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Amazing Service!
Rachel B.
Rachel B.Applying for grad programs.

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Sheila J.Helped me get my first job!

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Jen P.I'll be back!

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Adam G.I landed it!

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Jonathan J.Got the job!

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Stacy E.Affordable price.

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WhitneyFriendly support.

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Preparer resume examples

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Skills

  • Schematics and blueprints
  • Forklift operation
  • Production deadline management
  • Complex financial data analysis
  • Team management
  • Financial statement analysis
  • Worksite safety
  • Compliance with tax regulations
  • Advanced Excel formulas and pivot tables
  • Capital allocation strategy

Work Experiences

  • Collaborated with the IT department.
  • Consolidated financial data across 2 departments into a single report, simplifying monthly reporting and cutting manual work by 4 hours.
  • Preventive maintenance was performed to maintain optimal productivity and extend the life of equipment by 17 years.
  • Achieved an average savings of 30% per client.
  • Advised senior leadership on future allocations.
  • Conducted audits from 2016 to 2015.
  • Kept track of employee actions to ensure that they followed safety procedures.
  • Ensured that products were delivered on time and in good condition.
  • Performed general equipment maintenance and repair to reduce downtime.
  • Conducted timely follow-ups with clients.

Summaries

  • Certified Preparer with deep knowledge of tax strategies.
  • Clear understanding of risk assessment and client relations as well as risk assessment training.
  • Detail-oriented Production Worker with a track record of successfully managing physically demanding tasks and changing work environments.
  • Client-focused Preparer with experience in analyzing client financial patterns and implementing strategies to maximize tax savings by an average of 29% for each client.
  • Adept at client management.
  • Costs were consistently reduced while profits were increased.
  • Consistently met deadlines for complex tax returns.
  • Collaborated on cross-functional teams.
  • Consistently reduced reporting errors by 59%.
  • Certified Preparer with a deep knowledge of tax strategies and process improvements, managing tax filings for clients and consistently achieving up to 78% client savings in deductions year-over-year.

Accomplishments

  • Automated the tracking of business expenses using Power BI, reducing manual paperwork by 35% and error rates by 8.
  • Coordinated with tax auditors to ensure compliance on multi-state tax laws, leading to a successful audit with no penalties incurred.
  • Negotiated vendor contracts resulting in cost savings of $5 annually for Brightline.
  • Developed error tracking system leading to a 64% reduction in invoice discrepancies across 13 clients.
  • Resolved erroneous payment allocation for Tableau orders, reclaiming $16 in lost revenue over the course of 9 months.
  • Revamped accounts payable procedures, cutting invoice processing time by 33% and reducing overdue payments by 16.
  • Led a cost analysis project that identified over-budget areas, resulting in a 14 cost reduction for Ironclad Systems.
  • Monitored and improved compliance with company expenditure policies, reducing unauthorized spending by 39%.
  • Optimized project reporting tools for the finance department, improving data accuracy and reducing reporting delays by 35%.
  • Implemented streamlined data-entry solution during tax season, improving efficiency by reducing manual entry times by 50%.

Affiliations

  • Financial Accountants' Association
  • Association for Computing Machinery
  • National Payroll Reporting Consortium (NPRC)
  • Freemason
  • National Academy of Public Accounting Professionals (NAPAP)
  • Project Management Institute
  • American Medical Informatics Association
  • PayrollOrg (Official Organization for Payroll Professionals)
  • National Society of Tax Professionals (NSTP)
  • National Association of Tax Professionals (NATP)

Certifications

  • IRS Volunteer Income Tax Assistance (VITA) Certification
  • SAS Certified Specialist: Base Programming Using SAS 9.4
  • ACI Certified Construction Auditor (CCA)
  • Certified Government Financial Manager (CGFM)
  • CompTIA Security+
  • Chartered Financial Analyst (CFA)
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • IRS Annual Filing Season Program (AFSP)
  • Digital Accounting and Finance Certification

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