Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Nate Mueller

Peoria,IL

Summary

Tax Analyst with experience in analyzing data, preparing comprehensive reports, and improving process efficiency. Proficiency in Microsoft Excel contributes to heightened accuracy in financial analysis. Strong communication abilities support successful stakeholder collaboration.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Tax Analyst

Caterpillar Inc.
Peoria, Illinois
07.2023 - Current
  • Prepared U.S. Tax returns for various Caterpillar entities, with increasing complexity each year, including numerous book-to-tax adjustments. Analyzed and explained material year-over-year variances to managers.
  • Helped with insourcing 200+ state tax returns, and built out Excel templates that increased automation and reduced manual input and errors.
  • Completed 50+ estimated state tax payments with a high level of accuracy and attention to detail each quarter.
  • Used Excel and Corptax software to query and analyze data for ad hoc requests.
  • Created and took ownership of data collection templates in Excel to increase efficiency, reduce manual errors, and allow more time for value-added analysis.
  • Served as the point of contact between Caterpillar and state tax authorities for multiple audits, preparing complex data requests, and managing communications effectively.

Financial Paraplanner

M&E Catalyst Group
Minneapolis, MN
09.2021 - 07.2023
  • Developed unique financial plans for clients, utilizing financial planning software, an understanding of tax law, and financial products.
  • Analyzed diverse financial decisions, presenting insights to management for informed strategies.
  • Facilitated communication between clients and managing partner, ensuring satisfaction and clarity.
  • Modeled financing options, illustrating tax implications, and cash flow effects of various choices related to premium financing.

Education

Bachelor of Arts - Economics And Finance

Bethel University
Arden Hills, MN
12-2021

Skills

  • Microsoft Excel
  • Process optimization
  • Effective communication
  • Analytical problem solving
  • Financial analysis
  • Attention to detail
  • Adept learner

Certification

  • Microsoft Office Specialist: Excel Expert - Certiport
  • Series 7 - General Securities Representative - FINRA (Inactive)
  • Series 66 - Uniform Combined State Law - NASAA (Inactive)

Timeline

Tax Analyst

Caterpillar Inc.
07.2023 - Current

Financial Paraplanner

M&E Catalyst Group
09.2021 - 07.2023

Bachelor of Arts - Economics And Finance

Bethel University

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