Gregory DiDonato
Bensalem
Summary
Dynamic Records and Information Specialist with a proven track record at the IRS, excelling in data collection and report generation. Adept at enhancing customer satisfaction through effective problem-solving and regulatory compliance. Recognized for streamlining database administration processes, resulting in improved efficiency and accuracy in information management.
As information management professional, consistently deliver valuable insights and data solutions to optimize organizational performance. Known for collaborative approach and achieving results in dynamic environments. Reliable in adapting to changing needs and skilled in data analysis and information systems management.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Records and Information Specialist
Internal Revenue Service, IRS
08.2019 - Current
- Used database to research, gather, analyze and present data.
- Assisted patrons with complex research inquiries, providing expert guidance and personalized support throughout the process.
- Prepared reports by collecting, analyzing, and summarizing information.
- Researched and analyzed information into briefing papers, reports and project papers.
- Maintained historical records by documenting system changes and revisions.
- Developed comprehensive research guides for specific subjects, assisting users in locating relevant materials efficiently.
- Streamlined data retrieval processes for faster response times and increased customer satisfaction.
- Enhanced the accuracy of search results with regular database maintenance, updates, and quality control measures.
- Collected data by identifying information sources and designing survey and collection methods.
- Resolved retrieval problems by customizing design to meet requirements.
- Coordinated outreach events to promote awareness of available resources and encourage community engagement with the library''s offerings.
- Identified project requirements by establishing personal rapport with potential and existing clients.
- Revised internal policies surrounding intellectual property rights management, ensuring compliance with copyright laws while still providing users with access to essential materials.
- Created detailed reports on usage statistics, identifying trends and areas for improvement in the information services offered.
- Designed and facilitated training workshops for staff members on various topics, such as database management and research techniques, fostering a culture of continuous learning within the organization.
- Resolved customer problems and complaints.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Handled assignments independently with good judgement and critical thinking skills.
- Collected and distributed messages to team members and managers to support open communication and high customer service.
- Organized, maintained and updated information in computer databases.
- Helped office staff prepare reports and presentations for internal or client-related use.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
- Scheduled office meetings and client appointments for staff teams.
- Operated multi-line telephone system to answer and direct high volume of calls.
Supervisory Financial Technician
Internal Revenue Service, IRS
07.2017 - 07.2019
- Enhanced financial reporting accuracy by streamlining data entry processes and implementing automated systems.
- Reconciled financial statements and bank accounts and recovered accounts receivable.
- Managed daily cash position including, wire transfers; account sweeps; and, investment transactions.
- Collaborated with cross-functional teams to identify cost-saving opportunities, leading to improved financial performance.
- Developed comprehensive financial reports for senior management review, enabling informed decisions about company growth strategies.
- Supported audit processes by preparing required documentation, facilitating timely completion of audits, and addressing any identified issues promptly.
- Reduced errors in financial transactions by maintaining detailed records and regularly reconciling accounts.
- Improved cash flow management by closely tracking receivables and payables, reducing outstanding balances, and minimizing late fees.
- Created, maintained, and disseminated monthly financial analysis report to senior management outline financial activities of subsidiaries.
- Worked closely with colleagues to troubleshoot system issues arising from complex financial calculations or data discrepancies during quarterly reviews.
- Contributed to successful internal control environment through diligent adherence to established accounting practices.
- Ensured compliance with applicable regulations by staying current on industry standards and updating internal policies accordingly.
- Maintained financial security by following internal controls and verifying the integrity of financial data.
- Interacted with contacts from other organizations to gather information regarding invoices.
- Prepared and reviewed monthly reconciliations to ensure accuracy of accounting records.
- Trained newly hired employees on accounting processes and procedures, which helped improve morale and understanding of job tasks.
- Tracked and reported financial performance on monthly, quarterly and yearly basis.
- Operated computers programmed with accounting software to record, store and analyze information.
- Monitored transactions and customer behavior to identify signs of fraud.
Lead Tax Examiner
Internal Revenue Service, IRS
06.2016 - 05.2017
- Increased accuracy of tax calculations by applying advanced knowledge of federal, state, and local tax laws.
- Facilitated smooth communication between taxpayers and the IRS by addressing inquiries professionally and providing clear explanations regarding examination results.
- Conducted comprehensive reviews of financial records, detecting inconsistencies and potential errors in reported income or deductions.
- Improved team performance by providing ongoing training and guidance to junior tax examiners.
- Managed workload effectively through prioritization of tasks based on urgency, complexity, and deadline requirements.
- Developed strong relationships with external stakeholders such as attorneys and accountants during complex cases for more effective collaboration.
- Participated in professional development opportunities to stay updated on industry trends and advancements, applying new knowledge to daily work for improved performance.
- Developed customized tools for tracking case progress, facilitating efficient communication within the team and improving overall productivity.
- Reduced errors in tax assessments by meticulously reviewing complex tax returns and identifying discrepancies.
- Enhanced efficiency by streamlining tax examination processes and implementing time-saving strategies.
- Maintained a strong understanding of changing tax codes and legislation, ensuring accurate application during examinations.
- Spearheaded the development of a new audit process, resulting in increased compliance with relevant tax regulations.
- Collaborated with other departments to resolve taxpayer disputes and issues, ensuring timely resolution and customer satisfaction.
- Contributed to team-wide discussions on best practices for handling unique or challenging cases, leveraging personal expertise in complex situations.
- Provided constructive feedback on colleagues'' work when appropriate, helping improve overall quality of examinations conducted by the team.
- Assisted in developing internal policies related to the examination process, promoting consistency across teams while adhering to IRS guidelines.
- Handled high-priority cases involving potential fraud or evasion, conducting thorough investigations for accurate conclusions.
- Mentored new hires as they acclimated to their roles within the team, fostering a supportive work environment conducive to growth and learning.
- Demonstrated exceptional attention to detail in reviewing tax-related documents, ensuring the accurate calculation of liabilities and credits.
- Assisted management with periodic evaluations of team operations, recommending process improvements that led to increased efficiency and accuracy.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Analyzed tax issues and made recommendations for remediation to management.
- Maintained database of federal and state tax laws and regulations to promote uniform policy and procedural compliance.
- Advised internal partners on adherence to federal and state tax regulations and laws to promote corporate legal compliance.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
- Calculated estimated and [Type] tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Kept case data and contact information up to date to expedite proceedings.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Recommended financial solutions in relation to tax implications.
- Produced briefs, located records and organized documentation to support court cases.
Fraud Coordinator
Internal Revenue Service, IRS
03.2014 - 04.2015
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
- Coordinated cross-functional teams, resulting in seamless project execution and enhanced outcomes.
- Increased client satisfaction by facilitating clear and consistent communication between project teams and stakeholders.
- Enhanced project tracking by developing comprehensive database, which allowed for real-time updates and adjustments.
- Streamlined administrative processes, allowing for more efficient use of resources and better support for project teams.
- Facilitated cross-departmental workshops to identify process improvements, leading to more efficient workflow and reduced bottlenecks.
- Prioritized and managed multiple projects simultaneously, ensuring all met their deadlines and objectives without compromising quality.
- Developed comprehensive training materials for new staff, leading to quicker onboarding and higher initial productivity levels.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Tax Examining Technician
Internal Revenue Service, IRS
06.2005 - 02.2014
- Enhanced taxpayer compliance by accurately processing tax returns and identifying discrepancies.
- Increased efficiency in the examination process by maintaining thorough documentation and organization of taxpayer records.
- Facilitated accurate reporting for taxpayers by reviewing financial documents and ensuring proper application of tax laws and regulations.
- Reduced processing time for complex cases by conducting thorough research and analysis to identify underlying issues quickly.
- Maintained up-to-date knowledge of current tax legislation, allowing for accurate interpretation and application of relevant laws during examinations.
- Streamlined communication with taxpayers by promptly addressing inquiries and providing clear, concise information on tax-related matters.
- Promoted voluntary compliance among taxpayers by clearly explaining obligations under the law during communications.
- Provided support to colleagues when needed, sharing knowledge on best practices within the field.
- Ensured timely completion of assigned tasks while maintaining high quality standards for all deliverables.
- Fostered trust with taxpayers by consistently displaying professionalism, competence, and empathy in all interactions.
- Contributed to a positive work environment through effective teamwork and collaboration with colleagues across various departments.
- Supported the audit process by meticulously examining financial statements, identifying potential errors, and recommending corrective actions.
- Participated in professional development opportunities such as training sessions or workshops, further enhancing expertise in tax examination processes.
- Helped maintain the integrity of the tax system by identifying instances of potential fraud or abuse through diligent examination practices.
- Collaborated with team members to ensure timely resolution of tax issues and improve overall workflow efficiency.
- Provided exceptional customer service to taxpayers, consistently receiving positive feedback on professionalism and helpfulness.
- Assisted in reducing case backlog by prioritizing tasks and efficiently managing workload.
- Improved accuracy in calculating penalties or interest owed by taxpayers through meticulous attention to detail when reviewing financial information.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Kept case data and contact information up to date to expedite proceedings.
- Professionally negotiated and dealt with taxpayers in confrontational situations.
- Interpreted and applied federal and state tax codes for personal, business and corporate taxes.
- Recommended financial solutions in relation to tax implications.
- Conducted call audits to assess interaction quality, accuracy and service success.
- Produced briefs, located records and organized documentation to support court cases.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
Manager
C&R Exxon
02.1999 - 05.2004
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Maximized performance by monitoring daily activities and mentoring team members.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Controlled costs to keep business operating within budget and increase profits.
- Developed and maintained relationships with customers and suppliers through account development.
- Oversaw inventory management, optimizing stock levels, and reducing waste.
- Negotiated favorable terms with suppliers, cutting operational costs while maintaining quality of service.
- Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
- Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
Education
Bachelor of Arts - Business Administration And Management
Temple University
Philadelphia, PA05-2000
Skills
- Information management
- Regulatory compliance
- Database administration
- Record preparation
- Data collection
- Report generation
- Research proficiency
- Records maintenance
- Security awareness
- Records management
- Customer and client relations
- Problem-solving
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 18 staff members.
- Achieved Cost by completing Audits and fraud referrals with accuracy and efficiency.
- Documented and resolved Tax Preparer Schemes which led to Financial penalties, fines and incarcerations
Certification
- Cenmo Managers Training.
- National Archives and Records Administration Certified.
Timeline
Records and Information Specialist
Internal Revenue Service, IRS
08.2019 - Current
Supervisory Financial Technician
Internal Revenue Service, IRS
07.2017 - 07.2019
Lead Tax Examiner
Internal Revenue Service, IRS
06.2016 - 05.2017
Fraud Coordinator
Internal Revenue Service, IRS
03.2014 - 04.2015
Tax Examining Technician
Internal Revenue Service, IRS
06.2005 - 02.2014
Manager
C&R Exxon
02.1999 - 05.2004
Bachelor of Arts - Business Administration And Management
Temple University
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