Summary
Overview
Work History
Education
Skills
Charitable, Religious and Volunteer Service
Timeline
Ronald Gubrud

Ronald Gubrud

Rowlett,TX

Summary

I have strong managerial skills, am highly proficient as a project manager with 40 years’ experience as a Manager, Supervisor, Team Lead, Designer or Director, in Theatre, Retail, Automotive, Healthcare, Disaster Assistance, Non-Profit, Religious, and Tax industries.


I thrive in challenging environment and work well under pressure; always meet deadlines, am highly organized and responsive. I am an expert in written and verbal communication, have strong people skills. and highly skilled in coaching, mentoring, and aiding direct reports.


I am an expert in helping people with technology. I am highly Proficient in using Microsoft Office products. My payroll experience includes reviewing and approving payroll for 2500 employees in a healthcare setting for more than a year.


Knowledgeable in Tax Law for individuals and small businesses. Proficient in bookkeeping practices for religious organizations


Experience in budget processes of government, religious institutions, non-profits, educational entities and healthcare organizations


Designed a new scheduling system for the Dental clinic that reduced the 3rd next new patient appoint from 86 days to 1 day, and reduced no show appointments from 36% to less than 10%


I have always received high performance appraisals, as an example, while at Children's, I was in the top 5% companywide for 5 years top 15% 8 years. To be in the top 5% a vice-president had to sign off and each vice-President was limited to 5% of the employees in their division.

Overview

46
46
years of professional experience

Work History

Tax Associate

Intuit TurboTax
01.2021 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
  • Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
  • Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.

Loan Specialist

Small Business Administration
01.2017 - 01.2021
  • Worked for the Small Business Administration assisting survivors with disaster loan applications.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Observed regulatory, compliance and security policies and procedures to keep data as safe as possible from breaches.
  • Identified problem areas within loan portfolio, analyzed risks and suggested appropriate solutions.
  • Explained very technical financial information to applicants in easy to understand language.
  • Proactively identified solutions for customers experiencing credit issues.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Maintained strict confidentiality of bank records and client information.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Successfully closed average of 80 loans per month.

Tax Processor/Supervisor

Liberty Tax
01.2015 - 03.2020
  • Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.
  • Verified completeness of provided details when processing Tax Returns.
  • Professionally negotiated and dealt with taxpayers in confrontational situations.
  • Kept case data and contact information up to date to expedite proceedings.
  • Recommended financial solutions in relation to tax implications.
  • Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
  • Evaluated Tax returns prepared by others to assess compliance with legal standards of care and accuracy.
  • Trained Tax Preparers to use Liberty software as well as training them on the tax code and annual changes.

Insurance Agent

Aflac / United Healthcare / Health Networks
07.2014 - 01.2018
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Sold life, Health, Affordable Care Act, and Medicare health insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Obtained underwriting approval by completing application for coverage.

Medical Practice Manager

Children’s Medical Center
01.2001 - 01.2013
  • Communicated effectively with staff members, physicians and patients, employing active listening and interpersonal skills.
  • Assessed processes and procedures, complying with OSHA and HIPAA regulations.
  • Developed close working relationships with front office and back office staff.
  • Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
  • Addressed and remedied all patient or team member issues.
  • Managed 15 employees with various personalities and from different cultures for Dental and Orthodontic physician practices.
  • Provided outstanding support to entire staff which helped improve process flow and boosted efficiency.
  • Assisted with regulatory issues such as compliance.
  • Ordered all office supplies and kept check on inventory levels.
  • Created and implemented organizational policies and procedures.
  • Oversaw accounting, budgeting, and financial reporting.
  • Communicated closely with patients, ensuring medical information was kept private.
  • Developed and maintained electronic record management systems to analyze and process data.

Operations Manager

AVW, Fairmont Hotel Dallas
01.2000 - 01.2001
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
  • Identified and resolved unauthorized, unsafe or ineffective practices.
  • Set, enforced and optimized internal policies to maintain responsiveness to demands.
  • Devised processes to boost long-term business success and increase profit levels.
  • Partnered with vendors and suppliers to effectively manage and budget.
  • Planned and resourced personnel and logistics for operations component exercises resulting in highly trained personnel ready to act quickly in critical roles.
  • Reviewed shift reports to understand current numbers and trends.
  • Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
  • Led warehouse improvement initiatives to advance operational efficiencies and increase revenue.
  • Advanced productivity KPIs by leading trainings on procedures and safety practices.
  • Trained new employees on proper protocols and customer service standards.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

Multimedia technician/Event coordinator

Northeastern Illinois University
05.1988 - 01.2000
  • Managed digital archives to maintain organized file management system of images and video clips.
  • Optimized and re-cut image and video files by identifying clips, editing and encoding videos and pulling screengrabs.
  • Applied well-honed skills in FloorPlan to create room designs to meet project specifications.
  • Managed several lucrative projects simultaneously and delivered each one on time and within budget.
  • Liaised with other departments to discuss ideas and create unified goals.
  • Worked in the University Events Office where are three big tasks were Commencement, Student awards Program and Monthly Board Meetings
  • Provide AV and technical support for professors using the University auditorium
  • Provide Set and Light design for Opera, Dance, Musical performance, and concerts

Army Officer (Captain)

United States Army Reserve
02.1980 - 01.2008
  • Established procedures for corrective and preventive maintenance.
  • Managed and scheduled equipment and system preventive maintenance programs to verify contractual compliance.
  • Completed annual capital budgeting, invoice review and approval, and weekly work schedules.
  • Administered safety plans to train 184 employees on meeting and exceeding OSHA safety standards.
  • Conducted routine and ongoing assessments of Enlisted Personnel and Junior Officers.
  • Managed project documents, blueprints and specifications.

Education

MBA -

Texas Woman’s University, Denton TX
05.2013

Master of Arts - Health Systems Management

Texas Woman's University, Denton, TX
05.2013

Bachelor of Arts - Speech and Performing Arts

Northeastern Illinois University, Chicago, Il

Skills

  • Data Analytics
  • Project Maintenance
  • Managing Practice Operations
  • Operational Planning
  • Mission Execution
  • Regulatory Compliance
  • Accounts Payable and Accounts Receivable
  • Payroll Administration
  • Electronic Health Records
  • Referral Management
  • Data Processing
  • Billing Codes
  • Supply Ordering
  • Account Reconciliation
  • Verbal Communication
  • Local, State and Federal Tax Returns
  • Financial Management
  • Tax Code Knowledge
  • Due Diligence
  • IRS Correspondence
  • Multi-State Tax Filing
  • Tax Laws
  • Customer Satisfaction

Charitable, Religious and Volunteer Service

  • Served on several congregational councils in Chicago and Dallas as: a member, President, Vice-President, Treasurer and Financial Secretary.
  • Served on the board or Prince of Peace Lutheran school in Chicago, Il.
  • President of the Central Planning committee. The committee's purpose was to distribute through grant proposals the funds acquired through a natural gas savings plan.
  • Served in the North-Texas Norther Louisiana Synod as a member, was elected chair of a committee, therefore, was also on the Executive Committee.
  • Served as Chair of the Civil Service Council
  • Served as Chair of the Non-negotiated Civil Service Grievance Committee

Timeline

Tax Associate - Intuit TurboTax
01.2021 - Current
Loan Specialist - Small Business Administration
01.2017 - 01.2021
Tax Processor/Supervisor - Liberty Tax
01.2015 - 03.2020
Insurance Agent - Aflac / United Healthcare / Health Networks
07.2014 - 01.2018
Medical Practice Manager - Children’s Medical Center
01.2001 - 01.2013
Operations Manager - AVW, Fairmont Hotel Dallas
01.2000 - 01.2001
Multimedia technician/Event coordinator - Northeastern Illinois University
05.1988 - 01.2000
Army Officer (Captain) - United States Army Reserve
02.1980 - 01.2008
Texas Woman’s University - MBA,
Texas Woman's University - Master of Arts, Health Systems Management
Northeastern Illinois University - Bachelor of Arts, Speech and Performing Arts
Ronald Gubrud