Marilyn J. Welch
Graham,NC
Summary
Detail-oriented administrative professional and North Carolina Notary offering excellent documentation, communication and organizational skills. Proven ethics and dedication to legally-sound operations. Goal-focused Accountant with record of accurate reporting and budget management. Offering 20+ years of experience handling finances for many companies. Processed payroll, budgets, reports, audits, journals, expenditures and payments. Diligently maintains latest training on tax regulations and legal issues impacting financial operations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Notary Public
Self Employed
10.2021 - Current
- Generated reports, uploaded documents into digital storage and prepared client case affidavits.
- Checked documents and identifying credentials for all parties.
- Supported timely and accurate administrative task completion.
- Met with clients in professional environment to witness signings.
- Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity.
- Administered oath to document signers to obtain affirmation of truth.
Accountant
TAX ADVANTAGE LLC
01.2010 - Current
- Hours worked 40+
- Gathered financial information, prepared documents, and closed books.
- Created budgets and forecasts for management group to meet regular accounting deadlines.
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
- Set up and improved accounting systems and processes to meet business needs and maximize operational success.
- Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.
- Maintained up-to-date knowledge on permits, certificates and documents mandatory for government departments.
- Improved efficiency of data collection, analysis and modeling to enhance practices and increase customer retention.
- Evaluated and improved accuracy and completeness of financial records.
Business Consultant
Self-Employeed
08.2007 - Current
- Boosted success of client's organization by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems.
- Increased client satisfaction by providing tailored business consulting services to small businesses.
- Developed comprehensive business plans for clients, resulting in increased revenue and growth.
- Initiated success of client's organization by improving performance, hiring practices and management systems.
- Supported clients with business analysis, documentation and data modeling.
- Developed strategic component development plans to support future projects.
- Created detailed roadmaps of action items and project goals and generated reports to inform budgeting and planning.
- Provided guidance on marketing strategies, helping clients attract new customers and increase sales.
- Mentored and trained small business owners on best practices, contributing to their long-term success.
- Collaborated with clients to develop strategic plans, setting clear goals and milestones for success.
- Advised on human resources management issues such as hiring practices, employee policies, and training programs.
- Facilitated workshops on various business topics including leadership development, customer service excellence, and team building.
Virtual Health Insurance Customer Service Rep
BroadPath Healthcare
08.2018 - 12.2019
- Hours Worked 40 hours per week.
- Answered live online chats to give quick answers and solve problems faster.
- Educated customers about billing, payment processing and support policies and procedures.
- Recommended products to customers, thoroughly explaining details.
- Increased efficiency and team productivity by promoting operational best practices.
- Trained new personnel regarding company operations, policies and services.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Education
Certificate - Paralegal Studies
Guilford Technical Community College
Jamestown, NC12.2021
MBA - Business Administration And Management
Ashford University
Clinton, IA08.2011
License - Insurance
IES Learning Center
Raleigh, NC07.2011
License - Real Estate
Howard Perry School of Real Estate
Durham, NC08.2008
Bachelor of Science - Biology
Middle Tennessee State University
Murfreesboro, TN08.1999
Skills
- Customer Data Confidentiality
- Verbal and Written Communication
- Regulatory Compliance
- Excellent Attention to Detail
- Time Management
- Efficient and Detail-Oriented
- Multitasking and Prioritization
- Customer Account Management
- Documentation skills
- Audit Preparation
- Non-Compliance Assessment
- Processing Checks and Invoices
Certification
- Licensed Real Estate Agent - 2010
- Licensed Insurance Agent - 2011
- Notary Public - 2021
- Paralegal Technology Certification - 2021
- EA - Enrolled Agent (currently Testing)
Affiliations
Durham Regional Association of Realtors
National Association of Realtors
National Society of Accountants
National Society of Tax Professionals
American Institute of Certified Public Accountants
American Society of Tax Problem Solvers
Score Business Consultant
Timeline
Notary Public
Self Employed
10.2021 - Current
Virtual Health Insurance Customer Service Rep
BroadPath Healthcare
08.2018 - 12.2019
Accountant
TAX ADVANTAGE LLC
01.2010 - Current
Business Consultant
Self-Employeed
08.2007 - Current
Certificate - Paralegal Studies
Guilford Technical Community College
MBA - Business Administration And Management
Ashford University
License - Insurance
IES Learning Center
License - Real Estate
Howard Perry School of Real Estate
Bachelor of Science - Biology
Middle Tennessee State University
- Licensed Real Estate Agent - 2010
- Licensed Insurance Agent - 2011
- Notary Public - 2021
- Paralegal Technology Certification - 2021
- EA - Enrolled Agent (currently Testing)