1. Gary S. Rodríguez Barreto
Marginal Oeste 3005 3ra. Sec., Levittown, PR 00949
787-518-6146
garyrodriguezbarreto@gmail.com
QUALIFICATIONS
PRIVATE & PUBLIC ACCOUNTANT
Experience with retail, services and construction companies complete accounting cycle payroll, AR &
AP Accounting Management, Cash Management and Reconciliation process, Payroll, Volume of
Business, Property & Income Taxes reports . Strengths include general ledger, financial statements,
financial analysis, budgeting, cash management, and in ternal and external reporting. Prior experience
in private industry and public accounting local firms.
FINANCIAL ANALYST
Experience with credit report, credit background check, financial ratios, forecasts, budgets and overall
projections. Development of target goals and continuous overall performance. Strengths include
general ledger, financial statements, financial variance analysis, budgeting and cash management.
EDUCATION
Accountant
B.S., Business Administration – Major in Accounting — University of Puerto Rico, Bayamon
Campus – Magna Cum Laude
PROFESSIONAL EXPERIENCE
Private Accounting Practice - Present
 Auditing, Review and Compilation services for local CPA’s firms on retail and construction
industries portfolio. Accountability extends to financial statements, overall tax returns, complete
accounting cycle, forecasts, overall reconciliation accounts process. In charge of financial
statement preparation process.
 Private retail, construction and service companies complete accounting cycle. Bookkeeping and
overall tax services. Overall accounts reconciliation process. Special financial analysis reports and
forecasting services.
 Personal Financial Statements and Income Tax Returns of current and prospectus clients.
Financial Statement Analyst and Manager - Aon Risk Services of PR, Inc. (Former Barros &
Carrion, Inc.) – Hato Rey, Puerto Rico
 Analysis of financial statement and related data, trends and forecast analysis for major business
accounts. Financial and tax advise assistance.
 Client and insurance companies liaison in order to market accounts for overall achievement of
desire credit lines approval process.
 Overall performance business background check on overall clients portfolio.
 In charge of the construction department. Annual and mid- year employees performance
evaluation and management.
 Improved relations with and reduced turnover among supporting staff.
 Establishment of Microsoft Excel financial performance software to assess each client year end,
mid-year profit performance by line of business. Preparation of financial forecast s.

2. Financial Statement Analyst, Underwriter and Manager – Real Legacy Assurance Company of
PR, Inc. (Former Royal & SunAlliance Insurance of PR, Inc.)
 Analysis of credit, financial and experience information of prospectus and current clients.
 Evaluation of financial forecasts, special reports and year end results of operations of client
portfolio.
 Approval of lines of credit and negotiation of excess su pport with reinsurance carriers.
 Financial and tax advice.
 In charge of the construction department. Annual and mid -year employees performance
evaluation and management of daily operations.
 Improved relations with and reduced turnover among supporting staff.
 International software intranet supporting staff training process.
PJOB RELATED
 Fully bilingual, Microsoft Excel, Word and PowerPoint
 Peachtree and QuickBooks accounting software.
RREFERENCES
Available upon request