Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate and cost-effective. Ready to bring 20+ years of experience and take on challenging new role.
Overview
20
20
years of professional experience
Work History
Financial Controller
Superior Vending Inc.
12.2021 - Current
Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
Managed payroll data entry and processing over 100 employees to comply with predetermined company guidelines.
Reduced operating costs through meticulous budget management and cost analysis.
Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
Ensured compliance with regulatory requirements by conducting thorough internal audits and implementing necessary corrective actions.
Prepared accurate financial reports and monthly statements for accounts receivable.
Enhanced cash flow management with timely accounts receivable monitoring and collections efforts.
Identified areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
Contributed to the development of long-term strategic plans by providing executive management with accurate financial data and forecasts.
Followed up with delinquent accounts to obtain funds and reduce aging balances.
Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
Senior Tax and Risk Consultant
Computershare Inc
11.2021 - 12.2021
Established strong culture of accountability through consistent communication about organizational risks and expectations.
Improved risk awareness through targeted employee training programs and workshops.
Evaluated existing policies for compliance with industry regulations, ensuring legal adherence and minimizing penalties.
Conducted regular reviews of internal controls for continuous improvement opportunities while ensuring alignment with evolving regulatory requirements.
Enhanced company''s risk profile by conducting thorough risk assessments and audits.
Performed gap analysis to identify areas of improvement.
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Senior Tax Accountant (Team Lead)
Wells Fargo & Company
11.2018 - 10.2021
Reporting includes with regards to Information Reporting including Forms 945 and 1042.
Reduced errors in tax filings by implementing thorough quality control measures and staff training programs.
Collaborated with cross-functional teams to address unique client situations, providing tailored tax guidance and solutions.
Mentored junior accountants, enhancing their professional development and contributing to overall success of the team.
Established strong relationships with government agencies, facilitating communication during audits or other inquiries.
Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
Senior Tax Associate
Wells Fargo & Company
08.2017 - 11.2018
Completed in-depth research into tax issues affecting Cost Basis activities to offer expert advice and accurately prepare submissions.
Computed tax depreciation rates on business assets like technology and vehicles.
Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
Classified assets correctly to properly account for depreciation on routine filings.
Streamlined tax preparation processes by implementing efficient research and analysis techniques, resulting in improved accuracy and reduced time spent on tasks.
Facilitated integration of modern tax software with client accounting software.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Developed spreadsheet models to accurately track tax information.
Oversaw team of 10 tax preparers handling over 500 submissions per year.
Senior Tax Analyst
Wells Fargo & Company
08.2015 - 08.2017
Monitored business and legislative changes impacting tax compliance.
Improved internal processes to streamline tax compliance and reporting.
Enhanced international tax compliance by streamlining processes and implementing best practices.
Enhanced international tax compliance by researching and analyzing complex tax issues.
Coordinated annual 1099 reporting process for accurate tax filing purposes, minimizing potential penalties due to noncompliance or late submissions.
Oversaw timely preparation and submission of tax filings, ensuring full compliance with regulatory requirements.
Tax Accountant (Indirect Tax)
Wells Fargo & Company
08.2010 - 07.2015
Assisted with the integration of new acquisitions into existing indirect tax processes, ensuring seamless transitions.
Developed strong relationships with various government tax agencies, facilitating efficient communication and timely resolution of issues.
Provided expert guidance on complex indirect tax matters, supporting key business initiatives and decisions.
Prepared detailed reconciliations between general ledger accounts and filed returns for improved accuracy in financial reporting related to taxes payable accounts.
Streamlined tax reporting processes for increased efficiency and accuracy in filing returns.
Liaised with external consultants to address specific industry-related indirect tax concerns, ensuring full compliance with applicable laws.
Collaborated with cross-functional teams to ensure proper application of tax laws and regulations.
Enhanced tax compliance by identifying and resolving indirect tax issues through research and analysis.
Tax Accountant
Wells Fargo & Company
03.2005 - 08.2010
Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Acted as a key resource in the development of company-wide strategies related to payroll tax compliance and best practices.
Ensured accurate and timely filing of federal, state, and local payroll taxes for optimal compliance with regulations.
Provided exceptional customer service to employees by addressing their payroll tax inquiries promptly and accurately.
Leveraged various technology, spreadsheets and databases to provide supporting documentation for schedules and journal entries.
Human Resources Delivery Team Lead
Wells Fargo & Company
08.2004 - 02.2005
Participated at strategic and operational level to develop and strengthen human resources services, relationships and mission.
Managed employee relations issues effectively, resolving conflicts professionally and efficiently.
Managed payroll and benefits for employees.
Administered payroll and maintained employee records.
Managed teams of payroll specialists, providing training and guidance to ensure timely and accurate payroll processing.
Managed financial operations, payroll and accounting processes.
Completed bi-weekly payroll for over 200,000 employees.
Ran various payroll reports to review current payroll for accuracy.
Processed payroll for employees and reported payroll taxes for organization.
Education
Bachelor of Science - International Business
Metropolitan State University
Saint Paul, MN
12.2015
Bachelor of Science - Finance
Metropolitan State University
Saint Paul, MN
01.2015
Associate of Applied Science - Accounting And Business Management
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