Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Research Analyst
Texas Comptroller of Public Accounts
07.2022 - Current
Conduct detailed research and analysis of unclaimed property data, identifying trends, patterns, and discrepancies. This includes examining records to locate rightful property owners and verifying ownership claims.
Assist in the processing of unclaimed property claims by reviewing documents, verifying information, and ensuring compliance with state laws and division policies.
Tax Compliance Analyst
Texas Comptroller of Public Accounts
02.2022 - 07.2023
Professionally negotiated and dealt with taxpayers in confrontational situations.
Responded to taxpayer questions and helped individuals complete and file tax documentation.
Gained extensive knowledge in data entry, analysis and reporting.
Researched tax laws, rules and taxpayer account information to convey information to taxpayers.
Provided taxpayers with printed information concerning laws, rules and procedures.
Performed research and administrative functions based on research of transaction tax laws to ensure compliance with state and local indirect laws and regulations.
Business FInancial Adminstrator
Advantage Solutions
11.2020 - 02.2022
Administered claims, deductions and reconciliation process maintaining accurate records.
Assisted with repayments, receivables and collections.
Exceeded corporate quotas for monthly policy sales.
Upsold additional products and services after identifying customer needs and requirements.
Provided coverage option information to assist clients in protecting assets.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Sales Team Lead
Advantage Solutions
10.2016 - 11.2019
Provided encouragement to team members, including communicating any goals and identifying ares for new training or skills checks.
Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring to individuals.
Worked with department managers during interview and hiring processes.
Consulted with businesses to supply accurate product and service information.
Team Lead
Sam's Club
07.2014 - 09.2016
Coached team members in techniques necessary to complete job tasks.
Managed schedules, accepted time off requests and found coverage for short shifts.
Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Trained new team members by relaying information on company procedures and safety requirements.
Worked different stations to provide optimal coverage and meet production goals.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Education
Jack C Hays High School
Buda, TX
05.2003
Skills
Project Management
Search Engine Optimization
Quality control enhancement
Research protocol development
Excellent communication abilities
High attention to detail
Timeline
Research Analyst
Texas Comptroller of Public Accounts
07.2022 - Current
Tax Compliance Analyst
Texas Comptroller of Public Accounts
02.2022 - 07.2023
Business FInancial Adminstrator
Advantage Solutions
11.2020 - 02.2022
Licensed Insurance Agent
Progressive Insurance
01.2020 - 11.2020
Sales Team Lead
Advantage Solutions
10.2016 - 11.2019
Team Lead
Sam's Club
07.2014 - 09.2016
Jack C Hays High School
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