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Career Summary
Experienced Corporate Accountant with a demonstrated history of working in the financial services jindustry.
Skilled in Microsoft Excel, Oracle Accounting Software, Oracle Analytics, and Employee Training. Bachelor's
degree focused in Accounting from University of Puerto Rico, R o Piedras.
Professional Experience
The Vanguard Group Malvern, PA March 2022- Current
Corporate Cash Accountant
Executes all corporate accounting close activities for domestic and international entities.
Creates and updates the onboarding process for new crew and provides training for crew.
Prepares monthly general ledger account reconciliations and posts journal entries.
Improved the Intercompany Receipts Confirmation Process and the Personal Expense Identification
process.
Analyzes domestic and international business operations and obligations to ensure accurate recording
of financial position.
Assists in the preparation and communication of monthly financial results to management.
Works with internal business contacts to research issues, develop recommendations, and resolve
routine issues.
Assists in recommendations, designs, and implementation of internal control procedures.
Ensures proper recording and reporting of financial position to prevent significant errors and improve
accounting records.
Documents all modifications and communicate to manager and appropriate internal clients.
Supports the preparation of quarterly financial statements for assigned business area and annual
external audit.
Provides accounting support to senior team members and internal business contacts by working as a
team to meet month end goals when other team members are on paid time off.
Currently undergoing the tests to obtain the CPA.
The Vanguard Group Malvern, PA Aug. 2017- 2022
Bilingual Retirement Plan Executive Service Representative
Develops and maintains strong relationships with institutional high net worth and executive participants,
through both inbound and outbound contact.
Understands ERISA and 409(a) rules as well as tax implications for distributions from qualified plans/
non-qualified plans.
Ability to work independently with little direct supervision to update the training material for Spanish
Classes.
Obtained the Licenses 6 and 63 as a Retirement Service Specialist.
Education University of Puerto Rico San Juan, PR Aug. 2017
Bachelor of Art in Business Administration; GPA 3.46
First major in Accounting
Second major in Visual Arts: Painting
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