New York City Metropolitan Area
Experienced Senior Tax Analyst with a demonstrated history of working in the retail industry. Skilled in Accounting, OnBase, Microsoft Access, Lawson General Ledger, and Financial Accounting. Strong accounting professional with a BS focused in Accounting from University of Dayton.
• Created process for valuation reports that summarized client accounts, carrier exposures, and producer books of business to help clients assess risk. • Compiled data from a proprietary database to help assess potential client gains upon joining an insurance aggregating service. • Leveraged RiskMatch software to download client production data and assess carrier value. • Assisted in benchmarking report reviews with consultants and clients both online and in person. • Worked in client-based focus to groups to help identify risks and opportunities for small business unit and high net worth divisions. • Constructed an advanced analytic for an online portal that generated the recommended number of service and support data based on account size and line of business. • Identified, developed, and implemented process improvement opportunities.
• Analyzed over 50 different sets of client financials, production, and employee data. • Created benchmarking reports to measure client data against insurance industry standards. • Consulted directly with C-Suite executives verifying data accuracy for 40+ clients. • Designed a spreadsheet to pull in multiple clients’ data and designate top performers in different categories who were then granted awards. • Cooperated with Networks and Events teams to make sure client data was summarized and presentable for semi-annual summit meetings. • Contributed analysis and wrote articles for company Market & Financial Outlook Study publication.
• Streamlining of payment process for all property tax accounts • Preparation and verification of multiple state income tax and franchise tax returns • Identification, development, and implementation, of process improvement opportunities • Monthly account reconciliation maintenance • Development of improved sales, property, and fuel reconciliations using Microsoft Excel • Preparation of quarterly accrual adjustments and modifications • Utilization of SAP and OneSource software for data input and output • Research of relevant tax issues and maintenence of basic tax knowledge • Communication with over 40 state agencies to maintain accurate tax information
• Management of property tax payments and returns for over 250 sites across 48 states and Canada • Utilization of SAP and OneSource software for data input and output • Assist with miscellaneous process improvement opportunities • Research of relevant tax issues and guidance based on tax research • Communicate with over 40 state agencies to maintain accurate tax information