Joe Fermil Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Huntersville, North Carolina, United States

• Guides clients through the ERC program, conducting thorough eligibility assessments and fostering direct, informative communication with clients, partners, and executives. Empowers clients with comprehensive explanations of their control group classification in accordance with IRS guidelines.• Develops and continually refines comprehensive training guides, SOPs, and protocols for control groups, ensuring the company's adherence to industry best practices and regulatory requirements, particularly with regard to frequently asked questions (FAQs).• Identifies and proactively addresses suspicious data anomalies within questionnaires, 941s, 940s, and payroll reports, thereby enhancing data accuracy. Also, serves as the primary point of contact for the control group team, fostering seamless communication and collaboration among team members.• Demonstrates exceptional skills in managing extensive pipelines, portfolios, and B2B opportunities in close collaboration with partners, clients, and executives, achieving a remarkable track record of generating and closing over $59M in gross sales.• Regularly provides detailed reports to management on key metric trends and control group statuses, offering valuable insights for decision-making and maintaining unwavering compliance with the CARES Act of the ERC Program and IRS guidelines.• Precisely calculates gross revenue sales figures for eligibility determinations and skillfully negotiates service agreement fees with clients, consistently achieving mutually beneficial agreements.• Proficiently manages complex payroll data by extracting and tailoring reports from multiple portals (ADP run, ADP total source, Isolved, Gusto, Paychecks flex, and Quickbooks), ensuring precise reconciliation with 941s and rigorous compliance with IRS regulations.• Efficiently converts data across diverse software platforms (PDF, Microsoft Word, Adobe, Excel), streamlining information processing and optimizing productivity.

Master'S Degree, Business Administration And Management, General

Bachelor'S Degree, Business Administration And Management, General Concentration Accountancy & Finance

Activities and Societies: Business ClubPerformance Management 410 Global Management 320 Financial Analysis 220 Logic & Reasoning 310.