Provide analysis and recommendations on data for HUD audits
Assist with correcting data for HUD audits
Correct data that creates software errors
Owner/Managing Member
Tax-Payroll Pros LLC
08.2022 - Current
Manage daily business operations
Process payrolls for 87 companies, including filing and paying payroll taxes
Balance year end payrolls to issue and file W2s
Balance year end vendor payments to issue and file 1099s
File and pay sales tax, restaurant tax, alcohol tax
Process and efile tax returns, for individuals and corporations
Represent clients during audits
Advise and setup clients to comply with Corporate Transparency Act
Provide bookkeeping services and monthly Profit and Loss Statements for clients
Provide Financial Statements for bankers and Small Business Administration to obtain client funding
Setup new LLCs and required tax accounts for the LLCs
Tax Advisor/Payroll Specialist
Weafer’s Tax Service
03.2021 - 08.2021
Processed client payrolls
Filed and paid payroll taxes for each client
Processed tax returns for individuals, SMLLCs, and S-Corps
Filed and paid sales tax each month for clients
Solutions Consultant
Tenmast/MRI Software
03.2010 - 08.2020
Training Specialist on Conversion and Implementation Team
Led business analytics through on-site discovery meetings, conference calls, and data analysis
Documented work flows of client's business processes and recommended changes to processes to increase efficiencies
Created training materials based on individual client requirements
Delivered dynamic, on-site hands-on training to users
Delivered training content at annual user conferences
Created training videos for on-line learning curriculum
Validated migrated data accuracy delivered against reports run from client legacy systems
Provided technical support throughout implementation of new system
Identified and documented data issues through success testing
Proficient with SQL, Visio, and Camtasia
Calculated subsidies and rents for Public Housing, Section 8, Tax Credit, Rural Development, and TRACS
Managed new client projects from contract signing to final data delivery and successful go live
Deployed resources for projects including programmers, coaches, and trainers
Setup APIs for client portal purchases
Managed multiple client projects concurrently to insure on time delivery
Configured client databases to accommodate business needs
Created custom reports to accommodate client reporting requirements
Business Analyst
Kentucky Transportation Cabinet
08.2016 - 01.2017
Worked on-site with the customer, as well as via conference call, conduct discovery meetings to understand current business processes and business rules
Utilized interview and job shadowing techniques, gather business requirements, as well as define reporting and documentation requirements
Created user stories with the client, ensuring they are translated clearly for use by the developers and members of the implementation team
Created and transform business requirements into software requirement specifications
Worked with the client, define and prioritize the Feature set for the project
Documented work flows of client's business process
Prioritized and update backlog items for development team
Conducted gap analysis, making recommendations to client for key business process changes to increase operational efficiency and alignment of business unit objectives
Prepared cost/benefit analysis to support system and process changes
Provided technical support to new clients upon implementation of new system, identifying issues in data and escalating to development team for resolution
Created test case suites for the Quality Assurance Department
Conducted user acceptance testing for application validation
Program Manager, E-Waste Solutions
Global Environmental Services
01.2008 - 01.2010
Managed National Accounts: Lexmark International, Apto Solutions, Waste Management, Canon, Konica Minolta, MRM Group
Negotiated contracts and special project bids for existing and new accounts
Managed client inventory to determine asset recovery opportunities
Provided reporting to clients based upon requirements
Coordinated logistics for clients
Decommissioned assets, refurbished and redeployed to the field
Maintained service level agreements with all clients
Self Employed
01.2007 - 01.2008
Special Events and Automotive Sales
Planned and organized special events for automotive dealerships across the United States.
Insured mailers and invitations were sent to the general public in a timely manner.
Managed flow of people traffic at the dealership throughout the event.
Gathered individual credit info to determine ability to purchase a vehicle.
Senior Processor
Capital Lending Source
01.2005 - 01.2007
Processed mortgage loans.
Worked with clients to improve credit score.
Worked with lenders to obtain the best loan for my clients.
Worked with title companies to insure loan closings took place in a timely manner.
Reviewed all paperwork with clients.
Attended loan closings when necessary.
Finance Manager
Gates Nissan
01.2003 - 01.2005
Worked with clients to improve credit score.
Worked with lenders to obtain the best loan for clients.
Sold back-end products including interest rate, extended warranty, GAP insurance, and Credit life and Disability
District Sales Manager
Emerson Power Transmission
, Kentucky
01.1995 - 01.2003
Grew sales territory from 5 MM to an 8MM territory covering most of Kentucky and Southern Indiana.
Solicited potential new accounts.
Designed drives to fit customer specifications.
Created and developed new growth strategies for the territory.
Strategized with other sales managers on accounts spanning multiple territories.
Negotiated contracts and pricing structure for new accounts and special projects.
Trained distributor, OEM and end user accounts on company products and processes.
Focused industries were food and beverage, package handling, and bulk material handling.