Vendor Support

• Jun 2021 - Present

Plan Manager

• May 2020 - Aug 2022

• Manages over 250 403(b) and 457(b) retirement plans to ensure they remain in compliance with IRS and DOL regulations• Provides excellent customer service to payroll contacts in regard to their retirement plan• Trains new team members in 403(b) and 457(b) retirement plan compliance and company policies and procedures • Conduct research in order to allow approval of distribution requests and solve accounting issues• Coordinate with plan sponsors and participants to answer questions and ensure smooth day to day operations Show less

Tax Specialist III

• Apr 2015 - Nov 2019

Contracted with PricewaterhouseCoopers LLP •Completed special ad-hoc projects for various teams. •Utilized financial statements provided by client to create workpapers for Federal and State tax preparation. •Leveraged Microsoft Excel to create spreadsheets that required sorting, organizing and manipulation of data according to project specifications. •E-filed tax returns, including clearing diagnostic, submission of returns, clearing rejections. •Prepared 1,000+ Federal and State Partnership & Corporate tax returns •Supervised and reviewed work performed by other staff and interacted with manager on client and team matters. •Successfully trained and mentored 3 classes of new hires over 3 tax season •Collaboratively worked with a team in standardizing procedures. •Worked directly with clients to assure deliverables are delivered within budget. • Managed multiple work streams for various clients • Understanding of accounting concepts and general ledger components • Developed technical working knowledge of data analysis tools including MySQL, Monarch, Excel and Ultra Edit • Verified control totals against the general ledger and validated data formats. • Mapped key data points into MySQL • Performed journal entry and data analysis Show less

Financial Representative

• Jun 2012 - Nov 2014

• Generated $2 Million+ in volume in consumer loans and $300,000+ in insurance premiums • Created databases to help organize branch and improved work environment by streamlining day to day task • Analyzed reports and made recommendations on increasing branch profitability • Built relationships with customers and merchants • Addressed key concerns raised by customers in a professional manner • Maintained a productive environment by utilizing team members’ strengths to better the team • Enabled employees to exceed district standards • Assisted in the training process of both new and seasoned employees • Earned Employee of the Month for overall performance out of 8 districts • Evaluated risk and made educated underwriting decisions • Assisted in branch self-audits to ensure state guidelines were met Show less

Inventory Specialist

• Oct 2009 - Dec 2011

• Maintained records of inventory received from delivery to warehouse • Maintained store appearance and product layouts • Performed the duties of Asset Protection / Loss Prevention • Maintained records of inventory received from delivery to warehouse • Maintained store appearance and product layouts • Performed the duties of Asset Protection / Loss Prevention