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Years of experience: 12
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Shelby's Career Path
Jul. 2022 -Dec. 2024
Rodriguez, Kinzbrunner & Company, LLPSenior Tax Accountant
• Prepared income tax returns for individuals and businesses, specializing in Florida-based portfolios.
• Managed payroll and sales tax preparation for business clients, ensuring compliance and accuracy.
• Conducted monthly bookkeeping and year-end close for tax clients, optimizing financial records for tax planning.
Jan. 2022 -Jul. 2022
First State Bank of LouiseCommercial Lending
* Gather applicable documents and information to assess customer's lending opportunity. * Cash Flow/Credit Analysis of Financial Information - Personal & Business
* Prepare Loan(s) for presentation to various applicable committees depending on lending value.
* Create & maintain customer relationships.
Jan. 2021 -Jan. 2022
First State BankSBA/Credit Analyst/Commercial Lending