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Jessica Alfonzo

Assistant Accountant

Senior Director SEC Reporting at Equitable

Charlotte, North Carolina

Section title

Jessica Alfonzo's Email Addresses & Phone Numbers

Jessica Alfonzo's Work Experience

Lomba, Luciano, Mendez & Dolagary PSC

Assistant Accountant

May 2003 to July 2004

San Juan, Puerto Rico


Senior Director SEC Reporting

Charlotte, North Carolina, United States


Assurance Director

August 2004 to August 2020

San Juan, Puerto Rico and Florham Park, New Jersey

Jessica Alfonzo's Education

Universidad de Puerto Rico


2000 to 2004

Jessica Alfonzo's Professional Skills Radar Chart

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52% Left Brained
48% Right Brained

Jessica Alfonzo's Estimated Salary Range

About Jessica Alfonzo's Current Company

Lomba, Luciano, Mendez & Dolagary PSC

•Maintained client's books and records•Prepared individual tax returns and assisted clients in solving tax issues with the State Treasury Department

Frequently Asked Questions about Jessica Alfonzo

What company does Jessica Alfonzo work for?

Jessica Alfonzo works for Lomba, Luciano, Mendez & Dolagary PSC

What is Jessica Alfonzo's role at Lomba, Luciano, Mendez & Dolagary PSC?

Jessica Alfonzo is Assistant Accountant

What is Jessica Alfonzo's personal email address?

Jessica Alfonzo's personal email address is t****[email protected]

What is Jessica Alfonzo's business email address?

Jessica Alfonzo's business email addresses are not available

What is Jessica Alfonzo's Phone Number?

Jessica Alfonzo's phone (704) ***-*232

What industry does Jessica Alfonzo work in?

Jessica Alfonzo works in the Accounting industry.

Who are Jessica Alfonzo's colleagues?

Jessica Alfonzo's colleagues are Alexander Warner, Justin Rogers, Chelsea CPA, Matt CPA, Sharon Samuel, Kyle CPA, Parul Khullar, Nicole Gue, John Beaumont, and Pedro Paguaga

About Jessica Alfonzo

📖 Summary

Assistant Accountant @ Lomba, Luciano, Mendez & Dolagary PSC •Maintained client's books and records•Prepared individual tax returns and assisted clients in solving tax issues with the State Treasury Department From May 2003 to July 2004 (1 year 3 months) San Juan, Puerto RicoSenior Director SEC Reporting @ Equitable Charlotte, North Carolina, United StatesAssurance Director @ PwC June 2016 - Present - PwC CharlotteAssurance Financial Services DirectorJuly 2014 - June 2016NQO SEC Services group - Banking and Capital MarketsResponsibilities: Review periodic SEC filings such as 10Ks, 10Qs, 20-F. Also, transactional filings such as Form 10, S-3, S-4 August 2004- June 2014 - PwC San JuanKnowledgeable of banking areas such as goodwill, allowance for loan losses, MSRs, Investment, Taxes.Technical Experience• Performed audit work in a diversity of industries , principally Financial Services including Banking and Insurance • Authored plan and strategy of integrated audits under Sarbanes Oxley • Prepared Financial Statements and Management Recommendations Letter • Reviewed and evaluate financial statements for SEC registrants to ensure compliance with GAAP • Worked in a restatement of financial statements for the years 2000 to 2004 of a public company • Responsible of acquisitions under FDIC assisted deals • Worked directly with clients to provide technical accounting recommendations Team Management• Reported back to partners on teams' progress, findings, and significant issues • Supervised and managed multiple teams of up to 20 auditors and specialists concurrently • Trained less experienced team members and review their performance From August 2004 to August 2020 (16 years 1 month) San Juan, Puerto Rico and Florham Park, New Jersey

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In a nutshell

Jessica Alfonzo's Personality Type

Extraversion (E), Sensing (S), Feeling (F), Judging (J)

Average Tenure

8 year(s), 8 month(s)

Jessica Alfonzo's Willingness to Change Jobs



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