Summary
Overview
Work History
Education
Skills
Timeline
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Shlomo Aharon Sharfstein

Brooklyn

Summary

Detail-oriented team player with strong data analysis and Excel skills. Able to manage multiple projects effectively. Seeking a position to grow professionally and contribute on a high level and provide better reporting and providing strategic planning., utilizing effective prioritization and problem-solving skills. Dependable and looking to contribute to the company's success.

Overview

3
3
years of professional experience

Work History

Senior Data Analyst

Mockins
Brooklyn, NY
06.2024 - Current
  • Delivered comprehensive reports highlighting key trends, patterns, anomalies, presenting findings to senior management for informed decision-making purposes.
  • Analyzed large amounts of data to identify trends and find patterns, signals and hidden stories within data.
  • Leveraged text, charts and graphs to communicate findings in understandable format.
  • Analyze forecasting to place orders from vendors.
  • Analyze product demand to ship to Amazon fulfillment center.
  • Oversaw logistical operations to ensure smooth delivery to fulfillment centers.
  • Worked to gather and formulate data or multiple departments for Data insights.
  • Was point person to collaborate with our PPC partners to make sure they were working efficiently and strategically.

Refund Specialist

RecaptureSETC
Brooklyn, NY
07.2022 - 05.2024
  • Conducted thorough audits of company financial records to ensure accuracy and compliance with accounting standards.
  • Analyzed financial statements to assess eligibility for Employee Retention Credit (ERC) or Self Employment Tax Credit (SETC) and accurately determined the credit amounts.
  • Generated comprehensive final reports for clients, detailing findings and credit calculations.
  • Prepared and completed all necessary tax documents for IRS filing, ensuring compliance and accuracy.
  • Maintained clear and consistent communication with clients and the IRS to facilitate seamless updates and resolve any issues promptly.
  • Contributed to the development of departmental goals and strategies for improving overall refund operations efficiency.
  • Utilized advanced Excel skills for organizing large datasets, enabling quick retrieval of relevant information when needed.
  • Identified opportunities for automation, proposing viable solutions that led to increased efficiency.

Education

Bachelor's Degree - Rabbinic Studies

Yeshivas Tomchei Tmimim
03.2020

Skills

  • Highly organized with strong attention to detail
  • Proficient in data analysis
  • Effective team player, capable of working independently and collaboratively
  • Excellent communication skills, both written and verbal
  • Advanced Excel skills, including proficiency in formulas
  • Strong ability to prioritize tasks and manage multiple projects efficiently

Timeline

Senior Data Analyst

Mockins
06.2024 - Current

Refund Specialist

RecaptureSETC
07.2022 - 05.2024

Bachelor's Degree - Rabbinic Studies

Yeshivas Tomchei Tmimim

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Shlomo Aharon Sharfstein