Lisbeth Cardenas

• Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
• Researched tax issues and stayed current on all federal and state tax laws.
• Conducted internal reviews of financial statements, identifying errors or inconsistencies that could impact overall tax liability calculations.
• Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.

Managed invoices, payments and deposits, maintaining accurate expenditure records.

I've worked as SaaS Integrations Clerk with a bookkeeping team. This role was vital for managing and optimizing software-as-a-service (SaaS) integrations and third-party connections that enhance their bookkeeping processes. I had a strong background in data integrations, proactive in bringing new solutions to the table, and be comfortable with a variety of SaaS platforms.

Work closely with platforms like Square, Stripe, Saasant Transaction Importer, ensuring seamless integration and optimal use.

• Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
• Researched tax issues and stayed current on all federal and state tax laws.
• Conducted internal reviews of financial statements, identifying errors or inconsistencies that could impact overall tax liability calculations.
• Participated in creation of tax footnotes for public tax filings to improve corporate transparency and credibility.

• Used sound judgment and available resources to make well-informed decisions for case approval or denial.
• Kept up to date on industry information, system changes, network rules and compliance issues.
• Analyzed, researched and resolved payment claims within required timeframes.
• Enhanced customer satisfaction by promptly addressing concerns and providing clear explanations for dispute outcomes.

• Adhered to department processes, procedures and goal expectations for case investigations.
• Facilitated open lines of communication between team members, fostering a collaborative work environment conducive to problemsolving.
• Reduced operational costs for the department by optimizing resource allocation and prioritizing high-impact disputes.