A boutique accounting and consulting firm dedicated to serving our clients and cultivating the next generation of high-caliber professionals.
José Sierra
José Sierra has over 24 years of experience in providing audit and advisory services to public and private companies with a big four firm. José has served multiple industries throughout his career, including insurance, financial services, government, hotels and casinos, manufacturing, and distribution. José also has experience in assisting clients with their implementation of Sarbanes-Oxley requirements. Strengths include financial statement preparation, financial analysis, budgeting, compliance reviews, and internal and external reporting.
Relevant
Experience
Provide audit, consulting and advisory services to companies in a broad range of industries, including financial services and insurance, with a specialty in Investments and Derivatives
Design and implementation of accounting policies, internal controls, and compliance with policies and procedures
Preparation of financial statements in U.S. GAAP-basis and Statutory-basis (NAIC Accounting Practices and Procedures Manual-basis)
Representative
Clients
Trans-Oceanic Life Insurance Company
Antilles Insurance Company
Premier Insurance Company
SIMED
Universal Life Insurance Company
One Alliance Insurance Corporation
Alianza de Museos de Puerto Rico
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
Puerto Rico CPA Society (CCPA)
Member of the Insurance Committee of the CCPA (2018-2020)
Meet the Team
José Sierra
Gretell Báez
Juan Berríos
Pedro Esparra
Ambar Cordero
Tiffany Albaladejo
Roberto Rodriguez
Boutique Firm - Local Expertise - Global Standards
Services
Audit Support and Finance
Department Scaling
Serve as liaison with external auditors, regulators, actuaries and other specialists
Perform complex analyses, accounting guidance and support
Preparation of business plan, financial forecasts, budgets, and cash flows
Risk Management and
C-Suite Day to Day Support
Provide expertise and resources for Enterprise Risk Management/Credit and Operational Risks
Compliance/Technology - Pre-Implementation Readiness and Post-Implementation Check-In
Project Deployment including Change Management PMO
Virtual C-Suite
Corporate
Governance
Advise in Corporate Governance Structures and the design and implementation of finance/accounting policies and procedures. and internal controls. Your Company must adapt quickly. We strive to anticipate these changes so you can focus more on creating success.
