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Katelyn Becker

Katelyn Becker

Assistant for Financial Planner

Followers of Katelyn Becker248 followers
location of Katelyn BeckerTucson, Arizona, United States

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  • Timeline

  • About me

    Client Experience and Innovation Manager at BeachFleischman PC

  • Education

    • University of Arizona, Eller College of Management

      2012 - 2014
      Business Managment

    • University of Arizona

      2010 - 2014
      Business Management Senior

      Activities and Societies: Honors Program, 2010-2012

  • Experience

    • Becker Capital Management

      May 2008 - May 2010
      Assistant for Financial Planner

      - Maintained and updated client information to distribute quarterly statements- Entered stock information of clients in various programs

    • The University of Arizona BookStores

      Jun 2010 - Aug 2013
      Receptionist

      - Responsible for answering and directing the main phone line to appropriate departments- Create and update spreadsheets regarding checks, phone lines, donation requests, etc. - Sort mail and place in proper mailboxes- Help managers and staff in certain tasks

    • BeachFleischman

      Jun 2013 - now

      - Assembles and facilitates the delivery of tax returns and supporting tax documents- Involved with "Lean" Six Sigma committee for continuous firm improvement and process development- Helps implement and maintain new tax processes - Maintains and assists with client on-boarding services, including engagement letter delivery, program setups, and client communication- Supervises tax assemblers, tax assistants, scanners, and Receptionist - Assists clients both in-person and on the phone Show less

      • Client Experience and Innovation Manager

        Jan 2021 - now

      • Tax Processes and Assembly Manager

        Jul 2019 - Jan 2021

      • Tax Assembly Supervisor

        Jul 2017 - Jan 2021

      • Tax Assembly Assistant

        Aug 2014 - Jun 2017

      • Admin/HR/Marketing Intern and Tax Assistant

        Jun 2013 - Aug 2014

  • Licenses & Certifications

    • CXPA Professional Member

      Customer Experience Professionals Association (CXPA)
      Apr 2022
      View certificate certificate

  • Honors & Awards

    • Awarded to Katelyn Becker
      PetSmart Business Communications Case Competition Winner University of Arizona Nov 2012 My Business Communication/Administration class participated in a case competition orchestrated by the professionals at PetSmart's headquarters in Phoenix to provide to them something PetSmart can improve upon or create to increase their industry's market share as well as to better connect with their customers. Our group focused on the localization of PetSmart stores in large cities and received first place after presenting in front of a panel of judges, including the administrators that… Show more My Business Communication/Administration class participated in a case competition orchestrated by the professionals at PetSmart's headquarters in Phoenix to provide to them something PetSmart can improve upon or create to increase their industry's market share as well as to better connect with their customers. Our group focused on the localization of PetSmart stores in large cities and received first place after presenting in front of a panel of judges, including the administrators that provided the project outline to us. Show less
    • Awarded to Katelyn Becker
      University of Arizona Dean's List University of Arizona 2012 I have been placed on the University of Arizona's Dean List for the Fall 2012 and Spring 2013 semesters for my academic achievements.
    • Awarded to Katelyn Becker
      Wildcat Excellence Scholar University of Arizona Aug 2010 The Arizona Excellence Award is a highly competitive tuition scholarship offered annually to a select number of Arizona resident high school graduates based on their merits during their high school career. I continue to receive this scholarship every school year by maintaining a high GPA and completing the required units to hold the scholarship.