Experience

Funding Now

• United States
• Financial Services
• 1 - 100 Employee

• Sales Executive

  • Aug 2011 - Present

  I work with business owners to establish corporate credit and obtain funding. I work with business owners to establish corporate credit and obtain funding.



State of California Employment Development Department

• Accountant

  • Jul 2009 - Jul 2011

  Process unemployment insurance claims and extensions according to established policies and procedures. Identify and send out claims to be investigated for possible fraudulent activity including wage differential or non-claimant wages being reported on the Claim Forms. Posted journal entries, posted ledger activity, run and reconcile Trail Balances, and perform preliminary monthly account reconciliations and post needed adjustments to the financial records. Gather and analyze financial and accounting data for a variety of financial reports as needed. Show less



State of California Franchise Tax Board

• Tax Technician

  • Jan 2009 - Jul 2010

  Communicate with taxpayers via incoming phone calls to advise and explain the various provisions and regulations administered by the Department to resolve their tax issues. Resolve collection notice problems and provide exceptional customer service and follow up when needed. Work as an intermediary between the Tax Accountants and the taxpayers to initiate corrective transactions, correct errors, modify tax balances, and release account holds. Communicate with taxpayers via incoming phone calls to advise and explain the various provisions and regulations administered by the Department to resolve their tax issues. Resolve collection notice problems and provide exceptional customer service and follow up when needed. Work as an intermediary between the Tax Accountants and the taxpayers to initiate corrective transactions, correct errors, modify tax balances, and release account holds.