Ramona Fulgham
Summary
Driven by a results-focused approach, I excelled at the State of Ohio Department of Taxation by streamlining audit processes and enhancing tax compliance, showcasing my proficiency in Oracle Cloud and exceptional problem-solving skills. My dedication to continuous improvement and effective communication has consistently fostered positive taxpayer relationships and operational efficiencies.
Overview
25
25
years of professional experience
Work History
Tax Examiner
State of OHIO Department of Taxation
09.2015 - Current
- 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.
- Prevented revenue loss by diligently investigating potential fraud cases and taking appropriate actions when necessary.
- Conducted comprehensive audits, uncovering hidden assets or unreported income to ensure proper taxation was enforced according to regulations.
- Provided expert advice regarding tax liabilities for various types of entities such as corporations, partnerships, non-profit organizations, trusts, or estates.
- Established solid relationships with taxpayers by addressing inquiries promptly while demonstrating knowledge of current tax laws.
- Resolved complex tax issues through diligent research and effective communication with taxpayers.
- Educated taxpayers about their rights and obligations under the law, fostering a positive relationship between government agencies and constituents.
- Recommended financial solutions in relation to tax implications.
- Researched tax issues and stayed current on all federal and state tax laws.
- Attended continuing education and [Type] courses to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Prepared tax returns for individuals and businesses.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Customer Service Representative
Safelite Glass
05.2013 - 09.2015
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Fostered positive customer service culture within team which led to higher customer satisfaction rates.
- Participated in cross-functional teams to discuss ways to improve overall customer satisfaction across company.
- Analyzed customer service metrics to identify trends and develop strategies for improvement.
- Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
- Addressed customer inquiries to ensure satisfaction and foster positive service experience.
- Improved resolution time with effective problem-solving for customer complaints.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Maintained up-to-date knowledge of product and service changes.
- Met customer call guidelines for service levels, handle time and productivity.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Staff Accountant
Chase Home Finance LLC
09.2002 - 06.2009
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Monitored cash flow closely to ensure sufficient funds were available for operational needs.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Assisted comptroller with year-end financial audits.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
Staff Accountant
BISYS
01.2000 - 08.2002
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Assisted comptroller with year-end financial audits.
- Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
- Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
- Collected and arranged financial information and entered details into [software] financial management system.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Monitored cash flow closely to ensure sufficient funds were available for operational needs.
- Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
- Reduced discrepancies in financial reports, conducting thorough audits of accounts payable and receivable.
- Played pivotal role in identifying and mitigating financial risks by conducting regular financial health assessments.
- Played key role in successful completion of annual audits by providing detailed documentation and explanations to auditors.
- Collaborated with cross-functional teams to implement cost-saving measures, contributing to reduction in operational expenses.
- Streamlined month-end close process, cutting down time required by efficiently organizing workpapers and financial statements.
- Supported strategic planning efforts by presenting detailed financial analysis and insights to management.
- Led project to migrate financial data to new accounting system, ensuring seamless transition with minimal downtime.
- Enhanced financial reporting accuracy by meticulously reconciling bank statements with ledger entries.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Maintained integrity of general ledger and chart of accounts.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collected and reported monthly expense variances and explanations.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Diminished outstanding debts by analyzing accounts for issues.
Education
Associate of Science - Accounting / 6 Class Before MBA
Franklin University
Columbus, OHSkills
- Recordkeeping and documentation
- Payment plan processing
- Deduction legitimacy
- Basic accounting principles
- Account discrepancies
- Auditing Techniques
- Accounting Principles
- Tax Compliance
- Spreadsheet Proficiency
- Multi-state tax returns
- Research and documentation
- Tax Research
- Tax Return Filing
- Regulations and compliance
- Oracle Cloud
- Regulatory understanding
- Skilled in [Software]
- Process Improvements
- Accounting principles knowledge
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
- Organizational Skills
- Excellent Communication
- Active Listening
- Effective Communication
- Compliance review
- Problem-solving aptitude
- Professional Demeanor
- Written Communication
- Adaptability
- Continuous Improvement
- Time management abilities
- Interpersonal Communication
- Professionalism
- Goal Setting
- Analytical Thinking
- Self Motivation
- Task Prioritization
- Interpersonal Skills
- Relationship Building
- Decision-Making
- Adaptability and Flexibility
- Team Collaboration
Timeline
Tax Examiner
State of OHIO Department of Taxation
09.2015 - Current
Customer Service Representative
Safelite Glass
05.2013 - 09.2015
Staff Accountant
Chase Home Finance LLC
09.2002 - 06.2009
Staff Accountant
BISYS
01.2000 - 08.2002
Associate of Science - Accounting / 6 Class Before MBA
Franklin University
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