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Ruby Delgado

@rubydelgado

Senior accountant and CPA-focused advisor, optimizing cashflow, compliance, and close processes.

United States
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What I'm looking for

I’m looking to grow in a bookkeeping role where I can own month-end/year-end close, strengthen internal controls, and deliver dependable tax compliance and advisory support in a fast-paced environment.

I’m a Senior Accountant with CPA background, managing financial operations for multiple clients and ensuring compliance with domestic and international tax regulations. I develop and implement financial strategies to optimize cashflow and budgeting, and I lead month-end and year-end close while delivering timely ad-hoc financial analyses.

I strengthen client outcomes through tax compliance support, internal controls that safeguard financial assets, and advisory services for financial planning, risk management, and business growth strategies. Previously, as a Junior Accountant, I prepared consolidated statements, revamped a data entry system, supported PPP loan applications, and handled IRS/state/local tax notices with accurate, prompt follow-up.

Experience

Work history, roles, and key accomplishments

CL
Current

Senior Accountant

CBIZ Advisors LLC

Jan 2023 - Present (3 years 6 months)

Manage financial operations for multiple clients, ensuring compliance with domestic and international tax regulations. Lead month-end and year-end close, oversee tax compliance and internal controls, and supervise junior staff and interns.

KP

Junior Accountant

Ken Higgins CPA PC

Jun 2017 - Jan 2023 (5 years 7 months)

Compiled consolidated internal and external financial statements and managed monthly and quarterly payroll and sales taxes. Prepared personal and corporate tax returns and supported clients through tax preparation, bookkeeping, and cash flow analyses.

VS

Executive Assistant

Vivant Solar

Jan 2012 - Jun 2017 (5 years 5 months)

Organized company events and managed calendars for local and regional managers. Coordinated building permit applications, inspection scheduling, executive travel, and compliance with local regulations.

Education

Degrees, certifications, and relevant coursework

Stony Brook University logoSU

Stony Brook University

Bachelor of Science in Business Administration, Business Administration

Activities and societies: Minor in Accounting.

Bachelor of Science in Business Administration candidate with a minor in Accounting at Stony Brook University (2018).

Tech stack

Software and tools used professionally

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