Walter Williams
Lizella,Georgia
Summary
Hardworking Financial professional with in-depth understanding of related compliance requirements. Detail-oriented, organized and offering excellent communication, customer service and time management skills. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Tax Specialist/Financial Analyst
Interal Revenue Service/United Way Central Georgia
01.2020 - 04.2024
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Reviewed financial statements for accuracy and integrity.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices.
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
- Managed tax submissions and made sure all information complied with regulations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
- Resolved tax disputes by effectively communicating with IRS representatives on behalf of clients.
- Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
- Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.
- Reviewed workpapers prepared by other staff members ensuring accuracy before finalizing documents for submission.
- Streamlined tax preparation processes for increased efficiency and accuracy.
- Enhanced client satisfaction by providing thorough tax analysis and recommendations.
- Assisted clients in reducing tax liabilities through strategic financial planning.
- Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
- Developed customized tax strategies to meet individual client needs and goals.
- Reconciled and produced federal and state tax documents for corporate, private business and customers.
- Identified potential audit red flags to minimize risk of IRS audits.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Utilized tax software to prepare returns and meet deadlines.
- Researched tax implications for various deductions and credits.
- Facilitated communication between clients and tax authorities.
- Prepared US, multistate, and international tax returns for business clients.
Financail/Industrial Engineering Manager
General Electric Company
01.2008 - 09.2022
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency. All Projects tracked via P3 and eventually P6 systems.
- Validated results and performed quality assurance to assess accuracy of data. All results had to be competed on time and with 100% accuracy.
- Wrote work/task standards. Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Relying on company specific data, I continually queried databases for information needed for report processing. All reports submitted within 1 week of end of project. Highest rating given during each end of year exam.
- Created parts for machining, sheet metal fabrication and injection molding.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
- Identified and resolved problems through root cause analysis and research.
- Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders.
- Supported budgeting processes by providing accurate forecasts and timely variance analyses.
- Conducted system analysis and implementation to maintain and improve computer systems.
- Optimized resource allocation by conducting thorough cost-benefit analyses on potential investments.
- Installed system updates to address vulnerabilities and reduce security issues.
- Planned, designed, and scheduled phases for large projects.
- Provided technical leadership for company to effectively steer strategic plans and future projects.
- Tested and analyzed equipment design and performance feasibility to determine potential ROI.
- Coordinated with vendors and suppliers to identify opportunities for cost savings and improved product performance.
- Outlined work plans, determined resources, wrote timelines, and generated initial budgets as part of project scope determination.
- Kept projects on schedule and within budget while serving as project leader.
- Maintained P6 Database to coordinate the project schedules.
Financial Analyst
Cirrus Technology
12.2002 - 01.2008
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
- Increased stakeholder satisfaction by delivering timely, accurate financial information tailored to their specific needs.
- Managed corporate watch lists and insurance files.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Developed financial projections and forecasts to guide investment decisions.
Education
Associate of Science - Mechanical Engineering Technology
Steam Turbine University- General Electric Corp.
Newport, RI08.2009
Bachelor of Science -
University of South Carolina - Columbia
Columbia, SC08.1981
Skills
- Tax Advisory Services
- Tax Process Improvement
- Indirect Taxation
- Documentation skills
- Microsoft Excel
- Financial and operational reporting
- Financial Management
- Financial statement analysis
- Data Collection & Research
- Excellent attention to detail
- Flexible team player
- Budget support
- Financial software
Accomplishments
- Saved FA 200,000 by eliminating waste in F-15 area as a member of Cirrus Technology.
- Managed 8 team members focused on Financial Management with strong track record of exceeding objectives.
- Reduced errors by 75% by establishing and following quality assurance standards.
- Earned Employee of the Year Award in 2008.
- Reduced the Downtime of 100W Nuke Turbine by 20%. This allowed Southern Power to return the Unit back to operational capability in one week in advance.
- Documented and resolved Cost Overrun which led to 15% savings in F-15 Directorate.
Certification
- Steam Turbine Engineer
- Licensed Steam Engineer
- Certified Tax Specialist
- Green Belt - Project Management
Additional Information
Very Detailed Individual with varied background in both Engineering and Financial Management. Volunteers for the past 5 years in tax preparation for low and moderate income individuals.
Disabled 22 year Naval Veteran who is more than capable of turning my experiences into financial expertise in for Warner Robins Air Force Base.
Timeline
Tax Specialist/Financial Analyst
Interal Revenue Service/United Way Central Georgia
01.2020 - 04.2024
Financail/Industrial Engineering Manager
General Electric Company
01.2008 - 09.2022
Financial Analyst
Cirrus Technology
12.2002 - 01.2008
Associate of Science - Mechanical Engineering Technology
Steam Turbine University- General Electric Corp.
Bachelor of Science -
University of South Carolina - Columbia
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