Ruendy Mendoza-Chavez
LAKEWOOD,CO
Summary
Tax Specialist with hands-on experience in business analysis projects, balancing core tax responsibilities with 3+ years of data analysis work. Known for using analytical skills to identify opportunities for efficiency and supporting business goals through actionable insights.
Overview
4
4
years of professional experience
Work History
Tax Specialist
Pacific Premier Trust
Denver, CO
05.2023 - Current
- Lead the withholding process, central to 40% of departmental operations, managing daily authorization of payments, reconciliation of anomalies, and filing of 945 and 945-A forms
- Helped the company avoid nearly $5,000 in state penalties and up to $200,000 in federal penalties by developing a streamlined reconciliation method through thorough research and close collaboration with state tax representatives and the Tax Director.
- Supported the preparation, review, and correction of key tax forms, including 1099s, 5498s, and W-9s, ensuring compliance with IRS and state requirements.
- Member of the Unclaimed Property Professionals Organization (UPPO), applying extensive knowledge of escheat laws and regulations to ensure accurate reporting and delivery of accounts and assets across multiple states
Business Analysis Projects
Pacific Premier Trust
Denver, CO
01.2023 - Current
- Developed a PowerBI dashboard for the CEO, transforming the reporting process from quarterly updates to real-time using SQL queries for data connections, and PowerBI for visualization.
- Conducted a staffing analysis project to determine the most optimal amount of employees needed in a certain department.
- Developed 10+ job aids using Word and Visio, improving training efficiency and ensuring audit compliance across departments.
- Created data tracking spreadsheets to enhance data accuracy and streamline processing across departments by identifying errors and outdated information.
Trust Securities Operations Specialist
Pacific Premier Trust
Denver, CO
12.2020 - 04.2023
- Successfully cultivated over 100 positive relationships with high net-worth clients by tailoring alternative investment strategies to their individual needs, resulting in exclusive partnerships and increased business opportunities
- Processed 1,000+ customer requests including real estate sales, real estate and private equity valuations, removal of worthless assets, and review of assets under bankruptcy or litigation
Education
Some College (No Degree) - Business Intelligence
Metropolitan State University of Denver
Some College (No Degree) - Business Administration
University of Denver
Timeline
Tax Specialist
Pacific Premier Trust
05.2023 - Current
Business Analysis Projects
Pacific Premier Trust
01.2023 - Current
Trust Securities Operations Specialist
Pacific Premier Trust
12.2020 - 04.2023
Some College (No Degree) - Business Intelligence
Metropolitan State University of Denver
Some College (No Degree) - Business Administration
University of Denver
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