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Skills

  • Work order review
  • Worksite safety
  • First Aid/CPR
  • OSHA guidelines
  • Relationship development
  • Business policy development
  • Complex financial data analysis
  • Continuous process improvement
  • Efficient communication with stakeholders
  • Compliance with tax regulations

Work Experiences

  • Awarded Excellence Award.
  • Conducted timely follow-ups with clients.
  • Drills, guides, and holding devices were all aligned properly.
  • Consulted 7 clients on leveraging tax credits and deductions, increasing their average return by $12 and improving satisfaction ratings.
  • Re-evaluated production schedules and improved processes.
  • Advised 17 corporate clients on year-end tax strategies.
  • Performed general equipment maintenance and repair to reduce downtime.
  • Awarded Excellence Award for achieving a 35% increase in customer satisfaction by streamlining client documentation and expediting services.
  • Achieved results within one year.
  • Advised 2 corporate clients through year-end tax strategies, leading to cost-saving measures that reduced tax liabilities by $14 on average per client.

Summaries

  • 14 years of experience as a skilled production worker in warehouse and manufacturing environments.
  • Adept Preparer with a demonstrated history of facilitating cross-functional policy discussions with executives, resulting in metric that improved workflow for 2 users.
  • Adept at implementing strict policy adherence.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • To avoid delays, effective at keeping areas clean and neat.
  • Achieved accurate disbursements for 7 employees.
  • Achieved 36% faster payments.
  • Experienced Production Worker with expertise in line monitoring and material preparation for process production.
  • Background in materials handling, documentation, and ServiceNow operation for 18 years.
  • Collaborated on cross-functional teams.

Accomplishments

  • Collaborated with compliance department to revise framework procedures, lowering the risk of penalties and improving audit outcomes.
  • Led cross-functional team discussions that resulted in optimizing vendor payment processes, saving Brightline 16 hours in processing time monthly.
  • Ensured timely delivery of monthly close processes by reducing general ledger reconciliation time by 12 days.
  • Resolved Meridian accounts discrepancies, recovering $18 in revenue within 18 months.
  • Implemented streamlined data-entry solution during tax season, improving efficiency by reducing manual entry times by 50%.
  • Automated the tracking of business expenses using Power BI, reducing manual paperwork by 35% and error rates by 8.
  • Managed a team of 11 preparers to ensure timely and accurate payroll submissions for 6 employees in 16 states.
  • Trained 17 new employees on Microsoft Excel, reducing onboarding time by 84% and increasing productivity in the first one year.
  • Monitored and improved compliance with company expenditure policies, reducing unauthorized spending by 39%.
  • Developed error tracking system leading to a 64% reduction in invoice discrepancies across 13 clients.

Affiliations

  • PayrollOrg (Official Organization for Payroll Professionals)
  • National Association of Tax Professionals (NATP)
  • Association for Supply Chain Management (APICS)
  • Association of Chartered Certified Accountants (ACCA)
  • Lions Club
  • Association for Computing Machinery
  • Toastmasters
  • Business Professionals of America (BPA)
  • Project Management Institute
  • Certified Financial Planner (CFP) Certification

Certifications

  • Certified Payroll Professional (CPP)
  • Professional Tax Preparer Certification
  • Digital Accounting and Finance Certification
  • Certified Government Financial Manager (CGFM)
  • Certified Public Accountant
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Microsoft Excel Expert Certification
  • Certified Business Analysis Professional (CBAP)
  • Data Analytics for Tax Professionals Certification
  • ACI Certified Construction Auditor (CCA)

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