Juan is a team leader in the Outsourced CFO, Controller & Accounting practice, where he focuses on practice strategy and growth, client software implementation, accounting automation, financial planning and analysis, and ongoing accounting and finance services. Before transitioning into this role, he provided clients with audit, review, and compilation services.
Before joining WilkinGuttenplan in 2014, Juan worked as a senior accountant in the private accounting industry, focusing on general ledger reporting, accounts receivable, and accounts payable.
Professional and Civic Achievements:
- 2021 Recipient, New Jersey Society of Certified Public Accountants (NJCPA) Ovation Award for Diversity, Equity, and Inclusion
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, NJCPA
Education:
- Bachelor of Science in Accounting, East Carolina University
Licenses and Certifications:
- CPA License: New Jersey
- Sage Intacct Implementation Specialist
- Sage Intacct Accounting Specialist
- QuickBooks Online Advance Pro Advisor
