Summary
Overview
Work History
Education
Skills
Timeline
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Peter Sierchio

Dade City,Florida

Summary

Dynamic Research and Development Tax Credit Specialist at PricewaterhouseCoopers, adept at enhancing credit assessment processes through data analytics and effective communication. Spearheaded AI initiatives, improving efficiency and training junior staff on best practices, while ensuring compliance and accuracy in documentation and credit evaluations.

Overview

5
5
years of professional experience

Work History

Research and Development Tax Credit Specialist

PricewaterhouseCoopers
07.2021 - Current


  • Reviewed financial statements and credit reports for accuracy and completeness before delivery.
  • Collaborated with clients to calculate the credit, address inquiries and resolve discrepancies in material estimates.
  • Maintained accurate documentation of all credit-related activities, ensuring compliance with company policies and industry regulations.
  • Developed streamlined processes for credit assessments, improving efficiency by reducing turnaround time through spearheading the companies AI initiatives and teaching juniors how to do so ethically and responsibly.
  • Trained junior staff on credit evaluation procedures and best practices.
  • Implemented data analysis tools to enhance reporting accuracy for credit risk assessments.

Education

Bachelor of Science - Accounting

University of South Florida
Tampa, FL
05-2021

Skills

  • Telephone and email etiquette
  • Effective communication
  • Documentation review
  • Credit analysis
  • Credit policy development
  • Data analytics
  • Best practices
  • Credit data assessments
  • Customer records analysis
  • Documentation preparation
  • Teamwork
  • Critical thinking

Timeline

Research and Development Tax Credit Specialist

PricewaterhouseCoopers
07.2021 - Current

Bachelor of Science - Accounting

University of South Florida