Shay Graham
Charlotte,NC
Summary
Driven candidate with eight-year record of providing excellent financial/accounting services in demanding accounts payable, home lending and tax service. First-rate problem solving, computational and organizational traits. Knowledgeable in bank reconciliation, vendor management, and evaluated various forms of documentation and reports for accuracy.
Overview
8
8
years of professional experience
Work History
Tax Operations Coordinator
BDO USA
Charlotte, NC
01.2024 - Current
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters..
- Assisted senior tax preparers in completing complex returns, ensuring compliance with all regulations by delivery and e-file federal, state, and local income tax returns for individuals, businesses, and non-profit organizations
- Developed a comprehensive understanding of various forms, schedules, and filing requirements as part of ongoing professional development efforts within the role of Tax Operations Coordinator.
Senior Loan Documentation Processor
Wells Fargo
Charlotte, NC
10.2020 - 01.2024
- Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes
- Developed and implemented procedures and process improvement initiatives to improve retention rates and increase customer satisfaction
- Supervised team up to sixteen employees working high volume, time sensitive tasks to the loan documentation process which includes researching, and problem solving to ensure compliance with timeliness standard and lower escalation
Loan Documentation Processor
Wells Fargo
Charlotte, NC
07.2019 - 10.2020
- Supported Home Mortgage Consultants and Collateral Underwriters in the complete NPRES/NIPRT loan approval process
- Elevated New Construction and Establish loans legal documents, appraisal, and title report to determine path of loan decision for HMC/HLP.
- Utilized strong analytical skills to identify potential risks or discrepancies within processed documents quickly. Recognized by underwriters for my attention in detail when reviewed all required verifications to obtain underwriting approval for closing
Accounts Payable Specialist
Walmart GBS
08.2018 - 07.2019
- Investigated and resolved problems associated with processing invoices; reconciled various accounts by identifying errors in posting or omission by complying with company procedures
- Coordinated with stores regarding invoicing and payment inquiries reduce shrinkage and potential overage by matching correct receipts and filing necessary claims against vendors for over four hundred accounts monthly exceeding two times company goal
- Awarded by leadership for productivity and quality; identified thousands invoice errors, researching issues to correct problem and maintain financial compliance. Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Tax Associate
Point 2.0/PricewaterhouseCoopers
01.2018 - 07.2018
- Manipulated and extract large financial data sets in multi-million-row generating reports using Alteryx systems Exploited advanced MS Excel skills such as VLOOKUP technology to analyze data and perform computations
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Education
MBA - Accounting/Finance
University of South Carolina
Aiken, SC12-2024
BBA - Finance
Francis Marion University
Florence, SC05-2016
Skills
- Reviewing financial paperwork
- Vendor account monitoring
- Invoicing and billing
- Compliance standards
- Taxation Knowledge
- Bookkeeping
- Workflow Management
Timeline
Tax Operations Coordinator
BDO USA
01.2024 - Current
Senior Loan Documentation Processor
Wells Fargo
10.2020 - 01.2024
Loan Documentation Processor
Wells Fargo
07.2019 - 10.2020
Accounts Payable Specialist
Walmart GBS
08.2018 - 07.2019
Tax Associate
Point 2.0/PricewaterhouseCoopers
01.2018 - 07.2018
MBA - Accounting/Finance
University of South Carolina
BBA - Finance
Francis Marion University