1. Sugeill Bonilla Cardona
sugeill2@gmail.com - (787)-613-3787
OBJECTIVE:
Get a job where I can acquire new knowledge, optimize my skills and abilities to manage them for the
benefit of the company for which work and in this way align my personal and professional goals with
those of the institution.
WORK EXPERIENCE
Office Manager-
Jackson Hewitt - Mayagüez, PR - 2012 to 2014
• Revision of all Federal Returns 1040 P. R. and Returns of P. R.
• Leadership and effectiveness in guiding the work team. The only office within P. R. in reaching the
target by established sales by the company, in the 2013 Tax Season.
• Established business partnerships with managers of different stores and banks, offering a corporate
discount to the employees of these stores.
• All the managers had the opportunity to collaborate with the company's pricing policy. For my part the
discount prices of from the Forms 481.1 and the base price of the PR Returns (short forms -2013) was
suggested by me, and then implemented by the company in all offices.
• Design and coordination of marketing plan and promotion in the office. The same included: develop lists
of prospects, pages, a table of promotion and distribution of flyers in the stores of the mall. Support in the
creation of flyers in the company.
• Supervision and mentoring of 2 university interns. Teaching and training them in the preparation of the
PR Return.
• Coordinating a promotional activity for the company in the Activity: “5 Dias con Nuestra Tierra” of the
UPR: Mayaguez Campus.
• Sales of the Mayaguez office team in the Tax Season 2014 exceeded the sales of the 2013 Tax Season
in $6,000 approximately; through the effective leadership and initiative in sales that promotes the
manager to its team of work. The company did not set sales goal for the office this season.
Accountant
Northwestern Consultants - Aguadilla, PR - 2012 to 2012
• Rapid entries and correct bank reconciliations in the Peachtree program
• Entries of up to 1,500 checks monthly banking a state of a client only
• Journal Entries in the Peachtree program.
• Realization of financial statements and tables in Excel.
• Realization of PR Returns (short and long form with business spreadsheets :K,M,D,N,F)
• Realization of Federal Returns: (forms of pensions and 1040SS in its majority).
Tax Preparer
Lutgardo Tax Advisors - Mayagüez, PR - 2011 to 2012
• Personalized Customer Service by identifying the type of declaration that should fill the taxpayer.
• Ability to fill PR Income Tax Returns- Short Form and Long Form
• Daily Average 15 Forms 481.1 and 10- 12 federal returns (1040 PR) passed to the program
• Understanding the changes in the Internal Revenue Code of PR (Seminars equivalent to 35 Credit hrs)

2. Bank Officer
Banco Santander de P.R - Aguadilla, PR - 2008 to 2010
〓 Attention with courtesy and quality to an average between twenty to twenty five customers daily.
〓 Effective communication with clients, identifying their needs effectively achieved in this way the cross-
selling products and consolidating a long lasting banking relationship.
〓 Origination and disbursement of loan applications from individuals who include: personal loans, lines of
credit and credit cards. Opening of personal and commercial deposit accounts.
〓 Experience in collection management both personally and via telephone; working with products of loss
mitigation: refinancing, extensions, and payment plans.
〓 Knowledge of the policies of consumer and commercial credit of the institution.
〓 Knowledge of the characteristics of commercial products such as loans and commercial deposit
accounts, lines of credit, commitments, line notes, POS, and internet banking.
〓 Detailed knowledge of the mortgage products and experience doing pre-qualification application in
mortgages.
Compliance: Compliance average between 90% - 120% of the monthly targets. Collection Management:
effectiveness between 90% - 100% in the products of mitigation.
Management Trainee Program of Banco Santander :
Program focused on the managerial development with different workshops in the following topics:
〓 Essential Skills to start as a new leader
〓 Strengthening staff or "Personal empowerment"
〓 How to offer: Coaching to an employee in the sales area
〓 Approach in the feedback: Management of Conflicts
〓 Planning and organization of staff meetings
In addition the bank were offered workshops in technical areas to develop skills of interpretation
of financial data and lectures of the different departments in order to understand the banking
environment:
〓 Seminar on Analysis of Financial Statements and Financial Ratios
〓 Workshop and Seminar of appraisals of Corporate Label; Class of drafting letters
〓 Training in commercial banking and credit; basics of valuations.
EDUCATION
MBA in MARKETING 3.95 GPA
INTERAMERICAN UNIVERSITY - Aguadilla, PR
2012 to 2015
BBA in ACCOUNTING AND MARKETING 3.60 GPA
UPR: MAYAGUEZ CAMPUS
2003 to 2008
SKILLS
Management of Computers
•Microsoft Office: Word, Excel, Power Point and Outlook. Microsoft Works and Internet Explorer
•Accounting programs: Planilla Plus, PR Soft (PR Tax individual and corporate) , Turbo Tax ,1040 Works,
Tax wise, Profiler and Peachtree.
•Banking Programs: Management of a financial terminal, orders of checks and other products by
Harland, creation of provisional checks, credit inquiries, chexsystem and management of a portfolio of
customers using the Oracle and Excel programs. Management of Collection Program (entry of different
keys, promises of payment and comments). Training in the mortgage program E3 and the use of the
Desktop Underwriter (DU) for pre qualify a prospective client for a mortgage loan .
General Skills
• Analysis of credit reports, financial statements and financial ratios.
• Knowledge of tax laws in particular everything related to the changes of the PR Internal Revenue Code.

3. • Managerial capacity to identify the different skills of the members of my team , to place them in tasks
where they are most effective and in this way be able to divide the tasks in a manner that will generate
optimal results.
• Quickly to understand and retain new concepts which in turn generates the ability to adapt to changes.
• Used and/or results-oriented management with high capacity for self-analysis and improvement.
• Ability to work effectively under pressure with multiple priorities.
• Ability to work in teams; managing the work and influence to my colleagues and/or employees for
achieving goals constantly.
Skills in Sales
•Analysis and interpretation of the data of the client base to identify sale opportunities.
•Capacity communicating effectively with all kinds of clients and skill of persuasion to make an effective
and intelligent sale.
•Extensive knowledge of different methods of selling, to achieve the uptake and linking customers.
LINKS
http://haciendateorienta.com/wp-content/uploads/2014/02/Lista-de-Especialistas-en-Planillas.pdf
http://www.linkedin.com/pub/sugeill-bonilla/80/982/7b8/
http://www.ptindirectory.com/tax-preparers/puerto-rico/san-juan-pr/929838/jackson-hewitt/sugeill-m-
bonilla
AWARDS:
• 2013: Office Manager of Mayaguez: only team in obtaining the goal in sales the company established by
Jackson Hewitt at the level of P.R. Tax Season 2013
• 2012: production bonus tax season 2012 in Northwestern Consultants.
• 2010: Fifth and fourth position within the Banco Santander in P. R. in my job as a banking officer in the
months of May and June respectively.
• 2009: First position in PR within the Banco Santander as banking official in the month of September with
a compliance of 150 %.
• 2008: Graduated magna cum laude: U. P. R. - R. U. M
• 2003-2008: exemption from tuition fees due to a GPA that exceeds 3.50
• 2006- 2007: National Science and Math Scholarship
CERTIFICATIONS
CERTIFICATE OF THE CPA EXAM REVIEW
2011 to Present
Regulation 43 hrs, Business Enviroment & Concepts 24hrs, Auditing and Attestation 24hrs, Financial
Accounting and Reporting 45 hrs. For a total of 136 hrs.
IRS PTIN: (Federal Tax Return Preparer Identification Number)
2013 to 2015
LINK TO THE PTIN DIRECTORY OF THE IRS:
http://www.ptindirectory.com/tax-preparers/puerto-rico/san-juan-pr/929838/jackson-hewitt/sugeill-m-
bonilla
License as a specialist in PR income tax returns issued by the Department of the
Treasury of PR
2012 to 2015
LINK TO THE LIST OF RETURNS SPECIALIST OD THE DEPARTMENT OF TREASURY OF PR: I WAS
IN THE PAGE 258 OF THE DOCUMENT.
http://haciendateorienta.com/wp-content/uploads/2014/02/Lista-de-Especialistas-en-Planillas.pdf
CERTIFICATE OF PROCEDURES AND TASKS IN AN ACCOUNTING OFFICE
2012 to Present
THE SEMINAR INCLUDES: Bookkeeping, Financial Statements, contributions on payroll and employer
obligations, Contribution on Income: individual and corporate, agency and government tax audit, financial
planning and related products, Workshop: 20 steps to establish a business.
For a total of 123 credit hours.