• Corporate Client Consulting: Advised mid-to-large clients on tax credit calculation and defense.• Portfolio & Client Management: Managed a diverse portfolio across software, construction, manufacturing, energy, life sciences, aerospace, and real estate.• Economic Analysis & Data Interpretation: Analyzed financial data to identify tax credit opportunities, providing actionable insights for business decisions.• Data Automation & Process Optimization: Streamlined financial processes with tools like Alteryx, Excel, and VBA, improving efficiency and creating templates for client use.• Cost Segregation & Fixed Asset Solutions: Conducted cost segregation studies, increasing tax value through accelerated depreciation.• Tax Research & Compliance: Researched tax regulations and applied findings to optimize client tax positions.• Clean Energy Incentives Practice: Supported the creation of a clean energy incentives practice, helping clients qualify for energy credits.• Client Communications & Presentations: Gathered client data and delivered presentations on project deliverables.• Cross-Functional Team Leadership: Led projects across offices, managing scope, quality, and risk.

• Assisted in preparing tax returns for ultra high-net-worth individuals and families• Supported the filing of tax returns, including the handling of complex financial matters such as monetary gifts, property sales, and charitable donations.• Helped with estate planning and reviewing K-1s, ensuring compliance with relevant tax regulations.• Gained exposure to financial strategies and wealth management for high-net-worth clients through tax planning and advisory services.

Provided reports, analysis, and recommendations to clients of a global market intelligence company. Generated reports on competitors’ pricing strategies. Manipulated data using Excel functions, including v look up and pivot tables. Cleaned data as part of month-end close. Performed duties in a deadline-driven environment while paying strict attention to detail and accuracy. • Gained a practical understanding of business processes related to expenses, cash flow, and P&L. • Identified a root cause error and worked with a unit manger to develop and implement a process improvement at a non-U.S. business unit (Jamaica). Contributed to month-end close processes. Reconciled seven bank accounts, including Canadian and Indian accounts that required understanding of exchange rates. Made journal entries for AP to track expenses (rent, utilities) and adjustments for foreign currency, depreciation, and amortization. Followed U.S. GAAP standards. • Developed skills using NetSuite accounting software

Monitored outbound calls to alumni to solicit annual alumni memberships. Maintained customer profiles in CRM system. Oversaw 30 student marketers to monitor call volume to meet daily sales quota. Compiled data from multiple sources in Excel and prepared analysis reports for management.

Cold called Alumni and supporters of the University and promoted exclusive savings membership program. Utilized professional selling techniques which persuaded clients to join the program or up sell additional membership services. Met outbound call volume expectation of 90-100 calls per hour.

Managed $1.5 million in annual revenue broken out into multiple budgets (costs, mortgage, labor, and rent). Maintained accounting records for 130 members, including aging reports and collections. Served as the financial expert on a leadership team that made decisions on operations, budget strategy, and discipline.

Performed financial analyst and accounting roles at a children’s book distribution company. Analyzed sales data from Sage CRM to write a report on revenue broken out by type of client. Developed forecasts based on previous years’ sales metrics, and set performance goals for each sales representative. Collected and cleaned data using Excel pivot tables. Reconciled cash statements, and corrected errors in a timely manner. Processed payments as part of AP. • Designed presentations that addressed business goals, budget analysis, and forecasting.

Worked as an umpire for eight years, a concessions cashier for six and was promoted to a manager of the concession stand for two years. Maintained the flow of the game, the safety of the players and following the rules of the league. Required to make quick decisions and handle irate parents and coaches. As manager of the concession stand, I oversaw the staff, monitored customer service, restocked supplies and managed the end of shift cash reconciliation.

Responsible for the health, safety and schedule of 12 young boys assigned to my cabin for a one or two week experience. Each day I planned a 10 hour schedule of activities that would span my cabin's interests, utilized the camp's resources and factored in the daily weather. Counseled individual campers to overcome homesickness, bullying and other social situations. Participated and planned nightly skits that promoted healthy lifestyles and Christian values. Communicated with parents at the end of each session and provided a written evaluation of their child's camp experience.