Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Your Name

Armonk,USA

Summary

Technology Analyst with well-rounded background implementing new technological solutions and improvements. Dedicated to achieving ideal results by identifying project goals troubleshooting problems, and recommending hardware and software solutions. Proficient in cutting-edge technologies with passion for continuous learning.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Tax Technology Analyst

SWISS
09.2021 - 08.2024
  • Lead tax digitalization projects, implementing advanced technologies and automated solutions to streamline tax processes and reduce manual workloads for Stakeholders and regional teams with management of change requests
  • Promotion to the role of Tax Technology Analyst supporting Finance IT and Tax Technology & Projects Team by providing strategic support globally with the focus to drive of tax digitalization initiatives
  • Developed a Global SharePoint tool to streamline VAT/GST/CIT compliance and payments, integrating Power Automate workflows and Power BI Dashboards, resulting in annual cost savings for the company
  • Successfully managed a1.2 TB SharePoint migration with the L2 Collaboration Team, conducting best practices to ensure the accuracy and integrity of transferred data, resolving any issues that arose promptly
  • Analyzed project requirements to determine scope, impacted teams, and key milestones
  • Partnered with regional managers to develop and maintain project plans, work breakdown structures, schedules that are critical to successful project completion
  • Acted as a liaison between end users, analysts, consultants and developers to thoroughly understand the analytical work required for projects, identifying key business needs and objectives
  • Conducted user training for regional teams, delivering detailed overviews on the Tax Calendar project and Expense process, ensuring proficiency and effective system navigation
  • Managed SharePoint site configuration, performance, list creations and user group access, optimizing functionality and user experience
  • Administered Active Directory licenses, including allocation, renewal and deactivation of user licenses, ensuring proper access and compliance
  • Utilized JIRA/Azure DevOps boards to create and refine formal project documentation, with intent to create clear communication across teams

Group Tax Business Associate

SWISS
05.2019 - 09.2021
  • Served as a Business Associate, collaborating with the Strategy and Business Development and Finance Team
  • Spearheaded high-level cost management initiatives, monitoring and planning annual costs for financial reporting
  • Redesigned and streamlined the expense management process by creating and managing SharePoint lists, improving accuracy and reducing processing time
  • Provided accurate accrual forecasts based on thorough analysis of financial data, and anticipated expenses aiding in effective budget planning
  • Budget monitoring of three German litigation projects, collaborating with the Legal team to ensure reporting of timeline issues to the Head of Business Unit Tax
  • Implemented training sessions to evaluate participants' understanding of the expense process, identifying areas for improvement and ensuring retention of key concepts while documenting all materials in Confluence

Executive Assistant

SWISS
08.2016 - 05.2019
  • Delivered high-level administrative support to the Group Tax Head of Americas, managing daily operations and ensuring seamless execution of tasks across multiple global locations
  • Organized intricate travel arrangements for executive and team members, including flights, accommodations, and ground transportation, ensuring all logistics were efficiently managed
  • Managed and organized the executive’s calendar, scheduling meetings, appointments, and events with attention to priorities and time management
  • Facilitated multi-national team collaboration and stakeholder engagement to optimize expense processing across multiple time zones
  • Prepared and processed PO’s and invoicing, ensuring accurate submission, timely approval, and meticulous financial record-keeping
  • Prepared and processed expense reports, verifying receipts, reconciling charges, and ensuring compliance with company policies and budget guidelines

Executive Assistant

BUCKLAND
06.2010 - 08.2016
  • Provide executive support to the President as well as the CFO with managing five business entities
  • Coordinated complex travel arrangements and crafted detailed itineraries for firm Partners, ensuring seamless travel logistics and optimizing their schedules through effective calendar management
  • Recorded and documented trade transactions including share purchases, sales, and redemptions, maintaining real-time updates in online systems to support transparent and efficient portfolio management
  • Managed financial operations, including Accounts Payable/Receivable, expense control, bank reconciliations, and investment portfolio oversight, ensuring full compliance and accuracy in financial reporting and regulatory filings
  • Provided comprehensive support to a team of Portfolio Managers, servicing clients across the US with various investment products, reconciling multiple accounts, and collaborating with external auditors for corporate audits
  • Led key administrative and operational improvements, including overseeing recruitment, creating and managing the company website, administering email accounts, and identifying cost-saving measures, such as reducing ISP expenses by15%

Education

Multimedia Technology

New York University
New York, NY

Business Administration

Mercy College
Dobbs Ferry, NY

Skills

  • Data analysis
  • System integration
  • Technical support
  • Project management

Certification

Real Estate FL License

Mobile Notary FL

Timeline

Tax Technology Analyst

SWISS
09.2021 - 08.2024

Group Tax Business Associate

SWISS
05.2019 - 09.2021

Executive Assistant

SWISS
08.2016 - 05.2019

Executive Assistant

BUCKLAND
06.2010 - 08.2016

Business Administration

Mercy College

Multimedia Technology

New York University

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