ANETTE A. GUZMAN
Heartland
Summary
Accounting and financial reporting professional with experience in Controllers and Tax. Expertise includes financial statement preparation, GAAP compliance, and complex reporting requirements, supporting collaboration across functions to meet regulatory obligations.
Overview
7
7
years of professional experience
Work History
Associate, Controllers Division
Goldman Sachs
Dallas
04.2024 - Current
- Prepare quarterly and annual audited and unaudited financial statements for legal entities.
- Support month-end and quarter-end close activities, ensuring compliance with GAAP standards.
- Partner with accounting, finance, and reporting teams to support reporting obligations and process improvements.
- Perform control functions for intercompany accounting, capital planning, and currency exposure management.
- Contribute to regulatory filings and external reporting disclosures, enhancing transparency for regulators.
Senior Analyst, Tax Division
Goldman Sachs
Dallas
01.2024 - 04.2024
- Calculated year-end tax provisions using OneSource, Corptax, and general ledger data.
- Managed collection and analysis of 200+ Schedule K-1s to ensure accurate tax provision and compliance.
- Prepared estimated and extension tax payments while facilitating multi-state apportionment calculations for accurate reporting.
- Coordinated with external accounting firms and auditors on federal partnership and corporate filings.
- Oversaw resolution of tax notices for over 50 legal entities, ensuring timely compliance with regulatory requirements.
Analyst, Tax Division
Goldman Sachs
Dallas
01.2022 - 12.2023
- Calculated and reported federal, state, and international tax liabilities, ensuring compliance with regulatory requirements.
- Prepared quarterly ASC 740 tax provisions and supporting schedules.
- Supported annual tax return preparation and compliance for domestic and international subsidiaries.
- Supported tax reporting processes, reconciliations, and audit support activities, enhancing accuracy and reliability.
- Collaborated with cross-functional teams to streamline reporting processes, resulting in improved accuracy and efficiency.
Summer Analyst, Tax Division
Goldman Sachs
Dallas
05.2021 - 08.2021
- Analyzed financial information to ensure precise tax reporting and adherence to compliance standards.
- Prepared federal, state, and international tax returns to ensure compliance and accuracy.
- Analyzed financial data to support investment strategies and client recommendations.
- Collaborated with teams to prepare presentations for client meetings and pitches.
- Conducted market research to identify industry trends and competitive insights.
Client Reporting Intern
Telarray, LLC
Memphis
12.2019 - 08.2020
- Reconciled 300+ client accounts daily, ensuring transaction-level reporting accuracy.
- Monitored account transfers and validated transaction data to support accurate client reporting.
- Compiled and analyzed data for various reporting projects.
- Assisted in developing reports for internal stakeholders and clients.
- Collaborated with team members to ensure report accuracy and clarity.
Tax Intern
FedEx Services
Memphis
01.2020 - 07.2020
- Assisted federal, state, and international tax compliance activities, ensuring adherence to regulations.
- Supported sales and use tax, property tax, and fuel tax reporting functions, contributing to accurate tax reporting.
- Participated in tax process automation and technology initiatives, enhancing efficiency in tax operations.
Education
Bachelor of Business Administration - Accounting
University of Memphis
Memphis, IN12-2021
Skills
- Financial Reporting
- Regulatory Reporting
- Tax compliance
- Tax Provision
- ASC 740
- GAAP compliance
- Internal Controls
- Financial Analysis
- Intercompany accounting
- Tax calculation
- OneSource
- Corptax
- Microsoft Excel
- Audit support
- Time management
- Financial analysis
Websites
Leadership And Professional Strengths
- Analytical Thinking
- Problem Solving
- Project Coordination
- Cross-Functional Collaboration
- Attention to Detail
- Written & Verbal Communication
- Time Management
- Stakeholder Management
Timeline
Associate, Controllers Division
Goldman Sachs
04.2024 - Current
Senior Analyst, Tax Division
Goldman Sachs
01.2024 - 04.2024
Analyst, Tax Division
Goldman Sachs
01.2022 - 12.2023
Summer Analyst, Tax Division
Goldman Sachs
05.2021 - 08.2021
Tax Intern
FedEx Services
01.2020 - 07.2020
Client Reporting Intern
Telarray, LLC
12.2019 - 08.2020
Bachelor of Business Administration - Accounting
University of Memphis