Kisha Purnell

Results-oriented Tax Expert with a strong background at Intuit, specializing in tax planning and regulatory compliance to effectively reduce client liabilities. Demonstrates expertise in financial analysis and client relationship management, consistently delivering precise tax solutions while cultivating lasting partnerships for optimal service delivery.

• Senior Tax Preparer, Purnell Financial Inc., 02/01/06, Present, Expertly prepare and meticulously review intricate tax returns for a diverse range of clients, including individuals, corporations, partnerships, trusts, and various entities., Proactively identify and deploy innovative tax planning strategies aimed at minimizing tax liabilities for clients., Foster and sustain robust client relationships, guaranteeing the accuracy and punctuality of tax filings., Conduct in-depth analyses of financial statements (P&L) to pinpoint potential tax challenges and proffer effective solutions.
• Consumer Loan Underwriter, Wells Fargo, 07/01/20, 12/01/22, Exercise discretionary judgment for credit decisions that deviate from lending policies, consulting with the Lending Manager as needed., Recognize and contribute to the creation of new loan products., Conduct credit analysis to inform prudent credit decisions., Assess loans to optimize organizational profitability.
• Collateral Underwriter, Wells Fargo, 04/01/13, 12/01/16, Foster direct relationships with business units for tailored advice on lending proposals., Oversee management resolve conditions and expedite loan closings increasing loan closing by 3%., Contribute to policy, procedure, and process flow development, and onboard new clients increasing retention by 4%., Collaborate with Loan Processors and Loan Officers to gather required information for complete loan packages., Coordinate with key vendors for consistent 24-hour or less turnaround times becoming the most efficient company year-over-year.
• Home Preservation Loan Underwriter, Wells Fargo, 05/01/10, 04/01/13, Build robust partnerships with key business units (Sales, Risk Management, Contact Centers, Fulfillment teams, etc.)., Manage assigned pipeline for loans (24-48 hour disposition)., Communicate changes, updates, findings, and credit decisions to relevant stakeholders, and collaborate to meet targets., Provides orientation, training, assistance, and mentorship to junior underwriters.
• Senior Business Analyst, Credit Karma, 11/01/16, 02/01/19, Analyzed current business intelligence data to create reports and polished presentations, emphasizing key findings and suggesting improvements., Prepared quarterly and annual reports on company financial metrics to evaluate achievements and address deficiencies., Interviewed key business users to gather information about business processes and user requirements., Delegated tasks to associates, assembled project teams, and kept relevant parties informed to improve business operations., Established a library of models and reusable knowledge assets to ensure consistent and efficient business intelligence outcomes.