Nick Woltzen Email & Phone Number

Kirkland, Wa, Us

Greater Seattle Area

-Identify opportunities to improve the accuracy and efficiency of the CRM System – Salesforce-Publishing reports that provide sales leaders and other managers with real-time order status information-Helping administer the system used to configure, price, and generate sales quotes – PROS & Salesforce CPQ-Resolving issues that prevent sales quotes and sales orders from being processed-Documenting order administration policies, procedures, and controls-Ensuring that order administration policies, procedures, and controls are consistently enforced-Obtaining necessary approvals to make exceptions to established order administration policies and procedures-Providing timely responses to order inquiries from external and internal constituents-Performing reviews and completing other activities to detect potential order related errors-Correcting order related errors and take necessary actions to prevent similar errors from recurring-Making recommendations for changes to order administration processes that strengthen internal controls-Providing input regarding order administration processes for new products and business activities-Assisting with revenue forecasts, performance measurement, and other ad hoc analysis

Greater Seattle Area

Promoted from my prior role as Tax Specialist.Primary job duties involve participation in the daily operations of this practice, including supporting the following responsibilities:Act as the primary liaison between the state taxing authorities and customers participating in state voluntary compliance programs.Analyze correspondence from state taxing authorities and update internal tools ensuring state-assigned deadlines are met.Answer questions from state taxing authorities on voluntary compliance requests based on the information provided by the customer.Negotiate penalty reduction, limited look-back periods, and acceptance into state voluntary compliance programs.Quickly identify and communicate state-mandated program changes to the team and ensure internal documentation reflects the changes in a clear and concise manner.Submit voluntary compliance forms to the state taxing authorities.Proactively identify and communicate process improvements and changes to continuously improve department metrics.Assign related tasks to designated team members.Perform regular reviews of voluntary compliance forms to ensure most current forms are being utilized by the team.

Greater Seattle Area

The Voluntary Compliance Services Tax Specialist is responsible for supporting multiple multistate voluntary tax and financial compliance projects for Avalara customers seeking to enhance compliance with state and local taxing authorities. Other responsibilities of a VCS Tax Specialist include service delivery responsibilities generally involve assisting with various voluntary compliance processes in which the Voluntary Compliance Services team works, on behalf of our customers, with state and local taxing authorities.Primary Responsibilities & Expertise:Primary job duties involve participation in the daily operations of this practice area, including supporting the following tax advisory service engagements:-Advanced Data / Financial Analysis (Excel & SQL servers)-Tax Exposure Analysis Reports-Voluntary Disclosure Programs-Customer Tax Recovery Projects-Tax Registration Services-Service Delivery

Mountlake Terrace

Promotion from my prior role as an Administrative Analyst. The new role focused on the following responsibilities:• Financial analysis, tax calculation, sales analysis• Assisting in contracting and designing projects• Scoping varying sized lighting and energy upgrade projects across the west coast and Hawaii. Working with clients with single offices or warehouse to large medical, government, military projects. Some notable projects were WSDOT (Washington State Department of Transportation), Seattle Pacific University, Safeco Field (T-Mobile Park), the VMAC (Virginia Mason Athletic Center), the City of Issaquah, Fort Worden, the Iolani Palace (Hawaii), etc.• Working with the regional public utilities, customers, vendors, and contractors to maximize energy incentives, reduce energy output, and increase energy efficiency so that all parties are satisfied.• Working with ESCOs (McKinstry, Ameresco, Wesco, OpTerra, etc.) and utility companies around the Pacific Northwest (Snohomish PUD, PSE, Tacoma Power, Bonneville Power, Energy Trust of Oregon, etc.), California/Idaho (Pacific Power), and our other office in the Hawaiian Islands (Hawaii Energy) to try and maximize the energy savings for our customers.

Mountlake Terrace, Washington, United States

• Financial analysis, tax calculation, sales analysis• Assisting in contracting and designing projects• Energy rebate analysis and liaison with utility/government contacts.

Snohomish, Wa

Promoted from my previous role as Assistant Developer. My role as an Administrative Assistant was to work in the office of the company controller and assist in responsibilities including:• Assisting in administrative and accounting duties.• Accounts receivable, payable, pricing, taxation, and billing.• Inventory management.

Snohomish, Washington, United States

• Assembly and development of pneumatic and electronic controls devices.• Quality assurance and testing of products.• Inventory and shipping.

Bachelor Of Science (B.Sc.), Economics & Finance

Activities and Societies: Central Washington University College of Business, Economics ClubEconomics and Energy Studies at Central.

High School, High School/Secondary Diplomas And Certificates

Activities and Societies: -Kamiak Marching Band / Show Band -Kamiak Soccer Club -Kamiak German ClubHigh School