Summary
Overview
Work History
Education
Skills
Programs
Timeline
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NEILEQUELETTE ROY

Arlington,TX

Summary

Bachelor's degree in Finance and ongoing pursuit of an MBA in Business Analytics. Over a decade of proficiency in income tax management, payroll processing, and financial analysis. Track record in tax specialization, billing administration, and customer service, complemented by strong leadership and communication skills. Uniquely positioned to provide strategic insights and exceptional client service in a dynamic setting. Resourceful Specialist with expertise in problem-solving, data analysis, and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.

Overview

14
14
years of professional experience

Work History

INCOME TAX SPECIALIST

ROY'S FINANCIAL SERVICES
01.2011 - Current
  • I have extensive experience in supporting employees in understanding their tax obligations, payroll management, staying up-to-date with tax laws, resolving tax-related issues, conducting audits, managing fixed assets, analyzing accounting transactions, assisting in the provision process, and preparing tax returns and work papers. Additionally, I have successfully managed over 100 recurring tax clients per season while overseeing a team of 5 employees.

BILLING ANALYST

WALKER ENGINEERING
03.2019 - 03.2020
  • I was responsible for supervising billing procedures, monitoring system functionality, and analyzing billing data. I also produced and disseminated reports, acted as the primary contact for billing inquiries, and resolved discrepancies. Additionally, I identified opportunities for automation and collaborated with IT and finance teams for system upgrades. I ensured adherence to billing regulations and provided guidance to junior staff while maintaining over 500 accounts monthly.

BILLING ANALYST

MASERGY COMMUNICATIONS
01.2017 - 03.2019
  • Addressed incoming phone calls, assisted customers and contractors, managed data processing, verified contractor invoices, created customer accounts, resolved payment discrepancies, generated billing documents, conducted bookkeeping tasks, maintained records, produced shipping labels, updated account information, demonstrated clerical proficiency, and utilized Microsoft Office Suite.

ASSISTANT BRANCH MANGER

LA CAPITAL CREDIT UNION
02.2016 - 12.2016
  • I assist in fulfilling currency and coin orders, count and record cash deposits in the vault of a commercial bank, and perform various tasks such as counting currency, coins, and checks, totaling amounts using a computer or calculator, recording deposits in customer accounts, preparing cash for shipment to branch banks, and balancing daily transactions.

MEMBER SERVICE REPRESENTATIVE

JEFFERSON FINANCIAL CREDIT UNION
01.2014 - 02.2016
  • I was promoted for excelling in multitasking and decision making. I handle customer service, loan applications, and cross-selling products. I exceed production goals consistently and possess superior organizational and multitasking abilities.

Education

MBA - Business Analytics

Texas Woman's University
Denton, TX
12.2024

Bachelor - Business Administration in Finance

Texas Woman's University
Denton, Texas
12.2023

Associates - Business Administration

Delgado Community College
New Orleans, LA
12.2014

Skills

  • Attention to Detail
  • Organizational Skills
  • Customer Service
  • Data Management
  • Problem-Solving
  • Tax Law Knowledge
  • Research Skills
  • Tax Planning
  • Analytical Skills
  • Financial Modeling
  • Data Analysis
  • Financial Reporting
  • Risk Management
  • Investment Analysis
  • Budgeting and Forecasting
  • Market Research

Programs



- Microsoft Excel
- Tableau
- QuickBooks
- SAP ERP
- Python/R
- Power BI
- Salesforce Billing
- NetSuite
- Sage Intacct
- Xero
- Oracle Hyperion

Timeline

BILLING ANALYST

WALKER ENGINEERING
03.2019 - 03.2020

BILLING ANALYST

MASERGY COMMUNICATIONS
01.2017 - 03.2019

ASSISTANT BRANCH MANGER

LA CAPITAL CREDIT UNION
02.2016 - 12.2016

MEMBER SERVICE REPRESENTATIVE

JEFFERSON FINANCIAL CREDIT UNION
01.2014 - 02.2016

INCOME TAX SPECIALIST

ROY'S FINANCIAL SERVICES
01.2011 - Current

MBA - Business Analytics

Texas Woman's University

Bachelor - Business Administration in Finance

Texas Woman's University

Associates - Business Administration

Delgado Community College

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NEILEQUELETTE ROY