I manage end-to-end conversion projects, complex technical requirements for banking applications while collaborating closely with business analysts. My role includes crafting data conversion mapping specs and upholding high-quality standards through inspections and validation processes. I actively engage in client events, forging partnerships with clients, product owners, and development teams. My proactive approach extends to risk identification and management, contributing significantly to project success.

Prepare month-end close tasks and processes including preparing journal entries, reconciling general ledger account balances to supporting schedules, and performing analysisAssist in preparing estimated federal and state income withholding tax payments and extensionsHandle information reporting for distribution to senior management Maintain all aspects corporate unemployment withholding and unclaimed property accountsAssist with federal & state tax audit and tax inquiries from various internal and external customers and authorities.Assist with maintenance of tax calendarResponsible for annual filing of 990-N form to maintain exempt status among entire chapter system Assist with income tax audits and field support with regard to tax liabilities and obligations.Support the daily operations of the WoodmenLife’s Tax Compliance DepartmentAssist team members and management with other tax filing requirements and special projects

Responsible for training and developing employees to perform designated tasksIdentify and troubleshoot problems within specific projects in a timely manner.Execute user acceptance testing workflows for ongoing stories Develop measurable project goals and objectives and monitor progress toward achievement.Write and disseminate work plans and project documents.Comply with and complete auditing requests from Federal agencies relating to the Patriot Act, FinCen, and OFAC reporting.Assist senior management in matters relating to SAR, AML, or other fraud related assignments.

Prepare and index daily financial reports relating to incoming cash flow from multiple payment mediums. Provide and manage training curriculums to department associates on updates to processes, procedures or acclimation to new software.Advise on requests from internal and external customers relating to payments inquires, accounting activity or general practices in regards to application of funds.Complete journal entries in Lawson for miscellaneous receipts accounting

To provide excellent customer service via telephone in an insurance customer contact center regarding all aspects of Life and Annuity insurance products. Position has a direct impact on customers by providing service on a wide range of information such as underwriting, new business, payments, reinstatements, disbursements, policy changes and claims

Oversee readiness and profitability of rental fleet. Complete ongoing trainings to stay compliant in selling insurance products.Maintain customer records and rental contracts. Coordinate with service department maintain up to date service records of rental fleet. Provide consultation and assistance in planning and direction of promotional and advertising campaigns.Introduced online marketplace platform for dealership to sell used parts and accessories increasing dealership profitability through previous untapped channel.Assist in managing Riding Academy classes; handling payment, prepping course and class materials. As well as maintain clear lines of communications with Motorcycle Safety Foundation and Wisconsin Department of Transportation.Collaborate with interdepartmental managers in marketing strategies for improving long term growth within dealership.Maintain and update as needed, aesthetics and creative content on dealership website.Index customer accounts and qualifying transactions for loyalty program.

Engage customers using selling skills to build complex, connected solutions in a dynamic environment while maintaining a setting where customers feel supported.Accumulate and apply the appropriate knowledge and expertise through continuous education and self-development, to provide an excellent customer shopping experience.Maintained department’s merchandising and readiness to serve customers