Meghan Wolfe, Mafm, Mba Email & Phone Number

Gurnee, IL, US

Northville, Michigan, US

Northville, Michigan, US

Bannockburn, Illinois, US

- Prepare and analyze state income tax returns on a multi-state level and assist with federal income tax compliance - Responsible for preparing the state NOL rollforward and proving the ending deferred tax balance for 250 filings - Involved in state tax planning related to M&A - Responsible for tracking state legislative updates and calculating the current.

Lake Forest, IL, US

· Coordinates and manages the annual premium tax process for 108 state filings as well as quarterly estimated payments.· Analyzes quarterly and annual return to provision for multiple insurance and non-insurance companies.· Organizes tax work papers, prepares federal proforma returns, and reviews staff-prepared state income tax returns.· Automated the.

Lake Forest, IL, US

· Calculated and filed estimated payments for two legal entities in all 50 states, and prepared annual tax filings for 8 states.· Played key technical role in the upgrade of OneSource Income Tax preparation software, and mapping of tax adjustments to return.· Completed Schedule J information on a timely basis for Annual Statement reporting for three.

Lake Forest, IL, US

· Responsible for manually keying in entries, uploading electronic journals, and approving journals for nightly batch processing.· Reviewed Error Recycle report daily and made corrections as needed to ensure journals process the following evening.· Monitored and reconciled suspense accounts on a monthly, quarterly and annual basis.· Generated and.

Northfield, IL, US

· Responsible for the maintenance and account reconciliations for Medline’s non-purchase order activities which exceeded $700m annually.· Actively managed utility and service expenses for Medline’s corporate office and 42 distribution centers.· Researched and processed all Legal and Human Resource expenses.· Executed check requests for customer refunds.

Northfield, IL, US

· Managed an accounts payable portfolio in excess of $170 million YTD purchases.· Continually maintained a vendor liability tolerance of.5% or lower on YTD purchases.· Identified, analyzed, and reconciled 250 vendor statements on a monthly and quarterly basis.· Assisted in resolving shortage, pricing, and return discrepancies.· Resolved vendor invoicing.

Chicago, IL, US

I was responsible for organizing the inter-office marketing supply, making sure that the most current and up-to-date materials were in stock and replenish when needed. I controlled the LTCI Supplies mailbox by completing incoming requests in a timely manner and processed sales requests from agents and agencies nationwide. I ordered the appropriate.

Chicago, IL, US

At LTCI Partners, I was responsible for coordinating trade show materials and shipping destinations. I displayed excellent customer service by meeting agent requests and recommending appropriate sales materials to meet their clients’ needs. On a daily basis, I handled large volumes of phone calls and transfers. I assisted in maintaining an up-to-date.

Chicago, IL, US

As a part-time sales assistant at LTCI Partners, I trained part-time sales support employee who assisted me in daily activities. I ordered supplies for the office and agents and organized carrier and branded materials. On top of my daily responsibilities, I assisted the national sales desk with quoting and assisted the marketing department with mass.

Chicago, IL, US

Trained new sales support employee's Ordered supplies for the office and agentsOrganized quotes and coordinated mass mailingsOrganized carrier and branded materials

Bannockburn, Illinois, US

I worked as a temporary employee at Stericycle in their Accounts Payable department. I organized and filed the open and paid invoices. When the different vendors are paid, I matched all the invoices to their correct paper check or EFT and mailed the paper checks out to the correct vendor. I organized new vendor folders and filed them accordingly.

Masters In Accounting And Financial Management, Certified Public Accountant

Master Of Business Administration, Accounting

Bachelor Of Science Of Business Administration, Accounting

Associate Of Arts, Accounting