Jason M. Palm
Southfield
Summary
Dedicated Accounting Technician with extensive expertise in budgeting, financial reporting, and auditing. Demonstrated ability to analyze complex financial data, identify discrepancies, and maintain precise records while ensuring compliance with accounting standards. Proven track record of enhancing operational efficiency in accounting functions. Committed to leveraging strong leadership and customer service skills for continued professional growth within a dynamic organization.
Overview
21
21
years of professional experience
Work History
Accounting Technician
State of Michigan
Detroit
01.2016 - Current
- Company Overview: Licensing & Regulatory Affairs/WOTC UNIT
- Completed special projects as assigned by senior leadership team members.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Review applications submitted by employers for the Work Opportunity Tax Credit Program (WOTC)
- Gather documentation related to target group membership
- Make determinations based on the ETA Handbook, issued by the US Department of Labor
- Data enter applicant, employer, target group and determination information into the computer
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Responded promptly to customer inquiries regarding billing issues or account status updates.
Accounting Technician
State of Michigan
Detroit
11.2013 - 12.2015
- Company Overview: Licensing & Regulatory Affairs/TRUST FUND UNIT
- Analyze & release Federal and State intercepts payment file
- Post adjustments for electronic funds transfer, prepare bank deposits and vouchers
- Analyze and release lockbox suspense payments
- Review and post bank adjustments, including NSF’s and refund checks
- Data entry for Misc
- Payments and tax liens payments
- Review and process refunds
- Handled accounts payable and receivable, including invoicing and payment processing.
Accounting Technician
State of Michigan
Lansing
10.2012 - 11.2013
- Company Overview: Licensing & Regulatory Affairs/OFIR
- Review, analyze, prepare and process all bureau direct voucher payment documents utilizing Project MAIN and procurement card
- Respond to inquiries regarding payments of invoices
- Analyze changes to department policies
- Purchase equipment, supplies and services
- Maintain records of financial transactions
- Compiled current budget data from estimated revenues, expenses and prior budgets
Accounting Technician
State of Michigan
Detroit
06.2004 - 10.2012
- Company Overview: Licensing & Regulatory Affairs/Tax Office
- Responsible for servicing approximately 185,000 employers who are required by law to pay quarterly unemployment insurance taxes
- Obtain documents, clearances, certificates and approvals from local federal agencies
- Compile, review and monitor financial transactions, revenues and expenditures, maintaining and reconciling records of transactions
- Analyzed departmental documents for appropriate distribution and filing
Education
Wayne State University
Detroit, MI05.2001
Skills
- Financial Record Management
- Strategic Leadership
- Data Management
- Account Reconciliation Expertise
- Claims Evaluation
- Customer Support Expertise
- Claims Administration
Timeline
Accounting Technician
State of Michigan
01.2016 - Current
Accounting Technician
State of Michigan
11.2013 - 12.2015
Accounting Technician
State of Michigan
10.2012 - 11.2013
Accounting Technician
State of Michigan
06.2004 - 10.2012
Wayne State University
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