Microsoft Office (Word, Excel, PowerPoint, and Access);
Microsoft Outlook; ProSystem fx Engagement; CCH Tax Software; SAP; DBXi; Corptax; Oracle HFM
03/2013 to Current
Financial AnalystCHEVRON CORPORATION － San Francisco, California
Tax Credit Investments Track and reconcile annual Provision to Return and Tax Basis Balances with Corporation Tax.
Handle daily accounting business activities, monthly close process, monthly and quarterly profit reporting, quarterly account reconciliation, variance analysis of the Balance Sheet and Income Statement in addition to assisting in SOX Compliance procedures.
Work internally with the Tax Credit Investment Financial Analyst performing monthly and annual close and the Corporation's Tax Analysts to ensure entries are properly recorded.
Collaborate with TCI's Asset Management group to ensure adjustments are properly reflected in the Asset Management database.
Work with Corporation Tax on special projects and improving reconciliation and reporting processes.
Assist Corporation Tax and Tax Legal Counsel in preparing FIN 48/ASC 740 reserves on a quarterly basis.
Process payments, cash receipts, and perform vendor approvals.
Document and/or update accounting procedures and identify internal controls in preparation for Corporation's Audit.
Begin with life cycle of investment properties and conclude with sale of interests.
01/2011 to 01/2013
Research and Development Tax ConsultantDELOITTE TAX LLP － San Jose, California
Provided R&D tax credit consulting to multiple fortune 500 companies in the semiconductor, software, entertainment and social gaming industries.
Performed calculations based on Section 41 of the IRS to maximize clients' potential federal and state benefits.
Researched and composed technical documentation to support R&D credit claim.
Utilized leadership skills to train and mentor Staff Consultants and Interns.
Reviewed Staff Consultant and Intern's work.
01/2009 to 01/2011
Tax AccountantGLASS & COMPANY CERTIFIED PUBLIC ACCOUNTANTS － Austin, Texas
Prepared individual, partnership, corporate, and trust returns for 150-200 clients.
Generated balance sheets and income statements.
Utilized strong leadership skills to train and mentor new Accountants and Interns.
Involved in reviews/audits for multiple businesses and non-profit organizations.