Alison Bartusiak, EA, MBA

Experience

• 

  Texas Instruments

  Sept 1987 - Sept 1992

  o Performed industry and geographic financial reporting in compliance with SEC and FASB on a quarterly close basis.o Prepared Annual Plan, Quarterly Updates, and Long Range Plan for these SEC and FASB requirements. o Consolidated and Analyzed Sector forecasts (Annual Plan, Quarterly Updates, Long Range Plan); Prepared Sector President presentations for Corporate Management and Board of Director’s Meetings; Allocated Sector Overhead to businesses within the Sector. o Examined product cost assumptions and calculated gross profit contribution by technology and by customer; tracked worldwide inventory and Sales by Product item. o Performed Monthly and Quarterly Close.

  • Segment Analyst -- Corporate Control

    Jan 1992 - Sept 1992

  • Financial Analyst -- Semiconductor Sector Finance

    Sept 1990 - Jan 1992

  • Financial Analyst -- ASIC Operations

    Oct 1988 - Sept 1990

  • Cost Account -- ASIC Finance

    Sept 1987 - Oct 1988
• 

  Harris Corporation

  Oct 1992 - Nov 1993

  Senior Financial Analyst -- Government Controls System Division

  o Responsible for Division department expense forecast & analysis including monthly variance & outlook reporting, supervised accounting clerk, and completed Harris Supervisor Training Program.

• 

  Motorola Solutions

  Apr 1994 - Dec 2000

  o Consolidated Worldwide Foreign Exchange Cash Flow Exposure and traded $22 Billion with International Banks on New York, Tokyo, Hong Kong, and London Exchanges. Managed forecast profit gains/losses, FASB monthly derivative reporting, provided worldwide training of process and system requirements, created Foreign Exchange policy on internal controls for business units. o Provided financial expertise on issues including Transfer Price exposure, Market Statement Reporting, Relocation policy compliance, created and implemented first Worldwide Operating and Financial Policy Manual containing 20 active policies.

  • Manager, Foreign Exchange -- Corporate Treasury

    Apr 1996 - Dec 2000

  • Manager, Special Projects -- Automotive, Electronics and Controls Group

    Apr 1994 - Mar 1996
• 

  H&R Block

  Dec 2011 - Dec 2020

  Year-Round Preseason Manager, Multi Unit Team Manager, Tax Expert, CAA

  o Multi-Unit Team Manager (5 years): Supervised a team of 50 associates across (3) offices; Responsible for $1M+ in yearly Revenue from tax preparation, audit assistance, and product sales; Build and maintain both business-to-business (B2B) and business-to- consumer (B2C) relationships; Recruited top talent and created a management bench, oversaw the day-to-day performance of employees and store operations, and led the district in top KPI's and customer satisfaction results.o Year-Round Preseason Manager (2 years): Assisted District General Manager in the hiring of 250+ associates for 23 offices, facilitated Continuing Education for tax preparers to comply with IRS PTIN requirements and internal training requirements for associates.o Training Team - Instructor (4 years): Taught the H&R Block Income Tax Course(62 hour program) in person learning to provide potentially new tax associates with tax law knowledge meeting IRS PTIN requirements. Also, Instructor (9 years) of required Customer Service Professional and Skills To Win courses for the District tax office employees.o Tax Preparer and IRS Certified Acceptance Agent (9 years): Provided tax preparation and filing of tax returns and provided audit assistance to 500+ clients; prepared & filed 200+ ITIN applications.o Military Expertise: tax preparation and filing at the Great Lakes Military and Navy Base offices for 5 years. Show less

• 

  Intuit

  Jan 2021 - now

  o Lead TurboTax Live, Credentialed (TY2022, TY2021) – TY2022 Final Season Rating Exceeds Expectations. Supported Pod Tax Experts and Managers to deliver the highest level of customer satisfaction to our TurboTax Live Customers.Designed and Managed the ADHOC Training Project for Pod Experts in TY2022 by utilizing Lead Team to support the (2) Phases of program; Developed and Directed the Lead Survey Metrics Project for the Pod Managers and Experts.o Tax Expert, TurboTax Live (Full Service and Assisted TY2020) – Prepared and filed 100+ returns Full Service engagements and provided customer assistance in AYG calls. Top 20% Performance. Extended through September 10, 2021. Show less

  • Seasonal TurboTax Live Manager 1, Credentialed

    Nov 2023 - now

  • Lead, Tax Expert, TurboTax Live, Credentialed

    Jan 2021 - now