Joanna Stackpole Email & Phone Number

Reno, NV, US

Reno, Nevada Area

Reno, Nevada Area

• Completed the Non-Compliant Audits Green Belt project that helps drive compliance from the non-cooperative insureds. The project has generated a projected hard benefit of $6.5M
• Led large projects requiring management of several cross functional teams to complete and execute project goals
• Mentored multiple Green Belt students on projects from start to completion
• Developed the PCE Dashboard to monitor the departments key performance metrics as well as accountability for the Green Belts resulting in increased project visibility
• Developed the intake process of new projects for the Process Center of Excellence
• Created an efficient collection letter mailing process for the Collections department that resulted in a time savings of 75 hours and $40K of cost avoidance

Reno, Nevada Area

• Prepare, analyze, and present month end reports to Premium Audit Management
• Forecast outstanding audits to be completed by month end to maintain compliance
• Analyze, prepare, and present ad hoc reports, projects and presentations to Premium Audit and Senior Leadership throughout the organization.
• Cross-collaborate with IT, Collections, Underwriting, and Finance to complete compliance projects
• Single point of contact with the IT department regarding premium audit projects

Reno, Nevada Area

Reno, Nevada Area

• Resolved approximately $1.5 million in tax disputes over the course of three months
• Managed FYE Tax Credit Project generating approximately $2.7 million in tax credits
• Created the first Document Process and Procedure manual for the WWCS Tax Specialist role
• Track and report on all tax disputes after collectors provide required documentation for SOX compliance
• Single point of contact with tax department with customers and collectors regarding tax disputes
• Provide tax training on tax disputes to collectors

• Responsible for update/audit of WWCS SOX narratives, testing, output reporting to Senior Management
• Managed the internal compliance audits to ensure accuracy and timeliness in accordance with the audit work plan
• Presented audit scope, findings, and recommendations to Senior Management
• Provide audit training to the pre-selected audit team
• Responsible for the security of internal SOX documents located on the WWCS global internal website
• Assess Credit Risk for approximately 10 companies by reviewing raw financials and payment performance

Organize and deliver all classes of mail accurately.Assist customer's with requests

Bachelor Of Science In Business Administration, Minor In Information Systems, Accounting, 3.4

Activities and Societies: Vice President of Community Service for Beta Alpha Psi

Associate Of Arts (A.A.), Business Emphasis