Daniel Ibarra Email & Phone Number

Kailua-Kona, Hi, Us

San Diego, California, Us

Brawley, California, Us

London, Gb

▪Hold a valid CA Life, Accidental and Health Insurance license.▪Create client presentations using Microsoft Office programs such as PowerPoint.▪Maintain a professional appearance, communicate effectively with customers about complex policy information and issues.▪Serve as a primary contact to client base as related to contracts, benefits, rates, or renewal activities.▪Establish customer commitment and support through financial education outreachprograms and workshops.

Sacramento, Us

▪Responsible for planning, executing and presenting the entire audit to the taxpayerand review board via Excel, PowerPoint and other Microsoft Office products.▪Review of sales receipts, sales journals, purchase invoices, Accounts Payable, G/L accounts, FITRs, fixed assets, and income statements for accuracy, validity, and completeness.▪Maintain constant contact with taxpayers and provide updates on the audit progress.▪Create audit reports detailing the audit findings and projected tax due.▪Earned a 98% taxpayer approval rate on audit findings through high accuracy combined withstrong interpersonal and presentation skills.▪Represented and assisted the Board of Equalization in appeals proceedings.

▪Prepared and administered a $300,000 budget within guidelines of the State grant.▪Developed internal worksheets to document and verify expenditures, receipts and accruals.▪Created the recreational department and all recreational programs from scratch.▪Communicated with management, vendors and internal departments to coordinate all recreational program efforts.▪Supervised all recreational programs and maintained detailed records of participants and staff.▪Demonstrated success in growing the participation of the state grant's targeted population groups and implementing key projects.

Bachelor Of Business Administration (Bba), Accounting

Bachelor Of Business Administration, Accountancy

Education record