Tax Analyst Billing

Gina Haugen

510-***-**** - **********@*********.***

SUMMARY

Analytical and goal-oriented administrative and accounting professional. Creative with a can-do attitude and critical thinker with sound judgment and manage time efficiently. Agile and willing to accept challenges to accomplish results. Adept at interacting cross-functionally and being a catalyst for execution in all tasks and responsibilities. EXPERIENCE

Five9, Inc San Ramon, CA

Revenue/Billing Analyst Apr 2021 – Jan 2022

• Reviewed and processed daily billings to ensure client invoices are accurate, consistent with contractual requirements and issued in a timely manner

• Identified billing operation issues, and opportunities; uses effective approaches for improving a course of action or developing appropriate solutions

• Developed effective relationships with colleagues and management by helping others accomplish tasks and using collaboration and conflict resolution skills

• Established and maintained professional and productive working relationships with vendors and business partners

• Collaborated with team members in Revenue to assist with ad-hoc projects and miscellaneous tasks Sr. Indirect Tax Analyst San Francisco Bay Area

OpenTable.com Oct 2019 - Jan 2020

Salesforce.com Aug 2018 - Oct 2019

Peet’s Coffee & Tea Mar 2018 - Jul 2018

NetApp Inc. Sep 2016 - Mar 2018

Workday May 2016 - Oct 2016

Del Monte Foods Inc. Jul 2015 - Apr 2016

Harmonic Inc. Jan 2015 - Mar 2015

• Reconciled monthly, quarterly and annual sales tax, property tax renditions for multiple state and local jurisdictions for 100% compliance

• Managed, prepared and updated monthly tax budget accrual calculations, cash forecasts roll forward and tax calendar through different databases (Oracle, One Source, NetSuite) for executive review

• Ensure accurate and timely processing and filing of monthly/quarterly/annual of tax payments and associated returns

• Work cross functionally with finance and other business partners to support the accounting close process, advising on tax accounting and indirect tax matters as new developments arise

• Coordinated with the intercompany accounting team to ensure indirect tax requirements are implemented

• Addressed and guided business partners on sales and used tax inquiries within 24 hours response time

• Developed new organizational and filing practices, saving the company 20% of additional liability expenses Gymboree Retail Stores Division San Francisco, CA Tax Analyst Mar 2014 – Jan 2015

• Managed and prepared multi-state property tax returns and ensured the returns were filed timely

• Analyzed and reconciled the property tax accounts to the general ledger on a monthly-basis, true-up and forecast property tax expenses, and maintained calendar schedules for property tax bills and payments

• Streamlined and improved property tax filing procedures by 50%, analyzed personal property tax comparison year-over-year assets and determined filing needs

Hewlett Packard Company Palo Alto, CA

Tax Analyst III Nov 1997 – Sep 2013

• Performed a monthly tax reconciliation of sales and use tax transaction data, review journal entries and accounting transactions to support liabilities for timely compliance reporting

• Managed and reviewed sales tax returns (US and Canada) prepared by third party tax preparer to ensure tax liabilities are reported accurately and timely as well as in-line with Service Level Agreement

• Collaborated with Finance Controller and implemented the development of systemic improvement process for sales and use tax productivity reports and reconciliations

• Provided invaluable support to the US sales team, researching relevant information and presenting results in coherent and concise manner

• Coordinated with the intercompany accounting team to ensure indirect tax requirements are implemented

• Managed, reconciled and resolved balance sheet ledger accounts

• Performed month end activities such as preparing journal vouchers, researching, and analyzing monthly expenses

EDUCATION

California State University, Hayward, CA

Bachelor of Science in Business Administration/Finance SKILLED

• Microsoft Office • Microsoft Dynamics GP • Oracle 11i (Finance Module)

• NetSuite • Avalara • OneSource

• Vertex • Hyperion (Smart View) • PTMS

• RIA • CCH • TDM (Quantum)

• Slack

• Salesforce Lightning

• Google Docs

• Zuora

• SharePoint

• Logisense

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