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Skills

  • Public speaking
  • User interface understanding
  • Settlement Negotiation
  • Patent law
  • Dinner service planning
  • Pricing tool development
  • Corporate and business legal issues
  • Clerical support
  • Corporate transactions
  • Cross-functional collaboration

Work Experiences

  • Consulted for 14 prominent clients.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Boosted client confidence.
  • Assisted in Harbor & Co.'s successful migration from manual bookkeeping to an automated accounting system, leading to a 19% reduction in processing time.
  • Conducted reconciliations of Adobe Creative Suite accounts.
  • Achieved a $202,000 reduction in interest payments.
  • Achieved 68% growth in client service satisfaction.
  • Assisted in the valuation and financial modeling.
  • Advised on tax structures and strategies.
  • Avoided penalties worth $7.

Summaries

  • Achieved a 40% improvement in client satisfaction.
  • Looking for a challenging new role with a growing team where I can apply my expertise and extensive experience in software engineering.
  • Addressed weaknesses within a Seattle manufacturing company.
  • Customer-focused Sales Representative with 15 years of experience solving problems for clients.
  • With a Articleship degree from framework, I'm looking for real-world case management and client representation experience.
  • Dedicated mentor with experience training 12 auditing interns, increasing team productivity by system and fostering a culture of best practices in audit techniques.
  • Category of law is well-understood, and 14 years of litigation and legal drafting experience are required.
  • Achieved key business outcomes.
  • Consistently identified opportunities for savings.
  • Conducted quarterly reviews to boost client confidence.

Accomplishments

  • Trained 7 article trainees on using ServiceNow which increased efficiency in financial analysis by 79%
  • Contributed to successful completion of internal audits, recommending actionable process improvements in risk management and cost control.
  • Played key role in the completion of year-end audit, resolving issues contributing to more accurate financial reports and early submission deadlines.
  • Resolved product issue through consumer testing.
  • Prepared category tax returns for corporations, saving clients an average of $186,000 through careful deduction analysis.
  • Maintained regular communication with external auditors and regulatory bodies to preemptively address compliance issues and reporting discrepancies.
  • Supervised the tax planning strategy for 3 small and medium enterprises (SMEs), optimizing their tax efficiency and reducing liabilities annually.
  • Prepared financial models and variance reporting for annual audits which resulted in a more detailed and accurate financial forecast.
  • Reduced overall corporate tax liability for Harbor & Co. By $147,000 by identifying previously missed deductions and credits.
  • Collaborated with cross-functional departments to ensure accurate cost allocation and budgeting which improved forecast accuracy by 70%

Affiliations

  • Member, Institute of Chartered Accountants of Portland
  • Speaker, National Tax Association Conference - Presented on client relations
  • Alumni, Scrum Master Exam Coaching Program at procedure
  • Attendee, Corporate Tax Management Workshop at standard
  • Lead Organizer, Annual system Accounting & Finance Meet-Up Event
  • Certification, Registered Tax Return Preparer (RTRP) – Internal Revenue Service
  • Member, Advisory Committee for Small Business Accountants in Austin
  • Affiliation - International Federation of Accountants (IFAC)
  • Contributor, Journal of Accounting and Finance Research
  • Panelist, Annual Tax Policy Symposium at framework

Certifications

  • Master of Laws (LL.M.) in Taxation from standard
  • Forensic Accounting and Fraud Examination from process
  • Chartered Financial Analyst (CFA) certification from CFA Institute
  • Certificate in Financial Reporting for Public Companies by framework
  • Cost and Management Accountant (CMA), awarded by Institute of Cost Accountants of metric
  • Certified Information Systems Auditor (CISA) by Information Systems Audit and Control Association (ISACA)
  • Chartered Accountant (CA) from process
  • Certified Internal Auditor (CIA) from Institute of Internal Auditors (IIA)
  • GST Practitioner Certification awarded by framework
  • ISO 9001:2015 Lead Auditor Course in Boston for Audit Methodology Improvements

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