Jonathan Montes, CPA
Accounting Supervisor at Aledade, Inc.- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
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Credentials
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Certified Public Accountant (CPA)
AICPAApr, 2023- Sep, 2024
Experience
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Aledade, Inc.
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United States
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Hospitals and Health Care
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500 - 600 Employee
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Accounting Supervisor
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Apr 2023 - Present
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Senior Accountant
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Nov 2021 - Apr 2023
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Sheet Metal Workers National Pension Fund
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United States
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Construction
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1 - 100 Employee
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Accountant
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Jun 2019 - Oct 2021
Responsible for maintaining complete and accurate accounting records including financial statement preparation, assist in federal tax filings, bank reconciliations, cash management (over $350 million in assets), and complex ad hoc reports. Responsible for maintaining complete and accurate accounting records including financial statement preparation, assist in federal tax filings, bank reconciliations, cash management (over $350 million in assets), and complex ad hoc reports.
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RSM US LLP
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United States
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Accounting
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700 & Above Employee
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Experience Assurance Associate
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Nov 2017 - Jun 2019
- Work as an effective team leader by guiding staff in the planning stage of audits and monitoring resources, time, and budget. - Simultaneously manage multiple client engagements, supervise and evaluate staff. - Maintain a strong client focus, being responsive to client’s requests, and develop productive working relationship with the client to achieve satisfaction. - Perform test of details and substantive analytical procedures over audit sections such as payroll, accounts payable, revenue, investment, and cash. Show less
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Administrative Assistant and Project Manager
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Aug 2015 - Feb 2017
In this role, I prepared project performance reports and weekly project progression updates for Administrative Director. In addition, I coordinated work with multiple contractors to improve the academy infrastructure with a $30,000 budget.
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Accounting Assistant
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May 2015 - Oct 2016
Prepared bank reconciliations and setup chart of accounts to ensure proper accounting classification and disclosure
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Education
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Inter-American University of Puerto Rico - Metropolitan Campus
Bachelor of Business Administration (B.B.A.), Accounting