Ruthvik Gali
Westminster
Summary
Highly trained Implementation Specialist and Operational Analyst with project scope analysis, systems configuration and maintenance and troubleshooting expertise. A diligent employee multitasking on very complex assignments. Ready for a new position that involves providing customer assistance in the Finance and IT environment.
Overview
10
10
years of professional experience
Work History
Implementation Specialist
Truva AI
San Francisco
04.2024 - 12.2025
- Led the development and deployment of Truva AI, an automation tool that extracts CRM data from video meetings, updates properties, prompts follow-ups, and provides AI-driven insights.
- Engaged in user research and feedback collection at Inbound 2024, refining product features based on prospective client needs.
- Assisted in building data-driven reporting metrics for various clients, streamlining performance tracking.
- Established an Upwork sales channel, expanding Truva’s reach and generating additional revenue opportunities through freelance client acquisition.
- Conducted post-implementation reviews to assess project success and identify areas for improvement.
Operations Analyst, Contractor Operations, Intake Manager, Staff Accountant, Tax Consultant
Strategic Tax Planning
01.2021 - 02.2024
- I oversaw the creation of an Intake Team, Data Entry Team, Data Compliance Team while managing the day-to-day operations of the CPA firm using my knowledge of HubSpot and other marketing operations
- My duties included overseeing the training of new employees, explaining the Employee Retention Credit in detail to business owners that qualify and assisting all clients in anything they may need in completing their estimates in a timely fashion
- At my time there, I created multiple HubSpot Pipelines, set up automations with tasking, marketing emails and intricate HubSpot workflows and maintained them according to the changes in processes and operations of the firm
- This helped facilitate the day-to-day operations and metrics when tracking employee efficiency and also keeping up with the changing demands of our processes
- One of my roles at this job also required me to travel to conferences where I was able to bring in over $400,000 in revenue to the firm and helped our clients claim over two million dollars in ERC funds
Billing Clerk, Tax Compliance Clerk
Frost Law and Associates
01.2020 - 01.2021
- Started in the Billing Department as a clerk and oversaw payments to Escrow and Operating Accounts accordingly
- After a year in the Billing department, I was promoted to the Tax Compliance department where I assisted in all things related to general Tax Preparation for 1040s, 941 Amendments, and questions related to the ERC
- The department was then outsourced to create a separate CPA firm called Strategic Tax Planning
Video Services Assistant
Towson Video Services
01.2016 - 01.2018
- Coordinated with others to help the Towson Sports teams with all video support including filming and uploading all practice film
Education
Bachelor's - Economics, Business Administration, Legal Studies
Towson University
01.2019
Skills
- Search engine optimization
- IT infrastructure
- Configuration management
- Highly proficient in HubSpot (Certifications in Sales, Service, Inbound, and Marketing)
- Client relations services
- Implementation management
- Resource management planning
- Employee training
- Automation tools
- Unsurpassed work ethic
Affiliations
Played Club Cricket since 2012 (Player, Coach, and Umpire)
Anne Arundel Bar Association Softball Team
Anne Arundel Bar Association Bowling Team
Languages
English
Native/ Bilingual
Telugu
Native/ Bilingual
Hindi
Limited
Timeline
Implementation Specialist
Truva AI
04.2024 - 12.2025
Operations Analyst, Contractor Operations, Intake Manager, Staff Accountant, Tax Consultant
Strategic Tax Planning
01.2021 - 02.2024
Billing Clerk, Tax Compliance Clerk
Frost Law and Associates
01.2020 - 01.2021
Video Services Assistant
Towson Video Services
01.2016 - 01.2018
Bachelor's - Economics, Business Administration, Legal Studies
Towson University
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