Matthew Monroy Email & Phone Number

New York, Ny, Us

New York, New York, Us

New York, New York, Us

New York, New York, Us

- Evaluate, organize and optimize internal workflow to meet business goals and user needs- Direct and oversee all of accounting, including all A/P and A/R activity- Schedule and book company activities e.g. trade shows, events, and visitors- Salesforce data analytics and SFDC administration/development - Operations on payroll management, including payroll administration, benefits management, PTO tracking- Maintain office records, including records of office expenses- Work with brokers on agency insurance policies / renewals- Employee recruiting and new employee on boarding- Manage and complete company bookkeeping/accounting & financial statements (month end close)- Develop tools and reports to help analyze actuals and forecasts. Provide recommendations to management to drive business results and achieve financial goals- Process daily billings and ensure invoices are appropriately posted and delivered to customers- Work cross functionally to review customer contracts and ensure proper billing set-up adhering to underlying system requirements and policy standards- Responsible for responding to external and internal customer inquiries pertaining to invoices, payments, discrepancies and contract clarification requests- Manage all accounts for audit and tax- FP&A

Kansas City, Mo, Us

-Effectively teaching various courses and training classes while maintaining respect for students with different levels of experience and comprehension. -Utilizing course materials, including Instructor Guides, Participant Guides, handouts and other teaching aids to deliver course content as designed. -Presenting and facilitating training classes, using a variety of techniques such as exercises, case studies, skills practice along with question and answer sessions.

Kansas City, Mo, Us

-Manage office staffing, operations, and logistics for multiple tax offices-Coach and mentor new Office Managers.-Guide cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.-Leading Business-to-Business marketing and contributing to projects that drive revenue growth.-Manage staff on-boarding/off-boarding processes

Kansas City, Mo, Us

-Manage office staffing, operations, and logistics for one tax office-Coach and lead the teams to deliver outstanding client service and exceed targeted goals-Grow the business through developing local B2B partnerships, managing office community involvement, and modeling and coaching sales and new client growth tactics.-Assist in the development and execution of office-level business plans.-Recruit, hire, coach and develop tax office associates.

Kansas City, Mo, Us

-Conducting face-to-face tax interviews with clients-Files Individual and Corporate federal, state, and local tax returns, extensions, and quarterly payments.-Recommends tax strategies by researching federal, state, and local taxation issues.-Strategizing with clients to minimize tax liability and keep compliant with their tax obligations-Updates job knowledge by participating in educational opportunities; reading professional publications; 50 hours of continuing education ever year.

Kansas City, Mo, Us