Zac Schoen, Mba Email & Phone Number

Indianapolis, Indiana, United States

Indianapolis, Indiana, United States

Indianapolis, Indiana, United States

• I oversee our vendor portfolio as well as completed state sales and property tax filings.
• Managed a portfolio of approximately 10 outside vendors to verify services and maintenance operated by property owner and collaborated on expense percentages
• Completed sales tax returns in 40 states, dissected property tax bills in 5 states, and collaborated with state representatives in order to minimize tax obligation, saving over $50,000 in tax liabilities
• Brought business filings to compliance in all 40 consumer states and instituted a tracking system to maintain good standings

Indianapolis, Indiana Area

• I analyzed potential lease customers based on their financial and operational background.
• Utilized key financial information (i.e. income statements, balance sheets, tax returns) to evaluate lease contracts for new and existing customers, determining potential risk and setting deposit rates
• Negotiated approximately 3 lease contracts a day involving number of units and deposit requirements to optimize business strategy
• Forecasted risk factors within lease customer history resulting in minimal failed payments increase in longevity of lease contracts. Improved collection rate by 15%

Indianapolis, Indiana Area

• I oversaw our Tax & Accounting service from strategy implementation to customer satisfaction.
• Improved annual customer count by 28.3% between 2017 and 2018 tax seasons through revised campaign strategy, increasing annual revenue
• Developed models which were adopted company-wide for partner carriers to track monthly success by assessing company’s lease purchase structure
• Led a team of 8 consultants and conducted monthly team meetings focused on developing strategies for business solutions and covering performance matrices
• Trained onboarding business consultants in business procedures, client communication, and report generation

Indianapolis, Indiana Area

• I worked with independent contractors by providing them monthly financial reports and completing their annual income tax filing.
• Oversaw portfolio of 120 clients and broke down monthly profit/loss statements and key performance indicators, exploiting opportunities for growth in transportation industry
• Achieved leader in income tax preparation for tax year 2017 and consulting clients, minimizing annual business tax obligation
• Revamped profit/loss statement and KPI structure using Microsoft Excel functions resulting in a better fit for client needs and applying CRM features

Master Of Business Administration - Mba, Business

Bachelor’S Degree, Mathematics

Minor in Economics