Wesley Mthembu
Tampa
Summary
Experienced with managing diverse tasks and supporting team initiatives. Utilizes organizational skills and attention to detail to enhance operational efficiency. Track record of effective collaboration and problem-solving in fast-paced settings.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Tax Reporting Associate
Raymond James
Tampa, Florida
08.2024 - Current
- Tax Compliance & Documentation: Manage and maintain comprehensive records to ensure strict adherence to federal and state tax regulations.
- Form Processing & Withholding: Oversee the accurate processing of W-8BEN (Individual) and W-8BEN-E (Entity) forms to determine foreign status and treaty eligibility.
- Information Reporting: Execute the filing of 1099 and 1042-S forms, ensuring timely and accurate year-end tax reporting for clients and entities.
- IRS Correspondence: Mitigate potential penalties by researching and resolving complicated tax issues, including the management of IRS B-Notices and backup withholding requirements.
- Audit Support: Serve as a key point of contact for gathering and organizing critical documentation required for IRS audits, ensuring all regulatory inquiries are addressed thoroughly.
- Completing State Withholding reports and amending 1099 tax related documents as per Branch request
Financial Tax Analyst - Contract
Citibank Tampa
Tampa, Florida
05.2023 - 02.2024
- Processed taxable corporate actions in tax technology applications as related to tax reporting, documentation and tax allocation systems
- Created event specific certifications to be distributed to clients for Section 302 distributions
- Executed functions from the tax information reporting process tree including tax form validation, withholding information reporting, and legal entity maintenance
- Acted as a Tax Information reporting specialist to execute operational and project initiatives.
- Identified document defects and appropriately assessing risk when Business decisions are made
Accounts Receivable Analyst
Southern States Toyota Lift
Tampa, Florida
02.2021 - 05.2023
- Analyzed customer data and account balances through Excel
- Performed customer account reconciliation and maintenance
- Responded to internal requests for account status and information
- Ensured accuracy of customer billing activities
- Analyzed unrecorded transactions and posting payments
- Co-ordinated problem resolution with appropriate branches/departments
Accounting Analyst
National Grid
Buffalo, New York
02.2021 - 05.2023
- Examined quarterly financial reports
- Provided customers with financial counseling involving budget programs
- Presented weekly financial reports which included pivot tables
- Processed ACH, Debit and Credit card payments for customers
- Issued cut-in procedures for customers to have their services restored
Client Support Bank Analyst
Investec Private Bank
Johannesburg, South Africa
03.2018 - 07.2019
- Developed the ability to operate independently in a team context while adapting to different software systems.
- Resolved time sensitive queries through extensive attention to detail in a high-pressure environment.
- Worked in art-worship with a relationship banker by being involved in the facilitation, administration and implementation of clients deals and requests.
- Worked with credit card proposals, and cross selling the full product offering all underpinned by service excellence.
Trade and Stock Analysis Intern
JH Darbie & Co 40 Wall Street
Manhattan, New York
05.2017 - 08.2017
- Worked collaboratively with a team of 15 interns and senior management to support the day-to-day operations of the company.
- Conducted research on asset allocation strategies aimed at managing risk and achieving long-term financial goals through hedging.
- Prospected high net-worth individuals and evaluated their eligibility for the firm’s investment strategies. Received training from the Vice President and trading staff in technical analysis.
- Actively participated in daily staff meetings to discuss macroeconomic events impacting the firm’s client strategies.
Education
Master of Business Administration - Data Analytics
University of South Carolina Aiken
Aiken, SC05-2026
B.S - Business Economics and Marketing
University at Plattsburgh – SUNY
Plattsburgh, NY12-2018
Skills
- Expertise in advanced Excel functions
- Data management expertise
- Cash application processing
- Transaction verification and reconciliation
- SAP ERP expertise
- Budget analysis
- Data manipulation using SQL
- Power BI data visualization
- Operational efficiency enhancement
- Oracle database management
- Invoice processing and tracking
Certification
- Google Digital Marketing Certificate
- Fundamentals of Investments Certificate
- Financial Performance Certificate
Timeline
Senior Tax Reporting Associate
Raymond James
08.2024 - Current
Financial Tax Analyst - Contract
Citibank Tampa
05.2023 - 02.2024
Accounts Receivable Analyst
Southern States Toyota Lift
02.2021 - 05.2023
Accounting Analyst
National Grid
02.2021 - 05.2023
Client Support Bank Analyst
Investec Private Bank
03.2018 - 07.2019
Trade and Stock Analysis Intern
JH Darbie & Co 40 Wall Street
05.2017 - 08.2017
B.S - Business Economics and Marketing
University at Plattsburgh – SUNY
Master of Business Administration - Data Analytics
University of South Carolina Aiken