Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Rebecca Arnold

Rebecca Arnold

Tax Analyst
Ohio

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

21
21
years of professional experience

Work History

Tax Analyst

Ohio University
07.2022 - Current
  • Research and determine University's employment tax obligations for individuals working at off campus locations
  • Maintain tax compliance for University through timely and accurately filings of various tax returns
  • Research, prepare, and file employment tax filings for entire institution
  • Monthly review and reconciliation of all employment tax accounts across 500 jurisdictions
  • Prepare semi-monthly, monthly, quarterly, and annual federal, state, city, county, PSD, and school district tax returns and payments
  • Determine and maintain proper filing frequency for all employment related tax withholding accounts
  • Prepare monthly sales and use tax returns and ensure timely payment of tax withheld and estimated payments
  • Register and set up withholding accounts, as needed, based on employee work locations
  • Prepare monthly federal 1042S deposit and filing
  • Oversee creation and implementation of new Payroll object codes in University's chart of accounts

HR Service Center Specialist

Ohio University
11.2020 - 07.2022
  • Onboarded and processed all newly hired faculty employment records utilizing Oracle, HireRight, PeopleAdmin, PeopleSoft, TIM, and OneDrive
  • Created daily I-9 compliance spreadsheet in Excel for reporting to federal government
  • Completed domestic and international I-9 forms for newly hired employees and reverification of employment authorizations
  • Worked closely with Payroll team to ensure accuracy of faculty salary records and payroll scenarios for all types of faculty appointments and process pay adjustments, as required
  • Managed UHR email inbox in Outlook, servicing over 8,000 employees
  • Supervisor and hiring manager of UHR's student staff
  • Worked closely with Business Service Center, Benefits, Payroll, and Senior HR Director to create and manage student payroll budget
  • Fielded UHR's mainline phone calls that cover various matters of employment such as: benefits, payroll, hiring processes, conflict resolution, tax issues, and record management
  • Managed semi-monthly new hire report, required by State of Ohio
  • Processed required new hire paperwork, such as tax forms and direct deposit information, utilizing Oracle, Equifax, and Excel

Administrative Services Associate

Ohio University
07.2019 - 11.2020
  • Worked closely with Consolidus account manager (& OHIO's Printing Services department) to create and execute the Center's promotional campaigns
  • Overhauled Center's physical space and completed inventory of resources
  • Coordinated & executed out of state conference budget, travel, student conduct training, and per diem disbursement for 8 student & 2 professional staff attendees
  • Assisted in coordinating PACE program positions, applicants, interviews, and placement
  • Represented LGBT Center during Bobcat Student Orientation to develop relationships with potential & incoming 1st year students, parents/guardians to bolster allyship & potential Ohio University Foundation funding opportunities
  • Advised students on priority management and academic challenges to connect them with appropriate University furnished resources
  • Oversaw Center's operations and payroll budgets per University policy & spending guidelines using OBI & Excel
  • Tracked and approved student staff timesheets and payroll
  • Provided customer service to internal and external visitors
  • Advised other departments within Diversity & Inclusion on University processes/guidelines and connected them with correlating resources
  • Worked with Director to gather materials, execute trainings, and programming to realize strengths- based leadership design & Center's core values utilizing applications such as Word, PowerPoint, Excel, Qualtrics, and Canva
  • Created new application process for The Tom & Jan Hodson Student Support Fund & oversaw said process & funds disbursement upon request from Director
  • Assisted in creation & managed submission of programming contracts for paid guests and speakers
  • Coordinated and executed major events & programming: workshops, trainings, Homecoming Week events, Queer Prom, and PRIDE Graduation
  • Assisted in supervising student staff's work and address any staff needs/issues
  • Utilized BobcatBUY to procure goods and services while maintaining compliance & maximizing savings
  • Prepared various requisitions, blanket PO's, and new preferred supplier additions
  • Created & submitted necessary work orders with various departments within Facilities Management
  • Organized & submitted financial receipts and substantiation reports for travel
  • Arranged travel for Director & Assistant Director via Concur

Accounting Support Associate

Ohio University
03.2019 - 07.2019
  • Located and built departmental deposits within CASHNet
  • Executed daily office functions such as calendar management, customer service, and clerical duties
  • Booked, substantiated, and managed travel itineraries and expenses using Concur
  • Tracked, journalled, and created reports using Oracle database system
  • Utilized BobcatBUY to procure goods and service while maintaining compliance and maximizing savings

Account Service Representative

Rocky Brands
12.2017 - 03.2019
  • Managed all web billed accounts in all 50 states
  • Utilized Excel, Cybersource, Billtrust, and Ariba SAP to reconcile accounts, track income, generate invoices, and statements
  • Responsible for approving, denying, and/or negotiating all incoming blanket PO's for SAP Ariba billed accounts
  • Consulted on order reviews to detect and avoid possible fraud
  • Reviewed accounts monthly to assess aging and pursue collections funds
  • Worked closely with cash application specialists to ensure proper application of customer remittances
  • Completed account verifications for all new web billed accounts
  • Submitted all invoices for over 1600 accounts into SAP Ariba
  • Posted a high volume of monthly payments, performed research, and tracked misapplied payments
  • Proactively researched technical tax issues using Avalara tax software and ensure accuracy in sales tax reporting for web billed accounts across all 50 states
  • Processed all virtual credit card payments for two national key accounts
  • Developed new trading partnerships for accounts transitioning to web billing
  • Managed credit and collections email inbox for department
  • Trained new employees on accounting principles and processes
  • Answered que calls pertaining to all roles in AR and Customer Service departments

Canteen Supervisor

VFW
02.2015 - 07.2016
  • Assisted with implementation of Tab Wizard POS system
  • Trained employees on various reporting functions, such as payroll, gaming commission reporting, tax withholding, inventory, and revenue statements
  • Assisted in generating annual W-2 forms
  • Managed inventory by working closely with food, beverage, and gaming vendors
  • Tracked membership roster and dues for annual VFW audits

Subrogation Specialist

Progressive Insurance
09.2004 - 06.2014
  • Managed and assessed aging of rolling inventory of 300-350 claims, per month, and pursued collection of funds from other insurance carriers
  • Evaluated claims for final course of action based on facts of loss, potential for collection, and balance of claims
  • Provided depositions to support litigated claims
  • Worked effectively in high pressure and high-volume environment
  • Created and lead training programs for new employees
  • Provided guided tours of division to members of other departments
  • Piloted and created templates to effectively operate E-Subro Hub software
  • Licensed adjuster in state of Connecticut
  • 1 of 3 representatives to handle bailment issues in the state of Massachusetts
  • Sat on the arbitration panel and heard cases/entered judgments on 8-13 cases per month
  • Filed arbitration cases, then monitored and reported on accuracy of funds reimbursements from favorable judgments
  • Set realistic expectations for customers regarding collections, effectively explained the subrogation process to create a positive customer experience
  • Analyzed total loss evaluations for accuracy, negotiated accurate settlements on complex coverage, liability, and damage disputes exceeding $10,000
  • Issued checks for customer's deductibles and out of pocket expenses
  • Resolved liability, coverage, and property damage subrogation claims with attorneys, internal and/or external customers, and businesses

Uninsured Subrogation Collector

Progressive Insurance
03.2004 - 09.2004
  • Received inbound calls and made outbound calls to at-fault, uninsured parties to make recoveries
  • Analyzed rolling inventory of claims to assess aging and pursued collection of funds
  • Negotiated settlements and payment plans with at-fault, uninsured parties, and processed EFT's
  • Documented claims accordingly and completed proper Subrogation screens in database (PACMAN)
  • Analyzed claims to ensure correct policy features were open and correct values were listed for collection
  • Reviewed claims for potential exposures
  • Analyzed and identified issues with incorrect drafts on edit reports
  • Located adverse parties via skip trace systems
  • Provided status updates on deductibles and out of pocket expenses to customers
  • Set realistic expectations for customers regarding collection efforts

Claims Loss Reporting Unit Mentor

Progressive Insurance
05.2002 - 03.2004
  • Supervised team of 5 to 7 representatives on service and quality
  • Created and lead formal training programs for new hire cohorts for first 6-8 weeks
  • Coordinated and educated customers on available repair options, rental and tow
  • Preserved customer choice and conveyed proper follow up expectations
  • Neutralized often highly emotional, negative and/or stressful situation by providing positive customer experience
  • Maintained compliance with multiple state guidelines
  • Answered basic questions regarding claim status, including collecting additional information needed to move claim forward
  • Scheduled appointments for vehicle pick-up on service center repairs

Education

Anticipate To Graduate Spring 2025 - Business Management & Entrepreneurship

Hocking College
Nelsonville, OH

Skills

  • Critical Thinking
  • Service Quality
  • Verbal and Written Communication
  • Organizational Skills

Accomplishments

  • Nominated for the OHIO 2020 Women's Achievement Award -Above & Beyond Category
  • Namesake to the Ohio University Arnold Allyship Student Leadership Award, est. 2020
  • Successful completion of the following HRCI PHR certification program courses:

HR Tools & Processes

HR Organization Business Planning

Employee Relations

Timeline

Tax Analyst

Ohio University
07.2022 - Current

HR Service Center Specialist

Ohio University
11.2020 - 07.2022

Administrative Services Associate

Ohio University
07.2019 - 11.2020

Accounting Support Associate

Ohio University
03.2019 - 07.2019

Account Service Representative

Rocky Brands
12.2017 - 03.2019

Canteen Supervisor

VFW
02.2015 - 07.2016

Subrogation Specialist

Progressive Insurance
09.2004 - 06.2014

Uninsured Subrogation Collector

Progressive Insurance
03.2004 - 09.2004

Claims Loss Reporting Unit Mentor

Progressive Insurance
05.2002 - 03.2004

Anticipate To Graduate Spring 2025 - Business Management & Entrepreneurship

Hocking College

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Rebecca ArnoldTax Analyst