Matt Osborne-Paugh Email & Phone Number

Rochester, Ny, Us

King Of Prussia, Pennsylvania, United States

Lakewood, Colorado

Analyzed clients tax deduction portfolio to determine appropriate filing status through interpretation of the tax code regulations.Consulted with clients to properly file their tax forms and confirm information for accuracy. Completed with a high degree of accuracy the data preparation for accounting review and tax filingConsulted with clients on tax disposition prior to their final to the submission IRS. Utilized high degree of sensitive with clients where a financial payment… Show more Analyzed clients tax deduction portfolio to determine appropriate filing status through interpretation of the tax code regulations.Consulted with clients to properly file their tax forms and confirm information for accuracy. Completed with a high degree of accuracy the data preparation for accounting review and tax filingConsulted with clients on tax disposition prior to their final to the submission IRS. Utilized high degree of sensitive with clients where a financial payment was owed to IRS. Show less

Greater Denver Area

Collaborated with and supported multiple internal stakeholders to resolve and responded to clients financial portfolio inquiries.Identified and recommended changes to departmental processes to optimize cycle time by eliminating inefficient tasks.Investigated account discrepancies using analysis tools built on SQL. Created client specific reporting to show clientele a solution to their financial discrepancies.Developed strong relationships with clients allowing for a comforting… Show more Collaborated with and supported multiple internal stakeholders to resolve and responded to clients financial portfolio inquiries.Identified and recommended changes to departmental processes to optimize cycle time by eliminating inefficient tasks.Investigated account discrepancies using analysis tools built on SQL. Created client specific reporting to show clientele a solution to their financial discrepancies.Developed strong relationships with clients allowing for a comforting and confident experience with Cigna and provided an ease to problem resolution. Show less

Jessup, Pa

Completed a three month internship as a Reporting Analyst supporting multiple departments ad hoc reporting requests. Prepared monthly reports reflecting overall execution in TMG’s performance through Excel.Researched and reorganized data into reports for readability in Excel.Generated data queries using a SQL interface utility to pull accurate client details.Oversaw project that made report procedures more efficient through researching old techniques and incorporating new… Show more Completed a three month internship as a Reporting Analyst supporting multiple departments ad hoc reporting requests. Prepared monthly reports reflecting overall execution in TMG’s performance through Excel.Researched and reorganized data into reports for readability in Excel.Generated data queries using a SQL interface utility to pull accurate client details.Oversaw project that made report procedures more efficient through researching old techniques and incorporating new ones. Time to generate monthly reports for certain clients was cut by 50%. Show less