Summary
Overview
Work History
Education
Skills
References
Timeline
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Brad Kane

Dubuque,IA

Summary

Adept Tax & ACH Specialist with vast experience in analyzing data and data management with a proven track record across multiple businesses, I excel in analyzing data and streamlining cross-departmental processes. My expertise in developing Excel tools and ensuring compliance with tax laws, combined with my ability to lead and work with different teams and prioritize tasks, has significantly enhanced operational efficiency and accuracy.

Overview

5
5
years of professional experience

Work History

Tax & ACH Specialist

Honkamp Payroll, LLC
Dubuque, Iowa
01.2025 - Current
  • Identified opportunities for improvement within existing operations.
  • Reconciled bank statements against general ledger entries.
  • Conducted periodic audits of existing processes and procedures for accuracy and efficiency.
  • Performed ACH origination functions, including batch creation, balancing, and submission to the company's financial institution.
  • Assisted with the development of new policies and procedures for multiple departments.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Lead in the preparation and filing of quarterly and year-end tax returns, including federal income tax returns, state income tax returns, unemployment insurance returns, other required filings, and timely tax payments to different agencies.
  • Ensured compliance with applicable state and federal laws regarding payroll taxes, unemployment insurance tax payments.
  • Create an Excel toolkit for senior management to track business development and implementation markers.

Senior Consultant

Honkamp Krueger
Dubuque, Iowa
10.2023 - 12.2024
  • Performed due diligence activities for clients' mergers and acquisitions transactions.
  • Performed a detailed analysis of financial data related to client income statements, balance sheets, revenue streams, and tax packages.
  • Conducted industry research to identify trends in mergers and acquisitions activity.
  • Reviewed comparable sales data from public records and industry sources to support valuation conclusions.
  • Participated in client meetings to discuss valuation results, and provide advice on market conditions and trends.
  • Prepared detailed reports with analysis and conclusions regarding value estimates of clients' businesses.
  • Analyzed and evaluated financial statements for determining fair market value of assets.

Insurance Analyst

Cottingham & Butler
Dubuque, Iowa
12.2019 - 10.2023
  • Conducted research on the latest trends in the industry to identify new opportunities for product development.
  • Generated reports summarizing key performance indicators such as premiums collected, loss ratios, expenses incurred.
  • Implemented and onboarded client medical and insurance data onto the Deerwalk Healthcare Analytics (Cedar Gate Technologies) platform.
  • Work with national TPAs to gather and onboard client medical claims data to our healthcare analytics software.
  • In-house expert for our healthcare analytic software.
  • Review and audit client healthcare data to ensure accuracy across different data warehouses.
  • Work with the analyst team to manage and house data in SQL and Microsoft Azure databases and datasets.
  • Normalize data coming from different data tables and databases.
  • Create Excel tools and automations to assist client consultants and executives in analyzing clients' insurance claims and trends.
  • Assist client consultants and executives in planning modelers, funding projections, and strategic options for benefits improvement and cost management.

Education

MBA - Business Analytics

Loras College
Dubuque, IA
05-2017

Bachelor of Science - Business Management

St. Ambrose University
Davenport
05-2014

Skills

  • Analyzing data
  • Data visualization
  • Developing cross-departmental processes
  • Detail and deadline oriented
  • Task prioritization
  • Deadline-oriented
  • Problem solver
  • Team player

References

References available upon request.

Timeline

Tax & ACH Specialist

Honkamp Payroll, LLC
01.2025 - Current

Senior Consultant

Honkamp Krueger
10.2023 - 12.2024

Insurance Analyst

Cottingham & Butler
12.2019 - 10.2023

MBA - Business Analytics

Loras College

Bachelor of Science - Business Management

St. Ambrose University

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Brad Kane