Open to opportunities

Ian Santiago

@iansantiago

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Senior bookkeeper and accountant delivering accurate financial reporting and process improvements.

United States

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What I'm looking for

I seek a finance role where I can manage end-to-end accounting, improve processes, ensure compliance, and support strategic decisions in a collaborative, growth-oriented team.

I am a detail-oriented, tech-savvy senior bookkeeper and accountant with extensive experience managing full-cycle bookkeeping, general ledger maintenance, accounts payable/receivable, and month-end/year-end close. I leverage cloud-based financial systems, advanced Excel methodologies, and strong US GAAP knowledge to deliver precise financial statements and actionable insights.

Throughout my career I have improved financial operations across industries — reducing close timelines, improving cash management, supporting tax preparation and audits, and contributing to revenue growth and cost reductions. I collaborate effectively with CPAs, CEOs, and cross-functional teams to support decision-making and strategic planning.

I am fully bilingual (English/Spanish), experienced in multi-client bookkeeping and project management, and currently QBO certified while actively pursuing CPA certification. I prioritize compliance, internal controls, and timely delivery of financial packages to help organizations scale responsibly.

Experience

Work history, roles, and key accomplishments

Senior Bookkeeper

Shiloh’s Steakhouse

Jan 2021 - Aug 2025 (4 years 7 months)

Managed full-cycle remote bookkeeping, reconciled ledgers and bank/credit card accounts, and produced timely financial statements to support decision-making and tax preparation. Streamlined month-end close and supported audits to improve accuracy and compliance.

Reconciliations Accounts Payable Accounts Receivable Financial Reporting Quickbooks Excel Month End Close

Accounting Consultant

Make It Happen Entertainment, LLC.

Jan 2020 - Jun 2023 (3 years 5 months)

Provided remote accounting consultancy supporting bookkeeping, financial reporting, and cash management for entertainment clients to ensure accurate records and timely deliverables.

Consulting Bookkeeping Financial Reporting Cash Management Quickbooks Excel

Senior Accountant

KAIROS AR, Inc.

Apr 2019 - Dec 2019 (8 months)

Prepared reconciliations, journal entries and financial statements while monitoring AR/AP aging and resolving complex transaction issues; supported sales initiatives that contributed to a 10% sales increase and reduced operational spending by 30%.

Reconciliations Journal Entries Financial Reporting Accounts Receivable Accounts Payable Cash Management Excel Audit Support

Senior Accountant

Miami Jewish Health Systems

Nov 2017 - Mar 2019 (1 year 4 months)

Reconciled accounts and led month-end close process, reducing close time from 13 to 7 days; prepared budgets and ensured payroll accuracy while maintaining compliance with accounting standards.

Month End Close Reconciliations Budgeting Payroll Financial Reporting Compliance Excel Internal Controls

Assistant Controller

John Napoli and Associates, Inc.

Apr 2015 - Jun 2017 (2 years 2 months)

Supported controller functions including financial statement preparation, reconciliations and accounting operations to maintain accurate books and support strategic financial decisions.

Financial Reporting Reconciliations Accounting Operations Journal Entries Compliance Excel

Auditor and Accountant

Jose Luis Mendoza and Co., LLC.

Jun 2010 - Apr 2015 (4 years 10 months)

Managed multiple client engagements, executed audits and internal control reviews, and prepared tax and financial reports for clients with revenues exceeding $3M, meeting tight deadlines across tax seasons.