Moises Garcia Email & Phone Number

Sacramento, Ca, Us

Financial Business Analyst assigned with providing comprehensive financial analysis and business consultations. - Producing custom financial models for start-ups, and established small to medium sized businesses - Conducting market research on local governing tax authorities, as well as providing face to face client consultations on said findings - Providing valuation, forecasting, and scenario analysis based advising on a quarterly basis - Function as the direct point of contact between clients, in-house CPA’s, majority share owners, and members of the board for a number of corporations - Operate independently to prepare source documentation, as well as provide advising support and analytical data to client meetings and negotiations

Junior Tax Accountant tasked with managing annual tax obligations for individuals and businesses. - Filed annual federal and state business tax returns and bookkeeping - Aided with IRS disputes, forensic audits, state suspension resolutions, and end of year tax planning - Financial statement preparation, forecasting, and advising in a back-office capacity

Entry level assistant charged with document collection, appointment scheduling, and general A/R and A/P - Provided supplementary tax support to in-house CPA and senior accountants - Filed annual, bi-annual, and quarterly corporate compliance with all governing entities

Bachelor'S Degree, Finance

Activities and Societies: Student Investment Fund (SIF) Analyst in 2023

Bachelor Of Science, Finance, General