Heidi e Gollinger
Director - Financial Planning Integration at Citi
- Role
- Director - Financial Planning Integration at Citi
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Heidi e Gollinger
Accomplished Certified Public Accountant (CPA) and Project Management Professional (PMP) with a 20+ year record of achievement and demonstrated success within multistate tax planning and process improvement.Strengths and Competencies include- Skilled at identifying and developing strategic state income tax solutions- Proven leadership and team-building skills, coupled with the ability to direct strong teams in managing high value projects- Efficient project management with continual focus on process improvement- Organized professional with strong written and verbal communication skills- Industry expertise that complements the ability to aggressively build trusted advisor relationships and drive improvement- Multiple guest speaker engagements at tax and industry conferences- Team leadership, coaching, and mentoring.
Experience
Director - Financial Planning Integration
Jun 2025 — Present
Education
Syracuse University - Martin J. Whitman School of Management
BS, Accounting
1992 — 1994
UNC Charlotte Belk College of Business
Master's degree, Taxation
1997 — 1998
Skills
- Income Tax
- Mergers & Acquisitions
- Cpa
- Tax Returns
- Sec Filings
- Tax
- Due Diligence
- Corporate Tax
- Project Planning
- Tax Accounting
- Accounting
- Gaap
- Project Management
- Financial Reporting
- Strategy
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