Peyton Fitkin Email & Phone Number

Lehi, Utah, United States

Optimized tax inquiry resolutions by navigating the NetSuite platform to support client-facing representatives.Developed custom Excel reports analyzing 8 months of invoicing data, improving team performance tracking and decision-making.Streamlined key processes for client-facing reps by creating a centralized database for essential paperwork and IRS records, addressing long-standing inefficiencies.Reviewed IRS transcripts and provided client education, ensuring accurate understanding of critical tax data. Authored comprehensive invoicing processes for training purposes, covering standard procedures and troubleshooting for unique cases.

Lehi, Utah, United States

Led pilot process that recovered over $2.25 million in accounts receivable within 3 months, achieving a 30% improvement over previous systems.Developed an Excel-based platform to streamline 77 data points for quick access, improving team efficiency in daily operations.Managed invoicing for 30+ active accounts daily while reviewing and updating clients on 60+ ongoing IRS tax returns.

Lehi, Utah, United States

Facilitated over $500 million in tax refunds for small businesses by providing detailed and accurate documentation, consistently exceeding department standards.Drove sales outreach efforts, achieving recognition as the most improved team member in my second month and ranking in the top 10 performers for 5 consecutive months in a department of 60-70.Processed payroll tax filings for 20+ clients daily, ensuring accuracyStreamlined complex tax procedures, improving both sales efficiency and data gathering processes

American Fork, Utah, United States

Initiated contact with 70-100 clients daily in a high-volume call center, providing support for retirement and investment accounts.Ensured security and accuracy in managing clients' sensitive financial information.Leveraged strong computer skills to navigate systems, execute money transfers, and guide clients through website navigation.

Pleasant Grove, Utah, United States

Responsible for assisting the veterinarian during exams and carrying out prescribed treatments, diagnostics, and procedures, assisting during minor and major surgical procedures, carrying out treatments and care for hospitalized patients, and communicating effectively and educating clients on treatment plans including cost, detailing the procedures and indications for diagnostics, and at home care instructions.

Johnson City, Tennessee, United States

Monitored patient vitals throughout the hospital and notified attending nurse of changes. Stayed up to date on cardiac rhythms and logged patient cardiac information.

Bachelor Of Applied Science - Basc, Business Administration, Management And Operations

Emphasis in accounting and finance Diagnosing the health of a business organization using financial statements and relevant data.

Certificate, Accounting

Basic accounting principles including GAAP reports, Excel proficiency, and Quickbooks Online

Veterinary Assisting, Veterinary Medicine, 3.5 Gpa

Trained in all aspects of veterinary care including but not limited to blood draws, injections, laboratory work, radiology, surgical.