Jonathan Herrera, Mba, Crtp Email and Phone Number
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Versatile Account Executive and Business Analyst offering over 15 years of professional experience with a firm grasp of how to leverage both inbound and outbound marketing strategies to develop and grow customer base. Skilled marketing professional passionate about building productive relationships with clients, partners and team members. Offering a comprehensive background in the development and execution of strategic communication plans to drive member acquisition, retention, and reactivation.Life long learner with over 20 Masters courses successfully passed and a multitude of certifications. Worked with leading companies including: PHX Suns, United Health Group (UHC), H&R Block, Bridgestone Tires, Nissan USA, Tommy Hilfiger, R Entertainment, Muscle Milk, Glacéau, Phoenix 20/30 Club, DeWalt, Kovach Building Enclosures, Kingspan Panels, Gila River Casinos (Wild Horse Pass, Vee Quiva, Lone Butte), Cliff Castle Casino, Global Spectrum Management, Steve Levine Ent. (SLE), Evening Event Group (EEG), OhYeah!, Phoenix Thunderbirds, Tempe 12, Nawgan, Cruz Tequila, Neo's Med Spa, Ole Beverages, Monster, Rockstar, Stand Up Live and Tempe Improv. With a Thirst for Knowledge, Always looking for interesting problems to solve.Certified & Licensed: CTEC Registered Tax Preparer, Life & Health Producers Insurance Licenses (Multistate), SIE Financial Services (for Series 7 & Series 66), Six Sigma.Former Certifications & Licenses: Pharmacy Tech (CPhT), Series 6 & Series 63 Financial Licenses, Google Adwords, Experience & Specialties: Coaching and Motivational Speaking, Tax Preparation Services, Project & Account Management, Microsoft Office Suite, Adobe, Personnel Training, Supply-Chain Management & Total Quality Management (TQM), Consultative & Solution Sales, Leadership & Teambuilding, Traditional & Digital Marketing (Search, Social & Paid), MS Dynamics CRM, Content Management Systems (CMS), Client Relationship Management (CRM), B2B, B2C, Cloud, JCAHO, ASHP, HIPAA, Medicare D, Pharmacy Benefit Management (PBM), Affordable Care Act (ACA), IRS 1095-A, Centers for Medicare & Medicaid Services (CMS), Advance Payment Premium Tax Credit (APTC), Health Data Communications (HDC), Health Consulting Services (HCS) & Database Metrics.
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Senior Tax AnalystH&R BlockRiverside, Ca, Us
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Master Tax AdvisorH&R Block Dec 2021 - PresentKansas City, Mo, Us
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Senior Tax AnalystH&R Block Dec 2019 - PresentKansas City, Mo, Us• Certified & Registered Tax Preparer (CRTP)• Prepares all estimated tax payment calculations for the Federal and State income tax jurisdictions (IRS PTIN certified in all states except NY & OR).• Reconciles tax accounts, inputs tax provision data, and forecasts liabilities and deductions.• Prepares Federal and State income tax documents, including decoupling modifications and apportionment documents.• Prepares tax compliance documents, including all necessary forms.• Offers health insurance, life insurance, and other financial services as a Licensed Advisor.
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Marketing & Operations Manager | PartnerXavier Limousine, Llc 2006 - Present• Client relations for Super Bowls XLII & XLIX, Waste Management Open, United Health Group and Phoenix Suns. • Updated and managed contracts for Gila River Casino, R. Entertainment and Kovach Building Enclosures.• Marketing achieved 13% growth year over year (YOY) and increased Return of Investment. • Supervise client portfolios, manage accounts and design appropriate new business sales strategies.• Assist GM in preparing an assessment recommendation and executing web editing projects with CRM (SalesForce.com, NetSuite, Insightly). • Update and manage Social Media relationships (Facebook, Hootsuite & Twitter) for SEO/SEM & SMO.• Contribute to the analysis of GUI design to identify an innovative solution without compromising release readiness, budget or deadline.• First Arizona transportation company ever featured on Living Social and second Arizona transportation company ever featured on Groupon. -
Director Of Sales And Marketing | PartnerSalt River Bus, Llc May 2009 - Present• Supervise client portfolios, manage accounts and design appropriate new business sales strategies.• Assist partners in preparing recommendations and executing web editing projects.• Update and manage Social Media relationships/campaigns (Instagram & Facebook).• Handle travel packages for Valley transportation to and from the Salt River Tubing Recreation area.• Assist GM with reservations in our CRM platform (Deem/Ground, Saturn, LimosAnywhere).• Added new clients including Lone Butte Casino, Tempe 12 and Regents on University.• First Arizona bus company ever featured on Living Social.
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Flagship Client Services SpecialistVanguard 2018 - 2019Valley Forge, Pa, Us• Partnered with Investors to help them meet their financial goals (e.g. Trusts, TA, RIS, RSS, Brokerage, etc.). • Assisted with TA and Brokerage account set-ups, trade executions and investment guidance.• Managed clients telephonically through CRM dashboards and step by step assistance.• Successfully passed the SEI Exam as a prerequisite for FINRA Series 7 and Series 66, 65, and 63. -
Senior Licensed Advisor | Medicare BrokerHealth Plan One - Senior Lifestyle Solutions 2017 - 2018• Licensed in 13 states, appointed with over 20 companies, and certified to offer over 100 insurance products.• Offered unparalleled brokerage support and retention for thousands of HPOne clients.• Managed Medicare sales operations and created meaningful relationships between our members and HPOne.
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Senior Data Analyst | Senior Financial ConsultantCvs Health 2016 - 2016Woonsocket, Ri, Us• Manage revenue-cycle operations for CVS Health’s Coram Infusion Shared Service Center.• Identify gaps within the invoicing system (SAP), develop innovative solutions, and ensure new functionality is thoroughly tested and working as expected.• Create Quality Analysis measures (with Deloitte) through Access (data bases) and MS Excel for KPI metrics.• Work and communiate with cross-functional teams to identify and resolve issues that have a broad organizational impact. • Tableau, SharePoint, HC360 (HCN), MediAR and other PBM/Health Care Financial software used in daily responsibilities.• Involved in the phase out of the PFC’s closures for all of CVS Coram Infusion financial analyses. -
Case Analyst Iii | Project Team LeadCognosante 2015 - 2016Falls Church, Va, Us• Responsible for efficient and timely hands-on troubleshooting, remediation, coordination, escalation, tracking and management. • Supports development and implementation of case analysis work for reconciliation of data from the health insurance exchanges. • Analysis of discrepancies in the eligibility reconciliation process for multiple stakeholders.• Identifying and solving customer information and processing problems.• Applying triage, research, collaboration, and technical knowledge to resolve transaction and processing issues.• Also responsible for conducting research, workflow investigations, business procedures and making recommendations.• Continuous process improvement of the reconciliation process for the Affordable Care Act (ACA) and the IRS. -
Service Delivery Manager | ConsultantOnepoint Patient Care 2014 - 2014Tempe, Arizona, Us• Demonstrated a core competence in researching and analyzing customer data and finding information in OnePoint’s pharmacy and PBM systems.• Alerted OnePoint management regarding possible negative developments or trends with hospice/assisted living customers.• Looked for ways to improve and develop the functionalities of the department for continued growth.• Executed and monitor daily/weekly operational processes to ensure program integrity.• Worked with cross functional teams to ensure timely reconciliation and resolution of participant related issues.• Delivered high quality roll-outs and annual campaigns to Managed Account plans ensuring that strict customer service requirements are met. -
Business Development | Digital Advertising | Media ConsultantHibu 2013 - 2014Cedar Rapids, Iowa, Us• Consulted small/mid-size enterprises (SME/SMB) on advertising solutions (B2B): SEO, SEM, online display, websites, direct mail, yellow pages, magazines and eCommerce.• Managed marketing campaigns to generate comprehensive SEO/PPC/SEM Google campaigns that increased brand awareness, boosted organic traffic and increased click-to-call ratios. • Optimized revenue streams for clients and added value to marketing by introducing creative advertising concepts.• Google AdWords Certified, Google Premier SMB Partner and Yahoo/Bing Ambassador. -
Business Analyst | ConsultantMobile Titan, Inc. 2011 - 2014• Expanded product and social digital footprint while developing strategies to generate revenues to achieve digital growth milestones and Return on Investment (ROI). • Market mobile applications built with iOS, HTML5 and Android platforms (B2B and B2C). • Assess API, CRM and DRM documentation which includes the document deliverables of Business Requirements, System Requirements, Design, Build and Installation. • Facilitate the working sessions with subject matter experts (SMEs) from cross-functional teams to accomplish project goals for UI and UX. • Communicate customer needs and requirements to Dev. team by monitoring service performance, tracking customer satisfaction and supporting the totality of systems/devices. • Provide timely status updates based upon Six Sigma Database Metrics standards (6 Sigma Belt). • Facilitate communication between cross-functional teams to accomplish project tasks and goals with phases of Software Development Life Cycle (SDLC). -
Health Care Advisor | Marketing ConsultantH&R Block 2013 - 2013Kansas City, Mo, Us• Launched Marketing and Brand Awareness for "Helpth" campaign in the Phoenix Market.• Liaised between clients, health insurance providers and the healthcare marketplace to uncover solutions in the Health Insurance Marketplace/Exchange for the Affordable Care Act.• Explained the unique individual impacts of the Advanced Tax Credits, outlined available healthcare benefit plan options, facilitated plan selection and enrollment.• Licensed and Certified Health Care Advisor.
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College Instructor | Adult Higher EducationArizona College 2009 - 2013Phoenix, Arizona, Us• Improved AZ College's marketing and ranking to the top 5% of Career Colleges programs and became ABHES & ASHP accredited.• Increased retention and produced one of the Nation's highest passing rates (PTCB) while facilitating sessions with subject matter experts (SMEs). • Provided status reports to management for program documentation for JCAHO (Governance/Oversight). • Trained and Instructed Certified Adult pharmacy technicians, Licensed medical assistants, billing and coding Degree students in a College environment with unrivaled success.• Unique approach offered graduates’ insight on how to multitask and think critically in a professional-medical environment (e.g. PBM, hospital, retail, long term…etc.). -
Construction Project ManagerKovach Inc 2008 - 2009Chandler, Az, Us• “Right hand man" that assisted the CEO, President and VP to stay organized and on target.• Researched construction projects and prepared spread sheets on operating costs while documenting and visiting project sites for substantiation.• Provided high-level counsel and guidance through research, prepared statistical reports and prepared correspondence. • Liaised between office and field development teams; facilitated the escalation of risks and resolution of issues. -
Personal Financial AnalystPrimerica 2002 - 2009Duluth, Georgia, Us• Trained, mentored and developed over 50 independent agents for PFS after acquiring Arizona State Life Producer (Insurance), Series 6 & Series 63 (Securities) licenses.• Ranked as a top State recruiter and developed financial strategy solutions for clients with entrusted documents.• Developed and executed marketing campaigns with fiduciary precision to win multiple regional sales awards. -
Pharmacy Manager | Lead Operations TechnicianFry'S Food And Drug 1999 - 2006Us• Planned and managed budgets in excess of $4.5 Million that decreased overhead, increased customer retention and broke sales records.• Trained and Scheduled over 20 staff members (pharmacists, interns & technicians) and kept safe PPI/HIPPA records (e.g. checking accounts, credit card numbers & medical records).• Prepared correspondence, accounting and financial documents for analysis by pharmacists, PBMs, insurance companies, drug reps, auditors and Government entities. -
Assistant Electrical EngineerU.S. Customs And Border Protection 1999 - 1999Washington, D.C., Us• I assisted a cadre of professional law enforcement personnel with State of the Art detection technology.• Installed and destalled on US Government vehicles, Border equipment and other classified technologies between Southeast California and Southwest Arizona.• This included layers of sophisticated targeting and communication systems, iridium heat sensors, remote and mobile geophones. -
Assistant Football CoachYuma Union High School District 1999 - 1999Yuma, Us• Taught high levels of sportsmanship through the art of the game through exploration, demonstration, observation and evaluation during practices• Established objectives and planned drills, game preparedness and learning experiences• Served as role model at all times for athletes and was responsible for the conduct of the players at practices and athletic events under my direct supervision
Jonathan Herrera, Mba, Crtp Skills
Jonathan Herrera, Mba, Crtp Education Details
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Benedictine University MesaExecutive -
American Public University SystemGeneral
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Arizona State UniversitySociology
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Arizona Western CollegeGeneral
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Tech Talent SouthFull Stack Development - Coding
Frequently Asked Questions about Jonathan Herrera, Mba, Crtp
What company does Jonathan Herrera, Mba, Crtp work for?
Jonathan Herrera, Mba, Crtp works for H&r Block
What is Jonathan Herrera, Mba, Crtp's role at the current company?
Jonathan Herrera, Mba, Crtp's current role is Senior Tax Analyst.
What is Jonathan Herrera, Mba, Crtp's email address?
Jonathan Herrera, Mba, Crtp's email address is ch****@****ail.com
What is Jonathan Herrera, Mba, Crtp's direct phone number?
Jonathan Herrera, Mba, Crtp's direct phone number is +148048*****
What schools did Jonathan Herrera, Mba, Crtp attend?
Jonathan Herrera, Mba, Crtp attended Benedictine University Mesa, American Public University System, Arizona State University, Arizona Western College, Tech Talent South.
What are some of Jonathan Herrera, Mba, Crtp's interests?
Jonathan Herrera, Mba, Crtp has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Poverty Alleviation, Arts And Culture, Health.
What skills is Jonathan Herrera, Mba, Crtp known for?
Jonathan Herrera, Mba, Crtp has skills like Management, Marketing, Customer Service, Sales, Team Building, Leadership, Public Speaking, Budgets, Strategic Planning, Training, Social Media, Program Management.
Who are Jonathan Herrera, Mba, Crtp's colleagues?
Jonathan Herrera, Mba, Crtp's colleagues are Lee Parish, Jugal J, Mindi Sandberg, Deepali Kashyap, Megan Franklin, William Uthe, Mellisa Acevedo.
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