Nada L. Allie
1234 Knoll Mist Lane, Gaithersburg, MD 20879 (301) 366-3681 (301) 330-0703
NASDAQ OMX, Rockville MD 20850 September 2012 – July 2014
Executive Accounting Collections Assistant IV
● Received, screen...
assure organization compliance with legal requirements.
● Provided for both internal and external customers, strong custom...
of 3

Nada 2016

Published on: Mar 3, 2016

Transcripts - Nada 2016

  • 1. Nada L. Allie 1234 Knoll Mist Lane, Gaithersburg, MD 20879 (301) 366-3681 (301) 330-0703 Email: Education Robert Morris University Business Administration University of Phoenix Business Management Professional Experience Media Cybernetics, Rockville, MD 20850 Operations Administrative Specialist August 2015 – Present  Responsible for all incoming and outgoing communications both in the US and Internationally  First point of contact for sales and support  Responsible for reviewing and approving all orders placed within our order entry system  Responsible for updating all pricing and gaining approval for all price adjustments  Responsible for the processing of all credit card transactions,exceptions and refunds  Coordinating all office service issues and/orconcerns,along with otheroffice related activities  Managing the front office, large purchasing requests and sales quotes  Assist with the processing ofall New Hires, New Customers, RMA’s and Credit memos. CohnReznick, Bethesda, MD 20814 July 2014 – May 2015 Administrative Tax Process Supervisor ● Managed a team of Tax Processors,their processes and development ● Ensured all contractualobligations were consistently upheld ● Responsible for programs which promote high motivation among team members ● Mentor, coach and counselthe team and new employees, setting goals for career progression ● Experienced in compliance, due diligence and deadlines surrounding all tax types – l120, 1120S, 1065, 1040, 709 and 5500 ● Identifies client issues; receives and triages client requests ● Oversee tax Calendar and Extension Process and the superseding oftax returns ● Oversee Assembly Workflow of over 1500 tax returns ● Processed E-Filing of all tax types in excess of 1000 returns ● Proactively identified program issues and proposed ways in which to address concerns ● Facilitated and presented corporate initiatives at client meetings ● Assisted with billing processes and contractual obligations ● Go-to person within the tax department for all tax administrative related questions ● Liaison with tax Principals and Managers regarding status of returns and daily workflow ● Post or email draft/final tax returns for client or investor review ● Manage the taxsoftware and document management systems including troubleshooting, weekly clean-ups and ad-hoc reporting ● Manage Partner’s calendar, as well as all other administrative tasks using firm software ● Ultipro timesheet experience and expense processing in Elite ● Composed basic transmittal letters, IRS correspondence, taxnotices, etc. ● Built client relationships ensuring the confidentiality and accuracy of tax returns ● Processed billing worksheets and back-up materials, maintained payment records ● Advanced knowledge of computer applications including but not limited to Word, Excel, PowerPoint, Outlook, Elite, Apex, Webview, PeopleSoft, GoFileRoom, RS, Ultipro and CCH Tax ● Responsible for performance appraisals, awards and corporate recognitions
  • 2. NASDAQ OMX, Rockville MD 20850 September 2012 – July 2014 Executive Accounting Collections Assistant IV ● Received, screened and handled all administrative front office tasks ● Managed and prioritized calendars in Microsoft office ● Coordinated travel arrangements ● Performed day-to-day bookkeeping activities, processed expense reports, reconciled receipts and the handling of sensitive/confidential information ● Experienced supporting top level executives ● Meeting management to include the setup of meetings, conferences,booking of conference rooms and facilitation ● Communicated and acted as the liaison with all skill levels internally and externally ● Provided key support with strategic planning ● Assisted with IT useracceptance testing prior to release ● Successfulat driving projects to completion and identifying potential issues ● Regularly prioritizing and presenting information to senior management ● Coordinating and communicating with key stakeholders ● Tracking and reporting issues electronically ● Assisted with company on-boarding, new hire orientation ● Assisted HR with employee benefit plans ● Acted as main point of contact utilizing outstanding communication skills ● Excellent written and oral skills ● Trained , managed and ensured accuracy in a customer service mentor capacity ● Supervised the day to day internal and external escalation calls to the Finance department ● Responsible for the largest portfolio in excess of $1million and the recovery/collection efforts ● Created processes on the location and application of funds to reduce the given portfolio ● Responsible for making the deadlines for the monthly closing in a financial capacity ● Created, monitored and successfully met deadlines while multi-tasking an prioritized ● On the job distinctions on how to perform at our highest potential ● Assisted in creating overflow schedule and peak time coverage ● Act as a liaison with other departments within NASDAQ, as well contribute to suggestive enhancements for the company ● Prepared daily reports,and ad hoc reports ● Responsible for assisting with the dunning letter process ● Running all staffing reports to assist track trends Finra, Rockville, MD 20850 September 2002 - August 2012 Supervisor, CRD Billing and Finance Analyst ● Supervised CRD day-to-day operational activities for all accounts receivable processes forFINRA ● Cash processing for Lockbox, Wires, ACH, E-Pay, Remote Check Deposits and NSF Returns ● Assisted in tracking and report billing statistics/prepare analysis of data as needed ● Responsible for implementing and tracking the Annual CRD/IA Renewal Process ● Responsible for weekly, monthly and ad hoc reports as needed to identify trends from recorded data ● Responsible for implementing the tracking, posting and collection process for NYSE Fines ● Served as project manager, evaluating and analyzing the performance of information to ensure compliance with program requirements ● Responsible for daily payment posting,refunds,adjustments and month end close, to include monthly reconciliations ● Responsible for seeking continuous process improvements, providing recommendations and assistance with systemimplementations ● Responsible for assisting in the implementation of integration solutions for incorporation of related new business ventures ● Conducted staff meetings, expectations and evaluation deadlines, as well as, provide guidance and
  • 3. assure organization compliance with legal requirements. ● Provided for both internal and external customers, strong customer service in resolving escalated issues,customer inquiries and incorrect data ● Developed scopes ofwork and budget for technical assistance,develop and apply new program methods, approaches to technology ● Responsible for resolution conflict, exercise technical authority regarding audit issues and disputes ● Recommended new initiatives/changes in policies or procedures to deal with potential problems or changes in existing programs involving dissemination of information Supervisor, Gateway Call Center September 2000 – September 2002 ● Supervised call center staff of 32 representatives ● Conducted telephone/in-person interviews for hiring purposes ● Analyzed the establishment or policies, procedures, and workflow which promotes a collaborative environment that produces high quality work, outstanding customerservice and client satisfaction ● Implemented and trained on new applications ● Scheduled on-site training to increase firm knowledge ● Monitored the process of providing clients with all essentialcommunication required to ensure that account corrections are addressed efficiently and accurately, which included direct communication ● Performed review analysis of call center reports to acknowledge and resolve trends ● Conducted performance reviews and incentive plan and merits ● Leader in developing relationships with experts and stakeholders to ensure programmatic and technological information ● Prepared quarterly schedule for call center staff, and coordinators schedule ● Reviewed statistics,trends and follow company metrics ● Prepared advance account corrections using the proper systems,processing steps,transactions and applicable transactions required to process correctly ● Maintained computerized tracking systemto ensure requests are handled in a complete and timely manner ● Conducted training sessions forpersonneland preparation of training materials PERSONAL REFERENCES FURNISHED UPON REQUEST

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