- Leading client sessions, gathering /prioritizing requirements (user stories) & creating solution documentation- Configured data integration and automations including alerts & process builder to solution for business needs- Lead weekly sprint review meetings to review enhancements and prioritize sprint backlog- End user training documentation and workshops to ensure understanding and user adoption of customizations- Automations including email templates, alerts, process builders & flows in order to properly solution for business needs- Salesforce Security - ongoing maintenance and structuring of roles/profiles/permission sets/sharing Settings- User Interface Customizations - lightning layouts and page layouts to facilitate user management- Participating in live workshops exploring best practices around Salesforce.com and the broader Salesforce ecosystem- Participating in professional development topics for Salesforce administrator / business analyst roles

-Expedited the process for uploading tax work-papers onto a server and ensuring that they were bookmarked correctly in pdf format-Categorized documents essential to the preparation of various tax returns prior to scanning them into a server-Prepared individual tax returns through data inputs on tax software

-Participated on multiple audit client engagements, helping staff on fieldwork and gaining hands-on experience with -Adjusted crucial financial information, tying out totals and recalculating numbers to perform testing -Interacted with clients directly to extract required files for examination and proof for test selections -Contributed to general office tasks, such as scanning documents, mailing confirmations, updating binders, etc.