Carlos E. La Costa MBA

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Experience


Vertex, Inc                                                                                               2007-Present                                   
Sarasota, FL                                                                                                                         

Consultant 1

Manage post-sale installation and implementation of Vertex Income Tax products.
Analyze client environment and requirements
Identify and investigate client issues and circumstances, and provide recommendations, alternatives, risks and benefits to the client
Serve as product functionality 'translator' for client
Works collaboratively and builds relationships with client tax and IT staff

 


Citigroup                                                                                                  2005- 2007
Tampa, Florida

Regional Financial Analyst

Financial products analysis
Continuous process improvement
Budgeting and expense control
Monthly Reforecast Process
Prepare documents for audit


Mental Health Care, Inc.                                                                         2003- 2005
Tampa, Florida

Corporate Trainer/Network Administrator

Manage corporate training
Advise on technical equipment investment
Maintain infrastructure



LA ICOC                                                                                                 1999-2003
Los Angeles, California

Ordained ministry leader

Provided leadership and teaching to the Hispanic population
Manage 4 team leaders
Coordinate annual Hispanic Los Angeles area conference
Develop new leadership structure
Deliver public presentations and represented organization at community functions Manage $190K annual budget



Epicor Software                                                                                      1998-1999
Irvine, California

Systems Engineer Latin America

Assisted with sales throughout Latin America
Directed customization of ERP software, involving Development/modification/enhancement of programs and documentation for clients
Promoted software at trade shows and public events throughout Latin America.
Decreased travel expenses by 45% while maintaining quota, and thus helping department attain number one status in company sales



Federal Reserve Bank of Atlanta                                                            1997-1998
Miami, Florida

FED-LINE Support Desk Technician

Provided customer service and support via telephone, FED-LINE system, and email.
Answered inquires about electronic access channels and business areas
Ensure customer information and resolved problematic issues
Escalated highly complex problems and inquiries


CSA World Missions                                                                               1994-1997
Miami, Florida

Staff Accountant

Communication between Latin America churches and the US
Handled accounts payable/receivable and prepared invoices
Prepared general ledger entries, financial statements and executive reports
Handled domestic and international wire transfers
Participated in payroll administration



U.S. Department of State                                                                        1994-1994
Summit of the Americas
Miami, Florida

Corporate Liaison
Interfaced with corporate officers of national/international corporations
Obtained support and sponsorship for business treaties between U.S. and other countries