Detail-oriented Treasury Analyst with [Area of study] degree and extensive familiarity with modern treasury software. Managed large [Type] treasury department and delivered diverse financial forecasts with high degree of accuracy. High-level analytical and strategic planning skills leading to impressive results. Orchestrate effective negotiations to set up sound investments between companies and clients. Skillfully build relationships, solve problems and handle every detail. Experienced in working with [Type] securities, assessing risks and employing optimal investment approaches. Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven [Job Title] bringing [Number]+ years of success in [Industry]. Astute, organized and methodical with articulate communication style and personable nature.
Skills
Business Tracking
Problem Solving
Report Preparation and Presentation
Securities Comparisons
Business Forecasting
Data Interpretation
Financial Modeling
Company Assessments
Relationship Building
Analytical Thinking
Verbal and Written Communication
Work History
Tax and Treasury Analyst, 10/2019 - Current Smartwatt Energy – Fairport, NY,
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Researched tax issues and stayed current on all federal and state tax laws.
Assisted [Type] managers in planning and execution of short-term and longer term goals and objectives.
Prepared all federal and state income tax paperwork for extensions and returns.
Calculated estimated and [Type] tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
Suggested improvements to [Type] processes by addressing concerns with [Job title].
Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
Analyzed tax issues and made recommendations for remediation to management.
Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Completed [Type] audits and [Type] investigations to check provided information.
Kept case data and contact information up to date to expedite proceedings.
Worked closely with [job title] to maintain optimum levels of communication to effectively and efficiently complete projects.
Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Communicated with bank members and auditors on accuracy and timeliness of financial reports.
Performed internal and external audits on [Company] and accounts.
Presented forecasting and financial reports to [Company] and clients.
Handled cash flow, debit and interest schedules and bank accounts.
Built and maintained databases for forecasting future financial performance.
Ran and analyzed monthly revenue risk reports for executive team.
Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position.
Solved complex problems for senior leadership to execute on-time and under-budget projects.
Medicare Auditor I, 11/2017 - Current Intuit – Lincoln, NE,
Audit Cost reports based on CMS Guidelines and cross-reference support documents to corresponding workpapers.
Work on special projects with/or for upper management such as assisting with settlement process.
Conduct Desk reviews for Skilled Nursing Facilities, Hospitals, CAHs, ESRDs and other types of medical facilities.
Confirm Medicare payments and verify Bad Debts.
When verifying bad debts, I sort through all claims to be sure that claims get the correct testing if needed (timely billing and write –off testing).
After I verify bad debts I check to see if I need to raise any exceptions and if so I prepare my scoping workpaper where I compare claims to the previous year.
Conduct in house audits on multiple providers during a short period of time to consolidate the results of the review of the hospitals' compliance with Medicare requirements for reporting wage data and identify possible Centers for Medicare & Medicaid Services (CMS) remedies to address reporting errors.
Review Desk Reviews prepared by colleagues and prepared notes to be cleared.
Train new employees on Desk review procedures and audit applications.
Experienced Tax Associate, 09/2014 - 06/2017 State Of Nebraska – *All Cities, NE,
Worked on client work regarding REITS, CLOs, Market Discount and other client compliance work.
Worked on the FATCA team processing data.
Prepared/reviewed SALT returns.
Worked on Tax Provision /Tax consulting engagements.
Worked on Special Tax Presentations/Projects for prospective clients.
Worked on tax planning engagement clients ensuring tax efficiencies are present and that the reduction of tax liabilities is also in place.
Prepared tax extensions while staffed on Compliance engagements.
Tracked book and tax basis for various equity and partnership investments.
Reconciled Client supporting documents to Tax Returns and researched corresponding tax laws.
Reviewed and prepared tax returns and workpapers for Partnerships, C-Corps and S-Corps.
Prepared schedule K-1s and put together investor k-1 packages.
Assigned the role of Reviewer for many of my engagements/reviewed work, supervised and mentored for new tax associates and tax interns while still delivering tax deliverables.
Recruited and trained new tax associates.
Prepared responses to IRS audit inquiries for assigned entities.
Calculated Subpart F income and other deemed foreign inclusions to U.S.
Taxable income on a quarterly basis.
Researched tax issues and supported planning initiatives
Internal.
Revenue Agent, 06/2010 - 07/2013 United, Treasury – City, STATE,
Analyzed books and records and payroll documents such as F941s, Performed Bank account/deposit analysis and summons.
Identified and located taxpayers that did not respond to audit requests and served audit documents.
Examined and audited individual, partnership, and corporate tax returns to determine correct federal tax liabilities.
Conducted assessments relating to compliance with technical requirements imposed by Internal Revenue Code.
Researched Tax Law; developed issues and communicated with Taxpayers daily.
Interviewed taxpayers and assigned representatives to oversee cases.
Education
Masters of Science: Taxation, Expected in - LIU Brooklyn - Brooklyn, NY GPA: GPA: 3.56
BBA: Accounting, Legal Studies in Business, Expected in - Hofstra University - Hempstead, NY, GPA:
High School Diploma: , Expected in - Uniondale High School - Uniondale, NY GPA:
Affiliations
Sigma Beta Delta – LIU Brooklyn Chapter April 2014 – Present
American Institute of CPAs July 2013 - Present
National Association of Tax Professionals July 2013 - Present
National Association of Black Accountants September 2007 - Present
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