To obtain a Staff Services Analyst position with the Franchise Tax Board Examination unit, where I can advance my skills gain further knowledge and effectively meet customer needs.
Abilities and Results
Communication Skills
Correspond via telephone, email and written correspondence to members, payees, employers, staff and management.
Provide training as needed and requested by management to Retirement Program Specialist I Staff on unit processes.
Flexibility/Dependability
Participate in various projects.
Adapt to changing workloads and priorities.
Customer Services Orientated
Contact members and payees via telephone or written correspondence regarding benefit payment discrepancies, and benefit information.
Computer Skills
Utilize Microsoft Word, Excel, PowerPoint.
Professional Experience
08/2011 to
Retirement Program Specialist ICity Of Louisville, Ky – Louisville, KY,
Upon receipt of the disposition for Community Property Cases, Community Property Pending Cases, Wage Assignments, Domestic Partner Cases, Tax Levies and Franchise Tax Board Demands, apply the California Public Employees' Retirement Law (PERL), procedures and departmental policies.
Independently perform case analysis to determine and apply the correct method of community property retirement calculation payments, and adjustments.
Perform calculations based on the disposition including special tax withholding and enter information into MyCalPERS computer application.
Assess system documents and system problems, and recommend modifications to allow processing of more complex calculations.
Participate on the annual Cost of Living Adjustment (COLA) and disposable earning projects.
Process corrections to tax errors and annual histories.
Complete post audit and overpayment processing and follow up.
Respond to complex inquiries regarding Community Property, Community Property Pending Cases, Wage Assignments, Domestic Partner Cases, Tax Levies and Franchise Tax Board Demands both verbally and via written correspondence.
Complete Post Audit and overpayment processing in a timely manner.
Provide analytical support to processing unit staff, RPS staff, and the Section Manager as required.
Participate in testing of system changes as they relate to the unit workload.
Research and prepare written responses to Members, Executive and Division management staff.
Adapt to changing workload and priorities based on unit needs and staff changes.
03/2009 to 08/2011
Personnel SpecialistState Of Nebraska – Plattsmouth, NE,
Responsible for an assigned roster, where I processed payroll and benefit documents for employees.
Processed and keyed various personnel documents for employees to include the processing of Personnel Actions Requests (PAR's) and Employee Action Requests (EAR's) utilizing PeopleSoft, and the State Controllers(SCO) computer systems.
Analyzed and made independent decisions regarding numerous personnel transactions (including salary determinations) in accordance with various laws/rules/policies and Memorandum of Understanding; and utilizing the Department of Personnel Administration (DPA) website.
Initiated and keyed appropriate documentation for supplemental pay and/or overtime including the processing, calculating and keying of overtime and employee pay.
Processed appeal letters and memos in regards to employees benefits and pay.
Updated the California Leave Accounting System(CLAS) to ensure accurate leave balances were maintained
Initiated appropriate documentation for employee garnishments, payroll adjustments, accounts receivable, State Disability(SDI) and Non-Industrial Disability Leave(NDI), and salary advances.
Answered inquiries from management, staff and the public regarding personnel and payroll issues.
Responded to telephone inquiries both verbally and via written correspondences.
Researched and resolved payroll and leave accounting discrepancies; completed and maintained proper documents necessary for payroll reconciliation.
Updated and maintained manuals and personnel files.
Researched, and prepared various reports for statistical purposes.
Participated in special projects.
2007 to 05/2009
Office TechnicianFullerton Elementary – Fullerton, CA,
Kept accurate books and records through the automated timekeeping system for staff and management.
Assisted in the preparation of reports for Audit staff including CALSTARS reports for Fiscal Accounting,
Maintained, leave balances and Salary Reports for Audit Budget Planning staff and management.
Maintained position and vacancy reports for managers.
Analyzed and calculated time reporting changes for staff.
Provided customer service.
Maintained attendance records and probation reports.
Performed duties and responsibilities by maintaining confidential exam information to the development, and administration of the examination process for the Department's Exam unit.
Independently interpreted and applied Personnel rules, laws, procedures and policies.
Reviewed applications to determine if applicants met the Minimum Qualifications (MQs) for complex exams.
Ensured that applications were reviewed, accepted and/or rejected within appropriate time restraints.
Handled multiple tasks and prioritized job duties efficiently and in a timely manner.
Assisted in resolving examination scheduling problems.
Provided customer service.
Provided guidance and assistance to panel members on procedural issues prior to and during the exam process.
Independently prepared proctor packages and audited materials upon its return for completeness and accuracy.
Utilized the Automated Exam Processing System in all phases of the examination process.
Assisted exam analysts administer exams.
Assembled and analyzed historical data.
Developed exam bulletins and related exam materials from previously administered exams and State Personnel Board (SPB) guidelines.
Used computer systems such as Extra 6.5(Teale), State Personnel Board, and State Controller(SCO) Production system applications to analyze and review eligibility requirements, appointment type and job classifications.
Verified and posted Job Opportunity bulletins to the State Personnel Board Vacancy Search (VPOS) website.
07/2006 to 2007
Office AssistantBoard Of Equalization – City, STATE,
Operated mail machines to process mail.
Sorted and delivered incoming and outgoing mail.
Processed U.S Mail.
Logged, processed and updated USPS, Fed Ex, Golden State Overnight, DHL, and other shipments using Excel and Microsoft Word.
Delivered and distributed bulk mail to Executive Offices, management, and to the State Controller Office.
Provided customer service.
Assisted staff via telephone and directed their calls to the appropriate locations.
02/2005 to 07/2006
Key Data Operator/TimekeeperFranchise Tax Board – City, STATE,
Keyed and verified tax documents to include vehicle registration, and child support payments.
Logged and documented incoming truck batches obtaining tax information and documents.
Keyed and verified tax documents and paperwork such as Business Entities, Address Changes, California Resident short Tax form (540 2EZ), California Resident tax form (540/540A), California part- year and non-resident income tax form (540NR).
Keyed and verified Amended tax forms and California Fiduciary Income Tax returns (541), Trust Accumulation of Charitable amounts (541A), Charitable Remainder and Pool Income Trust (541B) forms.
Reviewed, kept, calculated and adjusted inventory and deposits to maintain balanced volumes for work loads, and tax deposits.
Verified deposit amounts to ensure accuracy.
Researched original documents to trace, identify and correct errors.
Maintained an employee data base.
Answered, screened and received telephone calls and routed them to the proper location.
Provided customer service by responding via telephone to customer inquiries from Management, visitors and staff.
Advised management on current policies such as overtime, budgeting and reports.
Monitored the flow of work to be keyed.
Kept and prepared statistical information for budget purposes.
Compiled data and reports for budget preparation purposes.
Prepared correspondence.
Maintained statistical reports for management.
Maintained and calculated employee information.
Education
Expected in 2000
High School Diploma: Armijo High School - Fairfield, CA GPA:
Professional Development
Essentials for Employee Excellence (E3), CalPERS 2013
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