Open to opportunities

Jordan Olivarez

@jordanolivarez

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Aspiring CPA and MBA candidate with strong accounting expertise.

United States

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What I'm looking for

I am looking for a role that fosters professional growth and values teamwork.

I am a dedicated accounting professional currently pursuing my Master of Accountancy at Texas A&M University - Corpus Christi, following my MBA from the University of Texas - Rio Grande Valley, which I will complete in December 2023. My academic journey has been marked by excellence, graduating Summa Cum Laude with a Bachelor of Business Administration in Finance in December 2021. I have consistently achieved recognition on the President’s and Dean’s Lists, reflecting my commitment to academic and professional excellence.

In my current role as a Senior Staff Accountant at Betancourt & Co. PLLC, I prepare and review tax returns for various entities, ensuring compliance and optimal tax strategies for our clients. My previous experience as a Financial Analyst at ScanSource, Inc. allowed me to enhance operational efficiencies and support financial decision-making through data analysis. I am passionate about leveraging my skills in accounting and finance to contribute to organizational success while pursuing my goal of becoming a Certified Public Accountant.

Experience

Work history, roles, and key accomplishments

Current

Senior Staff Accountant

Current

Betancourt & Co. PLLC

Mar 2024 - Present (1 year 4 months)

Prepared various business and individual tax returns, ensuring compliance and advising clients on tax planning strategies. Reconciled accounts and made adjusting journal entries to prepare books for tax season.

Tax Preparation Bookkeeping Financial Planning Quickbooks ATX Canopy Tax Microsoft Office

Financial Analyst

ScanSource, Inc.

Jun 2023 - Present (2 years 1 month)

Analyzed sales partners' financial capacity to maximize purchasing power and revenue opportunities, and oversaw accounts receivable for an assigned portfolio. Enhanced benchmarking databases to expand business intelligence and identify sales growth opportunities.

Financial Analysis Accounts Receivable Database Management Business Intelligence Process Improvement Compliance

Royalties Accountant

Archway Marketing Services

Mar 2022 - Present (3 years 4 months)

Prepared and analyzed general ledger accounts and journal entries, ensuring compliance with corporate deadlines and policies. Produced and reviewed daily, weekly, and monthly ad hoc reports, and supported client inquiries and information requests.

General Ledger Journal Entries Financial Reporting SOX Compliance Standard Operating Procedures Month End Close

Teaching Assistant

Texas A&M University

Aug 2019 - Present (5 years 11 months)

Taught students the basics of histology, hosted review and study sessions, and proctored exams. Assisted in the grading process for the Introduction to Histology course.

Teaching Histology Grading Academic Support

Peer Mentor

Texas A&M University

Aug 2018 - Present (6 years 11 months)

Assisted freshman students with their transition to college life, teaching lessons on success and tutoring in various courses. Coordinated school events and ensured students were current on financial aid matters.

Mentoring Tutoring Presentation Skills Event Coordination

Education

Degrees, certifications, and relevant coursework

Texas A&M University - Corpus Christi

Master of Accountancy, Accountancy

Currently pursuing a Master of Accountancy degree. This program focuses on advanced accounting principles and practices.

University of Texas - Rio Grande Valley

Master of Business Administration, Business Administration

Completed a Master of Business Administration, gaining expertise in various business functions. Graduated in December 2023.

University of Texas - Rio Grande Valley

Bachelor of Business Administration, Finance

Grade: Summa Cum Laude

Earned a Bachelor of Business Administration in Finance, graduating Summa Cum Laude. This program provided a strong foundation in financial principles.