For the given job description <<Senior Tax Accountant: CPA preferred with minimum 3 years Tax Experience. Preparation of Individual, Partnership, Corporations Trusts Tax Returns, Tax Research, Employee Retention Credits. Boutique Firm in downtown Princeton, NJ. Fast growing, great opportunity for hardworking, hands on professional. Great work environment, benefits, bonuses, parking and possible hybrid work. If youre up for a new challenge, team player, enjoy long term relationship building please apply!>> the resume: <<ObjectiveTo find a position where the skills I have learned over the years can be beneficial to both the company I am working and for myself.
SkillsMS Office Suite, Genesis 200, MAS 200, Profit 21, Docstar, SOS, Lauris Online, SAMIS, Concordia
ExperienceData & Systems Manager,02/2013toCurrentAlakaina Family Of Companies–Kirtland Afb/Albuquerque,NM,Provides daily assistance to staff for training, guidance, reporting capabilities and trouble shooting for the agencies electronic medical record (EMR) systemTrouble shooting of staff issues and concerns that may arise and hamper their ability to complete paperwork as well as train staff on usage of the EMR systemAct as liaison between organization and Lauris Online Implementation Specialist to customize the EMR system to meet the agency's needsMake and/or arrange for necessary changes to forms and documents to be made per director requestsDetermine best practices for obtaining data needed for reporting purposes for directors, funders, and upper managementImplementation and crossover of medical billing from old paper system to new system including configuration of billing module, training of staff, working with clearing house to determine payor needs and minimizing rejections from payorsData uploading to Concorida data system for monthly servicesAnalyze data for trends to determine missing criteria, database concerns or staff completion issues.Executive Assistant,09/2008to02/2013Yodlee–Secaucus,NJ,Provided daily administrative assistance to the VP of Clinical Services, Assistant VP of Clinical Services, Director of Clinical Training, and 10 Clinical Program DirectorsPosition was later changed to Executive Assistant to both the Director of Clinical Services and the Director of Children's ProgramsRoutine DutiesMaintain daily calendar for upper management including scheduling meetings, conferences and trainingsProvide daily technical support and trouble shooting for staff using the new data systemReconcile monthly financial reports for program fundersEnsure all clinical staff and vendors are paid in a timely fashion and within the contractual obligations of fundersMaintain staff rosters for HMO's including Medicaid, UMBH, and MagellanProvide backup for all departments in the clinical services divisionTranscribe psychiatric evaluations performed by staff psychiatristsCollaborate with planning team members to organize and execute company special eventsFacilitated the implementation of the organization's new web-based electronic medical record system, including providing training to office personnel, writing standard procedures, and uncovering and remedying compatibility and user interface issuesOrganized trainings for internal clinical staff and external members of the community with renowned speakers.Program Assistant,02/2008to09/2008Community Care, Inc–Elkhorn,WI,Provided administrative support to 20 licensed clinical staff during the implementation of the new evidence-based Early Childhood Wellness (ECW) Program funded by the Children's Services Council of Palm Beach CountyOrdered, logged and maintained program materials and supplies for initial start-up of the ECW program in 10+ subsidized day-care centers throughout the countyOrganized monthly 2-day trainings for all staffWorked with developers to create Access database for the capturing of client data and outcomes.Customer Service Representative,02/2004to10/2007Guard Insurance Group–San Francisco,CA,Distributor of Exxon Mobil Lubricant Provided support to 2000+ customers in business-to-business distribution of fuel and lubricant products for both commercial and automotive industries.Established and maintained customer relationships resulting in increased customer service and satisfaction.Provided administrative support for outside sales team of six representatives.Increased sales by up to 10% by promoting Product of the Month and new merchandise.Created reports and Excel spreadsheets for use internally, as well as by customers.Provided technical support for customers.Collaborated with other departments including Dispatch, Credit, Warehouse, and Delivery to get products to customers accurately and efficiently.Managed orders from the data entry stage to completion of billing process with less than 1% error rate.Loan Processor,08/2002to11/2003District Of Columbia Housing Finance Agency–Washington,MN,Teamed with loan originators, clients, and multiple financial institutions to fulfill first mortgage and refinance loans.Inputted client applications into computer system.Communicated with clients to obtain information and documentation required for loan processing.Worked one-on-one with banks to determine the correct programs for the client.Secured loan funding in a timely fashion.Receptionist,08/1997to01/2001Erickson Living–Silver Spring,MD,Assisted sales team of 65 licensed agents and brokers in three different offices while working with outside companies and sellers to set up appointments for potential buyers.Operated and routed all incoming calls on multi-line switchboard.Managed agents' showing calendars.Designed and produced marketing materials for potential clients.Computer input of sales leads, property listings and appointments.Maintained customer files including residential and commercial listings, contracts, and appointment logs.
Education and TrainingB.S:Communications,Expected intoCollege of Staten Island-Staten,New YorkGPA:Communications
Skillsadministrative, administrative support, agency, automotive, backup, billing, conferences, contracts, Council, Credit, client, clients, customer service, data entry, database, Delivery, documentation, special events, fashion, financial, financial reports, forms, loan processing, Director, marketing materials, materials, medical billing, meetings, Access database, Excel spreadsheets, MS Office Suite, office, 2000, outside sales, personnel, Profit, reporting, sales, scheduling, switchboard, technical support, Trouble shooting, user interface>>. The result is, No Fit

Fit assessment: No Fit