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Janice Sanchez

@janicesanchez

I am an experienced tax and claims professional using Lean Six Sigma to improve efficiency and outcomes.

United States
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What I'm looking for

I seek a role using Lean Six Sigma to improve operations and customer outcomes—ideally in tax, bookkeeping, claims, or process-improvement leadership with opportunities to mentor and implement SOPs.

I am a tax and business operations professional with hands-on experience preparing individual, self-employed and S-corporation returns, including farm and business bookkeeping, reconciliations, and use of IRS-approved software such as Intuit ProSeries to serve West Texas clients.

Previously, I spent nearly two decades in auto damage claims and supervisory roles at GEICO, developing SOPs, virtual estimating processes and catastrophe procedures deployed nationwide. At Gerber Collision I reduced Days Sales Outstanding from 180 to 6 days and streamlined repair workflows; I mentor teams, develop metrics, and apply Lean Six Sigma to improve quality, productivity and customer service.

Experience

Work history, roles, and key accomplishments

TS
Current

Tax Preparer

Trinity Tax Service

Jan 2022 - Present (3 years 9 months)

Prepare individual and business tax returns (Form 1040, Schedules A/C/D/E/F, Form 1065, 1120-S) for farming clientele and customers with gross receipts up to $5M; provide virtual and in-person customer service across West Texas and maintain farm/business bookkeeping reconciled to tax returns. Hold three+ seasons of business return experience preparing 1065/1120-S for 10+ clients per season and thr

GC

Estimator

Gerber Collision

Jan 2021 - Dec 2021 (11 months)

Handled auto damage claims with major insurers, negotiated additional repairs and parts costs, sourced hard-to-find parts, and developed tow-yard vehicle tracking that reduced assessment-to-repair start time. Reconciled ledgers and billing processes to reduce receivables/DSO from 180 days to 6 days.

GE

Auto Damage Supervisor

GEICO

Dec 2001 - Jul 2019 (17 years 7 months)

Developed and supervised the regional Internal Auto Damage department, establishing SOPs later adopted companywide and supervising claims across ten states; led development of CAT procedures, dispatching/software testing, and measurable metrics that improved lost-cost management and operational efficiency. Selected and trained new hires, reducing shrink and improving productivity.

Education

Degrees, certifications, and relevant coursework

AT

Automobile, Recreational Vehicle and Motorcycle Damage Training

Training Certificate, Automotive Damage Assessment

Trained insurance adjuster in automobile, recreational vehicle, and motorcycle damage assessment and claims handling.

CC

Chief Automotive Technologies Master Certification

Master Certification, Automotive Technology

Master-level certification in Chief Automotive Technologies for vehicle damage estimating and repair workflow.

LS

Legal Claims Principles Specialist

Specialist Certification, Claims & Legal Principles

Completed specialist training in legal claims principles applicable to insurance claim investigation and handling.

Dale Carnegie Training logoDT

Dale Carnegie Training

Training Certificate, Safety and Accident Investigation

Completed Federal DOT regulations, safety training, and accident investigation course delivered by Dale Carnegie.

Tech stack

Software and tools used professionally

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Janice Sanchez - Tax Preparer - Trinity Tax Service | Himalayas