Patrick Masoya

***** *. **** *****

Scottdale, AZ 85260

USA

Phone: 480-***-****

Email: adbh7u@r.postjobfree.com

EDUCATION

University of Colorado Denver

Master of Science in Taxation 2017 - 2019

Grand Canyon University 2011- 2013

Master of Business Administration: Finance

Western International university 2007-2011

Bachelor of Science: Business

Institut Londe Matadi 1997

High School Diploma: Biology Chemistry

Maricopa Skills Center 2001

Certificate: Accounts Receivable and Payroll

SKILLS

Vendor relationship management

Contract negotiations budgeting

Cash flow optimization

Building regulation compliance

Process redesign

Change management

Goal oriented leadership

Problem solving expertise

Warranty service management

Multi Lingual

Microsoft: Word, Excel, Access, PowerPoint, Money, Outlook and Visio.

Share point

Tax Act Professional, Turbo Tax Pro, Drakes, and Quick Book pro.

Audit and Taxation

AS400

Info Pros

CW MASS

Visiflow

Encompass

Calyx Point

Lotus Note

Quick Books

DBL

EVS1

Peachtree

EXPERIENCE

M&R Tax, Accounting and Services LLC 2007 – Present

Senior Tax Analyst

Prepare business and individual income, gift, fiduciary, and business property tax returns.

Conduct tax research, as needed, to assist the consultants and clients in understanding the tax law.

Respond to IRS and state agency tax notices.

Maintain knowledge of current tax laws and regulations.

Review of returns.

Assist clients and consultants in federal and state audit situations.

Provide adequate training to the new Tax Analyst within the circular 230 guidelines and other State laws in compliance with the Internal Revenue codes.

Arizona Department of Insurance/ Tax Enforcement Unit

Revenue Auditor III 2012- 2014

Processing and enforcement of Installment tax reports and payments that are required to be filed and paid by the 15th day in the months of March through August by approximately 1000 insurance companies.

Processing and enforcement of semi-annual surplus lines tax reports filed by approximately 800 licensed brokers on March 1 and September 1.

Reconciliation of surplus lines tax report filings to the records of the Surplus Lines Association of Arizona.

Enforcement of Final tax report and payment requirements for surplus lines brokers whose license has terminated or expired.

Auditing difficult tax returns filed by individual insurance brokers, insurance brokerage firms and insurance corporations.

Verifying accuracy of taxable income, deductions and exemptions reported by taxpayers.

Detecting non-compliance with state premium tax laws.

Processing and reviewing Industrial insured premium receipts tax reports filed by approximately 200 industrial insured’s annually.

Processing and reviewing all other tax payments received from unlicensed Insurance company, such as nonresident surplus lines brokers that issue coverage to an insured with a partial insurance risk located in Arizona.

Promptly receipting and depositing all tax payments described above.

Maintaining accurate and organized paper and electronic records of tax report filings and payments.

Promptly issuing delinquency notices for tax reports not filed and tax payments not received.

Computing and assessing taxes and applicable penalties and interest.

Preparing refunds of tax overpayments.

Participating in appeal proceedings and other disciplinary processes for violations of tax reporting and payment requirements.

Auditing retaliatory tax schedules filed by foreign and alien insurers licensed in Arizona but not actively writing insurance business in Arizona.

Homerun Financial Group (Right Smart Mortgage) 2008- 2010

Mortgage Banker

New Business Development

Develop Business Referral Network through marketing, cold-calling, prospecting and networking activities.

Participate in community efforts to promote home ownership.

Loan Application Process

Meet with prospective borrowers.

Review / Analyze credit and financial data.

Determine borrower financing objectives and goals.

Present appropriate Home run financial group products and programs and explain guidelines.

Apprise of pricing and lock rate as required.

Identify appropriate opportunities to sell additional products.

Collect supporting loan documentation as required and provide complete package to Mortgage Loan Coordinator.

Upload complete application via Visual Mortgage.

Loan Management

Work with Mortgage Loan Coordinators, Mortgage Loan Associates, Sales Assistant’s and directly with Fulfillment to

ensure that loan docs are submitted to Fulfillment within 7 days or as modified by HRF

Work with Mortgage Loan Coordinators, Mortgage Loan Associates, Sales Assistant’s and directly with Fulfillment to

Ensure that loan conditions are met.

Partner with Mortgage Loan Coordinators and Mortgage Loan Associates with on-going communication to customer regarding loan status.

Utilize LPS to check for notes and conditions.

Utilize ACAPS to check for notes and conditions regarding HELOCS.

Professional Development

Maintain current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements.

Perform all job functions in accordance with Homerun Financial policies and procedures.

Maybe be partnered with MLA to train and provide guidance of all aspects of sales process

Develops and maintains successful relationships with business referral sources, existing and prospective buyers

Prospects new mortgage lending opportunities.

Meets with customers as necessary during various stages of the loan process.

Utilizes Homerun Financial training materials, reference tools and other resources to provide accurate and up-to-date loan

Program/policy information to both external customers and internal business partners.

Provides complete loan applications to fulfillment center partners.

Ensures exceptional customer experience by overseeing loan process from origination to close and providing on-going

Communication to customers and business partners.

Achieves production goals as established by Homerun Financial.

Oversees and ensures successful completion of all assigned Mortgage Loan Officer Training activities.

Scottsdale Insurance Company

Sr. Claims Processor 2001 - 2008

Processed property recovery claims by reviewing claims

Set up payment schedules for collections, and filing small claims actions

Administered the insurance program by completing applications for the acquisition of insurance participation in premium quote reviews

Reported changes of insurance to brokers

Consulted with brokers on coverage issues

Monitored contracts to assure compliance

Volunteer

Refugees and Immigrants Community for Empowerment 2017- Present

Board President.

Language

English, French and Swahili

Contact this candidate