Logan Barr Email & Phone Number

San Francisco, California, Us

San Francisco, California, Us

As a Product Specialist at Gusto, I lead and support both highly strategic and deeply operational cross functional projects and product enhancements with the goal of creating the ideal experience for both customers and our operations teams. I am data driven in my approach to helping build and implement new features and enhancements that are scalable and intuitive. Core responsibilities in this role include helping to develop and manage project plans and enhancements for cross functional initiatives, ensuring our Tax Operations team is prepared to utilize new features of our tax filing & payments engine prior to the go live date. I also triage and escalate technical product issues, provide support and training on product enhancements, and provide business insights and recommendations to leadership and key stakeholders based on data analysis.

San Francisco, California, Us

During my time as a Tax Operations Specialist, I served as both the Amendments Captain & Tax Operations Engineering Liaison. These roles required deep technical knowledge of critical operational tools, workflows, and softwares as well as a passion for process improvement, research, and analysis.As the Amendments Captain, I managed a group of 12+ team members and 20+ vendors to ensure our monthly, quarterly, and annual amended tax filings and payments were processed in a timely and accurate manner. I also worked with cross functional partners to resolve any large scale issues & investigate any escalated amendment issues.As the Tax Operations Liaison, I served as the primary point of contact for discovering, root causing, and resolving issues resulting from unexpected behavior of our product or operations, in conjunction with engineering partners. In this role I was also tasked with implementing process improvements to prevent recurring errors, drive efficiency, and mitigate risk of financial loss, failed tax returns, or customer pain.

Westlake, Texas, Us

Utilized numerous applications for account opening and maintenance of various retirement plan products for companies ranging in size from small business to Fortune 500 companies. Responsible for prioritizing multiple tasks to include reviewing assets for availability, analyzing plan documents, and ensuring mutual fund-related activities are in accordance with internal and external policies, including ERISA and FINRA.Work with clients to deliver accurate and timely results, while incorporating the "Through the Clients' Eyes" motto on a daily basis. This role is built in a fast paced environment requiring constant learning and adaptation to new rules, regulations, and procedures.

Westlake, Texas, Us

Successfully completed the Schwab Intern Academy which included a mix of learning programs, personal development, and enriching work projects. I completed a rotational program through the Retirement Business Services division at the Phoenix office. As an intern I helped evaluate work process inefficiencies, as well as helped to develop new process workflows to help increase efficiency among the teams we worked with. I also helped to analyze the capacity of the business unit to handle expected growth in new account openings and potential remedies to higher volumes. In addition, I was able to shadow a Financial Consultant and Portfolio Consultant and learn basic investment portfolio management techniques.

San Rafael, Ca, Us

Acted as a liaison between Loan Officers from banking institutions and local real estate appraisers. Upheld Fannie Mae & Freddie Mac regulations and ensured confidentiality for both parties. Worked to process orders in a professional and timely manner to schedule an appraisal for a property as soon as possible. Also worked with appraisers to process rush orders in effected real estate markets such as Oregon & Washington where the average appraisal time was two to three times longer than the national average.

Randolph Afb, Tx, Us

I served as an intern with the 94th Flying Training Squadrons Aviation Resource Management team. I assisted with data entry, auditing, verification of records, and ensured data and flight record information were accurate and up to date. I also assisted the Commander with various projects, to include coordinating the visits of high ranking foreign military leaders from South and Central America.

Bachelor Of Science (B.S.), Communication

Minor, Business