Data Entry Project Manager
Resume:
Chavonne Biggs
NY,NJ, DEL, PA,CT, CA, NC, GA
*****************@*****.***
Skills:
Excel, PowerPoint, Slides
Microsoft Word
Microsoft Works
Microsoft Outlook
Microsoft Publisher
Graphic Design
Data Entry
Web design
Sage 50 Accounting
Plan Direct
Sedgwick
CRIS System
SAP systems
EDI Systems
Oracle
QuickBooks
AmeriGas
Metadata management software
Bilingual Spanish and English
Kronos Timekeeper
Sales Force Systems
ERP Cloud Systems
ACCPAC
Delict Advantage
Financial services goals
Financial assistance and aid
MMS Software 3
CFO Fiscal Matters
WebEx
Zoom
Financial Systems
FICO
Project Systems
Work Management
DWMS
Quoting and Delivery
Recruit Max
ETC and EAC variances
Primavera or MS Project
GMAC
Salary data
Google Sheets
Tableau
SQL
Workday
PSA tools
Dc-1
IBM Trustee
OKA systems
OS
Bookkeeping
Linux
Spreadsheets
Assets
Liability
Kount
Signifyd Commerce Protection Platform
Fraud fighters
Oracle Adaptive Access Manager
Riskified
Sift Digital Trust & Safety Suite
Forter
IDRS
Xmend
1040, 1099, 1120, 1160, 1417,1339 tax filing forms
E-files
I-AT tools
Drake Tax
Tax Act
Tax Slayer Pro
Turbo Tax
Professional Experience:
All Shifts
Tax implementation/Workday Specialist Project Manager
August 2024-October 2024
Developed and implemented tax planning strategies for high-net-worth individuals, resulting in a 15% reduction in tax liability and a 20% increase in client satisfaction.
Conducted thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients.
Reviewed tax filings of diverse businesses from various U.S. regions, ensuring accurate and compliant submissions.
Preparing and filing sales and use tax returns
Evaluated tax returns, including 1040 with Schedule C, 1120, 1120S, and 1065 forms, for businesses of different structures
Provided expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties.
Use Workday by Managing a portfolio of 50+ corporate clients, preparing and filing their tax returns accurately and on time, resulting in a 95% client retention rate.
Developed and maintained strong relationships with clients, resulting in a 30% increase in referrals and new business opportunities.
Oversight of the company transfer pricing matters and partnering with multiple stakeholders to provide support on transfer pricing-related issue
Handling transfer pricing analysis and reporting data
DIRK OCEANA
TAX PREPARER/ Tax Pricing & Transfer Compliance
August2023– April 2024
Developed and implemented tax planning strategies for high-net-worth individuals, resulting in a 15% reduction in tax liability and a 20% increase in client satisfaction.
Conducted thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients.
Reviewed tax filings of diverse businesses from various U.S. regions, ensuring accurate and compliant submissions.
Preparing and filing sales and use tax returns
Evaluated tax returns, including 1040 with Schedule C, 1120, 1120S, and 1065 forms, for businesses of different structures
Provided expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties.
Managed a portfolio of 50+ corporate clients, preparing and filing their tax returns accurately and on time, resulting in a 95% client retention rate.
Developed and maintained strong relationships with clients, resulting in a 30% increase in referrals and new business opportunities.
Oversight of the company transfer pricing matters and partnering with multiple stakeholders to provide support on transfer pricing-related issue
Handling transfer pricing analysis and reporting data
Provided ongoing tax planning and compliance advice to clients, resulting in a 10% increase in overall client satisfaction.
Prepared and filed individual, corporate, and partnership tax returns for 200+ clients, ensuring compliance with all tax laws and regulations and achieving a 99% accuracy rate.
Conducted regular tax projections and forecasts for clients, resulting in a 15% increase in tax savings and a 20% increase in client satisfaction.
Stayed up-to-date on changes in tax laws and regulations, providing timely and accurate advice to clients and ensuring compliance with all new requirements.
Tax Protection Plus
Tax Audit Defense/ Tax Transfer Pricing & Compliance
June 2022 – August 2023
Audit Taxpayer's claims for refund to State taxing authority and Internal Revenue Service.
Verify the records using the procedures and generally accepted auditing standards to ensure correct reporting.
Oversight of the company transfer pricing matters and partnering with multiple stakeholders to provide support on transfer pricing-related issue
Handling transfer pricing analysis and reporting data
Analyze situations accurately and communicate effectively.
Using IRIS system process refund for the claims.
Correspond and discuss the application of fuel tax law with taxpayers.
Research the latest laws, rules and memorandums, legal opinions, and regulations to better inform and assist taxpayers.
Research unusual and complex tax problems and reach appropriate conclusions.
Verify tax schedules under current tax laws and regulations to resolve issues on taxpayer's periodic return.
Performed pre-audit analyses to establish scope of audits.
Prepared documentation to assess and support findings of pre-audits.
Utilized block and statistical sampling audit management participatory audits planning and data screening to conduct examinations.
Compiled accounts and computed value of liabilities assets balances and other financial instruments
Wrote and distributed correspondence to describe and support audit findings.
Verified documentation and computation of tax obligation.
Investigated potential miscalculation or deliberate fraud.
Reviewed balance sheets accounting records and profit and loss statements
Ensured constantly evolving tax laws were adhered to at all times.
Tax Act
Accounting HR Support Specialist
December 2022 – April 2023
Collected individual and business delinquent returns and any tax due within the parameter established by the agency and its laws, rules, and regulations.
Keep abreast of labor laws, legislative minimum wage changes, and other impacts on compensation.
Assess the annual merit process for the store management to determine wages and update income and tax compensations.
Lead Audit team to perform it and operations audit.
Review, report, and investigate potential fraud or misconduct.
Oversee the file management for the enterprise-wide compensation increase process, from collection of requests through processing approved submissions, including: Consolidating, organising, and reviewing submissions for accurate and consistent data. Submitting prepared file for executive leadership approval. Sending information to HR Service Center team and/or relevant HR team member for timely processing
Partner with HR Data Analyst to audit compensation transaction coding accuracy.
· Using available reporting and tools, oversee the position management process, including identifying and updating position numbers for use in new requisitions, and reviewing/updating vacant position data. Submit employee changes/corrections to the HR Service Center for processing.
· Support various aspects of the requisition approval and creation process, including running pending requisition reports, opening new requisitions, and sending requisition creation support materials to hiring managers as needed.
· Provide general administrative tracking, reporting, and support for annual people activities.Review and appraise the soundness and adequacy of operational control.
Report audit, plans, and status to the audit committee.
Maintained knowledge and updates of Revenue codes and manuals.
Utilized standard accounting principles, procedures, and theory to properly evaluate financial information.
Greene Finney
Senior Tax Advisor & Audit Defense & Project Manager
June 2022 – January2023
Inspects and analyze taxpayers' books and records.
Documents exceptions, and keeps taxpayers informed of findings.
Reviews current audit files and prior audit findings; and reviews pertinent laws, rules and regulations, and other available information.
Workday implementation by collecting and determine how much is owed in taxes and collect tax from individuals and businesses on behalf of federal, state, and local governments.
Review tax returns, conduct audits, identify taxes owed, and collect overdue tax payments.
Consultant on researching tax issues, recommends strategies to minimizes and address tax liability.
Prepares and files tax returns responses, with the IRS to represent clients during audits.
Advise clients on tax-planning strategies, tax advisors must remain informed on tax law changes.
Avalara, CA
Tax Account Manager & Product Analyst
December. 2021 – May 2022
Strategic Sourcing projects adhere to compliance regulations in accordance with sourcing and procurement policies and procedures.
Compensation plan templates for more than 300 locations
Access the annual and merit process for the business management.
Heavy emphasis on reporting query writing and database management
Coordinate new processes that help produce annual wage increase.
Manage a list of contract expirations to assure that business goals are met.
Collaborate with the security team and business teams to reduce supplier risk on each sourcing project.
Maintain updated tax documentation in the Company’s contract repository.
Will be responsible for specific supplier relationships.
Promote department initiatives and collaborate with contract management/legal and business to ensure contracts are up to par.
Coordinate with stakeholders and performed audit on the department’s taxes.
Lead annual planning and formalisation of IT audits.
Internal Revenue Services, New York
Seasonal Contract Tax Accountant, Tax Audit & Examination Managing Rep
November. 2019 – January 2022
As an Internal Revenue Agent, responsible for Conducting.
Independent examinations and related investigations of income tax returns that cover a diversified spectrum of taxpayers, including corporations, partnerships, foreign entities, individuals, and fiduciaries.
Collected individual and business delinquent returns and any tax due within the parameter established by the agency and its laws, rules, and regulations.
Keep abreast of labour laws, legislative minimum wage changes, and other impacts on compensation.
Assess the annual merit process for the store management to determine wages and update income and tax compensations.
Lead Audit team to perform it and operations audit.
Review, report, and investigate potential fraud or misconduct.
Review and appraise the soundness and adequacy of operational control.
Report audit, plans, and status to the audit committee.
Maintained knowledge and updates of Revenue codes and manuals.
Utilized standard accounting principles, procedures, and theory to properly evaluate financial information.
Taxpayer's return information entered the database for processing.
Send updated notices and letters to taxpayers as the account is updated.
Determine appropriate means to resolve the monetary debt.
Forwarded a questionable return to the appropriate unit for further detailed processing.
Performed employment tax examination of substantial and complex business entities with extensive operations.
often conducted through subsidiaries or other related operating components.
Utilizes advanced investigative, interviewing, fact-finding, and auditing techniques in the examination of
voluminous books and records and accounting systems to determine if the tax has been accurately reported.
Conducted investigation to determine the eligibility of claimant claiming.
Blue Shield Blue Cross, CA
Billing Coordinator, Account Wealth & Finance Managing:
March 2020 – March 2022
Assist assigned clients and staff with service questions related to administration,
billing, claims issues, and problem-solving, upon request
Assist assigned clients and P&C staff with service questions related to administration,
billing, claims issues, and problem-solving, upon request
Proficient in the Agency Management System, specifically to update written or renewed policies, log activities to document client meetings, carrier follow-up, and service issues, establish follow-up date, and daily manage follow-up in Agency Management System.
Understand how to use the systems to acquire information to assist clients.
Provide administrative support on other tasks such as assigned special projects and
development of new ideas/services, as requested.
Mentor and train Account Manager I
Attend and coordinate meetings with client and producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options liability, marine, cargo, and property.
Demonstrated analytical, problem-solving, and decision-making skills and acute attention to detail.
Exhibits leadership qualities such as managing and coaching others.
Acquires understanding of client’s insurance objectives and critically analyzes and
compares insurance plans to determine their suitability.
Refers current and prospective clients to sales executives for solicitation of medical,
dental, life, and personal lines coverage; assists in profiling the commercial book of business for marketing purposes.
Keep Informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Conduct quarterly account management visits with clients to review renewal decisions. Formulate a plan with the producer to address any issues.
Working knowledge of a wide array of insurance coverage, policy terms, and conditions including worker’s compensation, general and automobile
SIGNATURE, NY, NJ, Del., TX., CA.
Hr. Specialist & Talent Management Recruiter
March 2020 – April.2022
Scheduling sourcing calls working directly with customers and hiring managers, in some cases arranging last-minute sourcing request.
Working knowledge of recruiter duties
Build strong relationships and partnerships across the broader HR functions (Relationship Management, HRIS, Compensation, etc.)
Execute ad-hoc projects.
Scheduling interviews and hiring events while working directly with candidates and hiring managers, in some cases arranging travel for visiting candidates
Vendor Management
Oversee the file management for the enterprise-wide compensation increase process, from collection of requests through processing approved submissions, including: Consolidating, organising, and reviewing submissions for accurate and consistent data. Submitting prepared file for executive leadership approval. Sending information to HR Service Center team and/or relevant HR team member for timely processing
· Partner with HR Data Analyst to audit compensation transaction coding accuracy.
· Using available reporting and tools, oversee the position management process, including identifying and updating position numbers for use in new requisitions, and reviewing/updating vacant position data. Submit employee changes/corrections to the HR Service Center for processing.
· Support various aspects of the requisition approval and creation process, including running pending requisition reports, opening new requisitions, and sending requisition creation support materials to hiring managers as needed.
· Provide general administrative tracking, reporting, and support for annual people activities.
Scheduling interviews and phone screens working directly with candidates and hiring managers, and in some cases arranging travel for visiting candidates.
Being key candidate contact on the day (welcoming, briefing, and managing the paperwork during the day
Manages Calendars and Talent
Supports up to 3 recruiters in their day-to-day workflow.
Provide administrative support to assigned recruiters.
Perform reference checks and initiate background checks.
TD BANK, NY & NJ
BANKING SPECIALIST II: FINANCIAL SOLUTIONS GROUP, RISK MANAGEMENT, WEALTH MANAGEMENT
August.2019 – April.2021
LICENSE NMLS
Foster Lifelong customer relationships by analyzing customer financial situations.
Maintain strong communications channels with clients.
Provided expertise to clients about use of mortgage debt and tools to build wealth reserve liquidity and increase ROL.
Project Controller in an enterprise environment and Fraud audit
Ensured timely fulfillment by bridging sales and operations functions.
Resolved complex issues according to established policies and procedures.
Reviewed NSLDS, and prepared Manuel's awards letter
Protected bank assets by following federal regulations and bank procedures.
Verified information reported on the FAFSA applications that determined award eligibility.
Revised Packaging on ISIRs, change enrolment status.
Analyze and report on project contingency and risk amounts.
Ensured timely receipts to fraud account and regulatory account holders.
financial aid and funds and statements
Required registration with the National
Mortgage Financial Mortgage Licensing System and Registry
Increase checking account volume with businesses and residential cross-selling clients.
Hierarchy levels in lines of business within groups, recovery sites MS SQL 2000 log shipping
Home Equity Loans in person and over the phone
Negotiated and Secured Vendors and supply of GSA
Schedules Provide Level 3 to our technical support team and troubleshooting VDI groups.
Experience with SAP Financial Systems
Understanding of project financials (budget, actuals, accruals, ETC, and EAC.
Work with the project team to develop and track project estimates, actuals, accruals.
Planned cash flow and overall forecast throughout the life of the project.
Self Employed-NY, NJ, PA, CA, TX, NC, DEL: Contract Work, Seasonal, Yearly
Accounts payable, financing, billing coordinator auditing & python
Coding, payroll, compensation account analyst, finance product, wealth management, sme(subject matter expert), fraud & risk analysis, tax auditor
2016 – Present
Supervised Daily A/P processors, and managed vendors, and suppliers’ relations.
Overseen timely accurate processing of invoices, purchase orders, expense reports,
Credit memos, payment transactions a payroll.
Compensation plan development
Collaborated with human resources and facility management to determine wages for roles.
Managed compensation program for non-management businesses
Compensation planning systems that help developed HRIS Systems with Heavy emphasis on reporting query writing and database management.
Coordinate new processes that help produce annual wage increase Presented billing invoices to clients and answered any questions regarding charges; ensured that all payments were processed in a timely manner.
Streamlined the billing process by implementing a new software system, which resulted in a 10% decrease in errors and increased efficiency by 15%.
Communicated regularly with clients about their account status and provided them with updates on any changes; resolved any issues or concerns in a prompt and professional manner.
invoicing, collections, customer service and record-keeping.
Thoroughly reviewed all documentation for accuracy before submitting it to the Accounts Receivable department; prevented costly mistakes from being made.
Prioritized and processed invoices per daily for payment, ensuring that all deadlines were met.
Assessed and resolved any discrepancies on invoices before submitting them for approval.
Proficiently used accounting software to generate monthly reports detailing all payments made.
Coordinated with vendors and suppliers to resolve billing issues in a timely manner.
Demonstrated excellent organizational skills in managing both paper and electronic files of invoices and other financial documents.
Maintained adherence to corporate accounting and GAAP standards.
Review and report appraised adequacy audit plans.
Provide internal audit for personal client financial reassurance group.
Prepare audit documentation and fraud reports.
Maintain audit standards for Fraud Risk Management
Implement complex with minimal technical database.
Provide administrative support to upper management in drafting all official correspondence.
Reconcile daily invoices, and billing inquiries, into the main database.
Tracked budget, and training reports.
Handled data entry, and general ledger work with bookkeeping and clerical task.
Resolved months of backlogged work
Organized records electronically from disarray in accordance with company policies and
government regulations.
Fraud detection which processes and analyses businesses to identify theft.
Prevent unauthorized financial activity.
Identify theft, cyber hacking, insurance scams, credit card transactions, loans, and business loans fraud.
Business commercial tax auditor, payroll, consulting, business filing forms account managing.
Evaluates financial records to determine whether they comply with applicable laws and regulations from state and federal agencies (such as IRS audits)
PSEG, Bordentown, NJ
Billing Account Management
June 2018 – May 2019
Maintain account documents.
Billing adjustment for electric and gas utility accounts
In charge of assigning technicians for non-functioning meters
Processed accounts payable invoices and receivables as needed.
Presented billing invoices to clients and answered any questions regarding charges; ensured that all payments were processed in a timely manner.
Streamlined the billing process by implementing a new software system, which resulted in a 10% decrease in errors and increased efficiency by 15%.
Communicated regularly with clients about their account status and provided them with updates on any changes; resolved any issues or concerns in a prompt and professional manner.
Mentored over 20 billing coordinators on best practices for invoicing, collections, customer service and record-keeping.
Thoroughly reviewed all documentation for accuracy before submitting it to the Accounts Receivable department; prevented costly mistakes from being made.
Prioritized and processed up to 300 invoices per day for payment, ensuring that all deadlines were met.
Assessed and resolved any discrepancies on invoices before submitting them for approval.
Proficiently used accounting software to generate monthly reports detailing all payments made.
Coordinated with vendors and suppliers to resolve billing issues in a timely manner.
Demonstrated excellent organizational skills in managing both paper and electronic files of invoices and other financial documents.
Provide clerical support to other Accounts Dc-1
Prepared bank deposits and general ledger postings and statements
Assist vendors, customers, and colleagues with inquiries and issue resolution
Assist with sales invoices, debtors’ statements, and cash receipts on account packages
Cloud ERP Systems SAP and Salesforce Systems, OKA systems
Consolidated Edison, Brooklyn, NY
It Operations/Billing Analyst
December.2016 – April.2018
Created and executed plans for communication protocol during projects.
Scheduled and led meetings for current and upcoming info technology.
Assessed and developed strategies for risk management
Managed negotiations projects for stockholders with ERP Cloud Systems
Created templates to track progress of milestones.
Submit status reports for information collected.
Added in the Development of analytical monitoring software to safeguard and track stockholder investments.
Coordinated financial budgets for operational funding and increase efficiency.
SAP Systems
Sales Force Systems
Project Managing a team with Project and managing support.
Identify and manage system requirements and define project scope.
vel 3 to our technical support team and troubleshooting VDI groups.
National Grid, Brooklyn, NY
MANAGER OPERATIONS / BILLING ANALYSIS
September. 2007 – January. 2018
Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of products.
Direct non-merchandising departments of businesses, such as advertising on purchasing.
Conduct employee training programs.
Customer Relationship management and increasing Quality.
Assurance on a day-to-day basis
Payroll Bookkeeping data entry benefits administration costs 40% by negotiating pricing fees while ensuring the continuation and enhancement of services.
Project Controller in an enterprise environment
Establish or implement departmental policies, goals, objectives, or procedures in conjunction with board members, organization officials, or staff members.
Perform personnel functions such as selection, training, or evaluation.
Monitor suppliers to ensure that they efficiently and effectively provide needed goods or services within budgetary limits.
Created the project team to develop and track project estimates, actuals, accruals, planned cash flow, and overall forecast throughout the life of the project.
Analyze and report on project contingency and risk amounts.
Direct and Train 30 people to achieve monthly sales and revenue projects.
Negotiated contracts.
Secured Vendors and supply of GSA Schedules
Develop Business plans with product positioning.
Projects up to four project managers and SOX
Audits
Understanding of project financials that consists of (budget, actuals, accruals, ETC and EAC
Education:
Virginia Commonwealth University, May-2006
oAssociate degree Business Finance
Manchester High School, June -2004
oDiploma
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