Valerie Hovland
Saint Paul,MN
Summary
Proactive leader with a solid track record in project management and operations. Known for excellent communication and adaptability, consistently driving improvements in compliance training and process efficiencies to support organizational goals.
Overview
16
16
years of professional experience
Work History
Program Manager - Financial Consulting
RSM US LLP
Minneapolis MN
06.2024 - 04.2026
- Managed annual 1099 process for over 400+ clients, ensuring 100% compliance with IRS deadlines.
- Managed tax compliance and reporting processes for information returns.
- Improved tax compliance processes by implementing new software and procedures to streamline workflows and improve overall accuracy.
- Served as the primary point of contact for internal colleagues by facilitating timely responses to inquiries and requests for information.
- Conducted an intense review and procured a tax software vendor that aligned with business needs.
- Developed Quick Reference Guides and training materials for information returns processing to ensure succinct instructions and continuity across all documentation.
- Developed and implemented a process for monthly data hygiene exercises for the 3rd quarter of each fiscal year.
- Developed and implement a solid communication plan for all interested audiences.
- Successfully integrated 1099 Team Champions into leaders for their respective industry by ensuring they were trained on the process and fully engaged in the process.
Practice Operations Manager - Tax
RSM US LLP
Minneapolis, MN
01.2021 - 06.2024
- Managed information returns processing for over 1,000 tax and consulting clients for tax years 2021 and 2022.
- Managed assembly and e-filing processes and staff for information returns for tax year 2023, ensuring 100% compliance with IRS deadlines.
- Conducted TQRM File Reviews to ensure XXX
- Worked on 7216 validations XXX
- Managed successful completion of over 1800 account conversions by due date via effective management of resources, ensuring alignment in consistent processing and timely communications.
- insert other accomplishments under Maria
Project Manager - Tax Project & Portfolio Manager
RSM US LLP
Minneapolis MN
09.2019 - 01.2021
- Project managed day-to-day initiation, planning, execution, monitoring and wrap-up activities for the North American Service Center Strategy Project.
- Developed comprehensive project plans with clear timelines and milestones while ensuring timely delivery of high-quality results.
- Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
- Provided detailed project status updates to stakeholders and executive management.
Control Manager - Supervision
Ameriprise Financial
Minneapolis, MN
04.2010 - 09.2019
- Researched and prepared a report of self-monitoring activities for various compliance and supervisory functions, assessing, identifying, and confirming that compliance needs were being addressed and that appropriate risk-based solutions were developed and implemented.
- Supported field personnel and numerous functions to ensure appropriate measures and controls were in place to mitigate firm/regulatory risk.
- Served as a consultant to field advisors and corporate office personnel by raising awareness and providing guidance on managing relationships with senior/vulnerable clients exhibiting signs of possible diminished mental capacity and / or being subjected to financial exploitation.
Education
Bachelor of Science - Psychology And Business Administration
Augburg University
Minneapolis, MNSkills
- Problem-solving
- Risk identification
- Decision-making
- Relationship builder
- Operations management
- Project management
- Training development and delivery
- Excellent communication
- Critical thinker
- Flexible and adaptable
- MS office
Timeline
Program Manager - Financial Consulting
RSM US LLP
06.2024 - 04.2026
Practice Operations Manager - Tax
RSM US LLP
01.2021 - 06.2024
Project Manager - Tax Project & Portfolio Manager
RSM US LLP
09.2019 - 01.2021
Control Manager - Supervision
Ameriprise Financial
04.2010 - 09.2019
Bachelor of Science - Psychology And Business Administration
Augburg University