Grace Mitchell Email & Phone Number

Madison, Wisconsin, United States

• Prepared 20+ 1065’s, 1120-S’s, and state/federal tax returns, utilizing CCH Axcess tax software
• Obtained PTIN certification to deal with sensitive client information, enabling review of 1099, W2, medical reporting, among other tax documents

• Member of a team based project for an ~$8Bn Healthcare client to transform the existing CRM platform to enhance the client’s web interface and experience.
• Created a national prospect list for Partners by researching over 200 targets, conducting expert-interviews, and providing information on potential projects for BT Healthcare Consulting
• Led a capstone project to investigate EHR tools and recommended new methods to screen payer/provider clients for additional Social Determinants of Health

Madison, Wisconsin, United States

• Coordinate interactive office hours to guide nearly 900 students per semester in completing a 40 lesson Excel Proficiency Curriculum including pivot tables, conditional formatting, and data validation.
• Organize student support channels by offering timely and experienced support to students on issues ranging from technical issues to conceptual questions on Excel.

• Construct monthly budgetary labor reviews to assess open positions, recruitments, terminations, and active salaries for various departments
• Import bank account activity from various funding records for reconciliation purposes
• Reconcile bank account for transportation department monthly through Excel

• Responsible for organizing and budgeting member events on a weekly basis with local vendors and venues to engage theover 230 members in AXO
• Plan and lead the new member retreat in 2021/22 to help introduce and maintain member relationships and support AXOmission

• Analyze current DEI initiatives at WIB and present alternatives to the Executive Board for improvement
• Provide training each semester to WIB recruiters to lessen unconscious bias in the recruitment process
• Organize and develop speaker series for the organization’s members
• Initiating a weekly newsletter for members on D&I topics

Falmouth, Massachusetts, United States

• Forged strong customer relationships with fine-dining service to 8 tables per night of 30-40 guests at a time
• Mastered organizational skills by sending orders with the restaurant’s point-of-sale system in a timely manner
• Frequently supported coworkers during rush periods to foster teamwork while providing exceptional service

Falmouth, Massachusetts, United States

Tasked with restructuring and accounting for inventory as well as training new employee; cleaning and stocking supplies (silverware, dishes, baking trays); Helped with food prep in kitchen; Gained practical customer service skills in a fast paced environment with established standards

Bachelor'S Degree, Finance, Minor: Sustainability

Activities and Societies: Women In Business, Ethical and Responsible Business Network

High School Diploma

Activities and Societies: President of Service Club, Captain of Indoor Track and Field, Peer Leader, Selected for Ignation Family Teach-in.