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Customer Service Financial

North Arlington, New Jersey, United States
August 17, 2019

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Rafik Khalil

** ******** ****** ***** *********, NJ 07031 201-***-****


Seasoned financial services professional with 20 years of experience in all aspects relating to taxation such as filling tax returns, nurturing client relationships, preparing and submitting various documents to authorities, supervising taxation departments staff, and helping with the completion of production goals. Seeking an opportunity in account management that enables me to leverage my extensive expertise, interpersonal communication skills, and supervisory skills to make a positive contribution to the organization. CORE COMPETENCIES

Superior Client Relationship Management

Business Development Skills

Excellent Accounting and Analytical Skills

Fluent in several Arabic Dialects

Transaction Execution and Analytics

Marketing and Advertising Expertise

Excellent Computer Proficiency

Exceptional Attention to Detail


VP Of Finance, Aventus Health, Orlando, FL January 2019 – July 2019

Participated in the development of strategic financial plans by providing management with vital information needed to measure financial performance

Analyzed all aspects of financial performance and provided recommendations for improvement

Prepared monthly operating reports for management including development and analysis of performance metrics and budget variances

Identified and championed the execution of a continuous improvement initiative for restructuring the data entry system and correcting transaction classifications which resulted to improvement of accuracy 70%

Managed and prepared all billing for internal and external purposes

Managed over 50 incoming and outgoing invoices on a monthly bases and ensure payment were made or received in a timely fashion

Enhanced payment management by establishing payment terms for vendors and clients that did not have predetermined terms, this resulted to quicker and timely payments

Reviewed and approved analyses reports used to make key business decisions prior to issuing to management Sr. Tax Manager, GSY Professional Services, Jersey City, NJ July 2011 – January 2019

Prepared all financial paperwork and completed both federal and state tax filling in any of the 50 states for extensive portfolio of clients comprising of: 50 corporate clients, 50 partnership businesses, and 300 individual accounts

Prepared federal & state quarterly estimated tax payments for approximately 200 clients

Managed all aspects of payroll services such as collecting employee timesheets, entering information into system, and issuing quarterly payroll reports for more than 100 clients

Managed property tax, sales and use tax payments for more than 75 clients on a quarterly bases

Supervised, trained, mentored 3 junior tax accountants and bookkeepers which resulted to 100% on time completion of all deadlines for the team

Prepared clients’ tax return documentation and represented them when dealing with IRS and state auditors

Oversaw monthly reviews of General Ledger and issued financial statements such as profit and loss, balance sheets, cash flow statements, and cash flow projections

Reviewed contract negotiations and agreements relating to tax issues including foreign tax issues

Prepared periodic financial reports and conducted various tax planning and tax research as requested by clients

Rafik Khalil Page 2

Part-Time Tax Associate, H&R Block, Jersey City, NJ January 2011 – April 2011

Prepared individual tax returns for 25 clients

Established and maintained manual records of individual transactions such as financial cards, client control cards, and ledger cards

Tax Accountant, GM Financial Center, Jersey, NJ November 2009 – July 2011 Prepared individual, partnership, corporate and other types of tax returns

Prepared company accounts and tax returns for audit

Closed files according to department guidelines

Reconciled bank account statements against control using QuickBooks

Established and maintained manual records of individual transactions such as financial cards, client control cards, and ledger cards

Bank Teller, Banque Du Caire, Cairo, Egypt November 2001 – August 2009

Top Referrer for the branch, closing up to 50 referrals per month

Provided excellent customer service in completing transactions efficiently and in a friendly, professional manner

Participated in promotions and sales activities which resulted to the bank's growth

Promoted and cross-sold various financial products

Assisted team supervisor by managing the Teller Line and the main vault

Handled cash, cashed checks, made deposits, payments, withdrawals, and ATM transactions EDUCATION

Bachelor Degree in Accounting, South Valley University, Cairo, Egypt 1995 – 1999

H&R Block Income Tax Course 2010

Money Laundering and Counterfeits and Forgeries Courses 2007

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