Jadene Smith
Revenue Examiner II
Philadelphia,PA
Summary
Well-versed and well-spoken in the English language. Ability to verify tax documents and apply current regulations for taxability of income. Computer-savvy, fast learner with expert skills in Excel for use in quick isolation and filtering of data for taxation relevance. Hand-working, goal-oriented team player. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
6
6
years of post-secondary education
Work History
Revenue Examiner II
City Of Philadelphia Department Of Revenue
Philadelphia, PA
04.2019 - Current
- Completed assigned audits and verified accuracy of provided documentation.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Recommended financial solutions in relation to tax implications.
- Met with taxpayers and taxpayer representatives to address and resolve concerns.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Identified unreported taxpayer income resulting in additional tax assessment dollars for the City of Philadelphia.
SQL Server & Construction Accounting Tech
Viewpoint Accounting Software
Portland, OR
05.2017 - 06.2018
- Implemented system enhancements to propose, design and develop solutions to fulfill requests and address problem reports.
- Followed standard practices for migrating changes to test and production environments and provided technology support to meet business requirements.
- Created optimal technical solutions to user needs through research and in-depth system analysis.
- Devised high-quality database solutions ranging in size and complexity, increasing productivity and improving data sharing.
- Produced high-standard database solutions to meet stability, reliability and performance metrics.
- Designed and implemented TSQL queries for reporting and complex solution development.
- Identified and resolved client issues/problems with software program and published resolutions to cloud library for future use.
- Identified clients' accounting errors and assisted with account reconciliation, month-end close, year-end close, IRS tax document reporting including but not limited to 1099s, W-2s & W-3s, Financial reports, etc.
- Reviewed clients' backend SQL servers in order to identify software bugs, glitches and abnormalities for resolution.
- Performed beta testing for upcoming software releases.
Financial Analyst
Accudyne Industries (Formerly United Technologies)
Ivyland, PA
04.2003 - 04.2016
- Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Managed, tracked and monitored financial updates, watch lists and insurance files.
- Assessed companies dealing with difficulties to identify possible corrective strategies based on financial and operational data.
- Handled internal and external inquiries and complaints submitted by accounts payable clerk, finance director and other department heads, providing outstanding customer service when resolving issues.
- Used JDE Citrix and Excel and to create reports and recommended courses of action to upper management.
- Administered accounts payable, conducted general ledger and bank reconciliations and prepared monthly sales and used tax returns.
- Created and maintained precise and accurate models, charts and reports.
- Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
- Improved emergency resolution processes to save time.
- Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Developed, produced and analyzed financial statements by region.
- Consolidated financial data and materials for key leadership meetings.
- Reviewed Sale and Use Tax transactions monthly, and entered GL transactions for reconciliation purposes for US, Canadian VAT and India sales.
- Oversaw payment of intercompany accounts by requesting and approving international bank wires.
- Verified accuracy and facilitated the monthly revenue recognition process.
- Prepared financial reports for corporate.
- Verified accuracy and facilitated the monthly revenue recognition process.
- Completed monthly account reconciliations for 165 corporate accounts
Education
Bachelor of Science - Accounting And Finance
Albright College
Reading, PA 03.2007 - 06.2009
High School Diploma -
Central High School
Philadelphia, PA 09.1988 - 06.1992
Skills
Tax code interpretation
Basic accounting principles
Tax issue identification expertise
Account discrepancies
Multitasking Abilities
Good Telephone Etiquette
Written Communication
MS Office
Cultural Awareness
Attention to Detail
First Aid/CPR
Excel, PRISM, TIPS, Adobe Pro, Zoom, MS Teams, MS Word, MS Outlook, etc] Software Proficiency
Travelling, hiking, cooking and Ante-Bellum history
*My most memorable travel experience was in 2019 when I spent three weeks in Europe vacationing in France, Hungary and England.
*I will be hiking a breath-taking, beautiful and historic trail in Harper's Ferry in West Virginia next month. John Brown's Harper's Ferry raid is credited with starting the Civil War. So it will be my Ante-Bellum history experience fix for the upcoming month.
*I enjoy cooking comfort foods from different countries. My most current obsession is cooking Thai comfort foods. So far I have made a really good coconut curry shrimp soup and pineapple fried rice.
Timeline
Revenue Examiner II
City Of Philadelphia Department Of Revenue
04.2019 - Current
SQL Server & Construction Accounting Tech
Viewpoint Accounting Software
05.2017 - 06.2018
Bachelor of Science - Accounting And Finance
Albright College
03.2007 - 06.2009
Financial Analyst
Accudyne Industries (Formerly United Technologies)
04.2003 - 04.2016
High School Diploma -
Central High School
09.1988 - 06.1992