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Jose (Joe) Montemayor
Principal Accountant ​
Bilingual (Spanish/English) Professional with 20 Years of Experience

A versatile and meticulous professional with a broad background in Public Accounting, Audit, Human Resources, Subcontract Agreements, and Banking. Skilled in exceeding expectations, whether working with startups or well-established multinational corporations.


Areas of Expertise:

  • Public Accounting & Compliance: Extensive experience in compliance, banking, audit, property management, and tax. Proven ability to manage and optimize financial operations within various organizational contexts.

  • Software Proficiency: Certified and proficient in QuickBooks, MS Dynamics AX, Sage, SAP, PeopleSoft, Oracle, and JD Edwards. Strong background in utilizing these tools to streamline processes and enhance financial accuracy.

  • International Experience: Significant international compliance and accounting experience in Central and South America and the Caribbean. Knowledgeable in anti-money laundering regulations and experienced in navigating complex international financial landscapes.

  • Relationship Building & Negotiation: Exceptional relationship-building and negotiation skills, with a focus on staff confidence and retention. Experienced in developing and maintaining strong business relationships across various sectors.

  • Sarbanes-Oxley Compliance: Received comprehensive training on Sarbanes-Oxley at PriceWaterhouseCoopers, equipping me with the skills to ensure corporate compliance with financial regulations.

  • Banking & Credit Analysis: Former banker with in-depth knowledge of all phases of banking, including credit analysis and lending. Adept at managing risk and ensuring sound financial practices.

Education:

  • University of St. Thomas, Houston, TX
    Graduate with a solid foundation in business and accounting principles.

Additional Qualifications:

  • Startup & Corporate Experience: Proven success in both startup activities and within established multi-national corporations. Capable of analyzing business needs and developing effective plans to drive growth and profitability.

Send a Message

Have a question or ready to JOIN or schedule a consultation? Call us at 832-434-7504. Or fill out the form below, and our team will reach out promptly. We offer free consultations to help you achieve your financial goals with confidence.


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