SAMUEL BARBOSA
West Warwick
Summary
Accounting professional with a strong background in analyzing complex tax accounts and financial records to ensure compliance with state regulations. Proven ability to collaborate with diverse stakeholders while mentoring new Revenue Officers to enhance operational efficiency. Detail-oriented with a commitment to accuracy in financial documentation and reporting.
Overview
8
8
years of professional experience
Work History
Revenue Officer
State of Rhode Island
11.2022 - Current
- Analyze complex tax accounts and financial records to ensure compliance with state laws and reporting requirements.
- Review, verify, and process financial documentation with exceptional accuracy.
- Prepare analyses and maintain records supporting state revenue collection and accountability.
- Collaborate with state divisions to resolve financial issues and improve operational efficiency.
- Serve as a trainer and mentor for newly hired Revenue Officers, providing guidance on tax procedures, state regulations, case management, and best practices to promote consistent and accurate performance.
- Interpret regulations and communicate financial information clearly to taxpayers and stakeholders.
Escrow Prefunder
Summit Settlement LLC
07.2021 - 10.2022
- Managed financial transactions for real estate closings, balancing debits and credits.
- Performed escrow reconciliations and reviewed closing records for accuracy.
- Coordinated payoffs, disbursements, taxes, insurance, and loan proceeds to expedite closings.
- Improved organization of REO files and streamlined processing workflows.
Student Lending Advisor
Citizens Bank
05.2021 - 07.2021
- Guided borrowers through lending options and financial solutions.
- Analyzed financial information to recommend appropriate loan products.
- Streamlined application processing and provided exceptional customer service.
Customer Service Representative Supervisor
Shaw's
08.2018 - 05.2021
- Supervised and trained customer service staff to enhance service quality.
- Coordinated daily operations and resolved customer concerns, improving customer satisfaction.
- Maintained cash balancing and operational reporting procedures to ensure accuracy.
Education
Bachelor of Science - Accounting
Rhode Island College
Skills
- Government accounting
- Financial analysis
- Regulatory compliance
- Accounts payable and receivable
- General ledger management
- Excel proficiency
- Process improvement
- Cross-functional collaboration
- Attention to detail
- Tax compliance
- Microsoft office proficiency
Timeline
Revenue Officer
State of Rhode Island
11.2022 - Current
Escrow Prefunder
Summit Settlement LLC
07.2021 - 10.2022
Student Lending Advisor
Citizens Bank
05.2021 - 07.2021
Customer Service Representative Supervisor
Shaw's
08.2018 - 05.2021
Bachelor of Science - Accounting
Rhode Island College