Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Pallavi Neema

Pittsburgh,USA

Summary

Tax compliance specialist with extensive experience at BNY Mellon, recognized for optimizing reporting processes and ensuring compliance with regulations. Expertise in tax document preparation and client communication led to significant improvements in efficiency and accuracy, enhancing audit readiness and reducing liabilities. Proven ability to deliver results through effective collaboration and problem-solving.

Overview

22
22
years of professional experience

Work History

Specialist, Tax Reporting & Compliance

BNY Mellon
Pittsburgh, PA
08.2023 - Current
  • Executed year-end tax procedures, including W-8 and W-9 distribution, and prepared 1099-INT and 1042-S forms.
  • Spearheaded year-end closing activities, ensuring timely reconciliation, and accurate tax reporting.
  • Maintained updated employee financial records to facilitate seamless tax reporting.
  • Ensured regulatory compliance through meticulous record-keeping and timely submissions.
  • Streamlined tax reporting processes by automating data collection and analysis.
  • Collaborated with cross-functional teams to gather financial data for precise tax reporting.
  • Developed training materials for new hires, enhancing onboarding for tax compliance.
  • Reviewed internal tax documentation to minimize errors and ensure adherence to regulations.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.
  • Recorded shipment data for reporting, accounting or recordkeeping purposes.
  • Prepared reports summarizing findings from research activities conducted on various topics related to taxation.
  • Researched complex tax regulations to ensure compliance with federal, state, and local laws.

Volunteer

North Allegheny School Dist.
Pittsburgh, PA
06.2020 - 08.2020
  • Coordinated and implemented special events for volunteer service appreciation.
  • Worked with leadership staff and special committees to define volunteer mission and set standards.
  • Implemented project management techniques to overcome obstacles and increase team productivity.
  • Worked with program teams to identify and match volunteers with appropriate activities.
  • Organized meetings for executives and coordinated the availability of conference rooms for participants.
  • Optimized data access and storage to improve the performance of analytics systems.
  • Updated and developed scripts and queries to extract and analyze data from multiple sources.
  • Generated standard and custom reports to provide insights into business performance.
  • Analyzed data to identify root causes of problems and recommend corrective actions.
  • Maintained an internal database of service workers, participants, activities and other relevant details.
  • Facilitated community outreach to expand participation and support.

Volunteer

Chartiers Valley Primary School
Pittsburgh, PA
02.2015 - 04.2015
  • Prepared materials for class activities and art projects.
  • Assisted classes with parties and events.
  • Made copies to assist teacher in preparing future lessons.
  • Played games with small groups of students reviewing previous day's material.
  • Monitored students in lunchroom and at recess.
  • Coordinated with teacher to implement lesson plans and keep students on track.
  • Provided general assistance to classroom teachers by distributing paperwork and cleaning up play areas.
  • Created and revised procedures, checklists and job aids to reduce errors.
  • Consulted manuals and process documents to investigate malfunctions.
  • Created and collaborated in implementation and maintenance of customer complaint log.

Administrative/Front Desk Associate

Cummins research & technology India Ltd
Pune, India
07.2011 - 01.2012
  • Introduced customers to resort amenities with a pleasant and helpful demeanor.
  • Liaised with housekeeping and maintenance staff to address requests and complaints made by guests.
  • Collected room deposits, fees, and payments.
  • Performed basic daily bookkeeping tasks.
  • Confirmed important personal and payment information for compliance with security and payment card industry standards.
  • Welcomed each new arrival pleasantly and confirmed reservations and identification.
  • Acquired in-depth knowledge of the surrounding area to offer guests with information about dining options, entertainment, and shopping activities.
  • Answered guest questions and referred to local points of interest.
  • Answered multi-line phone system and transferred callers to the appropriate department or staff member.

Back-Office Executive

Maruti Suzuki, The Kothari Wheels
Pune, India
01.2009 - 04.2009
  • Maintained inventory for back-office supplies, computers and workstations.
  • Maintained daily updated calendars to assist management team in scheduling associates and external customers for meetings.
  • Developed and implemented office policies by setting up procedures and standards to guide operation of office.
  • Prepared schedule for back-office tasks and employees' daily functions.
  • Performed database management and analysis of business functions and processes.
  • Scheduled and participated in regular meetings with staff to review progress.
  • Received purchase orders and processed invoices for payment.
  • Maintained office services by organizing office operations and procedures, preparing payroll and controlling correspondence.
  • Designed and implemented office policies by establishing standards and procedures.
  • Reviewed reports on organization's financial health in conjunction with accounting department.
  • Developed and updated calendars to schedule team and customer meetings.
  • Analyzed trends and report on areas of improvement or change.
  • Ordered office supplies and maintained supplier contacts in the database.
  • Managed invoices from vendors to assist the accounting department in reducing annual expenses.
  • Worked with IT department to address technology issues and shortfalls.
  • Designed and implemented office policies and enforced standards.
  • Organized office operations, leading daily activities and controlling correspondence.
  • Managed back-office sales team through coaching and sales technique training.
  • Organized company functions and events to improve employee morale.

Administrative Assistant

Supri Advertising
Pune, India
02.2008 - 11.2008
  • Supported company leaders by managing budgets, scheduling appointments, and organizing itineraries.
  • Scheduled office meetings and client appointments for staff teams.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Identified and recommended changes to exist processes to improve accuracy, efficiency, and quality service.
  • Executed record filing system to improve document organization and management.
  • Developed strategies to streamline and improve office procedures.
  • Increased office participation in special events by creating newsletters with detailed calendars and other office updates.
  • Established administrative work procedures to track staff's daily tasks.
  • Built and maintained excellent customer relationships through timely responses to inquiries and going above and beyond to accommodate unusual requests.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to the correct recipient.

Marketing Assistant

Wecom, World Expo & Conventions Management LTD
Pune, India
07.2007 - 02.2008
  • Assembled reports and presentations to share insights and recommendations with stakeholders.
  • Managed campaigns for various clients that consistently exceeded sales goals.
  • Collected, analyzed, and summarized data and trends to provide marketing tracking and research.
  • Collected and analyzed data from a variety of sources to create detailed market research reports for top-level decision-makers.
  • Generated leads through phone calls, emails, and face-to-face interactions.

Trainee

ISEP, Idea Cellular
Indore, India
11.2005 - 01.2006
  • Supported the creation of detailed, technical financial models to value potential acquisition targets.
  • Frequently inspected production area to verify proper equipment operation.
  • Attended training courses to build an understanding of processes, techniques, and industry.
  • Gathered, organized and input information into digital database.
  • Developed and updated tracking spreadsheets for process monitoring and reporting.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Supported organizational objectives with help from existing employees.

Customer Service Associate

Rukmani motors Pvt. Ltd
Indore, India
05.2005 - 10.2005
  • Educated customers about billing, payment processing, and support policies and procedures.
  • Actively listened to customers, handled concerns quickly, and escalated major issues to the supervisor.
  • Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
  • Collected and returned unpurchased or returned items to the correct shelf locations and arranged displays to promote sales.
  • Helped a large volume of customers every day with a positive attitude and focus on customer satisfaction.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Kept detailed records of customer interactions to track and resolve issues quickly.
  • Utilized internal software and tools to meet customer needs and resolved issues promptly.
  • Trained staff on operating procedures and company services.
  • Offered advice and assistance to customers, paying attention to special needs or wants.

Trainee

ICICI BANK
Indore, India
06.2003 - 07.2003
  • Maintained inventory of marketing literature, archive files and sample files.
  • Completed in-depth reviews of market conditions and customer preferences.
  • Conducted research to analyze customers' behavior, preferences, and purchasing habits.
  • Updated social media platforms with the latest news and corporate details.
  • Shadowed senior personnel on complex marketing pursuits to build skill set.
  • Tracked various product sales and costs by analyzing and entering sales, business data, and expenses.
  • Tracked trade show expenses to maintain budget.
  • Onboarded new team members and coached personnel in marketing tasks.
  • Identified appropriate marketing channels and target customers for campaigns.
  • Designed and implemented advertising and public relations activities.

Education

BBA - Finance

Prestige Institute of Management and Research
Indore

Complete Agile Scrum Master Certification Training -

Udemy
Pittsburgh, PA

Skills

  • Word
  • Excel
  • PowerPoint
  • Business reporting
  • Teamwork
  • Collaboration
  • Report Analysis
  • Excel Spreadsheets
  • Problem Resolution
  • Schedule Planning
  • Client communication
  • Financial statements
  • Account reconciliation
  • Problem-solving
  • Document review
  • Account verification
  • Compliance reporting
  • Tax and Document preparation
  • Tax controversy resolution
  • Tax compliance
  • Local tax returns
  • State tax returns
  • Federal tax returns
  • Yearly tax reporting for W2
  • Yearly tax reporting for 1099Misc
  • Yearly tax reporting for 1042-S

Accomplishments

  • Yes ,I received the year end rewards for my hard work and dedication in team

Languages

English
Professional
Hindi
Professional

Timeline

Specialist, Tax Reporting & Compliance

BNY Mellon
08.2023 - Current

Volunteer

North Allegheny School Dist.
06.2020 - 08.2020

Volunteer

Chartiers Valley Primary School
02.2015 - 04.2015

Administrative/Front Desk Associate

Cummins research & technology India Ltd
07.2011 - 01.2012

Back-Office Executive

Maruti Suzuki, The Kothari Wheels
01.2009 - 04.2009

Administrative Assistant

Supri Advertising
02.2008 - 11.2008

Marketing Assistant

Wecom, World Expo & Conventions Management LTD
07.2007 - 02.2008

Trainee

ISEP, Idea Cellular
11.2005 - 01.2006

Customer Service Associate

Rukmani motors Pvt. Ltd
05.2005 - 10.2005

Trainee

ICICI BANK
06.2003 - 07.2003

BBA - Finance

Prestige Institute of Management and Research

Complete Agile Scrum Master Certification Training -

Udemy

Similar Profiles

CREATE PROFILE
Pallavi Neema