Rafael Santiago Román
Arecibo
Summary
Transformative financial management professional with expertise in analytical research and SAP, enhancing reporting accuracy at Hospital Metropolitano Dr. Susoni. Proven leadership in coordinating accounting initiatives while mentoring teams, resulting in streamlined operations and improved financial oversight. Core competencies include strategic vision, technical proficiency, and team development.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Contador
Servicios Financieros Rivera
Arecibo, Puerto Rico
03.2023 - Current
- Updated and maintained databases with current information.
- Posted journal entries to the general ledger system accurately and timely.
- Matched orders with invoices and recorded required information.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Used tax form instructions and tables to complete tax forms.
Coordinador Contabilidad
Hospital Metropolitano Dr. Susoni
Arecibo, Puerto Rico
10.2021 - Current
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Prepared and analyzed financial statements, reports and records.
- Generated monthly financial statements for review by management.
- Monitored daily payment activity in order to identify any discrepancies or errors.
- Analyzed financial data from multiple sources in order to generate detailed reports.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Assisted with inventory audits when required.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
Financial Analyst
Hospital Metropolitano Dr. Susoni
Arecibo, Puerto Rico
12.2016 - 10.2021
- Completed daily account reconciliation with and information.
- Monitored daily banking activities and prepared reconciliation reports.
- Performed general ledger reconciliation on a timely basis.
- Sourced relevant data from a variety of sources for use in presentations.
- Monitored weekly, monthly and quarterly achievement goals.
- Managed daily deposits and bank reconciliations.
Asistente Oficial De Operaciones
Coop Zeno Gandia
Arecibo, Puerto Rico
11.2007 - 12.2016
- Reviewed and updated credit and loan files to ensure accuracy and completeness of documentation.
- Utilized financial models to forecast future earnings and determine the feasibility of loan requests.
- Provided recommendations regarding loans applications based on sound credit evaluation principles.
- Transmitted orders to supply cash to meet daily needs.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Assisted in the development and implementation of new teller training programs.
- Analyzed customer data to identify potential fraud cases.
Education
MBA - Finance
Universidad Interamericana De Puerto Rico
Arecibo06-2015
BBA - Accounting
Universidad De Puerto Rico
Arecibo06-2011
Skills
- Bookkeeping
- Budget analysis
- Financial management
- Reporting
- Account reconciliation
- Analytical research
- Accounts payable
- SAP knowledge
- Financial reporting
- Sage Accounting Software
Certification
- Property Insurance License
References
References available upon request.
Timeline
Contador
Servicios Financieros Rivera
03.2023 - Current
Coordinador Contabilidad
Hospital Metropolitano Dr. Susoni
10.2021 - Current
Financial Analyst
Hospital Metropolitano Dr. Susoni
12.2016 - 10.2021
Asistente Oficial De Operaciones
Coop Zeno Gandia
11.2007 - 12.2016
MBA - Finance
Universidad Interamericana De Puerto Rico
BBA - Accounting
Universidad De Puerto Rico
Similar Profiles
Luis Enrique Galindo FrancoLuis Enrique Galindo Franco
Gestor Particulares at Comercializadora De Servicios Financieros BBVAGestor Particulares at Comercializadora De Servicios Financieros BBVA
Enzo AffaticatiEnzo Affaticati
Shop Seller at CREDICER SERVICIOS FINANCIEROS S.AShop Seller at CREDICER SERVICIOS FINANCIEROS S.A
Jose Luis EspinosaJose Luis Espinosa
Information Systems Manager at Comisión Nacional para la Protección y Defensa de los Usuarios de Servicios Financieros (CONDUSEF)Information Systems Manager at Comisión Nacional para la Protección y Defensa de los Usuarios de Servicios Financieros (CONDUSEF)