Kristie Hornesby
Cornelius,NC
Summary
Highly skilled Senior Tax Operations Specialist with demonstrated knowledge of payroll processing, tax submissions and foreign form preparation. My recent role at TIAA has equipped me with a comprehensive understanding of quality improvement, financial analysis, risk assessments and regulatory compliance. I am adept at problem solving and detailed documentation, ensuring precision in my work.
With a solid foundation in financial services, exceptional communication skills, I am well prepared to excel in roles requiring attention to detail and exceptional client service.
Overview
13
13
years of professional experience
Work History
Sr. Retirement Tax Operations Specialist
TIAA
08.2021 - Current
- Provide administrative tasks in support of retirement plan operations
- Paying attention to detail by being thorough in reviewing financial records and documentation to verify inconsistencies.
- The ability to analyze data and identify discrepancies related to state returns.
Outreach Specialist
Atrium Healthcare
01.2019 - 08.2021
- Schedule discharge appointments for 13 Atrium hospitals.
- Maintained positive relationships with consumers and regularly reached out to offer assistance to individuals after their COVID visits by meeting a daily average of 300 calls.
- Offered personalized support to individuals needing services, helping connect each with available resources and relevant team members.
Senior Customer Service Representative
Schneider National Inc
01.2017 - 01.2019
- Regulatory Compliance: Made sure the drivers followed rules and regulations regarding vehicle maintenance, hours of service and cargo handling.
- Efficiency: Paying attention to detail helped properly plan routes and optimize load distribution. It helped with cost savings and more profitable operations.
- Provide great customer satisfaction as it leads to repeat business.
- Communication with customers contributes to repeat business.
401K Administrator
USI Consulting Group
01.2015 - 01.2017
- Data management allows the ability to manage and protect sensitive participant data while maintaining data accuracy and security.
- Effective communication skills to educate plan participants about their options and provide guidance.
- Problem solving in the capacity to resolve complex participant issues, including discrepancies, errors, and disputes.
Customer Service Associate
AON Hewitt
01.2011 - 01.2014
- Advised clients on company defined contribution plan and 401k options
- Coordinated enrollment requirements for health, savings and retirement plans.
- Selected to train new hires and serve as an peer coach to help grow the business.
Skills
- Time Management
- Flexibility and Adaptability
- Critical Thinking
- Communication
- Cross-Functional Collaboration
Timeline
Sr. Retirement Tax Operations Specialist
TIAA
08.2021 - Current
Outreach Specialist
Atrium Healthcare
01.2019 - 08.2021
Senior Customer Service Representative
Schneider National Inc
01.2017 - 01.2019
401K Administrator
USI Consulting Group
01.2015 - 01.2017
Customer Service Associate
AON Hewitt
01.2011 - 01.2014
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