Ivan Richard Roliz

* ******* ***. ***. * t Jersey City, NJ 07307

925-***-**** t acq0la@r.postjobfree.com

Administrative Assistant

Comprehensive experience in business development, accounting, and clerical roles for organizations seeking increased efficiency, service levels, and performance in a tax focused environment. Skilled in personal finance. Dedicated to improving educational level in this Accounting and Tax fields. Ability to provide consistent, dependable project completion has led to steady career progression. Willingness to learn tax software and willingness to assist groups with research projects.

CORE COMPETENCIES

Contact Centers t Tax Preparation t Microsoft Excel t Team Management t QuickBooksPro 2014

Cost Reduction t Resource Management t Leadership t Service Delivery t Opportunity Identification Database Creation t

EXPERIENCES AND ACHIEVEMENTS

SAFE MONEY PROFESSIONALS TAX SERVICES, INC., Jersey City, NJ 2014 – Current

Certified Tax Preparer

Prepare individual tax returns, updating form entries using Oltpro Online Tax Preparation software. Use current tax form instructions and tax tables to maintain accuracy. Interview clients to obtain additional information on taxable income, deductible expenses, and allowances. Verify and apply all adjustments, deductions, and credits to achieve minimum tax burden. Utilize organizational skills to manage appointment calendar. Manage phone and email correspondence in a professional manner.

tEnsure customer satisfaction, providing quality services.

HOBOKEN UNIVERSITY MEDICAL CENTER, Hoboken, NJ 2012 – Current

Solutions Handler/Receiving Clerk 2013 – Present

Processed, recorded, and confirmed delivery of medical devices to appropriate departments, matching delivery items with packing lists. Initiated and reported inquiries for deliveries to various medical departments. Evaluated and maintained appropriate inventory levels for all departments through daily inspection. Utilized knowledge of Meditech software to perform all duties.

tReduced time spent filling orders for requisition papers by 15 minutes.

Data Entry Assistant 2012 –2013

Assisted in processing purchase orders for medical equipment and supplies for 300 bed hospital. Accurately created medical dictionaries for all departments in regards to units of measure, units of issue, and prices per unit. Managed time effectively, fulfilling daily responsibilities in an efficient manner.

tInstructed new team members on updated software procedures for entering, editing, and verifying items within inventory dictionaries.

tAssisted in creation and implementation of inventory labels for entire stock throughout departments.

REDEEMER CHURCH DOWNTOWN MINISTRIES, Hoboken, NJ 2012 – Current

Operations Assistant

Provided leadership training, identifying and encouraging individual strengths and applying them to best suited positions, resulting in heightened team moral.

tImplemented a standardized task list to ensure that all step-up and take-down procedures were executed properly for children’s ministry activities. Hosted special events for children.

tPromoted to lead usher for squad of 6-9 due to ability to demonstrate leadership skills by guiding co-workers through routine procedures in a patient and understanding manner.

CALIFORNIA CHECK CASHING, Pittsburg, CA 2012 – 2013

Teller/Cashier/Customer Service Representative

Provided underwriter evaluation services to clients for car loans up to $2,520. Analyzed customer documentation and transaction history to identify potential high risk transactions. Updated and maintained client’s personal information on a monthly basis to maintain recourse standing. Addressed questions concerning new products and protocols. Performed multiple calculations in an accurate, timely fashion within a fast paced banking environment. Interpreted intermediate level Spanish to English to facilitate transactions.

tDemonstrated proactive attitude toward new and routine procedures, resulting in increased team morale and productivity.

LINDEN DANCE STUDIO, Oakland, CA 2011 – 2012

Dance Intern/Customer Service Representative

Provided courteous front desk assistance to clients in a professional manner, collecting fees, giving tours, and informing public regarding social events. Instructed prospective clients and dance hosts in proper dance procedures on an individual basis. Taught Salsa and Ballroom dancing to students as needed. Assisted in demonstration of proper dance techniques during social promotions. Evaluated and maintained appropriate overhead inventory through bi-weekly inspections.

tFeatured in holiday events as a solo performer based on high level of talent and audience response.

Career Notes: Worked as a Private Tutor instructing clients in accounting on an individual basis in Pleasant Hill/Martinez regions of California, marketing services online, 2011. Operated as Public Marketing Representative for North Creek Outreach in Walnut Creek, CA, coordinating community media distribution efforts and participating in educational activities, 2010. Served as Clerical Assistant for Bob Gibson Securities in Sacramento, CA, conducting research on client assets for tax prep purposes with strict adherence to ethical requirements and compliance protocols in handling sensitive information for both clients and firm, 2009.

EDUCATION

Bachelor of Arts, Economics, University of California, Davis, CA, 2011 (GPA 3.05/4.00)

Associates, Accounting, Hudson Community College, Jersey City, NJ, Expected 2015 (GPA 3.89/4.00)

Research Experience: Measured the profitability of model retail/manufacturing companies through manual preparation and analysis of income statements and produced annually, quarterly, and monthly financial statements.

Study Abroad Experience: Completed intensive language and cultural immersion program.

VOLUNTEER POSITIONS

WOMEN FOR BETTERMENT, Assistant Volunteer Project Coordinator, Pittsburg, CA, 2010 – 2011

Coordinated Children’s Christmas Give Away program, serving 51 families in the Contra Costa region.

Managed inventory and delivery operations, preparing reports for public accounting of activities and use of donations. Recorded and utilized data on populations served to facilitate gift assignments.

INTERNATIONAL CHRISTIAN CLUB, Treasurer/Event Coordinator/Representative, 321 Golf Club Road, Pleasant Hill C.A., 2011

Community Volunteer Activities include: Annual Fall Festival, Royal Family Fundraiser, July 4th Festival

Cal Aggie Camp Counselor, 1 Shields Ave, Davis CA, 2010

Member of the Ways and Means Committee, 321 Golf Club Road, Pleasant Hill C.A., 2011

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