Bio
Experience
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Olympus America Inc
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Center Valley, Pennsylvania, United States
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Staff Accountant
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May 2024 - Present
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Center Valley, Pennsylvania, United States
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H&R Block
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Belvidere, New Jersey, United States
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Tax Specialist
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Nov 2023 - Apr 2024
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Belvidere, New Jersey, United States
• Conduct face to face tax interviews to answer and inspire clients to better assist their needs, including consultations, filing taxes and answer various federal/state/local tax scenarios and analogies• Provide IRS audit support, teamwork and collaboration with various other tax professions and small businesses• Ability to communicate effective in person and virtual environments, such as filing taxes in office or via phone/video conference calls (Skype, Teams, Zoom, etc.)• Completion of continuing education requirements to meet all IRS federal and individual state requirements; including education, experience and ethics• Customer service, sales and marketing experience, rapid fire fast-paced office environment, and working in multiple physical offices with less than 24 hours forewarning
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Study.com
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Remote
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Online Math/Business Tutor
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Mar 2022 - Oct 2022
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Remote
• Expert knowledge of math and related subjects, such as Trigonometry and Calculus, Statistics and Theoretical Math, as well as Business and Accounting related subjects• Over 10 years of experience tutoring high school and college level students, in a unique online environment via the use of online tools, messengers and applications• Side objectives include the editing and processing of student submitted questions via the use of an education-based database, requiring the use of the MathJax and LaTaX formatting languages• Frequent communication through Microsoft Teams, assertiveness towards greeting incoming students with courtesy and patience, the creation of various private tutoring session rooms, and the analysis of said student’s ‘To-Do List’ to reinforce the student’s knowledge post-tutoring
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UPS
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Mount Olive, New Jersey, United States
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Personal Vehicle Driver
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Nov 2019 - Jan 2020
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Mount Olive, New Jersey, United States
• Provided outstanding customer service, while maintaining federal and state laws regarding safety upon the road• Maintenance of vehicle, cleaned, orderly and in working condition• Trained to follow safety regulations for various situations, as well as keep confidentiality to customer’s deliveries• Constant communication with managers and employees, to help support other coworkers with their deliveries
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Cigna
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Bethlehem, Pennsylvania, United States
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Billing/Account Services Senior Associate
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Oct 2018 - Dec 2018
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Bethlehem, Pennsylvania, United States
• Daily email administration for Billing team regarding supporting information for insurance policy allocation, including filing information into company’s database engine Application Extender (AX) along with identifying information for other teams to easily locate supporting materials, contact information and addition questions and queries• Allocation and application of payments to client’s insurance policies via the use of IMAGE, followed by printing and copying every relating submission for approval by supervisors, while also juggling newly obtained tasks on a daily basis directly from supervisors• Filing payments into correct and corresponding lockboxes, following procedures and processes based off of bank statements, check stubs, ACH receipts and wire receipts; tasks might include identifying payments that were submitted to the wrong lockbox, filing the payment into a dummy account and providing supporting information to different regional teams to both back up my tasks, and provide guidance to their next required actions• Frequent use of Excel, Outlook and Access for all daily tasks, of which new tasks and objectives could be introduced and requested at any time• Consistent communication with co-workers both physically present and globally online via Skype, keep relaying and discussing information across all employees relating to important and frequently updating information
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Wyndham Worldwide
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Parsippany, New Jersey, United States
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Accounts Receivable Specialist
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May 2017 - Mar 2018
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Parsippany, New Jersey, United States
• Daily management of finance team’s inbox and emails, filing into corresponding folders as well as forwarding messages to respective contacts, up to date with any letters and messages obtained on an hourly basis, including after normal work hours• Identification of wire payments from hotel franchises (accounts receivable), requires focus and superior observation skills to notice very subtle ‘miss-keyed’ characters and numbers, as well as observations of possible patterns that cannot be logically solved with SQL automation protocols• Construction of PIFs (Payment Information Forms) for the sake of the payment’s allocations to the site’s various fees and invoices, keeping in frequent contact with hotel site representatives to assist with their respective franchises; requires the use of Excel’s VLookup, PivotTable and Macros• Write-Off taxes (Form 1120) for withholding taxes, finance charges, foreign exchanges and settlement agreements• Frequent use of Excel, Outlook and Access for all daily tasks, of which new tasks and objectives could be introduced and requested at any time• Consistent communication with co-workers both physically present and globally online via Skype, keep relaying and discussing information across all employees relating to important and frequently updating information
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Ultra-Poly Corporation
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Portland, Pennsylvania, United States
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Warehouse Worker
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Sep 2016 - Dec 2016
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Portland, Pennsylvania, United States
• Forklift instruction and training in separation stacks of heavy materials and movements in confined spaces• Trained in safety procedures and protocols in the event of various emergencies or situations• Ability to work overnight/graveyard/3rd shifts and 12 hour shifts on a daily basis
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Consolidated Chassis Management, LLC ("CCM")
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Budd Lake, New Jersey, United States
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Data Analyst
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Apr 2016 - Jun 2016
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Budd Lake, New Jersey, United States
• Thorough research and analysis of company’s truck chassis numbers, locations and present/past renters according to trucker’s submitted tickets• Correction and updates of submitted tickets according to the company’s rules, systems and flow of transactions• Requires focus and superior observation skills to notice very subtle ‘miss-keyed’ characters and numbers, as well as observations of possible patterns that cannot be logically solved with SQL automation protocols• Constant awareness of communication between co-workers and supervisors via e-mail, updating information across all employees relating to important and frequently updating information
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Libery Tax Service
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Mount Pocono, PA
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Tax Accountant
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Jan 2016 - Apr 2016
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Mount Pocono, PA
• Certified in tax preparation for the Internal Revenue Service and trained by Liberty Tax Services• Acquired a EFIN (Electronic Filing Identification Number) as well as a NYTPRIN (New York Tax Preparation) assigned by the IRS• Customer service for a variety of clients for both those receiving a refund and those required to pay the IRS• Diligence of procedures and documentations required to perform my duties, as well as taking steps necessary to guarantee my customer’s highest possible refund
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ExxonMobil
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Columbia, NJ
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Gas Attendant
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May 2014 - Jan 2016
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Columbia, NJ
-Provided outstanding customer service, in a welcoming environment-Maintenance of gas pumping stations, cleaned and in working condition-Training of new members and orientation to safety regulations-Required to work over my scheduled hours when necessary-Versatility in scheduled hours; mornings, afternoons, evenings and midnights
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Education
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2020 - 2021University of Scranton
Masters, Accounting -
2014 - 2018East Stroudsburg University of Pennsylvania
Master’s Degree, Computer Science -
2009 - 2014East Stroudsburg University of Pennsylvania
Bachelor’s Degree, Applied Mathematics
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Industry Focus. “Accounting and Auditing”
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