Compliance Specialist/Help Desk/Sales Consultant/Call Center/New Hire Coach/Process Trainer/ Payroll/Screening improvement/Paralegal/CSR/CSM
An intelligent individual with a skill set that is enabled to see multiple direct solutions to issues as a strategic business partner. Able to view data and metrics from unexpected perspectives. Additionally I frequently surface level solutions to look for a deeper more effective solution. With more than 5 years’ experience in the Tax Credit consulting industry, having managed C-level relationships with many fortune 100 companies. Responsibilities included managing over $8 million in revenue, 30+ of the companies top 100 clients, data analysis and summarization, creating reports in excel and or access for executive management and at one point generating tax credit reports utilized by clients for provision/estimate/tax filings. Lauded by both clients and coworkers on ability to see and implement “out of the box” solutions for issues and have often been the “go to” person for many of the team’s daily questions. The goal is to utilize developing strengths to further my career with maintaining the integrity I hold dear. Possess exceptional analytical and client relationship management skills. Can be attributed by: Developing and executing strategies that maximizes client retention and tax credit profits Effective cold calls with sales team to potential clients about the benefits of joining ADP’s tax credit program. Project team member/leader in implementing effective ways reengage noncompliant clients Client/ new hire coaching Outsourcing Specialist Knowledgeable and proficient with Microsoft office suite 7 years of information security, internet, call center and financial services audit experience.
ADP Tax Credit ServicesCompliance Specialist
Audit time-sensitive and confidential federal tax documents on a daily basis, to protect the integrity of Automatic Data Processing and ensure profitability.
Develop and maintain multiple Excel spreadsheets for tracking daily production goals, editing electronic data reports and organizing tax credit documentation.
Create a massive spread sheet with every account in the major account department including current contact information and compliance status.
Achieve experience with large company databases through locating client information, researching high-security records and monitoring time-sensitive data.
Proactively monitors client satisfaction and retention by scheduling regular conference calls, visiting the client's site, positioning and following-up on surveys and promoting client participation in focus groups to solicit feedback on product/service initiatives.
Communicates and promotes key ADP TCS initiatives to the client (i.e., user group meetings, product enhancements, additional tax opportunities, etc).
Provide technical and operational support on complex production issues, processes and procedures and complete the analysis of data/processes and procedures that impact departmental effectiveness and financial results.
Identifies and brings to the attention of Sales additional state credit opportunities.
Directly sells new services and product opportunities to existing clients.
Communicates tax credit opportunities to clients and prospects.
Express Men’s Fashion
Perform store openings during the weekend shift as well as daily morning inventory Responsible for depositing store’s weekly earnings in the store’s bank account Manage stores stock room and maintained documentation of inventory for corporate office Responsible for managing seasonal floor sets Continuously met and exceeded daily personal sales goal Ran store credit card applications.
Saleeby and Cox Law Firm.
Responsible for developing partnerships with assigned clients to ensure long-term, successful relationships for ADP by supporting and managing client expectations.
Creates real, measurable value for clients by delivering outstanding service, demonstrating domain expertise, focusing on client relationships, effectively managing change and mobilizing skilled teams to address key requests to positively impact client satisfaction.
Acquire and maintain an ongoing expertise of client system usage, strategic goals, and overall organizational structure.
Build effective relationships with key client contacts and establish positive relationships with all levels within client organization, up to and including all executive levels.
Acquire and maintain a fundamental knowledge of ADP VE products, PES product offerings and ADP payroll platforms.
Build and maintain effective relationships with ADP & PES business partners.
Partnering with the VE Project Management team to ensure the coordination of schedules and resources for client project delivery.
Identifies and effectively facilitates issue resolution affecting service delivery and client satisfaction.
Provides monthly SIT reports to management and client according to scheduled deadlines.
Collaborate with Support, concerning client support issues and procedures and follow appropriate escalation paths.
Actively collaborates with internal ADP departments regarding individual client assignments and high priority client issues, requests and/or projects.
Documents in a timely manner client contacts, statuses, requests and responses in ADP systems of record ensuring organizational communication for client activities and overall satisfaction.
Manages client contract renewals, engaging ADP Legal, Finance, Operations, and other ADP resources as needed.
Provide assistance with administrative duties such as filing, storing, and updating client and case records.
Edit recordkeeping database that includes auditing data and records.
Following company safety practices as well as exchanging information and attending meetings Maintain a high level of organization and personal code of ethics, as I often dealt with sensitive information in data entry.
Switchboard specialist manage 10+ lines on a daily basis Gathered evidence from clients, prepared reports, and participated in court proceedings Explained state/federal laws, policies, and regulations to clients Manage mailroom.
Oral Roberts UniversityTulsa, OklahomaBachelor of Arts