SalesForce
Ashley Fox
Olathe,KS
Summary
Bachelor of Science in Finance graduate offering strong analytical and abstract reasoning skills with an excellent history of managing complex data. A graduate who is well-versed in business operations, strategic planning and market analysis. One who has a track record of positive academic performance and superior numerical and analytical skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate
Modern Wealth Management
07.2023 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research
- Communicated with clients regarding tax situations, providing guidance on financial decisions
- Developed spreadsheet models to accurately track tax information through our Thomson Reuters Planner system
Payroll and Billing Specialist II
Independence Incorporated
05.2022 - 07.2023
- Identified, researched, and resolved billing variances to maintain system accuracy and currency
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft
- Responded to customer concerns and questions on daily basis
Credit/Finance Intern
CoBank
05.2021 - 08.2021
- Prepared comprehensive forecasting reports for senior leadership as necessary
- Analyzed and interpreted financial data to inform business decisions
- Aided constructive forecasting by assisting with financial model development
Education
Bachelor of Science - Finance
University of Kansas
Lawrence, KS05.2023
Skills
- Month-end reporting
- Records administration
- Financial Analysis
- Attention to Detail
- Effective Multitasking
- Team Collaboration
- Data Evaluation
Skillscertifications
- Wall Street Prep Certification in Financial and Valuation Modeling
- Salesforce
- SharePoint
- Thomson Reuters Products: Practice, Ultra Tax, Cabinet, Planner
- Charles Schwab: Move Money, Transactions, Statement History
- Sure Prep
- Liscio
- Microsoft Products: Word, Excel, PowerPoint
Certification
Wall Street Prep Certification in Financial and Valuation Modeling
Software
Microsoft Excel
Microsoft Word
Microsoft SharePoint
Microsoft Teams
Microsoft Outlook
Charles Schwab: Advisor Service
Timeline
Tax Associate
Modern Wealth Management
07.2023 - Current
Payroll and Billing Specialist II
Independence Incorporated
05.2022 - 07.2023
Credit/Finance Intern
CoBank
05.2021 - 08.2021
Bachelor of Science - Finance
University of Kansas
Wall Street Prep Certification in Financial and Valuation Modeling
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