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Carlos Diaz

Associate Professor

Â鶹¹ÙÍø Faculty Since 2009

Professor Dias Carlos

Contact Info

Email
carlos.diaz@jwu.edu
Phone
401-598-1020
Campus
Providence

In his capacity as a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®), Carlos Diaz has served as a tax manager with Jose Rosario & Co., a senior tax specialist with KPMG LLP, and as an auditor for Fernandez & Bravo, located in Puerto Rico.

Prior to joining Â鶹¹ÙÍø, Diaz was an accounting instructor at the University of Puerto Rico. He has taught the Lambers CPA Review Course, is involved with Â鶹¹ÙÍø's Volunteer Income Tax Assistance (VITA) program, and serves as a speaker at Â鶹¹ÙÍø's ESL Transition workshops.

Diaz holds memberships in the Puerto Rico Society of CPAs, the American Institute of CPAs, the Institute of Management Accountant, and the American Accounting Association.

Education

  • MBA, Accounting & Finance, University of Puerto Rico
  • BBA, Accounting, University of Puerto Rico

“In addition to teaching, I am involved with Â鶹¹ÙÍø’s Volunteer Income Tax Assistance (VITA) program, and serves as a speaker at Â鶹¹ÙÍø’s ESL Transition workshops.â€

Courses

  • ACCT 1220: Managerial Accounting
  • ACCT 3035: Cost Accounting
  • ACCT 3050: Advanced Accounting
  • ACCT 4050: International Accounting
  • FISV 2000: Finance
  • FISV 3015: Fundamentals of Financial Planning
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Extra Curricular Roles

Volunteer Income Tax Assistance Program (VITA)
Member of the board and Treasurer of the West End Community Center in Providence, RI

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Professional Affiliations

American Institute of Certified Public Accountants, 1998–present
American Accounting Association, 2007–present
Institute of Management Accountants, 2001–present
Rhode Island Association of Accounting Professors, 2009–present
Financial Planning Association - Rhode Island Chapter

CERTIFICATIONS:
National Association of State Boards of Accountancy, San Juan (PR). Certified Public Accountant, 1995
National Association of State Boards of Accountancy, Providence. Certified Public Accountant, 2012
American Institute of Certified Public Accountants, New York. Chartered Global Management Accountant, 2012
CERTIFIED FINANCIAL PLANNERâ„¢, certified by CFP Board 2017


Q&A with Carlos

At Â鶹¹ÙÍø, education is not confined to the four walls of the classroom. You’re not going to spend four years with your nose buried in a book, learning theories you may never get a chance to apply — you’re going to get out there and apply them, be it through internships, group projects, leadership opportunities, competitions and more.

How Did You Get Started?

In my professional experience, I have always been an accountant and tax advisor. After I finished my MBA, a colleague asked if I could cover an Accounting course for the University of Puerto Rico. I did it and I liked it, and ever since I have been teaching accounting and finance courses. I started at Â鶹¹ÙÍø & Wales in Fall of 2009.

What Advice Do You Have For Incoming Freshmen?

Advice for incoming freshmen is to always come to class prepared. Read the book chapters and additional material, do the homework and try to engage and participate in class discussion as much as possible, you will be surprised how much other students can learn from class discussion.