Seandale Lowery
Albuquerque,NM
Summary
Skilled in financial analysis and regulatory compliance, bringing solid background in identifying discrepancies and ensuring accuracy. Strong focus on team collaboration and delivering results with adaptability to changing needs. Expertise in tax laws, auditing procedures, and financial reporting, combined with reliable work ethic and analytical mindset. Known for precision, integrity, and effective communication skills.
Overview
22
22
years of professional experience
Work History
Gross Receipts Tax Auditor III
State of NM
12.2023 - 09.2025
- Assisted in reviewing tax documents for compliance with federal and state regulations.
- Supported data collection and analysis to identify discrepancies in financial records.
- Gained proficiency in tax preparation software to streamline auditing processes.
- Participated in team meetings to discuss audit findings and recommend improvements.
- Developed understanding of tax laws to enhance auditing accuracy and efficiency.
- Conducted preliminary assessments of taxpayer filings for potential issues or errors.
- Collaborated with senior auditors to learn best practices in tax auditing procedures.
- Maintained organized documentation of audit trails for future reference and review.
- Made on-site visits to inspect business operations, activities and validity of business tax records, examining, and assessing locally-situated personal property.
Gross Receipts Tax Auditor II
State of NM
09.2016 - 12.2023
- Conducted thorough audits of individual and business tax returns to ensure compliance with state regulations.
- Analyzed financial records and documentation to identify discrepancies and recommend corrective actions.
- Collaborated with taxpayers to clarify audit findings and facilitate resolution of issues efficiently.
- Prepared detailed reports summarizing audit results, highlighting non-compliance areas, and suggesting improvements.
- Mentored junior auditors on best practices for conducting effective tax audits and maintaining accuracy in reporting.
Personal Taxes Sr. Rev Agent and Collections
State of New Mexico
09.2014 - 09.2016
- Managed customer inquiries through various communication channels, ensuring prompt and effective resolution.
- Collaborated with team members to streamline operational processes and improve service efficiency.
- Developed training materials for new agents, enhancing onboarding experience and knowledge retention.
- Analyzed customer feedback data, identifying trends to inform service improvements and strategic initiatives.
- Led weekly team meetings, fostering collaboration and sharing of performance insights among agents.
- Informed clients of policies and procedures.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
Personal Tax Auditor and Collections
State of New Mexico
12.2009 - 09.2014
- Conducted comprehensive audits to ensure compliance with state and federal tax regulations.
- Analyzed financial statements to identify discrepancies and recommend corrective actions.
- Collaborated with clients to gather necessary documentation and clarify audit findings.
- Developed detailed audit reports summarizing findings and presenting actionable recommendations.
- Achieved successful outcomes for clients facing tax issues by developing tailored solutions that addressed their unique challenges and needs.
Sr. Personal Banker
Bank of America
07.2006 - 12.2009
- Cultivated strong client relationships to understand financial needs and provide tailored banking solutions.
- Streamlined account opening processes, enhancing customer experience and reducing wait times.
- Mentored junior bankers, fostering skill development and improving team performance through knowledge sharing.
- Analyzed customer portfolios to identify opportunities for cross-selling products and services effectively.
- Conducted risk assessments on loan applications, ensuring compliance with regulatory standards and minimizing defaults.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
Bank Fraud
Bank of America
11.2003 - 07.2006
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Passionate about learning and committed to continual improvement.
- Paid attention to detail while completing assignments.
Education
No Degree - Accounting
CNM
Albuquerque, NM06-2026
MBA - Accounting And Finance
NMHU
Albuquerque, NM06-2026
Skills
- Organizational time strategies
- Enthusiasm for lifelong education
- Analytical problem-solving
- Fundamental accounting principles
- Project coordination expertise
- Data analysis
- Financial analysis expertise
- Tax legislation expertise
- Understanding tax statutes
- Proficient in handling multiple priorities
Timeline
Gross Receipts Tax Auditor III
State of NM
12.2023 - 09.2025
Gross Receipts Tax Auditor II
State of NM
09.2016 - 12.2023
Personal Taxes Sr. Rev Agent and Collections
State of New Mexico
09.2014 - 09.2016
Personal Tax Auditor and Collections
State of New Mexico
12.2009 - 09.2014
Sr. Personal Banker
Bank of America
07.2006 - 12.2009
Bank Fraud
Bank of America
11.2003 - 07.2006
No Degree - Accounting
CNM
MBA - Accounting And Finance
NMHU
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