Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
FELOMINO SUMPO

FELOMINO SUMPO

Tax Expert
Rancho Cordova,CA

Summary

An enthusiastic MBA graduate, effective administrator, with excellent technical capacity and attention to details, who readily learns and quickly masters new software programs and systems. Seeking a designation as an Accountant/Tax professional, utilizing my problem-solving skills and proven technical acumen to leverage and support client retention at your organization. PROFESSIONAL SUMMARY Credentialed tax professional. An Enrolled Agent, who is talented and results-driven, with proven abilities maintaining large volumes of information, accounts reconciliation, compiling and analyzing data. Strong background in claims processing with track record of success in customer relations and project management. Knowledge of TRICARE, VA Claims, and other Federal Government Regulatory Contracts. Dedicated tax professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

8
8
years of professional experience
1
1
Certification
1
1
Language

Work History

Tax Expert

Intuit
Mountain View, CA
01.2023 - 04.2023
  • Prepare tax returns for individuals, small business owners, partnerships, and institutions
  • Ensure that all tax-related filings are compliant with federal, state, and local tax regulations
  • Provide advice to clients regarding taxation issues and provide workable solutions within legal bounds
  • Exhibit organization and attention to details, with high proficiency in using tax preparation software and applications
  • Establish goals and produce results through tracking performance, improving work processes, and prioritizing work and tasks.

Tax Associate

Intuit
Mountain View, CA
01.2022 - 04.2022
  • Assisted tax preparation for individual clients and small business owners
  • Ensured all tax-related filings are compliant with federal, state, and local tax regulations
  • Provided advice to clients regarding taxation issues and provided workable solutions within legal bounds
  • Exhibited organization and attention to details, and highly proficient in using tax preparation software and applications
  • Established goals and produced results through tracking performance, improving work processes, and prioritizing work and tasks.

Claims Examiner III

Health Net Federal Services
Rancho Cordova, CA
01.2015 - 01.2021
  • Processed all claims, eligible or ineligible for payment; accurately conforming to quality, production standards and specification
  • Matched authorizations to claims, maintains current procedural and reference materials
  • Validated Veteran and medical provider demographic information including correct selection of a medical provider by specialty for healthcare service
  • Resolved issues relating to Coordination of Benefits (COB) and performs adjustment or reprocessing for proper application of COB among paid claims with Other Health Insurance (OHI)
  • Resolved all types of pricing and invoicing issues following standard set of rules and guidelines for proper reimbursement of paid claim from VA
  • Supported A/R validation efforts for successful submission of PC3/PCM and EP/Bypass invoices
  • Collaborated with Finance in efforts to reduce A/P and A/R inventories, eliminating outstanding checks and working reconciliation for recovery and recoupment report
  • Generated personal production accurately via production tracking report that includes outcome of data such as completed transactions, duplicative transactions, and recoupment and/or refund requests
  • Established goals and produces results through tracking performance, improving work processes, and prioritizing work and tasks.

Education

IRS Special Enrollment Examination, Passed, Enrolled Agent -

MBA - Accounting

Jones International University

BBA - Accounting

Jones International University

AA - Accounting

Heald Business College

Skills

Computer Skillsundefined

Accomplishments

  • Acquired Enrolled Agent designation by passing the IRS Special Enrollment Examination (SEE) Part 2, 2022; SEE Parts 1 and 3, 2021
  • Acquired designation as CTEC Registered Tax preparer, 2021
  • Supported and assisted A/R validation efforts to successfully submit $77M worth of PC3/PCM and eligible Bypass Invoices final A/R list to VA; collected at least $46M before end of year, HNFS, 2020
  • Contributed collection efforts for over $250M worth of unbilled invoice inventory generating cash collections of approximately $160M, HNFS ,2019
  • Spearheaded team and served as OHI/COB point of contact for leadership and associates
  • Led claims team to properly decipher distribution of COB required to enter for accurate benefits payable amount, significantly reduced pending OHI claims inventory, from 52K to 13K, HNFS, 2016
  • Graduated MBA with high honors, Magna Cum Laude, Jones International University, 2014
  • Passed Life-Only State Insurance Licensure Examinations, California Department of Insurance, 2013
  • Acquired Fundamentals of Leadership and Employee Training and Development, Jones International University, 2013

Certification

LicensedEnrolled Agent [Job Title] - [Timeframe]

Timeline

Tax Expert

Intuit
01.2023 - 04.2023

LicensedEnrolled Agent [Job Title] - [Timeframe]

07-2022

Tax Associate

Intuit
01.2022 - 04.2022

Claims Examiner III

Health Net Federal Services
01.2015 - 01.2021

IRS Special Enrollment Examination, Passed, Enrolled Agent -

MBA - Accounting

Jones International University

BBA - Accounting

Jones International University

AA - Accounting

Heald Business College
FELOMINO SUMPOTax Expert