Jose Diaz

Jose Diaz

Education

  • Master of Science, Accounting DeVry University, 2021
  • Master of Business Administration, Finance DeSales University, Center Valley, PA 2017
  • Bachelor of Science, Finance Kutztown University of Pennsylvania, 2017

Expertise

  • Record Maintenance & Auditing Procedures
  • Budget Forecasting
  • Reconciliations
  • General Ledger
  • Financial Report Interpretation
  • Financial Report Writing

Jose Diaz

Accountant

Mr. Diaz joined the team at BEE Consulting, LLC in April of 2021 as an Accountant.  As the company accountant, Mr. Diaz processes payroll, vendor invoices for payment, and deposits client payments.  He also prepares monthly/quarterly tax payments, account reconciliations, and pulls reports as needed from the accounting software for the owner. 

Before joining BEE, Mr. Diaz worked at Gold Credit Union in Allentown, Pennsylvania preparing financial, regulatory and Board reports.  He also consolidated month end, evaluated the financial implication of various strategic decisions, compiled the bank reconciliation for view every month, assisted in bi-weekly payroll processing and record keeping, directed budget preparation and administration, and designed and built reports within the accounting software, which included reports that summarized and forecast the credit union's business activity.  During his time at Gold Cred Union, Mr. Diaz was a member of the Asset/Liablity Committee and the Strategy Committee.