Jennifer Edgell
Billings
Summary
Focused, motivated, highly energetic professional with strong analytical and critical thinking skills. Collaborative collaborator with ownership mentality, to accomplish company objectives. Provides excellent customer service to both internal and external customers.
Results-driven professional with proven track record of leadership excellence. Skilled in strategic planning, team collaboration, and driving projects to successful completion. Strong focus on fostering collaborative environment, ensuring adaptability, and delivering impactful outcomes. Known for effective communication, problem-solving acumen, and unwavering reliability in dynamic settings.
Overview
20
20
years of professional experience
Work History
Market Cash Leader
Johnson Controls Inc
12.2019 - Current
- Resolve customer disputes and secure payments.
- Constructed AIA type invoices for client monthly billing in Excel and Viewpoint. Issued Lien releases for appropriate payments and billings.
- Set up and reviewed schedule of values for multimillion-dollar contracts.
- Coordinate communication with multiple teams for resolution on contracts.
- Effectively research and resolve billing and payment issues and applications across multiple platforms.
- Train and mentor new employees.
- Meet monthly goals for cash collection for six markets.
Tax Accountant 2
Wells Fargo Equipment Finance
07.2017 - 01.2019
- Completed annual business personal property tax filings for various states timely and efficiently utilizing SQL based tools and technology.
- Assisted with the transition of the acquired GE Capital leased portfolio into Wells Fargo environment.
- Coached and provided onboarding guidance to the junior property tax accountants ensuring their future success on the property tax team.
- Collaborated with various IT teams while designing, evaluating, and implementing new SharePoint Workflows.
- Identified potential business personal property tax savings opportunities (property tax treatment for various lease types, exemptions, the effect of equipment classification on depreciation and tax rates.)
- Successfully defended company’s position during numerous North Carolina property tax desk audits.
- Assisted Controllership team with researching outstanding property tax refunds allowing over $100,000 in additional funds to be returned to customers.
Sr. Property Tax Analyst
GE Capital
04.2010 - 01.2017
- Performed assessment notice reviews and paid personal property tax statements.
- Researched delinquent accounts, state statutes, and jurisdictional discrepancies.
- Resolved protests by maintaining professional written and oral communication directly with assessors and collectors and as a result saved company over $50,000 in property taxes.
- Aided in testing new property tax software, reporting bugs, following-up on enhancements, and creating SOPs.
- Compiled daily team productivity matrix for management.
- Assisted with the transition of the acquired leased vehicles portfolio into GE environment.
- Responsible for periodic internal SOX testing of the tax compliance and controllership processes and procedures.
Payroll Accountant
On-Line Bookkeeping
01.2008 - 01.2010
- Performed all phases of payroll and reporting for twenty-five companies.
- Reviewed setup, verification, and update for employee direct deposit via pre-notification to the bank.
- Reconciled payroll expense costing and transmits to General Ledger.
Commercial Insurance Auditor
Overland Solutions Inc
01.2005 - 01.2008
- Perform premium audits on commercial lines insurance policies, including worker's compensation, general liability, and garage liability to establish appropriate classifications and exposures.
- Prepare audit reports, which include audit findings and recommendations to improve business processes.
- Maintains client relationships, anticipate client needs, and timely respond to their queries.
Education
MBA - Business Administration
Colorado Technical University
Colorado Springs, CO03-2014
BA - Elementary Education
Eastern Montana College
Billings, MTAS - Accounting
Billings Business College
Billings, MTSkills
- Business Personal Property Tax Compliance
- Desk Audits Representation
- SharePoint Workflow Designer
- SOP Writing & Testing
- Tax Research & Exemption Identification
- Customer Service
- MS Office, QuickBooks
- Process Improvement & Simplification
- Continuous improvements
- Cross-functional collaboration
- Training and mentoring
Timeline
Market Cash Leader
Johnson Controls Inc
12.2019 - Current
Tax Accountant 2
Wells Fargo Equipment Finance
07.2017 - 01.2019
Sr. Property Tax Analyst
GE Capital
04.2010 - 01.2017
Payroll Accountant
On-Line Bookkeeping
01.2008 - 01.2010
Commercial Insurance Auditor
Overland Solutions Inc
01.2005 - 01.2008
BA - Elementary Education
Eastern Montana College
MBA - Business Administration
Colorado Technical University
AS - Accounting
Billings Business College
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