Rafael Casas

Rafael Casas

Status

Active

Name

Real Name

Rafael Casas

Aliases

Raffi, Rafa, The Matador

Credentials

Projects Services & Project Billing Services Certification Workday Pro Contracts to Cash Services Certification Sage Intacct Fundamentals (NA) FreshBooks Collaborative Accounting™ Certification NetSuite Certified SuiteFoundation Sage Business Cloud Accounting Certified Advisor

Occupation

Workplace

(Formerly)
(Formerly)

Profession(s)

Consulting
Technology & Data Analytics

Demographic Identifiers

Latin American

Skills and Powers

Language(s)

Spanish, English

Power(s)

Intellectual Curiosity
Critical Thinking

Preferred Toolkit

Tech

Technique

Contents

1. Fast Facts

2. Agent Video Profile

Honesty and integrity are important qualities for any professional.

 - Rafael Casas

Biography

Rafael Casas is a senior consultant at Workday and a BLI instructor with the AICPA. He has almost 20 years of business development, consulting, and advisory experience in the financial technology sector and the accounting profession. His specializations span across a wide variety of areas including Enterprise Resource Planning (ERP), Robotic Process Automation (RPA), blockchain, cryptocurrency, and payments.

“Ridiculously efficient” – Rafael’s ability to juggle multiple priorities for various implementations at once is unique and not seen in many professionals. He is recognized for leading by example and this ability enables him to connect at all levels with teams and customers alike to DELIVER RESULTS.

He started studying accounting in college and was fascinated by it, but Rafael is not a CPA. His background is on the technology side. His analytical mind is FASCINATED WITH SOLVING PUZZLES.

Known to be an ACCOUNTANT ADVOCATE with VAST EXPERIENCE in the accounting profession and the financial technology space, Rafael works diligently to build trust with his clients and colleagues alike.

He has been a FEATURED SPEAKER at Digital CPA, MACPA, MOCPA, Boomer Summit, Sage Summit, and the Accounting & Finance Show.

Quick Answers

1. Fast Facts

  • Rafael studied JIU JITSU for many years, and not just for fitness, but for discipline and balanced mindset. He even has a presentation session that he does incorporating jiu jitsu because he says it has helped him in many ways including learning how to be adaptable under pressure, and be more resilient.
  • A cancer survivor, Rafael recognizes and promotes the importance of staying balanced not only for yourself, but for those that surround you, whether family, colleagues or clients.
  • Rafael has worked with finance executives around the globe on complex projects within a variety of areas from the technology side to finance, distribution, bitcoin and cryptocurrency and manufacturing.
  • Rafael is laser-focused on getting the job done. His attention to detail and his ability to put clients and co-workers at ease makes him an asset.
  • Rafael and his brother collected comic books growing up, and he admits to always being a fan of Marvel.

2. Agent Video Profile