As a dedicated and detail-oriented accountant, I specialize in managing financial records. I am gaining extensive experience in bookkeeping, tax preparation, and payroll services. My expertise includes leveraging accounting software and delivering accurate financial reporting to drive informed decision-making.

At this customer-facing role, I was responsible for providing clients with their tax documents in a quick, professional, and secure manner. Proactively reaching out to clients to ensure we collected their signed documents in a timely manner in order to be filed with the IRS and addressing basic client inquiries related to tax matters. This role also involved close communication with the tax preparers and tax advisors in order to ensure that clients were up to date with the status of their taxes.

• Focused on quoting, cancelling, and renewing homeowner policies.• Quoted approximately 1,200 potential and existing clients for insurance rates leading to multiple sales by agents.• Processed hundreds of policy payments, some up to $20,000, while ensuring customer confidentiality.• Reached out to approximately 15 clients per day concerning overdue payments, policy expirations, cancellations.• Generated a sales and commissions sheet through excel to evaluate agents’ monthly and annual performance.• Trained 8 new employees individually on software, dashboards, quoting, and customer service duties/responsibilities.• Built relationships with mortgage lenders and banks to become primary broker for homeowner’s insurance

• Organized the creation of master manual compiling all Aloha Center standard procedures reducing training time.• Communicated with clubs as the Student Leadership Association representative during major events such as Culture Night.• Created the agenda and conducted weekly team meetings.• Trained 2 new employees using master manual that was created.• Handled cash for ID cards and club fees – processed approximately $100 per day.• Processed and renewed ID cards for students and faculty – up to 20 per day, approximately 400 per day during orientation.

• Received materials coming into the building by vendors, or other warehouses accurately and promptly• Verified quantity and description of materials received by checking materials against packing list• Attached identifying tags or labels to materials• Assisted customers to help check out tools and materials• Notified Warehouse Manager of products that needed to be restocked• Familiarized products by product code• Maintained appearance with daily cleaning of the warehouse• Learned to safely operate a forklift and electric cart

• Organized and managed warehouse inventory.• Worked in a team of four • Developed teamwork and communication skills.

• Assisted the School Bookkeeper with store sales• Organized store materials and merchandise• Created monthly sales reports• Managed financial transactions• Reviewed inventory monthly• Worked in a team of five to boost merchandise sales of up to 10%• Participated in team meetings

• Worked with Mechanical Engineering team to review and improve existing products• Identify and troubleshoot products waiting to be released to customers• Managed audio, fall and vibration testing of products in progress to be released• Researched competition such as NVidia and Roku• Worked collaboratively with Foxconn Technology Group • Participated in group meetings and discussions• Learned how to work in a group in a professional setting