Jacob Keltner Email & Phone Number

Lena, Il, Us

United States

• Lead development of new products such as Corptax Global Minimum Tax and the Footnote Analytics Tool• Create dashboards and interactive visualizations in Power BI for data analysis• Transform data from Corptax and SQL queries using tools such as Power Query and Alteryx• Utilize client feedback to analyze product offerings, identify limitations and provide alternative solutions to meet reporting requirements• Facilitate cross functional meetings bridging knowledge gaps between… Show more • Lead development of new products such as Corptax Global Minimum Tax and the Footnote Analytics Tool• Create dashboards and interactive visualizations in Power BI for data analysis• Transform data from Corptax and SQL queries using tools such as Power Query and Alteryx• Utilize client feedback to analyze product offerings, identify limitations and provide alternative solutions to meet reporting requirements• Facilitate cross functional meetings bridging knowledge gaps between technical subject matter experts and software developers• Train team members on newly developed products• Prioritize and delegate development tasks to meet internal deadlines• Review work completed by colleagues for consistency and accuracy• Document standardized processes for new product offerings• Maintain standard reporting and analytic templates• Provide ongoing support for existing product automations• Develop content for data analytics to present in webinars and at national conferences generating leads from clients for new and existing products• Standardize workflows using Power Automate streamlining company processes Show less

United States

• Implemented Corptax software and advised clients on best practice guidelines• Researched and identified data transformation tools to provide automation solutions for extracting, transforming, and loading data• Quoted projects, created workplans and tracked budgeted time to actual hours incurred• Maintained weekly status reports and actively participated in status calls• Facilitated client working sessions and conducted training sessions• Obtained certifications in Corptax… Show more • Implemented Corptax software and advised clients on best practice guidelines• Researched and identified data transformation tools to provide automation solutions for extracting, transforming, and loading data• Quoted projects, created workplans and tracked budgeted time to actual hours incurred• Maintained weekly status reports and actively participated in status calls• Facilitated client working sessions and conducted training sessions• Obtained certifications in Corptax Provision and Pass Through• Established strong working relationships with clients and exceeded expectations Show less

United States

• Performed as an effective team member sharing knowledge and providing peers with assistance• Prioritized several on-going projects to meet budgets and deadlines• Communicated effectively with stakeholders including clients and senior management• Listened attentively during working sessions and provided meeting notes to project managers

Dekalb, Illinois, United States

• Processed purchases quickly and accurately via technology• Improved customer relations through attending to customer needs

Savanna, Illinois, United States

• Maintained a positive attitude during a fast-paced work environment• Trained new employees to build an efficient service to ensure customer satisfaction

Freeport, Illinois, United States

• Coped with unexpected change to meet new deadlines• Remained reliable by arriving to work on time when supervisors were not present

Master'S Degree, Management Information Systems

Bachelor Of Science (B.S.), Accounting