Joshua Hunt
Santander Consumer USA
Fort Worth,TX
1
Certification
14
years of professional experience
Analytical accounting and bookkeeping professional with 12+ years of experience in full-cycle bookkeeping, account reconciliations, month-end support, process improvement, and financial research. Recognized for identifying systemic issues, improving operational efficiency, and solving complex accounting problems with minimal oversight. Combines strong accounting fundamentals with exceptional attention to detail and a self-motivated work ethic.
Work History
Owner / Enrolled Agent
4 Years 6 Months- Provide bookkeeping, tax preparation, and advisory services for individuals and small businesses.
- Prepare, review, and electronically file federal tax returns, including Forms 1040, 1065, and 1120-S.
- Perform bookkeeping cleanups and catch-up projects for clients with incomplete or inaccurate financial records.
- Reconcile bank, credit card, loan, and balance sheet accounts to ensure financial statement accuracy.
- Categorize transactions and redesign charts of accounts to support tax-focused bookkeeping and reporting.
- Reconcile fixed asset balances and depreciation schedules between tax returns and accounting records.
- Investigate and resolve account discrepancies through detailed financial analysis and research.
- Analyze client books to ensure proper tax treatment and maximize allowable deductions.
- Research tax law and develop strategies to legally reduce client tax liabilities.
- Reconstruct Schedule C books and records from source documentation and historical transactions.
- Implement and manage QuickBooks Online integrations to improve accounting workflows and efficiency.
- Utilize TaxDome to manage client onboarding, workflow automation, document collection, and tax return delivery.
Manager of Payments I
7 Years 6 Months- Lead a team responsible for payment reallocations, monetary postings, account audits, research resolutions, and complex account corrections across lease portfolios.
- Directed remediation initiatives involving $34.39 million in dealer buyout waivers, customer balance reallocations, refunds, and lease balance corrections.
- Created SQL reporting and analytical tools that improved visibility into operational risks and reduced manual work.
- Developed control reports and automated processes that reduced data populations by approximately 70%.
- Performed analysis that resulted in the recovery of $1.42 million across 12,800 accounts and reduced support volume by 25%.
- Led the remediation of approximately 7,000 accounts impacted by California tax changes.
- Designed quality-control processes, succession plans, and cross-training programs spanning more than 20 operational processes.
Senior Representative of Payments
4 Years- Built staffing and workload forecasting models using productivity and seasonal trends.
- Reduced turnaround time from 72 hours to 24 hours.
- Identified a system issue impacting approximately $82 million per month and 14,700 accounts.
- Performed root-cause analysis and remediation on more than 6,200 lease overpayment accounts.
- Authored training manuals and reviewed lease-related system enhancements.
Accounting Specialist
2 Years- Processed accounts payable and performed bank reconciliations and accrual accounting.
- Investigated invoice discrepancies and maintained general ledger accuracy.
- Performed job costing, inventory reconciliation, and month-end support activities.
Education
Bachelor of Business Administration - Accounting
Skills
Bookkeeping
Account Reconciliations
General Ledger Accounting
Month-End Close
Financial Analysis
Chart of Accounts Design
Process Improvement
Problem Solving
QuickBooks Online
QuickBooks Online ProAdvisor
TaxDome
Microsoft Excel
Pivot Tables
VLOOKUP / XLOOKUP
SQL
Financial Reporting
Verbal and written communication
Small business operations
Operations management
Staff hiring
Cost reduction
Certification
- Enrolled Agent (EA), Internal Revenue Service
- QuickBooks Online ProAdvisor
Timeline
Owner / Enrolled Agent
Tax Pro Strategies
01.2022 - CurrentRead More
Manager of Payments I
Santander Consumer USA
01.2019 - CurrentRead More
Senior Representative of Payments
Santander Consumer USA
01.2015 - 01.2019Read More
Accounting Specialist
USI Champion Insulation
01.2013 - 01.2015Read More
University of North Texas
Bachelor of Business Administration from Accounting
Read More