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Thomas Alban

@thomasalban

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I build data-driven tax strategies and automated analytics workflows that improve financial decisions.

United States

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What I'm looking for

I'm looking to drive stronger tax strategies and support financial goals through data-driven insights, tax analysis, process optimization, and automated reporting.

I'm a self-employed Tax Analyst creating Excel data models that help clients identify tax-saving outcomes across financial scenarios. I prepare and file personal tax returns while identifying future deduction opportunities for W-2 and self-employed taxpayers.

At Truist Financial, I analyzed employee-relations policies with SQL and Python, built a reporting environment for key stakeholders, and automated workflows that reduced report-generation time by 65%.

Previously, I improved reporting, KPI tracking, forecasting, and operational efficiency at Oakley and Financial Statement Services. My MBA, PMP certification, and analytics background support practical, data-driven financial decisions.

Experience

Work history, roles, and key accomplishments

Current

Self Employed Tax Analyst

Current

Self Employed

Jan 2026 - Present (8 months)

Provided tax solutions by creating data models in Excel to simulate optimal outcomes across various financial scenarios, enabling clients to identify additional tax savings. Prepared and filed 2025 personal tax returns, ensuring accuracy and compliance.

Excel Data Modeling Tax Preparation Financial Analysis Compliance

Optimization Manager

Truist Financial Corp.

Dec 2022 - Oct 2025 (2 years 10 months)

Analyzed employee-relations policies using statistical techniques and presented findings to internal clients, leading to optimized procedures and clearer guidelines. Developed a comprehensive reporting environment utilizing data visualization tools, improving data accessibility and decision-making efficiency for over a dozen key stakeholders.

SQL Python Data Visualization Reporting Automation Workflow Optimization

Senior Analyst

Oakley, Inc.

Nov 2021 - Dec 2022 (1 year 1 month)

Delivered analytical support to the Product Management team through comprehensive dashboards and automated reports, improving data transparency and enabling real-time monitoring of key performance indicators. Designed and implemented KPI frameworks across multiple product lines, leading to a 15% improvement in metric tracking accuracy.

Data Analysis Dashboarding KPI Frameworks Reporting Automation Product Management

Business Analyst

Financial Statement Services, Inc.

Oct 2015 - Nov 2021 (6 years 1 month)

Ran budget forecasting models for senior management, identifying key market trends using advanced data gathering and processing techniques, enabling a 20% reduction in expenses through targeted cost-saving initiatives. Collaborated with multiple departments to refine budget forecast models, improving forecast accuracy by 20%.

Budget Forecasting Data Analysis Data Collection Reporting Automation Cost Reduction

Education

Degrees, certifications, and relevant coursework

California Tax Education Council

California Registered Tax Preparer, Tax Preparation

Earned the California Registered Tax Preparer certification in 2026.

Google

Certified Data Analytics Professional, Data Analytics

Earned the Certified Data Analytics Professional certification in 2021.

Sarah Lawrence College

Bachelor of Arts (BA), Computer Science and Information Technology

Earned a Bachelor of Arts in Computer Science and Information Technology.

Project Management Institute (PMI)

Certified Project Management Professional (PMP), Project Management

Earned the Certified Project Management Professional (PMP) certification in 2025.

California Coast University

Master of Business Administration (MBA), Business Management

Grade: Summa Cum Laude

Activities and societies: Delta Epsilon Tau Honor Society

Pursued a Master of Business Administration with a focus on Business Management, graduating Summa Cum Laude and earning membership in the Delta Epsilon Tau Honor Society.