Experience

Michigan Department of Treasury

• United States
• Government Administration
• 100 - 200 Employee

• Departmental Manager

  • Apr 2018 - Present

  • Oversee, manage and direct daily activities; provide guidance and ensure adherence with policies, procedures and quality assurance guidelines • Coordinate with the Tax Policy Attorneys, Attorney General’s office, Governor’s office, Taxpayer Advocate’s office and Legislative offices to address highly complex matters up to and including litigation • Oversee and approve drafted letters and recommendations for all areas to ensure consistency within the Bureau and Department • Coordinate and administer key aspects of improvement related to continuous improvement projects and Lean Process Improvement projects for the State Treasurer • Monitor work standards, conduct performance evaluations, including counseling, coaching and/or disciplinary actions • Assign, coordinate and monitor activities for all areas in the Unit that include job shadowing, cross-training or continuing education in order to plan and prepare for succession • Conduct special studies and projects as assigned to ensure consistency and effectiveness in the Collection process • Collaborate with upper management, make recommendations and implement solutions to ensure the unit is operating efficiently and effectively • Approve recommendations for offers to compromise, corporate officer liability, successor liability, lien withdrawals, specific lien releases, certificates of non-attachments, refunds, account adjustments and write offs • Represent the Collection Services Bureau at various Treasury outreach seminars, new business trainings and in person or virtual conferences and roundtables Show less



State of Michigan

• United States
• Government Administration
• 700 & Above Employee

• Business Analyst

  • Sep 2015 - Apr 2018

  • Lead and participate in projects for the Office of Collections, Technical Services and Treasury as a whole • Key member of the Offer in Compromise CIED project to improve the Offer in Compromise program backlog • Key member of the team that updated the Customer Information Statement and MARCS system enhancements • Oversee daily work assignments of the analysts and technicians and resolve work problems as needed • Respond to and resolve complex collection inquiries and disputes, including escalated matters from taxpayers, Attorneys, Authorized Representatives, Taxpayer Advocate, Governor's office, Treasurer's office and Legislative offices • Develop, plan, organize and implement forms and documents updates • Represent the Collection Services Bureau at informal conferences, tax tribunal and court hearings as needed • Compile data and submit reports for the Offer in Compromise program • Review and approve drafted letters, memos, proposals and recommendations for offer in compromise, installment agreements, adjustments to accounts and other collections actions • Advise Technical Service Assistant Administrator (formerly Manager) of recommendations to ensure the unit is operating efficiently and effectively • Review, research and analyze programs, including Offer in Compromise, to provide consistency • Ensure compliance with statutes governing all collection actions, including those related to Corporate Officer Liability, Successor Liability, Bankruptcy, Offers in Compromise and other legal collection inquiries Show less



State of Utah

• United States
• Government Administration
• 700 & Above Employee

• Field Collector

  • Jan 2011 - Sep 2015

  • Conducted site visits in order to encourage compliance and collect outstanding tax liabilities • Pursued legal action against non-compliant employers such as garnishing bank accounts and bonding • Educated, both in person and over the phone, individuals and employers about the Utah Employment Security Act and resources offered by DWS • Maintained the database for non-compliant contractors • Referred non-compliant contractors to the Department of Commerce for disciplinary action including license suspension, non-renewal or revocation of licenses due to the non-compliance Show less



Granite Construction

• United States
• Construction
• 700 & Above Employee

• Business Administrator

  • Jun 2005 - Nov 2010

  • Engineer Assistant • Contracts/Subcontracts Administrator, Accounts Receivable, Accounts Payable, Payroll, Meeting Coordinator • Understand and practice generally accepted accounting principles and maintain all guidelines for compliance with the Sarbanes-Oxley Act in Utah and Nevada • Facilitate and organize community involvement activities including team sports, volunteering and charitable activities • Engineer Assistant • Contracts/Subcontracts Administrator, Accounts Receivable, Accounts Payable, Payroll, Meeting Coordinator • Understand and practice generally accepted accounting principles and maintain all guidelines for compliance with the Sarbanes-Oxley Act in Utah and Nevada • Facilitate and organize community involvement activities including team sports, volunteering and charitable activities



Tholl Fence Company

• Bookkeeper

  • Mar 2004 - Jun 2005

  Assistant Controller (General Ledger, Payroll, A/P, AR and Billing and Cash Sales/Reconciliation) Assistant Controller (General Ledger, Payroll, A/P, AR and Billing and Cash Sales/Reconciliation)



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Bank Teller

  • Jul 2003 - Mar 2004

  General Banking Transactions, Cash Reconciliation, Customer Service Representative General Banking Transactions, Cash Reconciliation, Customer Service Representative



USA Aquatic Fitness / Next Level Physical Therapy

• Mesa, Arizona

• Office Administrator

  • Jun 2002 - Jun 2003

  Office Administrator, medical billing, claims processing Office Administrator, medical billing, claims processing