Zachary Williams
Georgetown,USA
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Analyst III
Texas Department Of Insurance
Austin , TX
03.2025 - Current
- Analyzed complex financial statements, statutory filings, and insurance company reports to assess solvency, liquidity, and compliance with Texas Insurance Code and regulatory standards.
- Conducted variance analyses and reconciliations to identify trends, irregularities, and potential financial risks within insurance entities and market segments.
- Prepared analytical reports and recommendations for senior analysts and division management, supporting data-driven regulatory and policy decisions.
- Collaborated with cross-functional teams to review insurer rate filings, evaluate capital adequacy, and ensure financial soundness of regulated entities.
- Utilized advanced Excel functions, financial modeling, and database tools to streamline data analysis processes and improve reporting efficiency.
Tax Auditor
Internal Revenue System
Austin, TX
03.2024 - 10.2025
- Conducted comprehensive audits and financial examinations of individuals, businesses, exempt organizations, and government entities to ensure adherence to federal tax laws and GAAP standards.
- Collaborated with CPAs, attorneys, and power of attorney representatives to resolve complex tax matters involving claims, non-filers, worker classification, and fringe benefit disputes.
- Utilized internal IRS research databases and analytical tools to verify compliance, detect irregularities, and identify indicators of potential fraud or misrepresentation.
- Prepared detailed examination reports and work papers documenting findings, supporting evidence, and actionable recommendations to strengthen taxpayer compliance and internal controls.
- Delivered exceptional taxpayer assistance and education by clearly communicating audit results, explaining tax procedures, and promoting voluntary compliance with federal regulations.
Financial Representative
Guardian Life
Austin, TX
07.2023 - 02.2024
- Developed personalized financial strategies for clients, including retirement planning, insurance coverage, trust planning, and 401(k) solutions to support long-term financial stability.
- Conducted comprehensive needs assessments and presented tailored recommendations for life, health, and disability insurance based on client objectives and risk tolerance.
- Partnered with underwriters, legal professionals, and internal departments to ensure compliance with regulatory standards and timely policy issuance.
- Delivered exceptional client service through consistent communication, policy reviews, and ongoing portfolio management to maintain trust and client satisfaction.
- Utilized CRM tools and financial analysis software to track client data, monitor performance, and identify opportunities for cross-selling or policy optimization.
Education
Bachelor of Business Administration - Management
Texas Tech University
Lubbock, TX05.2023
Associate of Science - General Studies
Austin Community College
Round Rock, TX05.2021
Skills
- Project Management
- Process Improvement
- Data Analysis
- Statistical Analysis
- Financial Management
- Research & Evaluation
- Data Visualization Tools
- Communication Skills Oral & Written
- Financial analysis
- Financial modeling
- Tax law compliance
- Statistical analysis
- Data visualization
- Regulatory reporting
- Process improvement
- Investment analysis
Certification
Texas Life & Health Insurance License
Languages
- English, Native
- Spanish, Proficient
Timeline
Financial Analyst III
Texas Department Of Insurance
03.2025 - Current
Tax Auditor
Internal Revenue System
03.2024 - 10.2025
Financial Representative
Guardian Life
07.2023 - 02.2024
Bachelor of Business Administration - Management
Texas Tech University
Associate of Science - General Studies
Austin Community College
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