Elie Nadler
Los Angeles,CA
Summary
Champion of operational excellence with 20+ years in the tax credit industry. Eager to bring expertise in operations management, team development, data analysis, strategic planning, navigating complex regulations, process optimization, and quality control to a dynamic new opportunity.
Overview
25
25
years of professional experience
Work History
Director of Tax Credit Analysis and Operations
Tax Credit Co - Experian
1999.09 - 2024.06
- Spearheaded establishment and growth of Tax Credit Co's Analysis division, contributing to company's expansion and evolution from start-up to premier provider for Fortune 500 companies, culminating in acquisition by Experian in 2021.
- Shaped and innovated analysis and reporting strategies to both maximize credit benefit and achieve exceptional quality, establishing reputation for reliability and client satisfaction that stood out in competitive market, driving acquisition of high-profile clients.
- Orchestrated remarkable 1800% expansion in production capacity over 20 years, from 30 annual client deliverables to over 550 client deliverables in FYE24.
- Built and directed high-performing analyst team, fostering collaborative and dynamic environment with high staff retention through reliable mentorship, goal setting, targeted feedback, and ongoing support.
- Facilitated 140% acceleration in peak production quarter revenue from steadily distributed product line (FEZ), effectively mitigating revenue delays from parallel product line (WOTC).
- Streamlined operational processes to support Customer Success Management team by developing reporting and process solutions to scale production, maximizing client retention despite 60% increase in WOTC core-client volume.
- Delivered insightful analyses of current and historical data, accurately forecasting profitability and driving strategic marketing initiatives to prioritize high-yield projects for maximum ROI.
- Collaborated with sales team to increase revenues by identifying untapped project opportunities for current and prospective clients, and innovating analytical methodologies to estimate potential value.
- Implemented efficiency enhancements, including developing and quality-testing report and deliverable automation that increased efficiency over 35%.
- Optimized business processes by identifying and eliminating bottlenecks, resulting in 30% reduction in operational delays.
- Developed proactive capacity planning to forecast annual workload increases, and ensured production scalability by executing management strategies to guarantee sufficient staffing and training.
Education
Bachelor of Arts - Communications
Stanford University
Palo Alto, CASkills
- Tax Credits and Incentives
- Cross-Functional Team Leadership
- Strategic Planning
- Data Analysis and Analytics
- Creative Problem Solving
- Quality Control and Assurance
- Operations Management
- Process Improvement
- Team Development
- Verbal and Written Communication
- People Management
- Capacity Planning
- Coaching and Mentoring
- Resource Allocation
- Customer Needs Assessment
- Documentation
- Regulatory Compliance
- Microsoft Office
- Visio
- SQL
- Salesforce
Timeline
Director of Tax Credit Analysis and Operations
Tax Credit Co - Experian
1999.09 - 2024.06
Bachelor of Arts - Communications
Stanford University
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