Accountant with extensive experience in financial forecasting and regulatory compliance. Demonstrated ability to enhance operational efficiency through streamlined accounting processes and effective account management. Recognized for improving accuracy in financial reporting and contributing to overall business performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Plant Analysis Accountant (6/2019 - 3/2025)
Valero Energy Corporation
Fort Dodge, United States
09.2014 - 03.2025
Assisted in the annual budget process by compiling data and projections, which contributed to a more accurate financial plan that aligned with corporate goals.
Managed financial records using SAP.
Conducted variance analysis to identify discrepancies in accounts.
Ensured compliance with federal and state regulations in financial reporting.
Trained junior accountants on company policies and accounting software usage.
Created journal entries accurately and timely for month end close processes.
Posted financial data in Excel spreadsheets and managed inventory.
Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
Accounting Associate(9/2014 - 6/2019)
Backed up Plant Accountant in validating daily data.
Assisted with audits and regulations.
Support monthly quarterly compliance activities
Aid in state and federal reporting.
Tax Expert Lead (12/2023 - 4/2025)
Intuit-TurboTax
Remote, United States
01.2022 - 04.2025
Monitor agents to ascertain compliance with IRS and other agency requirements regarding Tax Advice or Audit Support.
Led a team of tax specialists during peak season, which resulted in a 20% increase in client retention and satisfaction scores, helping to solidify TurboTax's reputation for excellent customer service.
Scored a 97% satisfaction rate for response and accuracy among tax specialists.
Analyzed customer feedback and tax filing trends, assuring that TurboTax stayed ahead of competitors in the market.
Collaborated with cross-functional teams to streamline the tax filing process, which reduced errors and contributed to a smoother user experience, ultimately raising client trust and loyalty in the TurboTax brand.
Tax Expert (1/2022 - 12/2023)
Prepared individual and business tax returns using tax software tools.
Educated clients on tax law changes and implications for their finances.
Guided individuals through video conferencing with self-directed tax software.
Education
Bachelor of Applied Science - BASc - Accounting
Colorado State University - Global
Greenwood Village, CO
05-2018
Skills
Effective communication
Team collaboration
Attention to detail
Problem solving
Client relations
Generally accepted accounting principles (GAAP)
Tax return filing
Bookkeeping
Auditing procedures
PeopleSoft
Tax accounting specialization
Internal controls
Project accounting
SAP expertise
Spreadsheet proficiency
Audit support
MS office suite
ERP accounting
Forecasting techniques
Budgetary governance
General ledger entries
Quickbooks
Analytical research
Accounting and bookkeeping
Budget analysis
Revenue recognition
Budgeting assistance
Bookkeeping knowledge
Audit coordination
Account reconciliation
Variance analysis
Accounting controls
Certification
Enrolled Agent
Enrolled Agent credentialing by the Internal Revenue Service demonstrates expertise in tax matters and allows individuals to represent taxpayers before the IRS.
Associate Crude Scheduler - Three River/Corpus Christi Refineries at Valero Energy CorporationAssociate Crude Scheduler - Three River/Corpus Christi Refineries at Valero Energy Corporation