Verree V Richardson
Wilmington,DE
Summary
Seasoned financial professional with a proven track record at, excelling in data analysis and cross-functional collaboration. Demonstrated expertise in Microsoft Office and exceptional communication skills, achieving a 98% accuracy rate in IRS form validation. Renowned for strategic planning and process improvement, significantly enhancing client satisfaction and operational efficiency. Talented tax professional with firm grasp of related compliance standards. Meticulous and well-organized with top-notch abilities in customer relations, time management, and verbal and written communication.
Overview
9
9
years of professional experience
Work History
Financial Services (Client Tax Specialist IV)
Veterans Sourcing Group
Newark, DE
08.2024 - 01.2025
- Compute current and deferred tax provision and liabilities on previously identified book-tax differences
- Analyze new transactions to determine potential book-tax differences and other related tax accounting treatment
- Monitor new Accounting policies and pronouncements to determine proper tax treatment of such new emerging issues
- Prepare federal, state and local corporate income tax returns for a variety of firm entities
- This includes gathering and analyzing financial information to properly determine the impact on such tax returns
- Document all tax return support in Corporate Tax's workflow database
Financial Services Customer Service Representative II
Insight Global LLC
Wilmington, DE
11.2023 - 08.2024
- Providing analytics and reporting services, working to improve and automate Client Processing systems
- Managing moderate to complex external client issues
- Directly advising other organizational units/teams to ensure timely delivery of service, or resolution of issue
- Meeting with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely matter
- Participating in product development, product enhancement, and system testing to ensure that products continue to process as high value transactions accurately and efficiently
- Solving problems based on an understanding and knowledge of the intricacies of the system
- Integrating in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients
Finance Processing Specialist
Robert Half Staffing Account Temps
Wilmington, DE
03.2023 - 06.2023
- Collaborated with sales, technical, and operational teams, reducing financing delays by 20% through streamlined communication and issue resolution
- Produced daily financing reports, resulting in a 15% improvement in financing plan accuracy and a 10% reduction in application errors
- Managed incoming technician phone calls, achieving a 98% customer satisfaction rate and resolving financing issues within 24 hours on average
- Conducted training for sales and technical staff on finance document completion, leading to a 95% reduction in errors and ensuring 100% compliance with regulatory standards
- Successfully secured funding from various finance companies, resulting in an increase of 30% in available funds for operational use and sales expansion
Fulfillment Associate
The Corporation Trust Company
Wilmington, DE
01.2022 - 12.2022
- Successfully processed filings and document orders with state government agencies, achieving a 98% accuracy rate, reducing processing time by 15%, and ensuring compliance with all jurisdictional rules and regulations
- Collaborated closely with internal and external customers, consistently providing excellent service and immediate responses to inquiries, resulting in a 95% customer satisfaction rate and a 20% decrease in response time
- Demonstrated a commitment to learning the product line, internal systems, and jurisdictional rules and regulations
- This knowledge allowed for effective client service, reducing client confusion by 25% and ensuring 100% compliance
- Fielded and resolved incoming questions and issues regarding the organization's products and services, achieving a 90% resolution rate and enhancing customer trust and satisfaction
- Actively participated in department-wide process improvement programs and the implementation of best practices, resulting in a 15% increase in operational efficiency and a reduction of errors by 10%
Customer Service Associate
CSC
Wilmington, DE
06.2021 - 11.2021
- Responded promptly to customer inquiries, achieving an 85% customer satisfaction rate and reducing response time by 20% via both phone and electronic communication
- Effectively managed customer portfolios, resulting in a 15% increase in revenue and a 10% reduction in account turnover
- Organized workflow to consistently meet customer time frames and demands, resulting in a 95% on-time delivery rate and improved customer retention
- Conducted data entry of client information, electronic filing, and retrieval of documents with a 98% accuracy rate, ensuring data integrity and efficient document access
- Navigated between multiple databases quickly and accurately, enhancing data retrieval efficiency
- Additionally, recommended and implemented process improvements, resulting in a 15% increase in overall operational efficiency
Client Tax Specialist IV
JPMorgan Chase & Co
Newark, DE
03.2016 - 11.2020
- Spearheaded the validation and documentation of IRS tax forms, ensuring full compliance with FATCA and CRS requirements
- Enhanced operational efficiency by refining account maintenance processes and achieving a 98% accuracy rate
- Proactively identified control gaps in reporting and implemented quality assurance measures, improving senior management reporting accuracy
- Collaborated with cross-functional teams to develop strategies for reducing processing times and enhancing client satisfaction
Education
High School Diploma -
Caesar Rodney High School
Camden, DE06-2001
Skills
- Microsoft Office proficiency
- Compiling DataI
- Industry Specialist
- Process Improvement
- Account Management
- Salesforce
- Customer Relationship Management
- Data Analysis
- Project Management
- Quality Control
- Analytical Thinking
- Problem Solving
- Cross-functional Collaboration
- Communication Skills
- Workflow Optimization
- Team Leadership
- Risk Assessment
- Strategic Planning
- Data Entry and Management
- Microsoft Office
- Customer Service
- Oracle
- Time Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Flexible work hoursPaid time offHealthcare benefitsCareer advancementWork-life balanceCompany CultureWork from home optionQuote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Financial Services (Client Tax Specialist IV)
Veterans Sourcing Group
08.2024 - 01.2025
Financial Services Customer Service Representative II
Insight Global LLC
11.2023 - 08.2024
Finance Processing Specialist
Robert Half Staffing Account Temps
03.2023 - 06.2023
Fulfillment Associate
The Corporation Trust Company
01.2022 - 12.2022
Customer Service Associate
CSC
06.2021 - 11.2021
Client Tax Specialist IV
JPMorgan Chase & Co
03.2016 - 11.2020
High School Diploma -
Caesar Rodney High School
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