• Coordinate client interviews to collect vital information for federal and state credits and incentives, and draft claim-supporting technical memoranda based on the information gathered• Accelerate multiple client engagements simultaneously, acting as the point of contact for document requests and ensuring smooth communication with both client personnel and internal teams while preparing credit calculation workpapers• Develop and implement Alteryx workflows to streamline tax credit calculation models, saving an estimated 5-10 hours of associate-level work for future annual engagements, enhancing efficiency and allowing for reallocation of resources to other simultaneous projects. Collaborate with team members through iterative reviews to optimize processes.• Analyze large general ledger financial datasets and HR data to identify eligible expenditures for credits• Acquire quarterly continuing professional education (CPE) to maintain excellence in business tax regulations and professional ethics

• Supported the month-end GL close process by meticulously reviewing journal entry support documentation, enhancing accuracy and compliance within reporting timelines• Transitioned the staff benefit journal entry process from manual calculations to pivot tables in Excel, significantly improving accuracy and streamlining updates for monthly entries• Improved efficiency of daily financial operations by supporting management with ad hoc requests and analyses, contributing to overall operational effectiveness

• Assisted in department budgeting and financial reporting processes, ensuring accuracy and compliance while enhancing the effectiveness of financial documentation and decision-making• Conducted accounts payable bookkeeping, focusing on fund accounting for nonprofit organizations, which required meticulous attention to detail and strong analytical skills• Executed bank reconciliations and generated ad hoc reports, contributing to transparency in financial records and effective communication with stakeholders regarding financial status

• Supported three financial advisor teams by preparing documents for account openings and conducting Source of Wealth (SOW) and Know Your Client (KYC) research, enhancing operational efficiency and compliance• Produced daily and weekly reports for upcoming maturities and corporate actions, ensuring seamless account management for ultra-high-net-worth clients• Researched and presented investment opportunities found through in-house Chief Investment Office tools, facilitating informed decision-making during weekly internal sales meetings• Accelerated training processes for future new hires by developing a Standard Operating Procedures (SOP) file for new client associates, improving on-boarding efficiency• Assisted with various ad hoc assignments and projects to support the wealth management team goals

• Analyzed 4,000+ monthly client support requests by designing data queries and utilizing pivot tables to synthesize data into actionable business intelligence insights, enhancing decision-making for stakeholders• Developed and presented comprehensive reports with visualizations to stakeholders on a quarterly basis, influencing operational strategies and improving resource efficiency• Streamlined internal processes to reduce time-to-ticket-resolution by creating automated workflows in ConnectWise, contributing to enhanced team productivity• Produced ticket audit trail reports in compliance with clients’ annual SOX reviews, ensuring adherence to internal controls and regulatory standards• Liaised with 150+ clients and 15+ third-party service providers to ensure efficient and timely help desk ticket resolutions, demonstrating strong communication and interpersonal skills