Patrisia Reed
Philadelphia,PA
Summary
Accomplished Financial Technician with 10 years of experience in the financial industry. Demonstrated expertise in complex financial reconciliations and process improvement planning. Committed to promoting best practices in financial regulatory compliance. Highly knowledgeable of finance and wealth management terminology and procedures. Enthusiastic professional with skills in training and mentoring new employees. Trusted to make sound decisions while maintaining data confidentiality.
Enthusiastic professional with talents in training and mentoring new employees. A trustworthy Financial Technician focused on making sound decisions while preserving data confidentiality.
Skilled Financial Technician Manager offering professional experience in financial services environments. Expertise tracking financial performance of market share and competitors to formulate improvements aimed at surpassing goals.
Overview
20
20
years of professional experience
Work History
Detail Supervisory Financial Technician
IRS
03.2022 - Current
- I am responsible for assigning, directing, and reviewing work of subordinate employees; planning, scheduling, and coordinating work operations, planning, and carrying out the training and development of employees; evaluating employees work performance and performing all other related administrative functions
- I am also responsible to approve substantial penalties, approve updates and closing on RGS
- I also fill in for the Department manager when needed.
- Enhanced financial reporting accuracy by streamlining data entry processes and implementing automated systems.
- Managed daily cash position including, wire transfers; account sweeps; and, investment transactions.
- Utilized [Software] to reconcile bank accounts and generate fiscal reports.
Detail Supervisory Tax Examining Clerical Technician
IRS
12.2020 - 03.2021
- Contributed to employee satisfaction by facilitating events such as holiday parties or team-building exercises that fostered positive workplace morale.
- Assisted in the hiring process through the careful review of resumes, scheduling interviews, conducting reference checks, and maintaining candidate records in an organized manner.
- Eased administrative burdens for other departments through cross-functional support and collaboration on various projects.
- Increased accuracy in data entry tasks by regularly updating and reviewing database information.
- Improved office efficiency by organizing and maintaining a streamlined filing system.
- Boosted team productivity by managing schedules, coordinating meetings, and arranging travel itineraries for executives.
- Protected sensitive company information with vigilant attention to document security protocols while handling confidential files and correspondence.
- Facilitated smooth communication within the organization through the accurate distribution of internal memos and announcements.
Contact Rep in ACSSCP
IRS
10.2018 - 12.2020
- Answering phones call from taxpayers about their tax return for an individual or business
- I would set up an installment agreement and/or do a financial agreement to see what the taxpayer can pay or place them in Currently non collectable
- I also in put levy's and look to see if a lien needs to be placed on the account
- I was also a detail Manager for CCP from 12/08/2020 thru 03/26/2021
- I am also in a Manager Cadre.
- Adapted communication style based on individual preferences or cultural backgrounds of clients, ensuring clear understanding from both parties.
- Managed a high volume of inbound calls daily, maintaining composure under pressure while providing top-notch service to clients.
CSR
IRS
11.2015 - 10.2018
- Answering phone calls from taxpayers about their tax return or W-7 form which is for an Individual Taxpayer Identification Number
- I also set up installment agreements for taxpayers.
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Tax Examiner
IRS
01.2005 - 11.2015
- Inputting taxes into the computer and making sure all information is right
- If a form is missing, give the taxpayer a call and take their information over the phone or have them fax over the form.
- Ensured timely processing of returns through efficient workload management and attention to detail.
- Communicated with taxpayers in writing and by telephone.
- Collaborated with team members to enhance overall efficiency and effectiveness within the department.
- Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
- Streamlined the audit process for faster completion and more accurate results.
- Reduced errors in tax assessments by meticulously reviewing calculations and documentation.
Education
Associate of Applied Business - Business
Community College of Philadelphia
Philadelphia, PA05.2014
Cosmetology Program
Gordon Phillips Beauty School
Philadelphia, PA02.1999
Job Search Entrepreneur Automated Business Information Processing Data Entry
West Philadelphia High School
Philadelphia, PA06.1997
Skills
- Bank Reconciliation
- Verbal and written communication
- Microsoft Excel expertise
- Documentation Review
- Strategic Planning
- Skilled in Word, Excel, Etc
- Financial Reporting
- Tax Preparation
- Auditing procedures
- Revenue Recognition
- Tax reporting
- Computer Literacy
- Tax Compliance
- Strong Work Ethic
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Works Well Under Pressure
- Multitasking Abilities
- Reliability
- Organizational Skills
- Customer Engagement
- Recordkeeping and documentation
- Data Entry
- Risks Assessment
- Self Motivation
- Professionalism
- Adaptability
Timeline
Detail Supervisory Financial Technician
IRS
03.2022 - Current
Detail Supervisory Tax Examining Clerical Technician
IRS
12.2020 - 03.2021
Contact Rep in ACSSCP
IRS
10.2018 - 12.2020
CSR
IRS
11.2015 - 10.2018
Tax Examiner
IRS
01.2005 - 11.2015
Associate of Applied Business - Business
Community College of Philadelphia
Cosmetology Program
Gordon Phillips Beauty School
Job Search Entrepreneur Automated Business Information Processing Data Entry
West Philadelphia High School
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