Managed a portfolio of Employee Retention Credit projects generating $14M of credits and $2M in revenue. Reduced average project length by 25% and maintained 94% engagement.Collaborated with internal stakeholders including HR, finance, and legal to ensure efficient allocation of resources.Facilitated the development and submission of deliverables required for the IRS including payroll records, tax forms, and calculations.Collaborated in a successful team effort that resulted in the largest single filing of $56M ERC credits for our entertainment partner.

Managed accounts payable and accounts receivable functionsAssisted with monthly close, reconciled bank statements, performed journal entries, and generated financial reports and statements

Beebizy is a kids-event planning application that connects party vendors with parents for any party ranging from cake artists to costume characters. Beebizy specializes in connecting parents with top talent in their area and creating a marketplace that serves as a platform for businesses to gain new clientele. Led Beebizy’s app and web development projectCollaborated with marketing team to align marketing message with project scopeImplemented inquiry management, increasing organizational efficiency 25%Analyzed scope based on competitive analysis, interviews with customers and vendors, and customer feature requestsMaintained financials, monthly close, and prepared financial statements Organized, developed, and maintained company policies and processes

Managed California Enterprise Zone Tax Credit projects ranging from large corporations to small businessesInterpreted tax credit calculations and presented to clients with various reports and credit allocationsCreated complex utilization schedules for multiple entities, shareholders, and credit providers using various accounting methods to accurately allocate, track, and bill creditsReviewed and reconciled carryover credit from previous years to ensure the maximum and correct amount of credits were utilizedCommunicated daily with clients, tax preparers, and CPA’s to discuss progress in conjunction with deadlinesNegotiated contract addendums and amendments

Designed, configured, and maintained applicant tracking, time off tracking, benefits, and performance evaluation modulesTraining delivery for administrators, managers, and employees on payroll and timecard managementCompiled payroll data, computed wages, deductions, and garnishmentsProcessed and issued employee checksCollaborated with Implementation and Payroll Specialist teams to create automated reports and toolsCollaborated with Marketing and Sales teams for partner presentations on a monthly basisPresented to Development team with bugs and temporary solutions on a bi-weekly basis

Amended state tax returns for corporations, partnerships, individuals, and trustsResearched tax regulations and pending legislationValidated audit support packages to tax agencies and auditorsForecasted and projected liabilities and revenues quarterlyValidated and organized payroll and employee informationSupervised and trained staff to ensure team growth and minimize turnover

Managed and organized image databasesChecked spelling, grammar, and organization of new websites and documentsCreated employee handbook with procedures and guidelinesCreated job postings, reviewed resumes, and new hire packets for new hires