Excel, Adobe acrobat scanning and administration

Forrest Bashaw, CPT

San Mateo, CA 408-***-**** ad9ogs@r.postjobfree.com www.linkedin.com/in/forrest-bashaw-074b901/

Tax Processing Business Optimization Turn Around Strategist

Analytical and process driven professional, consistently delivering more than expected. Known for optimizing for efficiency and big-picture thinking. Exceptional talent for identifying ways to improve and streamline existing processes, scale for future growth, and implement productivity improvements. Confidently navigates, translates, and delivers effective communications between internal and external stakeholders at all levels. Intuitive action mindset effectively determining solid solutions to complicated financial challenges. Focuses on economic and financial benefits for each objective. Fluent in English, and Conversational Tagalog. Open to relocation, remote worker, 5% travel.

Brands have included: US Airforce, US Army, Thompson-Reuters,

ITT, CCH Computax, Inc. and General Electric

Core Competencies

Project Management Process & Productivity Training & Development

Contracts & Negotiation Social & Emotional Intelligence Stakeholder Engagement Compliance

Coaching & Mentoring C-Suite Presentations De-Escalation Customer Experience Team Empowerment

Risk Identification & Mitigation Documentation Strategic Finance & Analysis

Accomplishment Highlights

During 415 tax deadline with 11 temps and additional unexpected volume from another office’s returns, inspected and optimized all temp assemblies, eliminating excess manhours and allowing for quicker turnaround of returns processing.

Acted as IT network Administrator and performed edit retrieve/archive/recover from tape backup, process, and print all tax return types via off/online Fast-Tax software on a Novell 4.1 network.

Led one of two teams in simultaneously swapping 2 C-5 engines in one shift, saving many manhours and aircraft, and returning aircraft to service in half the time.

Known for finding ways to transform legacy processes into modernized efficient and streamlined solutions.

Work History

Sr Tax Processor (Promoted) KPMG LLP, Santa Clara CA - Remote May 1983 Apr 2023

(Promoted through multiple roles including tax librarian, file clerk, internal accounting assisting in payroll and A/R service tickets. Set up tax client and return projects through e-filing, processing, and delivering tax deliverables under aggressive tax deadlines. Staff: 1-13

Processed E-file and paper tax return filings in team environment, scan, upload tax documents using Acrobat, Outlook and excel, monitor, and follow up with tax staff and or management on all e-filed tax returns status.

Supervised and trained temporary employees ensuring quality control, timely production, and efficient tax return turnaround under critical tax authority due dates.

Created and/or maintain tracking databases using Access, Excel, Word, Internal-web-based internet application, and Paradox generating various reports/queries/forms.

Work History Continued…

Acted as IT network Administrator and performed edit retrieve/archive/recover from tape backup, process, and print all tax return types via off/online Fast-Tax software on a Novell 4.1 network.

Reconciled balance sheets, income detail and abort diagnostics.

Assisted network administrator with special tasks; payroll department in generating and reconciling timesheets and internal accounting A/R service tickets.

Propulsion Specialist US Air Force Travis AFB CA 2003 2011

Performed intermediate level maintenance on live aircraft; from minor component replacement, iso-chronological inspections to complete engine changes both as a team player and as lead. Staff: 1-2

Applied troubleshooting skills and fault isolation to mechanical discrepancies in accordance to technical manuals.

Assisted during diagnostic and post maintenance test engine runs. Supported aircraft managers as needed during aircraft recoveries, launches, refueling, and tire changes.

Previous History

CRT Corrections Clerk/Proofreader CCH Computax, Inc. Burlingame CA: Proof read, edit/update and submit batched income tax returns to online mainframe for edit program runs, maintain EDP’s error rate summary invoice, and prepare edits for processing

Computer Operator ITT Sunnyvale CA: Operate, monitor, and troubleshoot to recover IBM MVS/ES 9000 mainframe system(s).

Photographic Specialist US Army Presidio, San Francisco: Photograph and develop file to prints for overall organizational moral and training.

Aircraft Structural Repair Specialist US Army Hanau Germany: Fabricate component parts and perform intermediate maintenance on aircraft. Reorganize and maintain shop inventory file, reconcile daily man hours and meal funds, answer phones, and supervise subordinates.

Education & Certifications

Associate’s Degree equivalent experience - Business Administration US Air Force & KPMG

Personal Training NASM

Private Pilot License Travis Aero Club

Computer Operations Computer Learning Center

Aviation Maintenance Technology Embry-Riddle Aeronautical University

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