Financial Planning and Analysis

• Perform and provide reporting to clients as required.
• Complete account reconciliations, troubleshoots, analyzes, researches, and resolves discrepancies.
• Balance withholding tax for both federal and state in tax software daily.
• Identify withholding tax offages related to outgoing policyholder funds. Report issues to other internal teams or analyze and perform manual accounting based on client expected results to ensure meets general ledger file requirements.
• Perform training to new associates.
• Identify and initiate process improvements.
• Maintain and update tax withholding tables in administrative systems as needed.
• Perform testing and analysis for system releases impacting tax reporting as requested.
• Participate and support product development and conversion activities for new and existing clients.
• Facilitate communication with clients, internal customers, project managers, taxing authorities and system vendors for in-depth understanding of business requirements.
• Research discrepancies to be compliant with regulatory guidelines.
• Utilize multiple administrative systems to report data to external clients.
• Prepare tax reporting and correspond with state and federal agencies.
• Prepare forms for contract holder related disbursements (Series 1099, W-2, 1042 and Puerto Rico)

Finance Specialist – Tax

Manager, O2C Financial Systems, Zuora

Finance Manager

Financial Aid Advisor

Financial Representative