Analyst
Katia Pintado
Professional Summary?
??
Over 25 years of experience in tax compliance for transportation industry, with emphasis on improving efficiency, productivity and organizational consistency, supporting changing business needs through compliance and systems support.
Skills
?
� Database Development & Spreadsheet Creation
� Systems Administration including security, backup & recovery
� User Training & Support
� Excellent written and oral communication skills
� Strong analytical skills; extremely accurate, focused on detail
� Ability to manage multiple projects
� Customer Service
� Accounts Payables/Receivables
� Journal Entries/Accruals & Reconciliations
� Tax reporting/State Fuel, Miles & Surtax
� Audit & Compliance
� Policies & Procedures/ Desk Manuals
� Technically proficient in MSO 07 Access/Excel/PPoint/Word, MS Project, Visio 10, Internet, Outlook/ Lotus Notes, Ryder Walker financial system, TMW System, Siteline, MSP
� Able to learn quickly
Experience
Mortgage Lending Loan Servicing Cash Operations Analyst 05/22/17 - Present
?BB&T, Greenville, SC
Support day to day operational reporting and processing needs by processing loan level and investor level transactions. Prepare, scan and validate documents for image repository according to department procedures. Perform analysis and research on correspondence, loans and checks across multiple enterprise systems, including MSP. Complete adjustments for payments as needed.
Mortgage Lending Loan Servicing 02/01/17 � 05/19/17
Adecco NA General Staffing, Greenville, SC
Trained with the Mortgage Lending Loan Servicing Analyst in all functions of role; assisted mailroom with daily incoming mail; trained with Payments team for P100 and Hotfile processes. Assisted daily in test environment for new cash workstation interface that replaced existing virtual cash room.
Credit & Collections Analyst 08/19/16 - 9/30/16
Robert Half Accountemps Agency, Greenville, SC
Managed bill of ladings and processed invoices for shipments delivered. Totaled and balanced the trades receivable account. Posted checks from lock box. Performed Reconciliations. Managed aging reports. Communicated collections correspondingly.
Accounts Payable Clerk 04/08/16 - 8/12/16
Dedicated Trucking Services, Greenville, SC
Handled settlements, indexed documents using TMW system for payroll, billing and high volume invoicing from multiple companies. Communicated with counterparts and drivers in the collection of necessary documents and payments to maintain receivables.
Tax Compliance Analyst 2/06�2/16
Ryder System Inc., Miami, FL
As a skilled database developer, developed a new paperless billing system which improved efficiency for both headquarters and counterpart at Shared Services Center; reduced audit risk through cross referencing imaging and relational database, ensuring proper tax reporting at 90%; mastered and assumed responsibility for Peoplenet process using real-time data to help reduce company costs and promote safety, compliance and productivity; increased GPS mileage by 20% utilizing technology for process improvements and customer retention.
Katia Pintado???????????????????????Page 2
� Monitored performance for over twenty databases by resolving any issues or concerns pertaining to inadequate functionality and physically modify as required; modified existing systems and prepared functional specifications for proposed new systems; coordinated with IT to ensure seamless identification of system requirements, analysis, application design, development, testing, and implementation of business applications
� Analyzed business requirements in detail; investigated and identified opportunities to determine the feasibility of system solutions to satisfy information needs from a regulatory and customer perspective; proposed to ORACLE team a transition from data information to SQL.
� Ensured compliance with business continuity plans; developed and maintained standards, procedures, user manuals, project documentation for systems development initiatives and training programs for new and existing systems.
� Completed monthly accrual and reconciliation of fuel, mileage, and surtaxes in balance sheet accounts to general ledger adhering to accelerated close guidelines; Completed monthly consolidated scorecard to monitor scores from actual versus target percentages.
� Monitored integrity of department checks, including keeping inventory and issuing checks as approved.
MIS Analyst II 11/02�07/05 MIS Analyst I 08/02�11/02
Assurant Solutions, Miami, FL
Supported functional area help desk by guiding and advising system support analyst and end-users about any questions and possible issues regarding Cognos software including Intranet, Impromptu ad-hoc report building tool, PowerPlay, PowerPlay for Excel, Smartstream, User Defined Accounting Key, General Ledger Import Manager and Datamart. Also provided on-call system support every other quarter on a daily twenty-four hour schedule, and reported to work on corresponding quarter-end and year-end weekends.
� Performed database set-up and maintenance regarding all software areas, and ensured system testing for maximum functionality.
� Developed detailed test plans for all applications and maintained parent-to-producer systematic relationship.
� Updated client software licenses.
� Instituted best practices in the development and maintenance of departmental reports from database used company-wide through for financial and transactional data. Archived quarterly financial data for audit purposes.
� Keyed financial data in accounting structures as needed; verified and maintained files for structures� Sarbanes Oxley compliance.
� Led financial systems training in all software areas on an individual or group basis as needed through knowledge development center or by scheduling through webex. Created and edited manuals and job aids used in training; maintained an inventory for its local and subsidiary use.
Sr. Tax Coordinator 05/98�08/02 Tax Coordinator 05/94�05/98 Billing Coordinator 09/90�05/94
Secretary 02/89�09/90 F/T Clerk Typist 11/88�02/89 P/T Clerk Typist 04/87�11/88
Ryder System, Inc., Miami, FL
Sr. Tax Coordinator Trained and directed new employees by assisting in customer orientation and process applications; reviewed tax returns and permit orders for accuracy.
Tax Coordinator Maintained appropriate customer credentials necessary for operations including state licenses, permits and registrations. Prepared fuel tax and mile tax reports monthly, quarterly and yearly; filed refund claims as needed.
Maintained customer information and tax logs current in corresponding databases; documented all transactions; updated reference books; supported districts in all areas of department. Verified receipt of trip records and followed up with corresponding districts and/or customers.
Billing Coordinator Maintained billing system on Excel and generated monthly billing invoices; maintained Accounts Receivable current including monthly aged statement, mailed past due notices, collected balances and made deposits to departmental bank account; Sorted, distributed and mailed fleet activity computer generated reports to national accounts; Cross-trained in tax coordinator position.
Secretary Researched and provided information for audit assistance by requesting audit mileage and transaction file reports via mainframe system and retrieved stored records.
Full time Clerk Typist and Part time Clerk Typist Assisted secretary with office work including sorting and distributing mail, maintained filing system, typed, photocopied, and provided phone coverage.
Education
Master of Business Administration w/concentration in Global Management - University of Phoenix, Plantation, FL
Bachelor of Science with a Major in Professional Administration - ?Barry University, Miami Shores, FL
High School Diploma - ?Miami Coral Park Senior High School, Miami, FL
Katia Pintado
Professional Summary?
??
Over 25 years of experience in tax compliance for transportation industry, with emphasis on improving efficiency, productivity and organizational consistency, supporting changing business needs through compliance and systems support.
Skills
?
� Database Development & Spreadsheet Creation
� Systems Administration including security, backup & recovery
� User Training & Support
� Excellent written and oral communication skills
� Strong analytical skills; extremely accurate, focused on detail
� Ability to manage multiple projects
� Customer Service
� Accounts Payables/Receivables
� Journal Entries/Accruals & Reconciliations
� Tax reporting/State Fuel, Miles & Surtax
� Audit & Compliance
� Policies & Procedures/ Desk Manuals
� Technically proficient in MSO 07 Access/Excel/PPoint/Word, MS Project, Visio 10, Internet, Outlook/ Lotus Notes, Ryder Walker financial system, TMW System, Siteline, MSP
� Able to learn quickly
Experience
Mortgage Lending Loan Servicing Cash Operations Analyst 05/22/17 - Present
?BB&T, Greenville, SC
Support day to day operational reporting and processing needs by processing loan level and investor level transactions. Prepare, scan and validate documents for image repository according to department procedures. Perform analysis and research on correspondence, loans and checks across multiple enterprise systems, including MSP. Complete adjustments for payments as needed.
Mortgage Lending Loan Servicing 02/01/17 � 05/19/17
Adecco NA General Staffing, Greenville, SC
Trained with the Mortgage Lending Loan Servicing Analyst in all functions of role; assisted mailroom with daily incoming mail; trained with Payments team for P100 and Hotfile processes. Assisted daily in test environment for new cash workstation interface that replaced existing virtual cash room.
Credit & Collections Analyst 08/19/16 - 9/30/16
Robert Half Accountemps Agency, Greenville, SC
Managed bill of ladings and processed invoices for shipments delivered. Totaled and balanced the trades receivable account. Posted checks from lock box. Performed Reconciliations. Managed aging reports. Communicated collections correspondingly.
Accounts Payable Clerk 04/08/16 - 8/12/16
Dedicated Trucking Services, Greenville, SC
Handled settlements, indexed documents using TMW system for payroll, billing and high volume invoicing from multiple companies. Communicated with counterparts and drivers in the collection of necessary documents and payments to maintain receivables.
Tax Compliance Analyst 2/06�2/16
Ryder System Inc., Miami, FL
As a skilled database developer, developed a new paperless billing system which improved efficiency for both headquarters and counterpart at Shared Services Center; reduced audit risk through cross referencing imaging and relational database, ensuring proper tax reporting at 90%; mastered and assumed responsibility for Peoplenet process using real-time data to help reduce company costs and promote safety, compliance and productivity; increased GPS mileage by 20% utilizing technology for process improvements and customer retention.
Katia Pintado???????????????????????Page 2
� Monitored performance for over twenty databases by resolving any issues or concerns pertaining to inadequate functionality and physically modify as required; modified existing systems and prepared functional specifications for proposed new systems; coordinated with IT to ensure seamless identification of system requirements, analysis, application design, development, testing, and implementation of business applications
� Analyzed business requirements in detail; investigated and identified opportunities to determine the feasibility of system solutions to satisfy information needs from a regulatory and customer perspective; proposed to ORACLE team a transition from data information to SQL.
� Ensured compliance with business continuity plans; developed and maintained standards, procedures, user manuals, project documentation for systems development initiatives and training programs for new and existing systems.
� Completed monthly accrual and reconciliation of fuel, mileage, and surtaxes in balance sheet accounts to general ledger adhering to accelerated close guidelines; Completed monthly consolidated scorecard to monitor scores from actual versus target percentages.
� Monitored integrity of department checks, including keeping inventory and issuing checks as approved.
MIS Analyst II 11/02�07/05 MIS Analyst I 08/02�11/02
Assurant Solutions, Miami, FL
Supported functional area help desk by guiding and advising system support analyst and end-users about any questions and possible issues regarding Cognos software including Intranet, Impromptu ad-hoc report building tool, PowerPlay, PowerPlay for Excel, Smartstream, User Defined Accounting Key, General Ledger Import Manager and Datamart. Also provided on-call system support every other quarter on a daily twenty-four hour schedule, and reported to work on corresponding quarter-end and year-end weekends.
� Performed database set-up and maintenance regarding all software areas, and ensured system testing for maximum functionality.
� Developed detailed test plans for all applications and maintained parent-to-producer systematic relationship.
� Updated client software licenses.
� Instituted best practices in the development and maintenance of departmental reports from database used company-wide through for financial and transactional data. Archived quarterly financial data for audit purposes.
� Keyed financial data in accounting structures as needed; verified and maintained files for structures� Sarbanes Oxley compliance.
� Led financial systems training in all software areas on an individual or group basis as needed through knowledge development center or by scheduling through webex. Created and edited manuals and job aids used in training; maintained an inventory for its local and subsidiary use.
Sr. Tax Coordinator 05/98�08/02 Tax Coordinator 05/94�05/98 Billing Coordinator 09/90�05/94
Secretary 02/89�09/90 F/T Clerk Typist 11/88�02/89 P/T Clerk Typist 04/87�11/88
Ryder System, Inc., Miami, FL
Sr. Tax Coordinator Trained and directed new employees by assisting in customer orientation and process applications; reviewed tax returns and permit orders for accuracy.
Tax Coordinator Maintained appropriate customer credentials necessary for operations including state licenses, permits and registrations. Prepared fuel tax and mile tax reports monthly, quarterly and yearly; filed refund claims as needed.
Maintained customer information and tax logs current in corresponding databases; documented all transactions; updated reference books; supported districts in all areas of department. Verified receipt of trip records and followed up with corresponding districts and/or customers.
Billing Coordinator Maintained billing system on Excel and generated monthly billing invoices; maintained Accounts Receivable current including monthly aged statement, mailed past due notices, collected balances and made deposits to departmental bank account; Sorted, distributed and mailed fleet activity computer generated reports to national accounts; Cross-trained in tax coordinator position.
Secretary Researched and provided information for audit assistance by requesting audit mileage and transaction file reports via mainframe system and retrieved stored records.
Full time Clerk Typist and Part time Clerk Typist Assisted secretary with office work including sorting and distributing mail, maintained filing system, typed, photocopied, and provided phone coverage.
Education
Master of Business Administration w/concentration in Global Management - University of Phoenix, Plantation, FL
Bachelor of Science with a Major in Professional Administration - ?Barry University, Miami Shores, FL
High School Diploma - ?Miami Coral Park Senior High School, Miami, FL