Summary
Overview
Work History
Education
Skills
Affiliations
Languages
References
Timeline
Generic

Misael A. Vélez Ortiz

Trujillo Alto

Summary

Driven and results-oriented accounting professional with over six years of experience in financial management, payroll, billing, and regulatory compliance. Proven track record of improving financial reporting processes, implementing efficient accounting systems, and enhancing communication with stakeholders. Seeking a finance position at American Express where my expertise and dedication can contribute to organizational success.

Overview

7
7
years of professional experience

Work History

Senior Bookkeeper Accounting

Up Venture Media
San Juan
10.2023 - Current

• Record financial transactions, reconcile bank accounts, and manage bank feeds.

• Analyze invoices/documents for correct coding; advocate and implement additional General Ledger accounts to identify types of costs.

• Generate revenue reports and perform in-depth analytics.

• Track affiliate revenue, create forecasts, and conduct detailed financial analyses.

• Prepare and present financial reports and analytics using advanced Excel skills.

• Achievement: Successfully restructured accounting methods, implementing new tools and ways to work faster and more efficiently.

• Achievement: Enhanced report presentation, leading to better decision-making.

Senior Bookkeeper Accounting

One Health Direct
01.2021 - Current
  • Record financial transactions, reconcile bank accounts, manage bank feeds
  • Payroll and human resource functions
  • Analyze invoices\documents for correct coding; advocate and implement additional General Ledger accounts to identify types of costs
  • Train & manage bookkeepers & human resources reps
  • Asist with auditory of prior year accounting.

Accounting & Account Receivable

Allied Logistics Corp.
01.2019 - 01.2021
  • Responsible for completing payments and control expenses by receiving, processing, verifying, and reconciling invoices; validating entries and cross-referencing system reports
  • Also, I’ve been able to achieve the following duties: Successfully developed and implemented tracking reports to record progress, gains, losses and changes for the billing team
  • Trained new employees and supported supervisors into their new roles
  • This support function helped in creating a smooth integration process that allowed for new team members with their onboarding process
  • Managed large amounts of cash with integrity and the highest standard of responsibility
  • Was able to successfully assume multiple roles to cover personnel leaves while maintaining my role and achieving my goals.

Accounting Internship

O & O Accounting Services
01.2018 - 01.2019
  • Automation and simplification of tasks achieving the reduction of entry time and analysis of reconciliations
  • Created and Implemented templates in Excel to improve team productivity
  • Standardization of payroll inputs format reducing preparation time from 4 hours to less than one hour
  • Form filing 941, 940, 480, Department of Labor and Human Resources, Withholding, IVU, private insurance, driver insurance and policies
  • Processed electronic payments of the payroll liabilities of the clients in compliance with the law.

Education

Bachelor’s Degree - Accounting

University of Puerto Rico
01.2020

Skills

Financial Management:

Expert in recording financial transactions, reconciling bank accounts, and managing bank feeds

Successfully restructured accounting methods, implementing new tools and improving efficiency

Payroll and HR Functions:

Proficient in managing payroll and human resource functions

Improved accuracy and timeliness of payroll processes

Reporting and Analysis:

  • Skilled in revenue reporting and analytics
  • Enhanced the presentation and clarity of financial reports, facilitating better decision-making

Communication and Leadership:

  • Improved communication with employers and increased responsibility by working independently
  • Trained and managed bookkeepers and human resources representatives, fostering team development

Excel Proficiency:

Expertise in tracking affiliate revenue, forecasting, and creating detailed financial reports and presentations

Affiliations

University of Puerto Rico’s Accounting Students Associations, 2017-2020

Languages

Spanish
First Language
English
Advanced (C1)
C1

References

References available upon request.

Timeline

Senior Bookkeeper Accounting

Up Venture Media
10.2023 - Current

Senior Bookkeeper Accounting

One Health Direct
01.2021 - Current

Accounting & Account Receivable

Allied Logistics Corp.
01.2019 - 01.2021

Accounting Internship

O & O Accounting Services
01.2018 - 01.2019

Bachelor’s Degree - Accounting

University of Puerto Rico
Misael A. Vélez Ortiz