Jonathan Montes, CPA

Accounting Supervisor at Aledade, Inc.
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Contact Information
Location
Knightdale, North Carolina, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Credentials

  • Certified Public Accountant (CPA)
    AICPA
    Apr, 2023
    - Sep, 2024

Experience

    • United States
    • Hospitals and Health Care
    • 500 - 600 Employee
    • Accounting Supervisor
      • Apr 2023 - Present

    • Senior Accountant
      • Nov 2021 - Apr 2023

    • United States
    • Construction
    • 1 - 100 Employee
    • Accountant
      • 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.

    • United States
    • Accounting
    • 700 & Above Employee
    • Experience Assurance Associate
      • 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

    • Administrative Assistant and Project Manager
      • 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.

    • Accounting Assistant
      • May 2015 - Oct 2016

      Prepared bank reconciliations and setup chart of accounts to ensure proper accounting classification and disclosure

Education

  • Inter-American University of Puerto Rico - Metropolitan Campus
    Bachelor of Business Administration (B.B.A.), Accounting
    2012 - 2017

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