Nicole Blue Email & Phone Number

Tampa, FL, US

United States

• Perform quantitative and qualitative analysis using advanced Excel
• Develop and monitor internal processes to ensure accuracy and timeliness
• Review internal client unclaimed property procedures and recommend improvements
• Assess and manage client data through the quantitative/qualitative analysis
• Manage work plan to monitor progress and completion of project activities
• Lead and coordinate all aspects of the Tracker Pro migration project

Tampa/St. Petersburg, Florida Area

• Effectively communicate at all levels of the organization
• Identify issues and work with stakeholders to remediate
• Work with stakeholders to ensure project scope and definitions meet objectives
• Communicate status, issue, and risk disposition to stakeholders on a timely basis
• Review data, challenge integrity, perform effective analysis, of unclaimed property data
• Monitor abandoned property legislation and guidelines

Orlando, Florida Area

• Assess and manage client data through the quantitative/qualitative analysis
• Manage work plan to monitor progress and completion of project activities
• Facilitate client communication to internal staff
• Recommend improvements for policies, procedures, corporate strategies,
• Participate in the planning and implantation of projects
• Present reports defining project progress, problems and solutions to strategic plans

Orlando, FL

• Research and process stale check payments and accounts receivable credits
• Contact payees to resolve open issues
• Review due diligence documentation to remediate outstanding liability items
• Perform qualitative/quantitative analysis of client data
• Trace relevant components of vendor account transactions using SAP
• Perform statutory research of unclaimed property laws, exemptions and dormancy periods

Gerdau - Tampa, FL

• Review unclaimed property general ledger account to quantify unclaimed property liability and identify opportunities to reduce overall exposure
• Perform research within SAP and Lawson software to trace relevant components of unclaimed property transactions
• Perform quantitative and qualitative analysis of client data, with proficient use of Excel, using relative formulas/tables, and attention to detail
• Perform audit risk assessment and provide procedural recommendations
• Create proposal presentations for solution recommendations and strategic action planning
• Review company unclaimed property policies and procedures and recommend improvements

Tampa, Florida

• Perform quantitative and qualitative analysis using Excel formulas, pivot tables and schedules
• Review general ledger accounts to identify and quantify potential unclaimed property liability
• Review more than 150K unclaimed property due diligence letters on behalf of Fortune 500 clients
• Manage compliance processes and preparation of over 2,000 state unclaimed property reports
• Manage compliance call center and messaging systems, with volume averaging 200+ daily
• Handle escalated customer inquiries and complaints

Greater Atlanta Area

• Audit client financial statements and bank reconciliations
• Analyze general ledger accounts to identify and quantify potential unclaimed property liability
• Perform unclaimed property due diligence on behalf of Fortune 500 clients
• Independently manage compliance by filing accurate and timely over 416 unclaimed property reports in multiple jurisdictions
• Review client unclaimed property procedures to identify formal policy or procedural gaps and recommend improvements
• Perform as Senior on compliance engagements by delegating assignments to other staff

Greater Atlanta Area

• Performed real and personal property statutory research and application to identify saving opportunities
• Manage and maintain property tax compliance schedules
• Data management and analysis
• Prepared and coordinated real/personal property tax payment requests
• Receive, research and respond to property tax notices and correspondence from clients
• Prepared engagement work in progress (WIP) billing analysis and invoicing

Greater Atlanta Area

• Processed month-end engagement closeouts/modifications and revenue recognition
• Generated and interpreted financial engagement reports from various finance databases
• Processed accounts payable invoices for payment and receivables to lockbox
• Audited partner and staff time and expense reports to ensure compliance with Firm policy
• Developed training curriculum and facilitated on-site new hire orientations
• Administrator of petty cash fund