Tax Lead: Review completed individual and business tax returns (1040, 1120, 1120S, 1065) and perform Quality Review on financials statements prepared by managers • Responsible for all tax return filings and any other tax related issues for all clients• Review and analyze Income Statements and Balance Sheets once approved by managers and prepared by bookkeepers for completeness and accuracy• Resolve Federal and State/Local tax notices by lesioning with government agents and prepare letter responses• Supervise 5 tax analysts by providing guidance and constantly train them on new tax laws and regulations

Part of a new and evolving team of dynamic professionals with diverse backgrounds, sitting in Productivity as part of the Finance function; focused on increasing the throughput of the hiring process for high priority Consent Order roles to support long term improvementsKey Responsibilities:• Manage intakes through the Service Now system and handle inquiries from hiring managers and recruiters across the globe; ensure resolution is reached within the specified time frames • Troubleshoot issues in the recruitment process for high priority, consent order positions and escalate to hiring enablers (Talent Acquisition, Human Resource Advisors, Human Resource Shared Services, and the Staffing Office)• Track all incoming issues and identify trends and areas of opportunity for process improvement• Develop and create visualizations in Power BI to tell a story through creative dashboards for better visibility into the hiring process for hiring managers and candidates• Responsible for ensuring quality assurance of the Case Tracker, Dashboards in Excel and Power BI for Issue Resolution analysis. Develop standardized responses for inquiries• Track SOW backfill hiring plans and hiring activity to displace high-cost consultants; flag positions stuck at various stages of the recruiting process; escalate delays in the hiring process to ensure faster hiring• Responsible for managing the SharePoint site and coordination of the team's administrative tasks

HR Transformation – Operational Excellence: • Perform quality review of the Action Plan, ensure that deliverables and activities align with the ACT Workforce Planning milestones• Populate the Change Control template for submission to the project management office• Support the work on Data and Reporting strategy to identify in-scope populations for Risk and Control roles

Independent Contractor – Recruited for a short-term assignment but ended up being moved to many other projects and stayed for 4 years+International Inter-company Transactions –Researched AR and AP historic balances for international inter-company transactions by coordinating with the global counte-rparties and Financial Services Center to solve open invoices• Responsible for the Receivables & Payables Dashboards• Coordinate and facilitate transactions between US teams, International Trading Partners and the Financial Services Center in India• Troubleshoot open AR transactions to reach settlement• Developed QRGs and Desktop procedures• Knowledge transfer to Financial Services Center in India• Accounting analysis• Identified incorrect bookings and suggested corrective measures.• Cross referenced transactions with by reviewing counter-party’s books to ensure completeness and accuracy• Worked with Global Inter-company and Consolidation manager to resolve mismatches between entities• Researched Out of Balance relationships and cleared mismatches between entities• Identified the impact on P&L and BS

• Researched pre-conversion Intercompany transactions between legacy systems and coordinated payments• Reviewed Payables to determine if balances were valid and followed up with field personnel on particulars• Worked with the Americas AP Lead to investigate stale checks• Trained/Supported new AP Analyst

• Worked with PWC Internal Audit team to investigate variances between the Payroll Register, Integration files and the GL Details• Reviewed pay periods and documented observations

Cash Reconciliation –• Worked with PWC Internal Audit team to resolve reconciling items totaling 40M and propose adjustments to fix the issues• Create missing deposit/payments in Workday Finance

Responsible for Collections resulting from system integration errors; recovered over $2M in over-payments to suppliers and other brokerage firms, as well as coordinate supplier account reconciliations with business and corporate

Unapplied Cash –Participated significantly in reducing the un-applied cash balance• Researched payments from customers in the systems for all service lines, including Brokerage, Asset Services, Global Occupier services and Valuation Services• Researched transactions in legacy systems and made necessary adjustments• Trained new hires• Assigned the largest and most complicated aged un-applied cash balances in a team of 15 people; involves working with multiple legacy systems as well as Workday; reach out and collaborate with many stakeholders in Operations in order to identify invoices to match with paymentsClean-Up Project –• Because of misapplications by the previous application team, I was tasked with un-applying and re-applying pre-conversion and post-conversion payments on the Verizon Customer Account. Each payment was on average $1M and was associated with approximately 400 invoices/month.• Correcting misapplications and coordinate reconciliation effortsAlliance Partners –• Reviewed all alliance partner accounts for completeness and accuracy• Coordinated with field personnel for information and applied payments accordingly• Corrected misapplications and re-booked payments• Transferred responsibilities to Financial Services Center in IndiaCash Application – • Responsible for applying payments to invoices• Working closely with the Financial Services Center in India to apply payments appropriately• Reviewed misapplications and made necessary corrections

Participant on Broker Issue Resolution Team –• Worked with the Deloitte Consulting team to resolve broker compensation issues, by reviewing commission calculations in the Callidus compensation system and responding to broker inquiries• Assisted field personnel with issue resolution in the systems• Reviewed contract agreements and adjusted fees to match split tiersCommission Accounting –•Reached out to field personnel to find out what the pool accounts were being used for and document results• Confirm balances in the system for accuracy and ensure that they are properly accrued for in the ledgerAudit –• Preferred Split: reviewed broker splits and made adjustments after cut-off• Reviewed contracts and confirmed split tiers

• Reviewed & Approved transactions >50K in Salesforce Deal Management, to ensure the most current revenue recognition standard was met• Responded to auditor’s requests at year end

Auditor at EY- Participated in audits of the following industries: Real Estate, Media & Entertainment & Biotech- Performed analytical review of various accounts and provided documentation for flux analysis- Reviewed transactions to make sure they meet the Revenue Recognition criteria- Identified and communicated inconsistencies and unusual trends by analyzing financial statements and accounting reports

Financial statement analysis

Manage day to day activities