Summary
Overview
Work History
Education
Skills
Timeline
John Cottengim

John Cottengim

Moore,OK

Summary

Experienced with managing office environments and coordinating administrative tasks to support organizational goals. Utilizes strong organizational skills and effective communication to enhance team productivity. Track record of implementing efficient processes and maintaining high standard of operational excellence.

Overview

25
25
years of professional experience

Work History

Administrator

Oklahoma Tax Commission
10.2020 - 12.2024
  • Subject matter expert for gross production, sales, use, and business tax
  • Ensure monthly revenue collections were accounted for by all business
  • Report monthly apportionment numbers to senior leadership for statutory disbursement
  • Analyze current collections and refunds against historical data to identify trends and impact of new legislation
  • Research any county collections and disbursements deviating more than +/-0.05 from the previous month or year. Provide a detailed summary of the cause of the deviation to senior leadership and identify any causes that are of concern
  • Work with other state agencies, Oklahoma Corporation Commission, Oklahoma Energy Resource Bord, and Sustaining our Energy Resources Group, to establish data sharing programs to ensure uniformity of common data and improve efficiency of overlapping workflows
  • Work with tax policy division to make legislative and administrative rule changes to better align with strategic and legislative goals
  • Review proposed legislation and establish impact statements for legislators on potential cost, and administrative challenges.
  • Improved performance review process for all employees to provide greater feedback and mentoring, including performance incentive bonus program.
  • Established weekly meetings and one-on-one sessions with supervisors to address any concerns and have dedicated communication lines
  • Established bi-weekly skip-level meetings with supervisors' teams to address any issues and feedback
  • Gathered requirements, development, and testing for migration of Gross Production from SQL to the Gentax System
  • Host industry meetings to provide training and gather feedback about the development of the new system
  • Work with industry to establish an ununiformed reporting process and electronic only filing.
  • Automated several key aspects of the reporting process to significantly reduce the labor required for companies to file and pay their monthly tax reports
  • Created and enforced new electronic reporting standards to ensure accuracy of Oklahoma Tax Commission records and uniformity with industry standards

Manager

Oklahoma Tax Commission
02.2018 - 09.2020
  • Subject matter expert for Gross Production Tax
  • Review all refund payments, assessments, and denials issued by auditors for gross production to ensure compliance with statute, rule, and policy
  • Conduct closeout audits on business ceasing activity and requesting a bond release
  • Communicated audit findings by preparing and disseminating final reports to administrator and senior leadership
  • Presented internal audit findings to management teams, delivering information in non-technical terms for ease of understanding
  • Developed a macro-enabled workbook for teams to significantly reduce the labor needed to build an audit file and standardized the process across groups
  • Mentored staff and set unit goals and standards
  • Requirements gathering, development, and testing for migration of entire gross production division from mainframe to a SQL system
  • Liaison between IT and Gross Production

Supervisor Claims

Oklahoma Tax Commission
05.2013 - 01.2018
  • Subject matter expert for Gross Production Tax
  • Realigned section workflows with changing demands by evaluating process and employee strengths and weakness
  • Created a training manual for all employees and standardized all process across the section to ensure uniformity of workflow
  • Conducted interviews to fill positions and made recommendations to management on hiring decisions
  • Established employee performance review process to grow and develop team members including corrective performance measures to address performance and personal issues.
  • Gathered requirements, development, and testing of the Oracle refund tacking system for migration from the mainframe
  • Oversaw and managed the Horizontal and Ultra-deep well rebates
  • Established the thirty-six monthly disbursements scheduled for all companies participating in the horizontal and ultra-deep well rebates.
  • Adjusted monthly disbursements to account for additional claims filed, denied, and protested during the disbursement period.
  • Ensured total final payments for the horizontal and ultra-deep wells did not exceed the statutory maximum and proportionally adjusted payments as needed.
  • Liaison between Gross Production and IT

Payments Auditor

Oklahoma Tax Commission
05.2010 - 04.2013
  • Review monthly production reports submitted by companies for accuracy
  • Calculate monthly production tax owed by lease based on individual well criteria
  • Ensure payment received was broken down into appropriate tax buckets, fees, penalty, and interest.
  • Contact companies regarding any reporting discrepancies or issues to resolve in a timely manner before end of month apportionment.
  • Review adjustments to previous filings resulting in credits or additional taxes due to apply against monthly tax liability accordingly
  • Provide training to new taxpayers on how to setup, complete, and submit production tax reports
  • Audit company accounts for compliance and issue assessments as needed
  • Contact companies about outstanding liabilities and issue assessments as necessary
  • Enter and maintain information in mainframe

Claims Auditor

Oklahoma Tax Commission
09.2005 - 04.2010
  • Review documentation submitted by companies to validate qualifications for incentive refund claimed
  • Compare claimed paid production taxes verses reported taxes filed through mainframe system.
  • Identify any discrepancies between claimed and reported production. Contact company to try and resolve discrepancies.
  • Recalculate refund due based on resolution and provide adjustment letter to company with summary findings.
  • Solely responsible for Small Business & Rural Small Business Capital Credit claims
  • Tracked capital credits, by individual, over 10-year lifespan to ensure total qualifying credit claimed over the years was not exceeded
  • Follow ethical codes and statutes to ensure compliance and protect confidentiality of client information
  • Interpret and explain rules and statutes to taxpayer and business partners

Check Encoder

Bank of Oklahoma
01.2002 - 01.2005
  • Accurately encoding information like account numbers, amounts, and payment details onto checks, payment coupons, and deposit slips.
  • Compare encoded data to source documents (like check stubs or deposit slips) to ensure accuracy and identify potential errors.
  • Identify and report suspicious activity or potential fraudulent checks.
  • Address and correct errors on checks that occurred during the encoding process.
  • Maintain records and documentation of encoded transactions.
  • Respond to customer inquiries related to checks or deposits

Central Vault Teller

Bank One
02.2000 - 01.2002
  • Process daily cash deposits from corporate customers
  • Using cash machine double validate total amount of currency received for deposit
  • Review deposit slips to validate amount of cash received verses intended deposit amount.
  • Notify management of any discrepancies between cash received and claimed deposit as a second validation of the correct amount to be credited to customer accounts
  • Sort daily cash received into 100 count stacks banded by denomination
  • Build bricks of 10 banded stacks by denomination and add to deposit slip for Federal Reserve.
  • Securely Bag all currency by deposit slip and place into central vault for deposit to the Federal Reserve.
  • Essential position required to work during inclement weather and overtime as needed.

Education

Bachelor of Arts - Economics

University of Oklahoma, Norman, OK
05-2005

Skills

  • Client support
  • Detail-oriented data management
  • Analytical Data Analysis
  • Office management
  • Advanced skills in Microsoft Office tools
  • Complex Problem Solving
  • Strategic Decision Making
  • Team building and leadership
  • Confidentiality compliance measures
  • Conflict resolution
  • Goal setting
  • Deadline adherence
  • Policy implementation
  • Financial reporting
  • Stakeholder engagement

Timeline

Administrator - Oklahoma Tax Commission
10.2020 - 12.2024
Manager - Oklahoma Tax Commission
02.2018 - 09.2020
Supervisor Claims - Oklahoma Tax Commission
05.2013 - 01.2018
Payments Auditor - Oklahoma Tax Commission
05.2010 - 04.2013
Claims Auditor - Oklahoma Tax Commission
09.2005 - 04.2010
Check Encoder - Bank of Oklahoma
01.2002 - 01.2005
Central Vault Teller - Bank One
02.2000 - 01.2002
University of Oklahoma - Bachelor of Arts, Economics
John Cottengim