2008 - 08.2014

BBA - Accounting Major

University of Puerto Rico, Rio Piedras Campus
Luis R. Rodríguez Charles