Icy Sery
Financial Analysis
Houston,TX
Summary
Dynamic Financial Analyst with expertise in tax compliance and strategic planning at Finishline Tax Solutions. Proven ability to enhance operational efficiency and deliver detailed financial reports. A self-motivated professional skilled in problem-solving and team leadership, dedicated to supporting clients in navigating complex financial landscapes.
Overview
11
11
years of professional experience
Work History
Financial Analyst
Finishline Tax Solutions
Houston, TX
05.2020 - Current
- Prepared detailed reports summarizing financial performance and tax implications.
- Collaborated with tax professionals to ensure compliance with regulations and guidelines.
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
- Assist clients with their tax debt with the IRS, or the state in which they reside.
- Train and assist new financial analysts.
Assistant Manager
Safe Travel Transportation
Houston, TX
09.2017 - 12.2019
- Coordinated daily operations to ensure efficient transportation services.
- Developed staff schedules to meet service demands effectively.
- Assisted in training new employees on company policies and procedures.
- Managed customer inquiries and resolved service-related issues promptly.
- Facilitated communication between drivers and dispatch for smooth operations.
- Implemented safety protocols to enhance driver compliance and passenger safety.
- Analyzed operational processes to identify areas for improvement.
- Supported management in strategic planning and resource allocation efforts.
- Managed customer service inquiries and complaints promptly.
- Supervised daily operations, including scheduling shifts, assigning duties.
- Maintained up-to-date knowledge of company products and services.
- Monitored employee attendance records, timekeeping, and payroll information.
- Ensured compliance with safety regulations and company policies.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Collaborated with management on developing strategic plans for achieving business goals.
- Organized training sessions for new hires to familiarize them with the workplace environment.
Assistant Manager
Metro Delivery Transportation
Houston, TX
08.2014 - 09.2017
- Coordinated daily operations to ensure efficient transportation services.
- Developed staff schedules to meet service demands effectively.
- Assisted in training new employees on company policies and procedures.
- Managed customer inquiries and resolved service-related issues promptly.
- Facilitated communication between drivers and dispatch for smooth operations.
- Implemented safety protocols to enhance driver compliance and passenger safety.
- Analyzed operational processes to identify areas for improvement.
- Supported management in strategic planning and resource allocation efforts.
- Managed customer service inquiries and complaints promptly.
- Supervised daily operations, including scheduling shifts, assigning duties.
- Maintained up-to-date knowledge of company products and services.
- Monitored employee attendance records, timekeeping, and payroll information.
- Ensured compliance with safety regulations and company policies.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Collaborated with management on developing strategic plans for achieving business goals.
Education
GED -
Houston Community College
Houston, TX07-1993
Skills
- Financial analysis
- Tax compliance
- Report preparation
- Regulatory knowledge
- Strategic planning
- Operational efficiency
- Problem solving
- Team leadership
- Client support
- Financial consulting
- Advanced computer skills
- Data inputting
- Negotiation
- Self-motivated professional
- Strong organization
- Project management
- Flexible team player
Languages
English
Full Professional
Affiliations
- As a Financial Analysis / Assistant Manager, my primary goal is to support the functions of business operations by providing exceptional customer service, managing staff, and coordinating daily operations.
References
References available upon request.
Timeline
Financial Analyst
Finishline Tax Solutions
05.2020 - Current
Assistant Manager
Safe Travel Transportation
09.2017 - 12.2019
Assistant Manager
Metro Delivery Transportation
08.2014 - 09.2017
GED -
Houston Community College
Similar Profiles
JENNA ALLENJENNA ALLEN
Executive Case Advocate at Tax Processing Solutions/Tax Relief AdvocatesExecutive Case Advocate at Tax Processing Solutions/Tax Relief Advocates
Nakia BradleyNakia Bradley
Tax Preparer/Customer Service at Colbert Ball Tax Service & Tax SolutionsTax Preparer/Customer Service at Colbert Ball Tax Service & Tax Solutions
Kevin RangelKevin Rangel
Tax Coordinator at Tax Processing Solutions / Tax Relief AdvocatesTax Coordinator at Tax Processing Solutions / Tax Relief Advocates
Chukwunyereze EneChukwunyereze Ene
Chart Retrieval Specialist at EpisourceChart Retrieval Specialist at Episource
Daniel PerezDaniel Perez
Medical Lab Technician (Lead Tech) at HCA Clear Lake Regional Medical CenterMedical Lab Technician (Lead Tech) at HCA Clear Lake Regional Medical Center