IAN SHEA
Prior Lake
Summary
I am a driven individual with experience in a leadership role with a strong background in accounts receivable and taxes. I pride myself in my dedication to my work and responsibilities. I am looking for a role where I can utilize my skills and become an integral part of a successful team.
Overview
9
9
years of professional experience
Work History
Tax Specialist
White Cap
05.2023 - Current
- Auditing accounts for tax-exempt status and filing tax-exemption certificates
- Identifying invoices for tax-exempt status and adjusting sales tax based on exemption
- Preparing certificates for states audits
- Performing audits of offshore work
- Resolving disputes using GetPaid
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
Accounts Receivable Supervisor
White Cap
08.2019 - 05.2023
- Supervised a team of three
- Assisted in preparation of the merger of five branches to White Cap
- Audited and corrected posting errors to customer accounts
- Worked directly with Wells Fargo to correct deposit errors
- Processing credit cards and ACH payments to ensure accurate posting to customer accounts
- Audited and corrected posting errors to customer accounts
- Helping my team resolve issues and streamlining processes for better efficiency
- Verified discrepancies and resolved clients' billing issues
Invoice Intake Specialist
Construction Supply Group
10.2018 - 08.2019
- Researched and sorted incoming invoices for Accounts Payable
- Sorted and distributed incoming mail
- Processed vendor payments
- Ran checks for vendor payments
- Reduced errors in documentation through diligent proofreading before submission, maintaining high standards of quality control throughout the entire intake process.
Customer Service Advisor/Sales Associate
Capital Sales
04.2017 - 10.2018
- Enhanced customer satisfaction by addressing and resolving issues promptly
- Auditing and releasing customer orders
- Identified and resolved shipping errors on customer orders
- Maintained high-quality service standards, ensuring positive customer feedback
- Processing orders and customer returns
- Worked directly with vendors for customer returns
- Implemented a new sales website and reached out to customers to offer assistance with account and service issues
- Respond to a large volume of customer emails and phone calls in a timely manner
Warehouse Associate
Capital Sales
07.2016 - 04.2017
- Reduced order processing time through effective organization and prioritization of tasks
- Maintained a safe working environment by adhering to safety protocols and guidelines
- Assisted in reducing product damage by properly handling and storing materials
- Processing and packaging orders for customer delivery
- Worked closely with the sales department to ensure critical orders were handled promptly
- Displayed adaptability by taking on various roles within the warehouse as needed, including receiving, shipping, and inventory control duties.
Education
High School Diploma -
Prior Lake High School
Savage, MN06.2016
Skills
- Customer Service
- Accounts Payable and Accounts Receivable
- Sales tax
- SXe
- GetPaid
- Vertex
- Microsoft Word
- Excel
- Oracle
- Adobe
Timeline
Tax Specialist
White Cap
05.2023 - Current
Accounts Receivable Supervisor
White Cap
08.2019 - 05.2023
Invoice Intake Specialist
Construction Supply Group
10.2018 - 08.2019
Customer Service Advisor/Sales Associate
Capital Sales
04.2017 - 10.2018
Warehouse Associate
Capital Sales
07.2016 - 04.2017
High School Diploma -
Prior Lake High School
Similar Profiles
Percy GonzalesPercy Gonzales
Warehouse Supervisor at White CapWarehouse Supervisor at White Cap
Tiffany CarrollTiffany Carroll
Operations Associate at White CapOperations Associate at White Cap
Matt Iudice Jr.Matt Iudice Jr.
Mgr Event Marketing at White CapMgr Event Marketing at White Cap