Tax Preparer Resume
Los Angeles, CA
SUMMARY:
SAP FI, SAP APO, SAP MM, BI reports, Crystal, Quickbooks, MS Excel, pivot tables, ‘if - statements’, vlookup, VBA macros, Account reconciliation, Financial Statement preparation, Ad-hoc report preparation, tax planning, tax advising, tax preparation, 1040, 1099, Schedule C, Schedule B, Schedule E, 1120
EMPLOYMENT HISTORY:
Confidential, Los Angeles, CA
Tax Preparer
Responsibilities:
- Prepared tax returns for individuals (1040,ScheduleB, Schedule C, Schedule D, Schedule E).
- Advised clients on tax planning for the future.
- Advised clients on bookkeeping and financial planning.
- Prospected for new clients.
Confidential, Burbank, CA
Financial Analyst
Responsibilities:
- Processed and validated royalty statements using Excel formulas and pivot tables against current contracts.
- Performed contract audit on new contracts by reading through contracts.
- Processed Advances and Minimum Guarantees per contract agreements.
- Worked with contract administrator to process title request in publication database.
Confidential, Burbank, CA
Financial Analyst
Responsibilities:
- Cash Applications, applied incoming cash from treasury to open invoices
- Analyzed and reconciled invoices to cash payments.
Confidential, Century City, CA
Financial Analyst
Responsibilities:
- Reconciled customer royalty statements to verify contract compliance using advance Excel formulas
- Read through client contract and translated to Excel spreadsheet.
- Invoiced clients for minimum guarantees and earnings overages
- Identified $5 million in revenue for client in six-month period.
Confidential, Burbank, CA
Financial Analyst
Responsibilities:
- Reconciled credit memos to A/R entries using advance Excel functions.
- Prepared analysis of transactions in ERP system using Excel spreadsheet.
- Updated Process log (Excel spreadsheet) to make it more automotive by linking to various spreadsheets using vlookup and INDEX function.
- Created a variety of status reports by using pivot tables.
Confidential, Chicago, IL
Supply Chain Analyst
Responsibilities:
- Manage, organize, and coordinate inventory return reports in database
- Using Excel spreadsheet (vlookup, pivot tables) to create analyst report of devices returned
- Created template for SAP upload, used SAP MM
Confidential, Chicago, IL
Data Analyst
Responsibilities:
- Using Excel spreadsheet (vlookup, pivot tables) put together report to analysis call volume vs. sales by state and time of day.
- Performed a trend analysis using sales and performance data over a period of days, weeks, and months.
- Audited and Analyzed call center activity on a daily basis
- Analyzed data of sales over months using pivot tables, ‘if’ functions, and other advance functions.
Confidential, Chicago, IL
Financial Analyst
Responsibilities:
- Manage, organize, and coordinate an online auction of excess inventory device to liquidate inventory
- Using Excel spreadsheet (vlookup, pivot tables) to create Sales vs. Returns analyst report of devices over a three-year period; identified trends.
- Create a line of communication between warehouse distribution center and customers.
- Review data collected from online auction and develop trend reports using Excel Spreadsheet.
Confidential, Chicago, IL
Demand Planning Analyst
Responsibilities:
- Analysis actual sales volume with forecast vs approved using Excel spreadsheets.
- Validate supply demand data from SAP with data from Crystal systems.
- Create trend analyst reports.
Confidential, Burbank, CA
Sr. Analyst
Responsibilities:
- Analyzed and compared data from two SAP databases
- Audited and Cleared 11,000 records
Confidential, Burbank, CA
Sr. Accountant
Responsibilities:
- Posted daily Sales to general ledger in SAP system
- Made month-ending and quarter-ending close entries to adjust deferred revenue, inventory, and expenses to general ledger.
- Mined data from SAP FI module to Excel spreadsheet then used a pivot table to create report for management review.
