Nancy Salib
Wellington,FL
Summary
Accomplished financial management and accounting professional with 5 years of demonstrated positive impact company growth. Proven skill in employing accounting and financial management best practices and team leadership. Committed to introducing changes to achieve continuous improvement and successfully influencing processes driving operational excellence. Expertise in financial statement preparation and analysis, operational management, forecasting and cost control.
Overview
23
23
years of professional experience
1
1
Certification
Work History
CPA
Nowlen, Holt & Miner
01.2023 - Current
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements
- Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements
- Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations
- Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals.
- Managed multiple client accounts concurrently, prioritizing tasks effectively to meet tight deadlines during busy seasons
- Conducted thorough reviews of client financial statements to identify errors or inconsistencies that could impact their tax obligations
- Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements
- Created detailed financial reports based on financial statuses and data
- Handled payroll processing for clients, ensuring timely payment and adherence to tax regulations
- Established QuickBooks accounting system to reflect accurate financial records
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position
- Reconciled and corrected issues with financial records
- Supported year-end closing procedures by preparing adjusting journal entries as needed
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry
Studying and Sitting for the CPA Exam
..
05.2020 - 01.2022
Senior Tax Analyst
H&R Block
09.2017 - 04.2020
- Conducting face-to-face tax interviews with clients
- Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals
- Reduced tax liabilities for clients through effective tax planning strategies and analyzing financial data
- Generating business growth, increasing client retention, and offering additional products and services
- Providing IRS audit report
- Mentoring and supporting teammates
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance
- Attended continuing education and Income Tax courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria
Tax Analyst
Family Medical Center
06.2013 - 09.2017
- Helping in reporting and filing business taxes
- Book Keeping
- Analyzed tax issues and made recommendations for remediation to management.
- Conducted internal reviews of financial statements, identifying errors or inconsistencies that could impact overall tax liability calculations.
- Advised management on the implications of new legislation or regulatory changes, allowing for proactive adjustments to business operations as needed.
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
Personal Banker
Wells Fargo Bank
03.2012 - 03.2013
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Resolved issues with banking services and accounts
- Referred clients to in-house financial experts, as needed
- Generated new business by reaching out to potential customers
- Presented financial products and services to existing and prospective customers
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients
Business Development – Wealth Management Department
HSBC Bank Egypt
06.2010 - 01.2011
- Pitched products and services
- Planned and overseen new marketing initiatives
- Developed quotes and proposal
- Prepared PowerPoints presentations and sales display
- Set up meetings with potential customers to inform them about new developments in the company’s products
- Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals
- Provided exceptional customer service through prompt response times, empathetic listening skills, and clear communication of complex financial concepts
- Managed account needs for high-worth clients with values more than $100,000 in yearly revenue
Mortgage Coordinator - Mortgage Finance Department
HSBC Bank Egypt
06.2008 - 05.2010
- Approved mortgage loans by examining application and supporting documentation; estimating credit-worthiness; calculating repayment risk
- Attracted new mortgage loan applications by developing relationships within the community
- Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
- Contributed to increased business revenue by consistently meeting or exceeding monthly targets for loan approvals and closings
- Managed a high volume of mortgage files simultaneously while maintaining organization and accuracy in record keeping
- Assisted in closing loans successfully by coordinating efforts between various departments and stakeholders
- Adapted quickly to changing industry regulations, staying current on lending guidelines and adapting processes accordingly
Administrative Assistant - Investment Banking Division
HSBC Bank Egypt
11.2005 - 05.2008
- Researching market conditions and developments
- Identifying new business opportunities
- Coordinating teams of professionals, including accountants, lawyers and working closely with them
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships
Administrative Assistant - Audit Department
HSBC Bank Egypt
10.2003 - 11.2005
- Ensured that the organization is complying with relevant laws and statues
- Evaluated the efficacy of risk management procedures that were in place
- Made recommendations on how to improve internal controls and governance processes
- Protected against fraud and theft of the organization’s assets
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems
Customer Service Representative
Vodafone Egypt Telecommunications Company
01.2002 - 10.2003
- Managed large amount of incoming calls and customer services inquiries
- Assessed and identified customers’ needs to achieve satisfaction
- Handled customer complaints, provided appropriate solution and alternatives within the time limits; followed up to ensure resolution
- Took an extra mile to engage customers
Education
Certified Public Accountant -
Nova Southeastern University
Davie, FL2023
Accounting
Florida Atlantic University
Boca Raton, Florida01.2018
Master of International Business Administration -
Ecole Superieure Libre des Sciences Commerciales Appliquees (ESLSCA)
Paris, France10.2008
Bachelor of Civil Engineering -
Faculty of Engineering
Cairo, Egypt06.2001
Skills
- Tax Preparation
- GAAP understanding
- Tax law knowledge
- Tax Compliance
- Cost Reduction
- Quickbooks
- Financial statements expertise
- Attention to Detail
Certification
- Communication Skills, 05/2002
- Six Sigma Green Belt, 07/2002
Accomplishments
Thesis in Drivers and Barriers of Online Banking, 08/2006, Published in ESLSCA Magazine in Paris
Languages
Arabic
Native or Bilingual
Timeline
CPA
Nowlen, Holt & Miner
01.2023 - Current
Studying and Sitting for the CPA Exam
..
05.2020 - 01.2022
Senior Tax Analyst
H&R Block
09.2017 - 04.2020
Tax Analyst
Family Medical Center
06.2013 - 09.2017
Personal Banker
Wells Fargo Bank
03.2012 - 03.2013
Business Development – Wealth Management Department
HSBC Bank Egypt
06.2010 - 01.2011
Mortgage Coordinator - Mortgage Finance Department
HSBC Bank Egypt
06.2008 - 05.2010
Administrative Assistant - Investment Banking Division
HSBC Bank Egypt
11.2005 - 05.2008
Administrative Assistant - Audit Department
HSBC Bank Egypt
10.2003 - 11.2005
Customer Service Representative
Vodafone Egypt Telecommunications Company
01.2002 - 10.2003
Certified Public Accountant -
Nova Southeastern University
Accounting
Florida Atlantic University
Master of International Business Administration -
Ecole Superieure Libre des Sciences Commerciales Appliquees (ESLSCA)
Bachelor of Civil Engineering -
Faculty of Engineering
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