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Jovani Ortiz

Education

San José State University

B.S. Business Administration, Accounting Concentration · Expected September 2026

Current Focus

Entry-level accounting, bookkeeping, AP/AR, payroll, and internship opportunities.

Contact me

Selected coursework & service

Projects

Business analysis

Sanmina Corporation

Evaluated the competitive position, operations, and workplace environment of a Fortune 500 electronics manufacturer.

  • Built a complete SWOT analysis to identify operational strengths, risks, and growth opportunities.
  • Interviewed a Senior Test Engineer and translated qualitative insights into a structured written report.
Professional Communication SWOT Analysis Business Analysis Qualitative Research Organizational Analysis Critical Thinking

Corporate taxation

Dinner Buy, Inc. · Form 1120

Completed a team-based C corporation tax simulation, connecting financial records to a complete federal return.

  • Reviewed financial data to determine taxable income, deductible expenses, and corporate tax liability.
  • Prepared workpapers for inventory, compensation, retained earnings, capital gains, and M-1/M-2 reconciliations.
Corporate Tax Preparation Book-to-Tax Adjustments Tax Compliance Schedule M-1 & M-2 Reconciliations Tax Calculations Intuit Tax Software

Accounting operations

Accounting System Understanding Aid

Practiced the full accounting cycle from transaction entry through reconciled financial statements.

  • Journalized and posted transactions, reconciled accounts, and corrected recording errors.
  • Prepared financial statements and bank reconciliations with an emphasis on GAAP accuracy and transparency.
  • Processed payroll by calculating gross pay, payroll deductions, employer payroll taxes (FUTA), and posting payroll-related journal entries to the general ledger.
General Ledger Accounting Financial Statements Bank Reconciliation Accounting Cycle GAAP Payroll

Advanced accounting

Consolidated Financial Statements Project

Developed a complete parent-subsidiary consolidation model in Excel for a simulated acquisition.

  • Applied equity method accounting and fair value adjustments within a structured consolidation worksheet.
  • Calculated goodwill and noncontrolling interest using ASC-based consolidation concepts.
Financial Statement Consolidation Equity Method Accounting Fair Value Accounting Goodwill Recognition Noncontrolling Interest (NCI) Microsoft Excel

Financial analysis

Credit Union Case Study

Assessed financial health through statement review, ratio analysis, and GAAP-compliant adjustments.

  • Used liquidity, profitability, and solvency ratios to explain performance and financial position.
  • Prepared correcting and adjusting entries to improve the accuracy of reported results.
Financial Statement Analysis Ratio Analysis Liquidity Analysis Profitability Analysis Solvency Analysis Adjusting Journal Entries (GAAP)

Community leadership

SJSU Communiversity Volunteer Project

Led a three-person student team in a service initiative supporting learning activities at a local elementary school.

  • Coordinated responsibilities and schedules around neighborhood-defined goals.
  • Adapted activities with classmates to keep the project organized, collaborative, and responsive.
Team Collaboration Project Coordination Communication Community Engagement Problem Solving Volunteer Service

Experience

Independent Entrepreneur

Online E-Commerce

December 2019 – May 2023

Managed an independent resale venture from sourcing through fulfillment, treating each transaction as a complete financial record.

  • Tracked revenue, cost of goods sold, marketplace fees, shipping expenses, and profit margins in Excel for 20+ monthly transactions.
  • Maintained organized records for inventory, receipts, payments, and shipping documentation to support accurate reporting.
  • Monitored approximately $750+ in monthly profit and used transaction data to inform pricing and purchasing decisions.
  • Negotiated with sellers and bulk buyers while building repeat customer relationships through responsive communication.
$750+ monthly profit
20+ transactions tracked monthly
3+ yrs independent operations

Working knowledge

Skills

A practical toolkit developed through accounting coursework, project work, and independent business operations.

01

Accounting

  • GAAP & IFRS
  • Revenue recognition
  • Financial statement analysis
  • Journal entries & reconciliations
  • Corporate tax & tax regulations
  • Financial modeling

02

Software & tools

  • Microsoft Excel
  • QuickBooks
  • Microsoft Word
  • Microsoft PowerPoint
  • Intuit Tax Software
  • SAP
  • Salesforce

03

Operating systems

  • Windows
  • macOS
  • Linux

04

Business & professional

  • Time management
  • Recordkeeping & documentation
  • Professional communication
  • Customer negotiation
  • Team collaboration
  • Critical thinking