Management Analyst, Tax Compliance, Insurance Analyst, Research analys

Sherry M. Clark

**** ******** **** 410-***-****

Baltimore MD 21239 **********@***.***

PROFESSIONAL PROFILE

Diligent staff specialist with transferable skills that can be employed in the financial, informational processing, research, investigation, or planning section of an organization. Skill Set:

* Critical Thinking

* Active Listening

* Decision Making

* Time Management

* Administration and Management

* Computers

* Oral and Written Communication

* Customer Service

WORK EXPERIENCE

Federal Government: Internal Revenue Service: 1999 - 2011

Tax Compliance Officer -- Small Business/Self Employed Exam Division, Baltimore MD, 2008 to 2011

* Performed 8 to 10 desk audits a week, uncovering tax deficiencies and assessing penalties.

* Conferred with taxpayers on tax laws, making tax return adjustments and resolving problems.

* Issued reports, imposed payment deadlines, and monitored payments.

* Sustained a rolling case load of up to 80 files and Maintained knowledge of tax code changes.

* Analyzed supporting documentation to verify compliance with federal tax laws.

* Prepared case files for use in any future appeals or tax court actions.

Tax Fraud Investigative Assistant -- Criminal Investigation, Washington, DC, 2001 to 2008

* Assisted treasury agents in conducting investigations of suspected tax law violators.

* Received seven Managers/Special Act/Service Awards over seven years.

* Compiled information from investigative databases, public records, banks, telephone co., etc.

* Involved in trial preparation like coordination of witnesses.

* Created and maintained logs, organized data, and built spreadsheets.

* Subpoenaed records and issued summonses.

Contact Representative -- Customer Service, Baltimore MD, 1999 to 2001

* Conducted over the phone interviews with the general public, adhering to proper disclosure procedures and targeting their issues.

* Seven hours on the phone, every day of a 40 hour week.

* Three time Baltimore call center quality control award winner.

* Explained information such as filing requirements, claiming dependents, and refund status.

* Evaluated tax return data in order to verify completeness and accuracy.

* Checked internal data bases and tax law to verify answers and obtain further information.

Commercial Property and Casualty Insurance Industry: 1990 - 1998

Senior State Filing Analyst -- St Paul Insurance Co. (Formerly USF&G), Baltimore MD

* Coordinated five efficient insurance department audits and market conduct examinations.

* State Insurance Department Liaison with responsibility for 19 states.

* Filed all rates, rules, forms, and programs for all lines of business. Completed 1,856 filings in 3 years. Averaged 52 filings per month.

* Negotiated prompt approvals with the state insurance departments. Successful resolutions within 90 days in over 95% of countrywide filings.

* Lead analyst in arranging countrywide filings for specialty areas such as W. C. Coverage, Small Commercial Business, and Technology Risks.

* Reduced penalties and fines by 85% through a proficient market conduct examination.

Underwriting Staff Specialist -- Maryland Automobile Insurance Fund (MAIF), Annapolis, MD

* Gathered information on problems or procedures.

* Prepared manuals and trained independent agents in organizational policies and procedures.

* Recommended and approved changes of insurance contracts and insurance applications.

* Ensured company compliance with state Insurance laws, including reporting requirements.

* Observed, interviewed, and surveyed employees to collect organizational information.

* Steered a committee to hire two underwriting managers.

National Accounts Underwriting Specialist -- Maryland Casualty Insurance Company, Baltimore MD

* Underwrote multi-line national accounts up to $1,000,000 in premium size.

* Evaluated loss history, financial statements, business operations, physical condition of the premises, and any exposures associated with a business risk. Projected loss trends.

* Contacted independent agents to quote rates or explain company underwriting policies.

* Secured facultative reinsurance on large property & casualty risks.

* Authority to write $10,000,000 (new business) and $32,000,000 (renewal) in property values per location.

EDUCATION

MBA, University of Phoenix, GPA 3.71

Graduate courses: Fundamentals of Federal Income Taxation and Research & Writing, University of Baltimore

B. S., Business Management, Fisk University, GPA 3.71

CERTIFICATIONS/SPECIALTIES

Health Producer; Paralegal; Passed 8 out of 10 classes toward CPCU professional designation.

COMPUTER PROFICIENCIES

Word, Excel, OutLook; Power Point; Access, Westlaw and Lexis Nexis (legal research), VISIO. Used data bases like: IDRS, TECS, CBRS, NCIC/INLETS, PACER, Choice Point, and Accurint.

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