Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Eric Chumpitaz

Staten Island,New York

Summary

Dynamic professional with a proven track record at GlobeTax Services Inc, adept in strategic relationship development and process documentation. Excelled in analyzing international tax treaties and fostering key financial partnerships. Skilled in effective communication and critical thinking, can bring a blend of hard and soft skills to drive strategic growth and team collaboration.

Overview

5
5
years of professional experience

Work History

Reclaim Associate II

GlobeTax Services Inc
04.2022 - Current

Deepened understanding of international tax treaties for dividend distributions.

Established connections with financial institutions including Morgan Stanley and Brown Brothers Harriman.

Coordinated with various institutions to acquire necessary documentation.

Analyzed incoming data from various sources to assess qualifications for tax refunds.

Comprehensive understanding of various market securities necessary for claim processes.

Strengthen connections with financial entities such as Morgan Stanley and Brown Brothers Harriman.

Facilitated successful collaboration among team members.

Support department operations in high volume seasons.

Analyzed functions and methodologies of global Tax Authorities.

Warehouse Associate

Amazon Warehouse
09.2021 - 12.2021

Receiving and putting away inventory: You might receive inventory, scan barcodes, and put away new items.
Preparing and packing orders: You might receive picking orders, locate products, and pack them for shipment.
Loading boxes for shipment: You might use forklifts or pallet drivers to move packed materials to shipment pallets.
Ensuring quality: You might verify that picked products match the order sheet and ensure products meet quality requirements.
Following directions: You might follow prompts on screens and work at heights up to 40 feet.
Collaborating with team members: You might work with others to meet daily targets.
Adhering to safety standards: You might adhere to safety standards in all warehouse operations.

Student Leader

CUNY College of Staten Island
01.2021 - 08.2021

Provided individualized assistance to students in business courses.

Assisted in classroom lessons.

Addressed and corrected problems with diverse Mac applications.

Organized and tracked questions for timely resolution by professor.

Accountant and Finance Intern

HaysCPA
01.2020 - 03.2020

Streamlined the process by setting up a user-friendly financial file organization.

Managed tracking of all tax-related payments.

Contributed to achieving a balanced departmental budget.

Evaluated and provided answers for business proposals.

Managed email correspondence for current and future clientele.

Recorded financial transactions in client ledgers using QuickBooks.

Conducted thorough bank reconciliations.

Education

Bachelor In Finance - Finance

CUNY College of Staten Island
Staten Island, NY
12.2021

Skills

  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail
  • Multitasking Abilities
  • Computer skills

Languages

Spanish
Native or Bilingual

Timeline

Reclaim Associate II

GlobeTax Services Inc
04.2022 - Current

Warehouse Associate

Amazon Warehouse
09.2021 - 12.2021

Student Leader

CUNY College of Staten Island
01.2021 - 08.2021

Accountant and Finance Intern

HaysCPA
01.2020 - 03.2020

Bachelor In Finance - Finance

CUNY College of Staten Island
Eric Chumpitaz