Rachel Lee

• Interview the taxpayers and representatives, conduct tours of business operations and observe internal processes to assess risk and collect case related data during the exam process while prioritizing workload and protecting statutes
• Examine financial records, apply professional judgment, and interpret tax law to make a determination for tax compliance resulting in tax assessment and collecting multiple times the cost of my annual salary
• Volunteer as On-Job-Instructor for new hires providing feedback on case reviews and perform as Lead technical assistance for the team
• Streamline audits by developing job aids with flow charts, resulting in improved efficiency and increased compliance rates.

• Wrote queries and formulas in databases to run and prepare daily, weekly, bi-weekly and monthly financial reports (i.e. scorecards, financial dashboards) for more than 500 departments of the local and regional health communities
• Analyzed and validated historical data and compiled statistical financial trends with charts of actual/projected monthly/annual budgets of revenues, expenses as KPIs (i.e. units of measures for department productivities)

• Enabled informed decision-making of financial performance and operational efficiency by presenting key findings from complex data sets in clear, concise formats for cross-functional senior leadership team members.

• Implemented automated processes for compiling financial reports using advanced MS Excel (i.e. pivot tables, macros, vba) thus improving efficiency by 30% over the prior year

• Conducted field audits by examining financial records (i.e. sales journals, fixed assets, bank records), interviewing personnel, and observing manufacturing processes to ensure compliance with State government laws for Gross Receipts, Compensating Use, Income, Withholding Corporate taxes and Business Tax Credits (Incentives)
• Created complex supporting schedules and tax returns to produce audit working papers of audit findings using software
• Consulted with the legal department for taxpayer appeals and testifying in administrative hearings while managing case inventory of competing priority deadlines
• Improved efficiency for conducting large-scale/direct-pay audits by using audit sampling techniques such as sampling software

• Monitored inter-agency budget transfers, third-party service agreements for compliance, expenditures and program income revenues of multiple budgets, including in-kind, direct, and in-direct cost share reported by partners
• Managed federal draws, accounts payable including approvals, reconciliations, financial reporting, accounts receivable, and collections for service agreements
• Coordinated reports for post-award, renewal packages and close-outs of federal awards and cooperative agreements, and prepared the Schedules of Expenditures of Federal Awards and Comprehensive Annual Financial Reports
• Advised the agency of federal compliance and reporting requirements
• Aggressively collected 98% of delinquent accounts resulting in increased revenues and savings of thousands in attorney fees