Ulysses Carreras, CPA CGMA
Ulysses earned his bachelor degree in Accounting from the University of Puerto Rico. He then became certified as a CPA (Certified Public Accountant) and CGMA (Chartered Global Management Accountant). Currently, Ulysses works as a Senior Auditor for Crowe Horwath Velez PSC. In this role he oversees and executes a wide array of financial statement audits and compliance attestation engagements for a diverse portfolio of clients among them construction contractors, nonprofit entities, media companies, colleges and universities. Prior to joining Crowe Horwath Velez PSC he was a Staff Auditor at Diaz Candelaria & Co PSC where he executed all the required fieldwork procedures as required by GAAP financial audits.
Senior Auditor @ Crowe Horwath Velez LLP
- Performance of audit procedures and evaluation of internal control structures to non-profit and for-profit entities.
- Exposure to engagements and agreed upon procedures in clients such as educational institutions, banks, pension plans, media, trust and governmental entities.
- Experienced in financial and compliance reporting.
Staff Auditor @ Diaz, Candelaria & CO
- Familiarization with federal law regarding proper use and disclosure of federal funds. - Responsible for audit procedures and documentation of assets such as Cash, Accounts Receivable, Property Plant and Equipment and other material accounts in the Balance Sheet. - Measured the accuracy of the purchasing and receiving departments by applying substantive procedures. - Executed physical testing procedures for inventory counts, spoilage and existence.
- Recommended appropriate corrective action to the audited company’s management about the audit findings.
Lead Staff Accountant @ Pecunia Group, Inc.
- Responsible for monthly bank reconciliations and proper General Ledger entries.
- Maximized efficiency of information by reformatting Lotus financial documents and converting them to compatible Excel and Peach Tree files.
- Discussed and resolved client tax issues with the IRS and local state tax collection agencies.
- Introduced business process improvements that enhanced accounting functions, established common vendor files, eliminated duplication and reduced monthly processing time.