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Professional Summary

Client Support Specialist who goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.

  • Initiative and problem-solving abilities
  • Maintains confidentiality
  • Proficient in Microsoft Office including Excel and PowerPoint
  • Strong team player
  • Excellent communication skills
  • Experienced working with payroll tax filing system (Payroll Tax Management system, Master Tax, UltiPro, Salesforce)
  • Ability to learn other application programs as needed 
  • Attention to detail
  • Customer and client relations
Work History
Temporary Tax Operator 04/2018 to 05/2018
Ultimate Software Group Inc Santa Ana, CA
  • Maintained strict confidentiality procedures to ensure data integrity.
  • Provided operational support for company software.
  • Involved in a variety of operational areas on the new company software platform interacting with internal peers.
  • Audited documents such as Tax Returns for appropriate distribution and mailing.
Client Support Specialist 01/2015 to 01/2018
Payroll Tax Management Inc Santa Ana, CA
  • Collaborated,  research, analysis and necessary reconciliation to resolve agency related payroll tax notices and amendments with internal peers.
  • Managed ten customer accounts consisting of 1100 employee identification numbers to process payroll taxes and file Federal, State and local tax returns for QE and YE filing.
  • Administered and maintain on CRM the company's database, including updates, and reports.
  • Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction.
  • Interacted with tax agencies, customers, and internal to Company.
  • Analyzed payroll data supplied by clients.
  • Managed sensitive and confidential file systems in both digital and physical formats. 
  • Developed sustainable relationships of trust through open and interactive communication with internal and external members. 
  • Researched issues and took appropriate action to ensure speedy resolution.
  • Ensure accurate compliance with payroll tax laws and regulations for company and the client
  • Implemented client data changes into the system using company payroll software, and sales force.
Tax Analyst 06/2013 to 11/2014
Ultimate Software Group Inc Santa Ana, CA
  • Facilitated communication between clients and tax authorities.
  • Provided the integration of modern tax software with client accounting software.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Processed Federal, State and Local tax returns for business customers.
  • Researched and resolve tax notices on a timely manner to avoid additional assessments to customer accounts. 
  • Reviewed collection reports to determine the status of collections and the amounts of outstanding balances.
  • Collected and reported monthly payroll tax variances and explanations .
  • Set up and updated customer accounts with interactions, payments and personal information.
  • Provided extensive clerical and administrative support to department staff.
  • Followed up with customers to collect information and verify details.
Test Operator 04/2011 to 01/2013
Semtech Corporation Irvine, CA
  • Recorded inspection and test data in multi test stations and entered in Excel spreadsheet for test results; pass or fail.
  • Inspected outbound shipments and conducted random sampling to ensure product quality.
  • Identified and helped resolve production problems such as damaged computer chips.
  • Quality assurance of passed computer chips.
  • Observed all safety policies and procedures.
Bachelor of Science: Healthcare Administration 2017 University of Phoenix - Southern California Campus
Long Term CareAffiliation: Association of University Programs in Health Administration (AUPHA)AHA Heart-saver First Aid CPR AED 2017 University of Phoenix - Southern California Main Campus
Associate of Arts: Healthcare Administration, Long Term Care 2011 American Intercontinental University
This resume is created in 7 minutes.
Strategic and detail focused Analyst with strong tax background and critical thinking skills. Successful at concurrently managing high-pressure assignments with tight deadlines while taking on increasing responsibilities. Excellent interpersonal and communication skills.
  • MS Office Suite
  • Budgeting
  • Fluent French speaker
  • Financial analysis
  • Ad Hoc Reporting
  • Complex problem solving
  • Account reconciliation
  • Multi-group collaboration
Financial Tax Analyst, 01/2017 to Current Tesla, Inc. San Mateo, CA
  • Responsible for the preparation, analysis, and remittance of Sales and Use tax to government authorities
  • Compile and analyze over a dozen monthly and quarterly reports in order to consolidate revenue streams for tax remittance
  • Led automation project for monthly compliance to reduce hours spent per month by over 60%
  • Prepare quarterly reconciliation for tax GL accounts
  • Provide source data and work with external auditors to achieve full compliance including adjustment schedules
  • Support DMV group throughout U.S. and Canada with sales tax knowledge to apply accurate tax rates and exemption certificates
Finance and Accounting Intern, 01/2016 to 06/2016 Tesla, Inc. Fremont, CA
  • Prepared personal property tax returns using PTMS software for over 350 locations comprised of Supercharger, Service Center, Retail Store, Tooling and Facility locations
  • Investigated discrepancies to insure accurate location, cost, and description of assets through meeting with buyers as well as the fixed asset team
  • Managed property tax calendar to ensure timely filing of all personal property tax returns
  • Analyze fixed asset detail costs to minimize tax liability by identifying non-assessable costs such as intangible costs, repair costs, etc.
  • Managed proper filing (electronic and hardcopy) of all tax returns, valuation notices, and tax bills
  • Researched asset details and location information using SAP, ImageNow, WarpDrive, and AX system
Finance and Accounting Intern, 01/2015 to 08/2015 Caterpillar, Inc. Peoria, IL
  • Supported the accounting department during month end close
  • Studied international tax laws of foreign tax credit in order to create standardized procedures for the completion of international tax forms
  • Resolved international legal entity Lookthru issues by communicating with tax preparers globally to find discrepancies
  • Performed over 100 reconciliations on a monthly basis for balance sheet accounts
  • Collected, analyzed, and prepared journal entry for weekly purchase data
Education and Training
Bachelor of Science: Accounting, 2016 Southern Illinois University Carbondale, IL
  • Graduated Magna Cum Laude
  • Analyst for the Saluki Student Investment Fund
  • Resident Assistant at Mae Smith Tower
Other Experiences/Awards
  • Summer camp sailing instructor on Lake Geneva, WI
  • Chopin piano award from Ottawa Township High School
  • Organist for multiple churches throughout Illinois Valley
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Professional Summary

Executive-level financial and operations professional with 13+ years of financial, operational and research administration experience in a complex state system of higher education, research and public service.

  • Financial Operations & Modeling
  • Budgets & Asset Management
  • Payroll & Taxation
  • Risk Management & Compliance
  • Process Improvement
  • People Skills
Work History
Assistant Agency Director and CFO, 12/2014 to Current
Texas A&M Transportation Institute College Station, Texas

Responsible for oversight and management of fiscal operations, research administration, human resources, information technology, facilities and safety, compliance, and communications for a $70 million annual operating budget higher education research agency.

Career Progression:

  • Assistant CFO, 05/2012 to 11/2014
  • Director of Financial Reporting & Analysis, 03/2010 to 04/2012
  • Manager of Financial Reporting, 02/2009 to 02/2010
Senior Manager - Tax, Reporting & Payroll, 09/2007 to 02/2009
Texas A&M University System, Budgets and Accounting College Station, Texas
Career Progression:
  • Manager - Financial Reporting, 12/2006 to 08/2007
  • Senior Accountant - 02/2004 to 11/2006
Tax Analyst, 06/2002 to 02/2004
Intuit, Inc. Plano, Texas
Staff, Senior Accountant, 11/1995 to 01/2002
Public Accounting - Ernst & Young, Grant Thornton, R. West
Master of Science: Research Administration, In Progress
Johns Hopkins University - Washington, DC

Master of Science: Accounting, 1999
Texas A&M University - College Station, Texas

BBA: Accounting, 1999
Texas A&M University - College Station, Texas
Certified Public Accountant (CPA), Texas License #081331

2014 Texas A&M Transportation Institute, Administrative Employee of the Year

2006 Texas A&M University System Offices, Employee of the Year

2001 Ernst & Young, Excellence Award (Dallas, Texas)

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Professional Summary

Client-focused CSR with six years supporting software applications in ticket/call-center environment. Skilled accountant with twenty-five years of progressive accounting knowledge and responsibility, learning new software applications quickly and thoroughly. Specialization in integration and implementation. Forward-thinking and resourceful professional with diligent mindset and disciplined approach.

  • Five years ERP customer software support
  • Five years troubleshooting and problem resolution in call-center environment
  • Experienced in call-center ticketing system software
  • Process management and implementation
  • Relational database queries and logic
  • Advanced accounting proficiency: payroll, general ledger, accounts payable, accounts receivable, fixed assets
  • Office 365 and QBPro
  • General Ledger and Balance Sheet reconciliation
Work History
Consultant, 10/2018 to Current
Robert Half Management Resources Manchester, NH

Global Forest Partners, LP, Lebanon, NH - October 2018

Specific finance projects related to accounts payable.

Corporate credit card analysis.

Payroll Tax Analyst, 02/2018 to 08/2018
CloudPayroll LLC, subsidiary of ValueWise Corporation Clifton Park, NY

Compliance specialist in filing federal, multi-state and local payroll tax returns and e-files.

  • Met strict compliance regulations and deadlines, in complex compliance environment.
  • Proactively mitigated against IRS, State, and Local agency inquiries.
  • Worked via proprietary ticketing system performing initial assessment, analysis and resolution within short time span.
  • Effective oral and written communication with tax agencies, other departments and client Service Bureaus.
  • Proficient in Office 365, Outlook, SharePoint, Access , Excel ,Payroll Tax Management {PTM}.
Contracted Payroll Consultant, 07/2017 to 02/2018
Robert Half International/Accountemps Manchester, NH
  • Partnered successfully with client in healthcare industry to input and analyze results of data migration to Meridian Software test environment, with intent to run successful parallel prior to go-live.
  • Data entry and analysis identified patterns and inconsistencies using advanced Excel spreadsheet techniques. {Pivot Tables, VLookups}
  • Analyzed SQL data integrity to identify and resolve test environment issues.
  • Realized testing and analysis outcomes for anticipated go-live August 25th, 2017.
Project Manager, 05/2005 to 11/2015
Stone Valley Food Cooperative Poultney, VT

Selected by Poultney Downtown Revitalization Committee as Project Manager and led team recruitment and fund-raising effort resulting in $250,000 for start-up community owned food-cooperative. Opened June 2011. Hired as General Manager in 2011.

  • Reconstructed accounting records from client's checks, cash receipts, implemented GAAP.
  • Converted chart of accounts to align with GAAP and industry standards.
  • Increased member-owner shares 500% in first six months of operations.
  • Realized 25% sales increases every year of operation resulting in half million sales by FYE 2014.
Application Customer Support Representative-Financial Suite , 07/1994 to 02/1999
Infor Global Solutions, formerly Infinium Software Hyannis, MA
  • Client Support Representative for software financial suite, using in-house developed ticketing system.
  • As Applications Analyst, worked with clients to resolve application and technical issues, provide mission-critical workarounds.
  • Developed and maintained solution records.
  • Proficient in relational database platforms {IBM AS/400}, using SQL for file integrity analysis.
  • Certified corporate trainer/client instructor.
Financial Applications Business Analyst, 1993 to 1994
Cape Cod Healthcare Urgent Care - Falmouth Falmouth, MA
  • IT technical and business analyst liaison to Payroll, Finance, Accounts Payable and Payroll.
  • Analyzed business processes and documented system work flows.
  • Prepared process improvement recommendations.
  • Led Finance and Payroll/HR through successful platform migration and financial suite implementation{IBM to GLOBAL SOFTWARE.}
  • Ad-hoc reporting on relational database {RPG.}
Staff Accountant, 1991 to 1993
Cape Cod Healthcare Urgent Care - Falmouth Falmouth, MA
  • Department liaison between Finance and Information Systems.
  • Compiled general ledger entries on tight closing schedule with nearly 100% accuracy.
  • Performed complex general accounting functions.
  • Demonstrated Accounts Payable and Accounts Receivable month-end closing process improvement.
  • Knowledgeable of inter-company and fund accounting practices.
Accounting Clerk, 01/1986 to 01/1991
American Textile/Robert Allen Fabrics Mansfield, MA
  • Inter-company and cash account balance-sheet reconciliations for Fortune 500 company with fourteen showroom subsidiaries.
  • Legal and tax reporting clerical duties for showroom subsidiaries.
  • Corporate credit card account management.
awards and accomplishments
  • Certified Trainer for Infinium/Infor Accounts Receivable {ERP}.
  • Two "Roar Awards" {Infinium/Infor} for outstanding customer service.
  • Nominee, "Faces of Our Community", collaboration between Vermont Folklife Center, Poultney Earth Fair and Green Mountain College.
Bachelor of Science: Accounting, Minor Information Systems, 2019
UMASS Dartmouth - North Dartmouth, MA
Associate of Science: Accounting Bryant University - Smithfield, Rhode Island