I 'm a dedicated professional with extensive experience in my field. I specialize in delivering high-quality solutions and building long-term relationships through expertise and dedication.
Jessica Rodriguez, Chartered Accountant
Financial Strategy
Tax Planning
Let's Create Something Amazing!
Specialized in Advanced Financial Reporting, Corporate Tax Strategy, and International Accounting Standards. Thesis on "Tax Optimization in Cross-Border Mergers". GPA: 3.92/4.0. Beta Alpha Psi Honors Society. Graduated with Distinction.
Graduated Summa Cum Laude. Completed comprehensive coursework in Financial Accounting, Managerial Accounting, Audit, Taxation, and Business Law. Vice President of Accounting Society. Dean's List all semesters. GPA: 3.95/4.0.
Passed all four sections of the Uniform CPA Examination on first attempt with scores above 90%. Licensed to practice in New York, New Jersey, and Connecticut. Completed 150+ hours of continuing professional education in taxation and auditing.
Lead financial consulting practice serving Fortune 500 clients and high-net-worth individuals. Specialize in complex tax planning, mergers & acquisitions, and international tax compliance. Managed audit teams of 12+ professionals. Increased firm revenue by 45% through strategic client acquisition and retention. Advisor to tech startups on financial structuring and IPO preparation.
Managed statutory and internal audits for publicly traded companies in technology, healthcare, and finance sectors. Led risk assessment and compliance audits ensuring adherence to GAAP, IFRS, and SOX requirements. Supervised teams of 8-10 auditors and consistently delivered projects within budget and timeline. Received Excellence in Client Service Award 2019.
Prepared federal, state, and local tax returns for corporate clients with revenues up to $500M. Conducted tax research and analysis to optimize client tax positions. Assisted with IRS audits and correspondence. Developed expertise in corporate tax planning, credits, and incentives. Promoted to Senior Associate within 18 months.
Led financial due diligence and IPO preparation for a SaaS startup valued at $250M. Coordinated with legal teams, investment bankers, and regulatory bodies to ensure successful public offering. Project resulted in 185% first-day stock surge.
Redesigned tax structure for manufacturing company operating across 15 states, resulting in $8.5M annual tax savings. Implemented strategic entity restructuring and nexus planning while maintaining full regulatory compliance.
Managed post-merger financial integration for $180M acquisition in healthcare sector. Harmonized accounting systems, aligned financial reporting, and identified $12M in cost synergies. Completed integration 3 months ahead of schedule.
Successfully defended multinational corporation in complex IRS audit involving transfer pricing and foreign tax credits. Negotiated settlement reducing proposed adjustments from $35M to $4.2M. Developed comprehensive tax documentation protocols.
AICPA - New York State
2015
CFA Institute
2018
Institute of Internal Auditors
2019
Institute of Management Accountants
2020
Association of Certified Fraud Examiners
2021
Native
Native (Bilingual)
Fluent
Intermediate
Community Service
Personal Interest
Personal Interest
Personal Interest