Summary
Overview
Work History
Education
Skills
Timeline
Generic

Colby Widner

Hartselle

Summary

Dynamic R&D Consultant at Corporate Tax Advisors, skilled in financial analysis and risk assessment. Successfully identified R&D tax credits through meticulous data analysis, enhancing client benefits. Proven team collaborator with strong project management abilities, expert at building customized Excel databases to streamline processes and support IRS audits.

Overview

6
6
years of professional experience

Work History

R&D Consultant

Corporate Tax Advisors (CTA)
10.2025 - Current
  • Analyzed large Excel datasets to identify and calculate R&D tax credits, ensuring client eligibility for maximum benefits.
  • Reviewed client contracts to assess financial risks and determine credit eligibility, contributing to informed decision-making.
  • Built and maintained customized Excel-based databases to track project costs, employee time allocations, and credit calculations.
  • Collaborated with project managers and technical teams to gather necessary documentation, facilitating accurate credit submissions.
  • Assisted in preparing technical narratives and financial documentation for IRS audit support.

Finance Intern

ManTech
05.2023 - 12.2024
  • Analyzed the SBX-1 Mission Integration program with Managers
  • Accommodated the Senior Financial Analyst and Program Manager with various Budget Forecasting for the SBX Mission
  • Obtained a valid and active Secret Security Clearance from the government.

Dental Sterilization Technician

Widner Family Dentistry
05.2022 - 08.2022
  • Collaborated with the hygienists and assistants in maintaining cleanliness by sterilizing treatment rooms and equipment following patient care
  • Organized all equipment after being sterilized in the sterilization room

Construction Laborer

Wallace Construction
05.2020 - 07.2020
  • Demonstrated exemplary adherence to safety protocols while lifting a variety of objects
  • Engaged in strenuous physical labor for extended durations, involving the lifting of lumber, operating equipment, and fulfilling various tasks

Education

Bachelor of Science - Finance

The University of Alabama
Tuscaloosa, AL
05-2025

Bachelor of Science - Accounting

The University of Alabama
Tuscaloosa, AL
05-2025

Skills

  • Risk assessment
  • Microsoft Excel
  • Forecasting
  • Experience in leadership
  • Team collaboration
  • Project management
  • Self-motivation
  • Financial analysis
  • Reliability
  • Time management

Timeline

R&D Consultant

Corporate Tax Advisors (CTA)
10.2025 - Current

Finance Intern

ManTech
05.2023 - 12.2024

Dental Sterilization Technician

Widner Family Dentistry
05.2022 - 08.2022

Construction Laborer

Wallace Construction
05.2020 - 07.2020

Bachelor of Science - Finance

The University of Alabama

Bachelor of Science - Accounting

The University of Alabama
Colby Widner