Support Agent Analyst
Resume:
Bobbi Shields
**** ******** ******, ************, ** 46228
phone: 317-***-**** EMAIL: adwnov@r.postjobfree.com
EXPERIENCE
Client Support Analyst @ TIC International
June 2022 - Present
Implement new 834 Eligibility File conversions
Review member files for discrepancies and update electronic records
Interpret and communicate fund policies to Operations team for new programming requests
Ad hock reporting
Credit Tax Specialist @ Allegion
March 2022 – June 2022
Verify accuracy and integrity of forms and supplied details
Assist taxpayers with completing forms by furnishing sufficient and accurate information
Reduce tax liability with correct use of appropriate adjustments, deductions, and credits
End of month reporting
CONTRACT - Accounts Payable Specialist with Robert Half @ Weaver Popcorn
January 2022 – February 2022
Receive, process, verify, and reconcile invoices to complete payments and control expenses
Resolve discrepancies between invoices, purchase orders, and payments in collaboration with accounting staff
Issue timely payments
Sales and Use Coordinator @ Steak N Shake, Inc.
May 2021 – December 2021
Complete accurate Sales and Use Tax returns for Franchisees and corporate owned stores
Analyze tax data for variances
Research and resolve tax notices
Maintain general ledger accounts, identify non-reconciling items, and complete timely resolutions
Provide audit assistance
Contract Administration Representative @ Delaware Life
January 2021 – April 2021
Process and review new business annuity ensuring completed applications in good order: Suitability, Licensing and Appointments
Support agent and advisors of pending new business applications and transactions
Assist in special projects, as needed
CONTRACT - Tax and Business License Specialist/Project Lead @ Heartland Dental
November 2020 – December 2020
Audit business licenses for all of Heartland’s dental offices
Conduct research to find legal requirements within respective jurisdictions to determine what is required for new business license applications
Maintain electronic files, database, and auditing systems
Communicate effectively to provide quality customer service to unit managers and taxing jurisdictions
Tax Analyst @ RCI
February 2018 – November 2020
Complete accurate Sales and Use Tax returns for affiliates
Analyze tax data and report variances to senior management
Process tax payments
Research and resolve tax notices
Process New Business License and renewal applications
Maintain general ledger accounts
Provide audit assistance
Compliance Associate Analyst @ DMA
November 2015 – February 2018
Complete accurate Sales and Use Tax returns for affiliates
Analyze tax data and report variances to senior management
Process tax payments
Research and resolve tax notices
Provide audit assistance
Customer Care Financial Specialist @ RCI
May 2004 – November 2015
Process member refunds
Achieve first call resolution through expert knowledge of products, services, and internal systems.
Reconcile member accounts
Training and development
Assist with system development
EDUCATION
Certificate of Accounting
2021 - Present
IvyTech – Indianapolis
4.0 GPA
Dean’s List
High School Diploma
May 1997
Morton Memorial High School
Valedictorian
3.97 GPA
REFERNCES AND SALARY REQUIREMENTS AVAILABLE UPON REQUEST
Contact this candidate