Customer Service Financial Analyst

JACKIE EPPS

**** **** ***** ****, ********, MD **044

770-***-**** ******.*******@*****.***

QUALIFICATIONS SUMMARY

I will bring to the team experience in all phases of accounting, budgeting and financial operations. I currently have over 24 years of experience and expertise in taxes, finances, bookkeeping, account reconciliation, MS Office Suite, complex problem solving, superior research skills, communication skills and customer service.

PROFESSIONAL EXPERIENCE

W&T TRAVEL SERVICES – CAMP SPRINGS, MD

FINANCIAL ANALYST, 02/2015 to PRESENT

Financial analyst, I currently analyze financial information to produce forecasts of business, industry and economic conditions for use in making investment decisions. Assemble spreadsheets and draw charts and graphs used to illustrate technical reports, using computer. Evaluate and compare the relative quality of various securities in a given industry. A/R – Invoicing, payment posting, and collections. A/P – Create vouchers, cut checks, reimbursement reconciliations and expenditure posting. Bank Reconciliation – All account types. General Ledger – Posting monthly entries, reconcile accounts and maintain appropriate sub-ledgers. I prepare monthly closing process & financial reports following Document Policy & Procedures. Research for all support functions within accounting department

INTERNAL REVENUE SERVICE – ROME, GA

REVENUE OFFICER, 06/2001 to 02/2015

Revenue Officer I Plans, organizes and prepares corporate income tax returns for federal, state and local governments and tax jurisdictions. Prepared accurate and adequate documentation supporting amounts reported on the returns. Assist public accounting firm’s review of income tax returns. Develop financial analysis reports and presentations by applying acquired financial principles to taxpayers.

Coordinate the planning, research and preparation of the shareholder’s individual tax returns. Assists public accounting firm’s review of income tax returns.

Develops, coordinates, implements, and monitors company wide tax and compliance strategies through research and planning.

I

NTERNAL REVENUE SERVICE – ATLANTA, GA

TAX AUDITOR, 02/1998 to 06/2001

Gathers information analyzes and review tax laws to prepare for audit and schedules tax audits. Examines and analyzes various financial records to determine if a tax liability, a no-tax due or refund situation exists. Evaluate taxes and finances of individuals to ensure they are in accordance with tax laws and regulations. Examined tax returns and evaluate assets, determined tax liability, audit records and prepare audit reports. Presents audit results to taxpayer to explain audit findings.

INTERNAL REVENUE SERVICE – ATLANTA, GA

COLLECTIONS, 05/1990 to 01/1998

Responsible for collecting on delinquent tax accounts. Administer all collection procedures according to tax regulations, interview taxpayers over the phone or written correspondence. Evaluate documentation to make collection determination.

EDUCATION

MASTERS OF BUSINESS ADMINISTRATION: FINANCE 2011

ARGOSY UNIVERSITY – ATLANTA, GA

BACHELOR OF SCIENCE: MERCHANDISING 1985

NC A&T STATE UNIVERSITY – GREENSBORO, NC

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