Jorge E. Garcia CPA

Jorge E. Garcia CPA

Staff Accountant

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  • Timeline

  • About me

    Controller, Isos Technology

  • Education

    • Western International University

      2002 - 2007
      Bachelors of Science Accounting

      Activities and Societies: Delta Mu Delta Honors Society Magna Cum Laude

    • Western International University

      2007 - 2010
      Masters of Business Administration Finance

      Activities and Societies: Member of Delta Mu Delta Honors Society

  • Experience

    • The Cardon Group, LLC

      Aug 2007 - Oct 2011
      Staff Accountant
    • Apollo Group

      Oct 2011 - Mar 2012
      Accountant II
    • Apollo Group, Inc

      Mar 2012 - Jan 2014
      Senior Accountant, Team Lead
    • Infusionsoft

      Nov 2013 - Oct 2016

      Manage the General Ledger department including month end close and reconciliations.Lead a team o three talented accountants.Provide revenue recognition guidance including the review and approval of new items.Participate in annual audits and quarterly reviews by working directly with external auditors to provide required information.Research and interpret accounting guidance applying observations and recommending operational changes.Manage the general ledger, fixed assets, cash, and revenue. Show less

      • Accounting Manager

        Dec 2014 - Oct 2016
      • Accounting Supervisor

        Sept 2014 - Dec 2014
      • Senior Accountant

        Nov 2013 - Sept 2014
    • GoDaddy

      Oct 2016 - Nov 2017
      Accounting Manager

      Led a team of two supervisors and five highly skilled accountants to manage the accounting functions for Marketing, COS, Payroll, Acquisitions, and Merchant Receivables functions among other tasks.Managed monthly closing of financial records and posting of month end information; auditing and reporting of financial activity, and ensures accuracy of financial statements.Worked with senior management to develop management information reports for timely and efficient decision-making.Reviewed reconciliations and post journal entries related to accruals, prepaids, fixed assets, payroll and other various general ledger activities.Maintained, improved and participated in SOX compliance for accounting functions and testingIdentified and proactively provided solutions for automation and process improvement while ensuring daily responsibilities are completed with detail, accuracy, and timeliness Show less

    • Isagenix

      Nov 2017 - Sept 2023

      Direct the preparation of the company's financial processes, fillings, statements and reports in compliance with generally accepted accounting principles and statutory generally accepted accounting principles, to include the monthly financial close process for our International entities.Contribute financial expertise to various functions, special projects and analysis.Develop, maintain and coordinate corporate accounting policies including considerations for nuances related to the international markets to ensure global compliance.Provide overall management, direction and integrity of the accounting function, systems, and reports.Direct and oversee the work of international accounting professionals, including training, mentoring and insuring professional development.Execute extensive audit processes around statutory audits.Lead a team of highly skilled accountants to manage international entities. Show less

      • Director, International Controller

        Dec 2021 - Sept 2023
      • Sr. Accounting Manager

        Nov 2017 - Nov 2021
    • Isos Technology

      Sept 2023 - now
      Controller

      • Lead operational accounting including accounts payable, accounts receivable, revenue management and payroll functions, as well as completion of monthly, quarterly and annual financial reporting• Lead the annual audit including financial reporting• Simplified revenue recognition for a full project based organization• Work directly with sales and operating teams on projects to streamline processes• Established a formal month end process with management reviews and variance analysis Show less

  • Licenses & Certifications

    • Certified Public Accountant

      Arizona Society of CPAs