Jose L.
Accounting/Bookkeeping | AR/AP | Financial Consulting
📒 Senior Bookkeeper/Accountant - Business Support Specialist 💰 Aspiring Financial Consultant - Accounting System Optimizer 📈 Improving Stability & Sustainable Growth I’m a results-driven bilingual Senior Bookkeeper/Aspiring Financial Advisor with outstanding success optimizing financial operations and streamlining accounting systems for small and mid-sized businesses across real estate, technology, and logistics sectors. Spearheading accounts payable/receivable, dashboard design, and reconciliations for industry leaders such as Evolve Technologies, Leaseleads, and EK Home Builders, I am known for driving profitability improvements, recovering lost revenue, and designing accounting frameworks enabling compliance, accuracy, and scalability. I am eager to grow into a financial advisory role, where I can guide businesses toward long-term stability and sustainable growth. With a strong focus on continuous improvements, I am highly skilled at automating workflows, reconciling accounts, and delivering real-time financial visibility through custom dashboards and process design. I am also adept at leveraging cutting-edge financial technology to deliver insights supporting enhanced decision-making and measurable ROI. Additionally, I possess exceptional academic qualifications, including a Master of Business Administration in Project Management from CEUPE – European Business School. A few recent accomplishments: 📌 Demonstrated track record uncovering a $30K overpayment discrepancy by performing a comprehensive timesheet vs. invoice audit, leading to contractor termination and new control implementation. 📌 Outstanding success saving 7+ hours per week while enabling the delivery of timely financial statements by implementing and maintaining monthly reporting automation. 📌 Commended by executive leadership for boosting profitability 10–15% after transforming financial operations through workflow audits, new procedure implementation, strategic pricing, and real-time COGS visibility. In my free time, I enjoy watching sports such as MMA and soccer, playing video games, working out, and listening to audiobooks. Specialties, Expertise, & Attributes: Accounting/Bookkeeping, Strategic Financial Planning, Growth Optimization, Accounts Payable/Receivable, Report Generation, Budget/Profitability Targets, Financial Consulting, Project Management, Dashboard Design, Technical Expertise, Reconciliations, Best Practices
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $13k
Billed in all: $60,631$61k
$1.7k in the last 6 months
Across 13 contracts
Earnings, last 30 days
Skill rankings: Top 4% in Microsoft Excel
Ranked by MRR among everyone on Upwork with the skill.
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