Shanda L. Bontrager, CPA ✔ Business Manager

Shanda L. Bontrager, CPA ✔ Business Manager

Internship ★ Tax Administration

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location of Shanda L. Bontrager, CPA ✔ Business ManagerGreenwood, Indiana, United States

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  • Timeline

  • About me

    Owner at Altered 71

  • Education

    • Indiana University - Kelley School of Business

      1991 - 1995
      Bachelor of Science (B.S.) Accounting

      Activities and Societies: ✔ Beta Alpha Psi (Honorary Business Fraternity) ✔ BaSICS (Business Students in Community Service)

    • Tri-State University

      1990 - 1991
      Accounting and Business/Management

      Activities and Societies: ✔ Women's Soccer

  • Experience

    • Cummins Inc.

      Jan 1993 - Jan 1994
      Internship ★ Tax Administration

      Completed Two Internships in the Tax Administration Department from 1993 to 1994. Core responsibilities included tax compliance for federal, state and local taxation, tax research, and quality improvement projects.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Gained the ability to to recognize and confidently describe the various engine models and components within the Cummins Engine range. Reasonable understanding of diesel engines and their theory of operation.

    • Deloitte

      Jan 1995 - Jan 2000
      Senior Tax Consultant ★ Global Team Leadership & Client Engagement

      I originally worked for Deloitte from 1995 to 2000 as a Senior Tax Consultant, and in 2008 to 2009, I was recruited back to the organization within the Global Employer Services Division.As a Senior Tax Consultant, I conducted tax research for individual and international mobility, and also led reviews of payroll for employees on international assignments, tax equalization calculations, compensation profiles, and preparation of expat/inpat US tax returns.SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Fulfilled a passion for volunteering by assisting with Deloitte’s non-profit initiatives through Make-A-Wish Foundation, as well as the American Diabetes Association.✔ Ensured Deloitte provided value-added client services by leading a team of offshore tax accountants based in India.✔ Facilitated discussions on invoices in detail with both clients and senior decision-makers, resulting in best-in-class accuracy levels.✔ Provided hands-on coaching, mentoring, and training to staff accountants to improve performance at each level of the organization.✔ Led courses and professional development on tax software, tax law, and firm practice standards.✔ Gained a better understanding of the client’s tax environment by serving as a key point-of-contact to determine goals and requirements of each project. Show less

    • Allstate

      Jan 2001 - Nov 2019
      Business Operations Manager ★ Complete Business Oversight for a Top 20 Nationwide Agency

      In 2001, I joined an Allstate agency as its Business Operations Manager, and over the past 18 years I have played a critical role in its profitable, consistent growth.In addition to overseeing day-to-day business operations, I lead client relationship management, office management, performance monitoring, marketing, accounting, finance and accounting, bookkeeping, payroll, benefits, and Human Resources. SELECTED HIGHLIGHTS & ACHIEVEMENTS✔ Led the agency’s efforts to achieve a paperless environment, including the effort to store 2,000+ client files virtually in a Cloud environment.✔ Introduced new accounting policies and procedures, as well as a new annual budget, resulting in a $200K revenue increase within the first year of joining the company.✔ Played a key role in the agency growing into a Top 20 nationwide ranking, and being designated as an exclusive Allstate Premier Agency.✔ Supported profitable growth and achieved a first-ever milestone of $1M in annual gross revenue through the development of an aggressive marketing campaign.✔ Wrote the employee handbook, Standard Operating Procedures (SOP), and Written Information Security Program (WISP).✔ Led hiring, performance management, and termination to ensure consistent and compliance Human Resources operations.✔ Placed a strategic focus on achieving and maintaining a positive team culture based on collaboration and open, consistent communication. Show less

    • Killer Queen Fitness

      Nov 2019 - now
      Owner
    • Altered 71

      Nov 2020 - now
      Owner
  • Licenses & Certifications

    • Certified Public Accountant

      Jan 1999
    • Licensed in Property and Casualty Insurance

      Jan 1997
  • Volunteer Experience

    • Treasurer and Secretary ★ $100K Annual Budget and Non-Profit Reporting

      Issued by Center Grove Football Parents Club, Inc. on Jan 2013
      Center Grove Football Parents Club, Inc.Associated with Shanda L. Bontrager, CPA ✔ Business Manager