Dynamic financial professional with extensive experience at Guaranty Trust Bank, excelling in tax compliance and financial analysis. Proven ability to enhance operational efficiency and resolve discrepancies, leveraging strong analytical skills and effective communication. Adept in accounting principles and project management, consistently delivering high customer satisfaction and achieving organizational goals.
Overview
18
18
years of professional experience
Work History
Revenue Agent (GS 9)
IRS
Bloomington, MN
06.2024 - Current
Enforcing tax laws and ensuring taxpayers comply with them
Experts in tax laws, regulations, and procedures necessary to carry out my duties
Helping and guidance to taxpayers and other stakeholders
Determines the accuracy and completeness of tax returns and resolves tax disputes by reviewing tax records, conducting audits, and negotiating settlements
Reviewed and analyzed financial documents to determine tax liabilities for individuals, corporations, and other entities.
Prepared detailed reports regarding the status of delinquent accounts and recommended appropriate collection action.
Assessed taxes, penalties, and interest due on delinquent accounts in accordance with state regulations.
Responded promptly to inquiries from taxpayers regarding billing errors or other issues.
Researched applicable laws, rules, and regulations related to taxation matters.
Provided guidance and advice to taxpayers on filing requirements and payment options.
Performed calculations to determine estimated taxes due or refunds expected.
Assisted with audits conducted by Internal Revenue Service agents.
Auditor (GS 9)
DCAA
Plymouth, MN
11.2023 - 05.2024
Performed audit duties as a junior-level auditor according to agency guidelines
Document and evaluate detailed business processes and prepare comprehensive risk assessments
Meet with the auditees to explain the audit purpose and obtain necessary information and data
Prepared detailed Progress payment audit working papers and substantiating documents recording steps performed and conclusions reached
Develop and modify audit programs and plans, aligning audit steps with risk assessment
Performed Cost Accounting Standards (CAS), Disclosure Statement
Identified control gaps in processes, procedures, and systems through in-depth research and assessment and suggested methods for improvement
Obtained and interpreted relevant and authoritative criteria for programs or issues under audit
Partnered with auditors to track errors and add contributions to maintain accuracy
Adapted plans and schedules to meet changing priorities of work objectives, resources, and workload demands
Interviewed auditees to gather data needed to conduct audits
Assisted in preparing audit plans based on established objectives and standards.
Participated in special projects related to due diligence investigations as required.
Collaborated closely with other team members to develop effective audit plans.
Reviewed and evaluated internal control systems, financial records, and accounting systems to ensure accuracy of information.
Interacted regularly with clients to discuss audit progress, findings, and recommendations.
Senior Analyst
Becton Dickinson
Houston, TX
09.2021 - 04.2022
Company Overview: An American multinational medical and global technology company that develops, manufactures, and also sells a broad range of medical supplies, devices, laboratory equipment, and diagnostic products
Advanced understanding of ES system, overall system integration, and ability to implement final solution design
Conducted in-depth client training on the use of CareFusion products
Mentored team members on products, best practices, and customer education, and provided team support and product information on strategic products
Analyzed and resolved issues that had the potential to jeopardize performance and/or ability to meet agreed-upon project deliverables
Completed weekly administrative tasks in support of quality management, reporting, revenue, and expense
An American multinational medical and global technology company that develops, manufactures, and also sells a broad range of medical supplies, devices, laboratory equipment, and diagnostic products
Maintained updated knowledge base on industry trends and best practices.
Collaborated with IT teams on new tools and technologies.
Identified needs of customers promptly and efficiently.
Disseminated information regarding tools, reports or metadata enhancements.
Field Service Technician
Aqvia Company
Carlsbad, USA
08.2019 - 08.2021
Company Overview: American multinational company serving the combined industries of health information technology and clinical research
Facilitated client training and provided support for installed equipment through reference guides and materials, as well as practical instruction on operational procedures
Compose detailed work reports, depicting information for patterns and performance gaps to create equipment suggestions or additional customer training
Executed annual preventive service maintenance on all systems to maximize performance, minimize downtime, and maintain equipment's life span
Also worked as a training consultant to develop and optimize organization’s staff development and training programs
American multinational company serving the combined industries of health information technology and clinical research
Bookkeeping / Administrative Assistant
Washington County Behavioral Health
Brenham, USA
01.2015 - 06.2019
Examined financial documents, including contracts, expense reports and apportionment, invoices, to review account activity for any discrepancies or anomalies
Prepared accurate financial reports each month by collecting, analyzing and summarizing account information
Reviewed purchase documents and company receipts for reconciliation with statements
Provided leadership and oversight of front desk operations including directing staff in daily assignments and delivering outstanding customer support
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files
Monitored performance for a team of 9 staff and ensured compliance with healthcare regulations
Compiled administrative and logistical reports, developed and updated Excel spreadsheets, created budgets and designed staff schedules based on forecasted operational needs
Recognized as Employee of the Month in February 2017 for going above and beyond job requirements
Performed and provided expertise in resource planning, budget formulation, and budget execution, Identifying and recommending policy modifications and implementing budgetary and financial policies
Cash Supervisor / Cash Officer
Guaranty Trust Bank
Ibadan, Nigeria
09.2011 - 12.2014
Company Overview: A multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market-leading financial products and services
Handled customer complaints and concerns and escalated them to the direct supervisor for quick resolution
Greeted customers and responded to requests for information
Rectified discrepancies between accounting records and cash drawer by researching daily transactions to pinpoint issues
Supervised counting cash drawers and made bank deposits as part of bank opening and closing procedures
Resolved customer problems by investigating issues, answering questions, and building rapport
Reconciled registers to prepare daily bank deposits
Built and maintained working relationships with peers and upper management
Assisted management with developing and managing employee improvement strategies to encourage exceptional performance from staff
Taught junior employees, proactive strategies to meet operational and sales goals
A multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market-leading financial products and services
Conducted staff training sessions on proper cash handling techniques and procedures.
Investigated any suspicious activity reported by staff members or customers.
Responded promptly to customer complaints regarding cash transactions.
Resolved problems encountered during daily operations in a professional manner.
Accounts Receivable and Cash Management Specialist
Guaranty Trust Bank
Ibadan, Nigeria
01.2008 - 08.2011
Company Overview: A multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market-leading financial products and services
Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports, and researched chargebacks and write-offs
Evaluated open accounts to look for past-due balances and pursue collection strategies
Verified, classified, computed, posted, and recorded accounts payable data and reconciled daily totals to confirm proper accounting
Coached and mentored 10 new team members in cash register operation, stock procedures, and customer service to support successful business operations
Oversaw advanced cashiering functions, including processing returns, payment reversals, and exchanges
Maintained daily cash register drawers by carefully counting out correct change, calculating profits, and documenting totals
Investigated and resolved discrepancies between accounting records and cash drawer by analyzing daily transactions to pinpoint issues
Achieved high customer satisfaction ratings of 5/5 by delivering fast and friendly service
A multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market-leading financial products and services
Audit Intern
Guaranty Trust Bank
Ibadan, Nigeria
01.2007 - 12.2007
Company Overview: A multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market-leading financial products and services
Worked under supervision of auditors to develop working knowledge of company's audit approach, tools, and methods
Facilitated office workflow by assisting with administrative tasks and communicating with clients on auditors' behalf
Performed fraud investigation and identified fraudulent behavior through auditing
Reviewed petty cash disbursements, purchasing card transactions and travel expense reports for compliance with policies, procedures, and internal controls
Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances
Researched and implemented best practices to improve audit results
A multinational financial institution that provides individuals, businesses, private and public institutions across Africa and the United Kingdom with a broad range of market-leading financial products and services