Provide expertise and support to TurboTax Experts and Associates as they assist customers with tax return issues and general tax questions.

Cannabis Accounting SpecialistQuickBooks ProAdvisorTax ExpertExpert in applying IRC 280e, 471, 263a, and 199

Sales ForecastingSuccessfully served in this role while working remotely 100% of the time. Prepared weekly sales forecasts every Monday morning for two Cisco sales teams (Federal Services Sales and SLED Services Sales).Spearheaded efforts to design a new forecasting template that could be used for three sales segments as well as for the larger parent segment, eliminating the need for three separate and different processes for collecting/summarizing data and adding a "dashboard page" enabling the VP to quickly scan the summaries for key metrics and understand what was going on in each segment.Gained experience in using automation for processing and creation of spreadsheet models to make it easier to dump data in (hundreds of thousands of data points) from source systems and outputting one easy-to-understand model.Utilized advanced Microsoft Excel skills (pivot tables, crawler functions, index functions, and VBA) to streamline the time-sensitive weekly forecasting process, which involved collecting data from multiple sources and adjusting as needed based on conversations with sales leaders. Sales ReportingUsed existing database to show sales from previous years at the customer level, adjusted for the upcoming year's corporate hierarchy, to create a model showing planning amounts using historical data as well as adjusting for anomalies in the data.Designed and continued to evolve the model used to drive the high-level public sector semi-annual sales plan down to operation, region, and individual sales agents. Established the baseline to calculate and pay sales. Helped sales managers to use report as a guide for setting expected sales levels for the upcoming year all the way down to the sales agent level. Implemented accurate sales planning for the next year to mitigate over/underpayment of sales agents by regoaling.

Owner of local income tax preparation firm

Adjunct professor of accounting. Taught evenings in the classroom 2003-2009. Taught online 2010-2013.Courses taught:Principles of Managerial AccountingIntro to Accounting Spreadsheets (Excel)Accounting Software Applications (Peachtree)Advanced Accounting Software Applications (QuickBooks)Personal Finance

Accounting for Benefit-Related Trusts Across Multiple SubsidiariesCollaborated with other departments in the redesign of analysis reports to provide better quality of information to the various subsidiary controllers and the SEC reporting group. Supported entire Controllership function to drive process improvement and increase efficiency of financial close and accuracy of financial analysis. Improved process to include proactive communication of trust funding recommendations to the Treasury department several months in advance.Improved communication to lessen inaccuracies, duplication of tasks, and inefficient processes. Achieved consistency in accounting for benefits across multiple subsidiaries. Created a new plan to account for Human Resources items such as executive compensation, benefit trusts, workers' compensation, and employee benefit plans. Built a Labor Cost model, which provided management with better information and modeling on fully loaded labor costs.Coordinated with Human Resources to ensure monthly/quarterly journal entries reflected all relevant organizational changes.Participated in LEAN effort, which eliminated non-value added activities, improved the quality of financial analysis and resulted in greater coordination and improved flow of information among Human Resources, subsidiary controllers, business unit field managers, and third party administrators.Completed two significant accounting system implementations and transitioned a homegrown financial system to Oracle Financials. Merged accounting systems and moved to PeopleSoft Financials. Involved in designing the Hyperion Enterprise applications during both implementations. Designed chart of accounts to use extracted data from accounting systems.As a primary reviewer of workpapers for the audit of the pension trust accounts and the VEBA trust account, actively worked with Human Resources and the external auditor to create an improved pension trust audit plan/timeline.