At Bottom Line Concepts, I built and implemented a no-filing and misclassification workflow that helped the team resolve 1,000+ cases. I developed review steps, case classifications, documentation packages, and escalation paths, then trained colleagues to sustain the process.
I reviewed Employee Retention Credit disallowances and prepared evidence-backed IRS protest letters for 100+ clients, helping them secure refunds. As Transcript Delivery System lead, I directed transcript administrators and tracked daily pulls and case closures in THS software.
Earlier, at Nova Southeastern University, I supported student inquiries and maintained records in Ellucian Banner. I also coordinated university events and created social media and web content for institutional campaigns.
