Product Manager Resume Creative Format in Word Free Download -->

Product Manager Resume Creative Format in Word Free Download

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Grace Martin
 Tewksbury, MA 01001  grace@hotmail.com C) 978-761-9876


PROFILE
Proven and highly dedicated Business Analyst, Tax/Accountant and Customer Service Representative with successful track record of 10+ years in tax analysis and reporting for multi-billion dollar national and global clients.  Consistently  meets tax regulatory deadlines.  Brings knowledge of updated law changes assuring compliance with IRS regulations through customer communication, training and maintenance of data integrity. Leadership ability through mentoring/training new recruits in IRS laws, and resolving all client reporting issues. Significant expertise in meeting critical deadlines under pressure with financial accuracy.  Known for key roles on cross-functional teams, collaboration with senior management and external consultants.  Acknowledged by customers for servicing excellence.

AREAS OF EXPERTISE

      IRS Regulations Reporting   SQL Query Writing                   Full Project Life Cycle
Business Test Planning          Customer Training      Mentoring New Hires
Superior Problem Solving       Manage Multiple Priorities      Internal/External Collaboration

PROFESSIONAL EXPERIENCE
SUNGARD DATA SYSTEMS, INC., Burlington, MA                                  2000-March 2011
SunGard is a leading provider of solutions for the global processing of securities. These solutions support trade processing, clearing, and accounting, helping brokerage and clearing firms streamline operations and control risk and cost. SunGard solutions provide centralized transactional databases, support cross-asset business functions, and offer consolidated views of accounts and risk management. The solutions help firms gain front-to-back operational efficiencies and realize advantages of scale, supporting business growth.
Product Manager/Senior Business Analyst, Tax Reporting Group - Within Sungard’s Financial Division is responsible to provide tax information reporting solutions to participants in the financial industry
§         Successfully managed and assisted clients including JP Morgan, Wells Fargo, and Compass Bank to comply with federal regulatory tax reporting.
§         Maintained positive relations with clients by interpreting and explaining IRS regulations within brokerage and banking industries by providing detailed spreadsheets for analysis and explanation on timely basis.
§         Successfully coordinating all aspects of corporate meetings with clients and while giving presentations on various tax topics; keeping clients abreast of latest trends in market.
§         Successfully Identifying areas of deficiency in software development as it relates to tax reporting, drafting functional specifications to address deficiencies, and implementing necessary software changes; all with goal of benefiting client.
§         Successfully submitted tax files to IRS on behalf of multiple clients while monitoring these files to ensure IRS compliance.
§         Prepared and monitored state tax reporting requirements and coordinate state tax filings for all clients on timely basis; prior to mandated tax filing deadlines.
§         Facilitated monthly conference calls with clients in order to reduce issues directed toward Senior Management.
§         Designed and created a customer calendar providing the clients with deadline dates and software releases which has been shown to significantly reduce client calls.  This practice was extremely successful and is still in effect today and used by this department.
  
H&R BLOCK MORTGAGE CORPORATION, Burlington, MA                 1998-2000
H&R Block Mortgage Corporation is a national retail mortgage lender that offers loans for single-family homes as well as two- to four-unit investment properties.and is part of H&R Block which has expanded beyond its roots in tax preparation to become a financial services company.
Senior Loan Officer/Supervisor of Massachusetts Teacher’s Association Mortgage Program
Oversee and maintain the administration of contract with MTA’s 92,000 members. 
·        Successfully sold and originated mortgages for purchase or refinancing of residential and investment property increasing total revenue for MTA program.
·         Maintained clear and concise communications with applicants through consistent availability and responsiveness, addressing full range of customer concerns or questions throughout mortgage process while acting as liaison between applicant and mortgage company.
·         Successfully analyzed applicant’s credit reports and financial position achieving mortgage or refinance goals.
·         Maintained marketing strategies successfully generating new business.
·         Instrumental in successful participation and representation of MTA division at trade shows attended on quarterly basis.
·         Successfully trained and motivated employees on how to process mortgages to further increase sales and revenue for company.

INTERNAL REVENUE SERVICE, Boston, MA                                                                   1994-1998
Account Analyst -Tax Collection Department of 8 employees within division of 100 total employees.
·         Conducted comprehensive financial analysis determining proper case direction and potential impact to taxpayer’s financial condition.
·         Clearly communicated and advised management of systemic problems, significant case developments or useful research techniques identified during case processing.
·         Specifically elected and chosen by management to develop and deliver training seminar for customer relations on tax matters.
·         Targeted by management to train new recruits upon hire in techniques of customer servicing and troubleshooting with tax matters based on strong job performance and exemplary customer service skills.
·         Received Director and Supervisor Awards for training and motivating others.

PREVIOUS PROFESSIONAL PUBLIC ACCOUNTING/AUDITING EXPERIENCE

MOODY, O’SULLIVAN & COMPANY, Boston, MA
Senior Accountant who managed team of six staff accountants.
  • Performed audits for private industries, professional corporations and government agencies.
  • Managed compliance and substantive testing of internal controls and inventory observation.
  • Preparation of corporate and individual tax returns and financial statements.

FEELEY AND DRISCOLL, PC, Boston, MA
Staff Accountant
  • Performed audits for private industries, professional corporations and government agencies.
  • Substantive testing of internal controls and inventory observation.
EDUCATION
Bentley College, Waltham, MA- Bachelor of Science in Accountancy/Graduated with High Honors
Lesley College, continued education through additional management/accounting/finance courses



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