William Fleming Email & Phone Number

Clackamas, OR, US

Portland, Oregon, United States

Lead People & Culture Analytics, creating single-source of truth and standard reporting for employee, accept rate, turnover data. Working with source-data owners to drive standardization of data capture to enable better analytics and working with IT to stand-up data warehouse. Managed summer intern and seeking to grow team.Working on a variety of.

Portland, Oregon, United States

• Stood-up initial RSU/equity program, implementing E*TRADE, and related quarterly processes to issue new awards.
• Created and managed the mid-year process used by 60+ managers to re-level, provide initial equity awards, and adjust pay. This ran the full range from aligning with Executives on process, training managers, and.
• Designed external hire calculator to simplify Recruiter experience of creating an offer within guidelines
• Worked with external executive compensation vendor on executive-year end and created content for Board of Director meetings

Hillsboro, Oregon

• Created Power BI Dashboard to visualize and compare market data to actual pay data creating a single source of truth for variance to philosophy, pay mix, and trending which automating dozens of ad hoc analyses
• Lead global update to simplify & differentiate stock design resulting in a decline in questions due to improved understanding
• Redesigned and centralized global hiring pay guidance, eliminating 50+ existing tools, saving 1000+ hours per year
• Designed & standardized internal transfer hire process and tool used by 300+ globally
• Leading projects to reassess stock design, stock holding power, and stock acceleration practices and dashboards
• Create Power BI and Tableau and Excel tools to model “what if” compensation changes that are used to retain employees

Hillsboro, Oregon

• Performed 8 Sarbanes-Oxley controls on $4 billion of stock program across 50+ countries and book related journal entries
• Prepared and analyzed confidential stock-related information for Executive compensation and 10Q, 10K, & Proxy
• Project Manager for August 2017 Stock Purchase Plan purchasing 6.5 million shares for 78,000 employees in ~50 countries
• Updated and consolidated procedures to reduce duplication and execution time for multiple cross-business group processes

Portland, Oregon

• Prepare and review federal and state tax returns and provisions for partnerships, corporations and S-corporations
• Prepare and review corporate federal and state estimated tax payments and extensions
• Work with KGS India staff to reduce cost of serving clients
• Work on Research & Development tax credit engagements
• Focus on Timber, Technology, Healthcare clients

Portland, Oregon Area

• Input Auto-drafts, Letters, Estates, and Oil & Gas payments
• Maintained accurate mail log*This was a Temporary Position through AccounTemps

Scottsdale, AZ

• Identified discrepancies between rendered and taxable values due to asset allocation and depreciation schedule differences
• Created and populated a One Source database with assets and tax bill information used in new client demonstrations
• Contacted county Assessors, Collectors, and Treasurers to obtain updated bills and workpapers

Phoenix, Arizona Area

• Parsed information from tax documents into ProFX software to complete over 150 individual tax returns for clients
• Organized, copied, indexed, and labeled relevant client tax documentation for Senior Associates
• Assisted management and employees in completing various time-sensitive projects

Tempe, AZ

• Reconciled bank statements to general ledger lines for 48 accounts totaling over $8,000,000 monthly
• Identified areas for system and process improvements and worked with managers to implement time-saving changes
• Communicated with corporate managers, station managers, and banks to resolve cash discrepancies
• Wrote month end adjusting journal entries to correct original entry errors

Phoenix, Arizona

• Parsed information from tax documents into ProFX software to complete over 150 individual tax returns for clients
• Organized, copied, indexed, and labeled relevant client tax documentation for Senior Associates
• Assisted management and employees in completing various time-sensitive projects

Scottsdale, AZ

• Implemented an organizational system to optimize customer shopping time, improving merchandise examination efficiency
• Responsible for cash and credit transactions, manually modifying tax rates for qualified individuals, and handling over $500 daily, while always maintaining accurate cash totals

Master'S Degree, Taxation, 3.87

• Graduated in May 2014 • Met all educational requirements to sit for CPA Exam (150+ credit hours, 36+ Accounting credit hours, 24+.

Bachelor Of Science (B.S.), Accounting

Activities and Societies: PwC xTAX competition (ASU), Financial Management Association

Bachelor Of Science (B.S.), Finance