Executive ProfileDedicated professional with the accomplished ability to work independently and as a team member to successfully achieve project goals and objectives. Skill HighlightsEnrolled Agent (EA)Proficient in Microsoft OfficeValued team playerAccount reconciliation expertQuickBooksUltraTaxEffective time managementStrong organizational skillsAdvanced computer proficiency (PC and Mac)VA Notary PublicMicrosoft Office Professional Professional ExperienceEnrolled Agent Tax Accountant Office Manager,04 2006to04 2015Ethica Health Oconee,GA,Playing a main role in preparing tax resolution settlement actions for the firmReviewing office files to make sure that all the documentation provided are accurateAnalyzing the information to proceed with the tax resolutionMaking negotiations before preparing final settlement documentation and amountPrepares Corporate, Individual, Partnership, Gift, Non-Profit, LLC s, and Fiduciary Tax ReturnsManaged accounts payable, accounts receivable, and payroll departmentsCompliance Officer Processing Manager HR Manager,2005to04 2006Us Lbm Holdings Coralville,IA,Compliance files to close out, Closing dept., Process loans and supervise other processors, A P, A R, Payroll, and AccountingTeam Coach,06 2003to11 2004Transamerica Life Insurance Company Essington,PA,Gymnastics instructorVice President of Sales Office Manager Legal Department,04 2003to11 2004Comcast Keego Harbor,MI,Sales Leads, Signing of Contracts, Meeting with all clientsSending out sub-contractors on daily Jobs, payroll, A P, A R, manage City contracts, and Small Claims trialsLegal Secretary Administrative Assistant,10 2002to04 2003Goodwill Of North Georgia Douglasville,GA,Screen calls for potential cases, trained data entry personnel, managed Personal Injury case files from initial intake to demand, prepared demand packages, answered Interrogatories, conducted legal research, accounts receivable, account payable, and payrollReceptionist Administrative Assistant,06 2002to10 2002Batteries Plus, Llc Vero Beach,FL,Answered mutable phone lines, typed up subcontracts, proposalsPurchase orders, submittals, transmittals, helped on bids for projectsMail receivables, mail payables, filing, order quotesReal Estate Legal Assistant,10 2001to06 2002Lakeshore Learning Materials Davie,FL,Post closings, legal assistantDisbursements, opening closing files, typing HUD-1 s (settlement statements) ordering searches, surveys title binders, getting payoffsCoordinating with brokers, investors, loan officersAdministrative Assistant,07 2001to10 2001Columbus Executive Suties City,STATE,Working under Divaris Real Estate, Responsible for secretarial advance work, receptionist, and interfaced Extensively with various, prestigious companies such as Advantage Mortgage, Progressive Nursing, Nortel Networks, Mericom, and J.Hoskins Law Office.Accountant,07 2000to07 2001Network Industires City,STATE,A P andA R and Payroll Clerk Solely responsible for all bookkeeping, Accounting and executive administrative support for a specialty ship Service contracting firm employing 450 multi-functional tradesmen and Support personnelInterfaced extensively with various prestigious Contractors such as Coastal Coatings, Bay Metals Fabrications, States Roofing, NORSHIPCO, and Colonna s Shipyard.Collections Representative,03 2000to07 2000Bank Of America City,STATE,Called cardholders and collected credit Card debtsTop PerformerSales Merchandiser,03 2000to07 2000BEBE Exclusive Women s Apparel Store Macarthur Mall City,STATE,Merchandising and customer service representative at a high-end women s fashions retailer in the renowned MacArthur Center MallTop sales merchandiserStore Manager,1997to10 1999Arnie s Department Store City,STATE,Supervising sales associates, opening and closing of management and bank deposits, selection and fall fashion lines, supervision of inventory control and checkout.Gained Hands-on statistical financial report experience in generation, bank reconciliation s, and other store office administration functions.Responsibilities included hiring, training, scheduling, and store, cash ordering of summer merchandising, housekeeping, functions, and customer service.Assistant Store Manager,03 1996to03 2000Eckerd And Revco Drug Stores City,STATE,In charge of opening and closing store, bank deposits, vendor liaison, replenishment stock ordering, expense monitoring control, implementation of new store sets, and modification of known loss reports, training of all cashiers and associates, payroll, cash drawer reconciliation, etc.Highlights Started as a cashier and promoted to service assistant in two months and assistant manager in one year for outstanding performance.Won various sales and donations awards during tenure. EducationHigh School Diploma Business and Marketing,Expected in1997toOcean Lakes High School-Virginia Beach,VAGPA Attended Professional Marketing and Management Seminars Accounting and Business,Expected in2004toUniversity of Phoenix-San Diego,CAGPA SkillsAccountant Management, Client Relations, Computer Proficiency, Organizational Skills  SEP  Job Title Enterprise Business AnalystDepartment Program Management OfficeLocation Cleveland, OH and Pittsburgh, PA Summary of the Position The role of a Business Analyst (BA) is a valuable member of TriState Capitals Program Management Office (PMO). As an internal partner to bank stakeholders the BA support business case development, facilitates objectives definition, defines currentfuture state needs, and delivers actionable requirements. The BA defines and leads acceptance criteria and testing. Ultimately the BA is responsible for successful project origination, definition of business aligned fit-to-purpose requirements and delivery of transformative projects within the bank. TriState Capital relies on BAs to craft and deliver projects with business value in partnership with internal and external clients and other members of the PMO. Primary Functions of the Position Partner with stakeholder teams across bank business units (i.e., operations, sales, finance, risk, AMLcompliance, etc.) to develop necessary analysis and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of status to appropriate parties Author and update internal and external documentation, and formally initiate and deliver requirements and documentation Develop meaningful and lasting relationships with partners for optimized process development and systems integration Support questions and concerns from managers and executives with research, execution, and recommendations. Support reporting and analysis efforts within business units Support 3-5 concurrent projects, facilitating analysis and validation activities through the lifecycle Measure project performance using appropriate tools and techniques Work with team members to perform risk management assessment to minimize project risks Establishes and maintains relationships with vendors Develops and maintains templates within the banks project management system Education and Experience Requirements Bachelors Degree or equivalent 3-5 years business analysis experience Banking or related financial services preferred Strong quantitative and analytical skills Industry recognized certifications preferred Essential Skills and Abilities Proven capabilities with business analysis tools, including Journey maps Process models User stories Requirement documentation Affinity diagram Traceability matrix Excellent client facing and internal communication skills Excellent written and verbal communication skills Solid organizational skills and attention to detail TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.