-Prepare and review financial statements, tax returns, and other financial reports-Interview and onboard clients in congruence with their business alignment-Build and maintain book of business through timely communication and efficient service-Conduct tax planning and tax strategy to meet client specific needs-Meet with clients on regular basis to define tax solutions-Manage all aspects of tax functions in the business-Conduct research and analysis on complex accounting and tax issues-Collaborate with team to ensure accurate and timely financial reporting-Ensure compliance with GAAP and other regulatory requirements

• Provide transaction cost analysis for organizations that undergo acquisition, merger, IPO, and Spins offs• Project Management for implementation of earnings and profit studies for organizations impacted in Spin Offs, dispositions, mergers, and acquisitions• Regular meetings on updates on any new tax laws affecting tax treatment of client transactions and with engagement teams to discuss project and system strategy• Facilitate training of new team members on Global Information Reporting process, GAAP best practices, and transaction services• Understand quality and risk management requirements, independence, system requirements, client lifecycle, client contracting, demonstrate knowledge through the development of project engagement acceptance to completion• Provide regular status reports to the project managers keeping them apprised of overall project status• Serves as a primary point of contact or an advanced knowledge resource for Transaction and Tax projects involving the development, implementation and testing of systems modifications.• Utilize internal financial systems as well as knowledge base of Thomas Reuters Gosystem and asset wealth management lifecycle• Implement use of custom technology solutions such as UI path, and digital lab to increase relevant work processes as well as earning Alteryx certification to enhance workflow efficiency

• Supported implementations for account support and reports.• Identified problem components, analyze patterns, remove inefficient configurations or processes in internal workflows.• Located trends and patterns escalate findings in violation with company policy.• Reviewed of reported content escalated within turnaround times and company standards of quality.

• Managed inventory and sales accounting in accordance with supply and demand.• Performed face to face sales to exceed sales goals and sales projections.• Provided leadership with reports regarding expenses, revenue, and sales.

• Planned, executed, and hosted three seminars regarding investing and financial objectives with VP's of Invesco and MFS• Composed mock investment portfolio• Conducted a community evaluation survey through door-to-door knocking• Researched sectors of the economy in reference to the stock market• Communicated with clients in reference to boosting office efficiency and seminar attendanceAttended investment meetings to understand strategy of client-advisor communication

• Attended workshops as well as seminars on etiquette and professionalism• Focused on securing corporate internships to build a professional career and a network• Practiced communication skills through mock interviews, etiquette courses, and formal social settings• Dedicated to community service through different avenues such as Second Harvest Food Bank of Central Florida and the Boy's and Girl's Club of Orlando

• Performed bill reconciliation through excel spreadsheets• Manually created bills for insureds/producers • Trained employee on work process with excel and other applications• Processed mailing and certified mailing

• Gained knowledge of the insurance industry and the Travelers Insurance company holistically• Participated in severity round-tables to discuss files priced at an upwards of 1.5 million dollars• Created a project on “Millennials in the Workplace” to present before audience of Inroads Region Director, Unit Managers, and VP• Collaborated to create two presentations: “Millennials in the Workplace’’ and “How can Travelers attract and retain Young Professionals,” pitched to INROADS regional director, INROADS managers, Travelers unit/area managers, and Travelers Orlando VP• Attended leadership workshops and seminars at Travelers home office in Hartford, CT• Attended two pretrial mediation to increase knowledge of negotiation• Received negotiation training from experienced Unit Manager • Received all lines claim adjusting training and was licensed within two weeks of start of training

• Prepared and debrief team for room set up to allow speed and efficiency.• Satisfied client’s requests through communication and listening skills.• Assisted building manager by assuring proper room setup, client requests, and internal team challenges• Monitored team by checking if room setup is properly done and teaching new employees proper duties