Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Mark Dittrich

Saint Louis Park,MN

Summary

Highly motivated Professional with experience in multiple avenues of Finance including financial planning and Indirect tax. Proven track record helping clients and customers meet goals through sound advice and management

Finance professional with track record of leading complex finance programs and driving strategic initiatives. Known for strong focus on team collaboration and delivering impactful results. Reliable and adaptable, with proven skills in financial planning, analysis, and project management. Employers value my problem-solving abilities and unwavering commitment to achieving goals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

North Lakes Financial Group
11.2023 - Current
  • Supported financial advisors with daily operations, including executing equity trades, managing bank and retirement account transactions, and documenting client information from service meetings
  • Projected clients' current and future income from diverse sources such as wages, pensions, annuities, and retirement plans, ensuring accurate and efficient financial assessments
  • Utilized financial planning software to implement and run projections based on clients' future goals, optimizing financial plans for long-term success
  • Analyzed and applied tax-saving strategies for high-income and high-net-worth clients, addressing complex financial needs and enhancing wealth accumulation
  • Managed new business setup for various financial accounts, including Roth and Traditional IRAs,529 plans, annuities,401(k)s, and Individual(k) plans

Tax Analyst

Avalara
04.2023 - 11.2023
  • Conducted meticulous reviews of new customer accounts, ensuring accuracy and completeness in tax-related data
  • Facilitated in-depth onboarding meetings with existing customers seeking upgrades, guaranteeing a seamless transition and proper returns setup within stringent deadlines
  • Filed Sales and Use tax returns for customers across a wide range of US jurisdictions, ensuring compliance and timely submissions
  • Manually resolved return errors from our automation software

Sales and Use Tax Analyst

Fastenal Company
04.2022 - 04.2023
  • Lead communication between Fastenal Company and our third-party tax compliance partners
  • Managed the company’s balances through each state's Department of Revenue account
  • Reconciled Monthly and Quarterly Sales and Use Tax Returns
  • Reinforced past financial data by working with state auditors to update outstanding tax liability
  • Responsible for creating monthly Sales and Use Tax Data files
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.

Indirect Tax Specialist

Fastenal Company
06.2021 - 01.2022
  • Compiled monthly data files for total sales and use tax
  • Support customers and branch locations with sales and use tax issues to correct any taxing errors and update exemption status
  • Assist the Tax Team with external audits to reduce the company’s tax liability
  • Managed sales tax refunds for customers and branches that had made an error in the total amount of tax paid

Financial Representative

Northwestern Mutual
03.2020 - 01.2021
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage
  • Call on policyholders to deliver and explain policy, to analyze insurance programs and suggest additions or changes, or to change beneficiaries
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
  • Collaborate with joint work partners to establish an efficient and effective financial plan for clients
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
  • Calculate premiums and establish payment methods

Education

Bachelor of Arts (B.A.) - Business Finance and Banking, Management

Waldorf University
Forest City, IA

Skills

  • SalesForce CRM
  • Microsoft Office Applications
  • Google Drive Applications
  • PeopleSoft
  • Avalara Tax Research
  • Power BI
  • NaviPlan (Financial Planning Software)
  • Retirement planning
  • Portfolio management

Certification

  • Minnesota Life, Accident, and Health Insurance (2024)
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series7

Timeline

Associate Financial Advisor

North Lakes Financial Group
11.2023 - Current

Tax Analyst

Avalara
04.2023 - 11.2023

Sales and Use Tax Analyst

Fastenal Company
04.2022 - 04.2023

Indirect Tax Specialist

Fastenal Company
06.2021 - 01.2022

Financial Representative

Northwestern Mutual
03.2020 - 01.2021

Bachelor of Arts (B.A.) - Business Finance and Banking, Management

Waldorf University

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Mark Dittrich