Executive Assistant Sales

LuAnn Cornett

***** ****** **.,**********, ** ***73

313-***-**** *********@*******.***

Professional Profile:

●Tax analyst with over five years experience with fuel and sales tax laws and regulations.

●Successfully worked with team on state sales tax audits with no errors in records.

●Possess strong analytical skills, as well as, excellent customer service skills (internally and externally).

Professional Experience:

Atlas Oil Company Taylor, MI

Tax Analyst October 2014 – present

●Accountable for maintaining all licensing, tax requirements.

●Research and maintain all current sales, fuel and environmental tax rates.

●Accountable for applying the appropriate taxes to all new accounts.

●Create and maintain new tax codes and tax profiles for company.

●Maintain company files to ensure all licenses and tax exemption forms are in compliance with each state’s requirements.

●Responsible for filing 60+ fuel and sales tax returns every month.

●Work closely with various departments and customers to resolve any tax issues.

●Register monthly diversions on federal website.

●Accountable for all property tax payments and maintaining records.

Atlas Oil Company Taylor, MI

Real Estate AP/AR Associate December 2013 – October 2014

●Maintain AR records

●Responsible for the monthly invoicing of retail sites for rent, land contracts, utilities, etc

●Ensure that the monthly billing record is accurate

●Record daily deposits and wire transfers

●Reconcile checks daily

●Set up and record drafts for retail sites

●Record NSFs as needed

●Maintain daily banking records

●Maintain monthly general ledger and AR Account Reconciliations

●Accountable for monthly reports

●Responsible for weekly payments of invoices and ACH/Check requests

●Accountable for setting up new retail sites in system

●Maintained real estate files.

●Ensured property tax reconciliations and amortization schedules are current

●Provided payment history reports for individual sites

Atlas Oil Company Taylor, MI

Billing Associate November 2012 – December 2013

●Sort and prepare paperwork

●Closed deliveries in logistics system.

●Used various systems to invoice customers.

●Audited prices for accuracy.

●Maintained pricing spreadsheets

Omnex Accounting and Tax Services: Dearborn, MI

Administrative Assistant December 2008 – June 2010

●Assisted accountants with various projects

●Handled accounts receivable

●Assisted with new business client licensing

●Worked on discontinuances of licenses for clients

Crossmark: Monroe, MI

Retail Marketing Representative November 2006 – December 2008

●Audit stores to ensure product placement of various national manufactures products were done as required.

●Work closely with store managers to ensure national products were displayed according to their contracts.

GREAT LAKES HEALTH PLAN: Southfield, MI

Executive Assistant to VP of Government Relations March 2001 – October 2003

●Maintained VP’s weekly schedule

●Prepared correspondences and reports

●Worked closely with the state to ensure company followed Medicaid regulations

●Represented VP at various meetings to ensure company was in compliance with state regulations

●Managed and prepared files for annual state audit

●Communicated with various state representatives

●Worked with other department managers to ensure policies were followed

●Acted as liaison between VP and other employees

AMERICAN EXPRESS FINANCIAL ADVISORS: Livonia, MI

June 1990 – March 2001 - various promotions over the years:

Compliance Coordinator: November 1997 – March 2001

●Managed and trained staff of NASD and SEC regulations

●Monitored advisors’ files to ensure they met all regulations

●Conducted training meetings for staff and advisors

●Managed annual audits

●Maintained various reports

●Worked closely with our home office regarding any regulation changes

●Acted as liaison between advisors and Managing Principal

Senior Office Administrator: May 1994 – November 1997

●Prepared weekly management reports

●Accountable for accounts payable/receivable

●Organized weekly senior management meetings

●Responsible for maintaining Corporate and NASD files for division offices

●Complete ownership for individual Market Group projects

●Maintained manager’s schedule

●Accountable for budget of $1 million+

●Assisted in the recruitment and interviewing of new advisor candidates

●Indemnify offices with National Association of Securities Dealers regulations

●Ensured 200+ advisors maintained all their licenses by maintaining their CE credits in all the states they were licensed in

●Responsible for supervision, training, and recruiting staff in five offices

●Responsible for the daily operations of the office

●Ensured advisors maintained their CE credits for their licenses and helped them obtain licenses in other states.

Workstation Analyst: August 1991 – May 1994

●Entered and maintained proprietary database of client financial analysis information

●Accountable for ensuring financial analysis delivery

●Investigate and verify clients’ refund request

●Review and re-instate advisors’ commissions

●Conducted weekly training sessions for management and first year advisors

●Supported advisors in resolving programming issues

District Office Secretary: June 1990 – August 1991

●Assisted 15 advisors/managers in daily operations

●Sorted and distributed daily compliance and production reports for 12 outlying offices

●Responsible for staff and advisor payroll

●Generated weekly and quarterly management reports

●Maintained manager’s schedule

Skills: Windows, Excel, Power Point, Outlook

Education:

Henry Ford College 1year

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