Jodi Zulueta
Brown Brothers Harriman
Murfreesboro,TN
16
years of professional experience
Results-driven professional recognized for expertise in customer service, attention to detail, and time management. Successfully led teams in delivering accurate tax data and optimizing workflows, contributing to enhanced reporting accuracy and customer satisfaction.
Work History
Associate
8 Years 1 Month- Led cross-functional team to implement new tax reporting changes, meeting all project milestones.
- Streamlined project workflows for enhanced efficiency, adopting agile methodologies in a fast paced environment.
- Improved reporting accuracy by working closely with IT and other teams to ensure proper understanding of data, cycles, and uniformity.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Managed team to collect, arrange, and input information into database system.
Analyst
3 Years 11 Months- Enhanced report accuracy, conducting thorough data audits on regular basis.
- Enhanced data accuracy by meticulously validating and updating customer information in database.
- Ensured accuracy and timely delivery of tax data to customers.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Enhanced collaboration between team members by implementing innovative communication tools and fostering an open dialogue culture.
- Enhanced data accuracy by meticulously validating and updating customer information in the database.
Manager
4 Years- Mentored junior staff, fostering professional growth and improving team performance.
- Facilitated training sessions on best practices in data management and analytics tools with respect to tax reporting.
- Managed and motivated employees to be productive and engaged in work.
- Coordinated with IT department to ensure IRS compliant reporting
Education
Bachelor of Arts - Art
- New Jersey Distinguished Scholars Scholarship Recipient
Skills
Data visualization
Attention to detail
Team collaboration
Customer interaction
Data analysis
Time management
Data management
Timeline
Associate
Brown Brothers Harriman
12.2004 - 01.2013Read More
Analyst
Bnp Paribas Bank
01.2001 - 12.2004Read More
Manager
Seligman Data
01.1997 - 01.2001Read More
New Jersey City University
Bachelor of Arts from Art
Read More