Joel Wheatley Email & Phone Number

Baltimore, Md, Us

Baltimore, Maryland, United States

• Create invoices for 30 clients monthly by analyzing carrier reports, incorporating client specifications, and accounting for all charges and lines• Develop custom reports for clients in Salesforce• Implement efficient processes for team, including ways to review invoices accurately, saving 15-20 hours per week

Baltimore, Maryland, United States

● Analyzed corporate healthcare records and filed 1094/1095’s● Wrote and maintained VBA macros in Excel to expedite tax return process, such as tracking sheets to keep accounts of individual and team progress, and macros to concatenate repetitive employee data automatically● Interfaced with clients to clarify tax forms, confirm obligations, and obtain information

Baltimore, Maryland, United States

● Crafted curriculum and taught lessons on math topics, including algebra, trigonometry, and SAT Prep● Presented material to reach students based on different learning styles and statistical analysis of prior knowledge ● Increased SAT scores by an average of 70 points over one quarter

Baltimore, Maryland, United States

● Worked with individuals of varied ages to improve understanding of current mathematics coursework,or to solidify understanding of prerequisite material for an upcoming course.

Master Of Professional Studies, Data Science

Education Certificate, Secondary Education And Teaching

Relevant coursework included pedagogy and teaching methods while working as a full-time teacher and student teaching summer school.

Bachelor Of Science - Bs, Pure Mathematics

Honors Certificate. Relevant coursework included intermediate economics, computer science, actuarial probability, advanced linear algebra.