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Customer Service Store Manager

Kings County, New York, United States
May 16, 2018

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Dmitriy Portnoy

Brooklyn, NY ***** 646-***-****

Finance Professional

Forward-thinking and results-focused Finance Professional with experience in all facets of record-keeping, tax preparation, and accounting principles, I am highly analytical with dexterity in checking for the integrity of financial statements, serving due diligence, and piloting accounts payable and receivable. Proven leader with excellence in motivating teams, setting competitive goals and objectives, and emphasizing the critical nature of top customer service for increased client retention Technical proficiencies in Microsoft Office Suite (Word, PP, Excel), QuickBooks, internal databases, and finance programs.

Areas of Expertise & Technical Skills

Financial Reporting

Banking Transactions

Cost-Saving & Budgeting

Accounting Principles

Data Analysis & Interpretation

Receipt Reconciliations

Monthly Statement Generation

Payroll Processing

Internal Databases

Team Leadership

External Partnerships

Customer Service

Professional Experience

HR BLOCK, Brooklyn, NY 2015 - Present

Tax Associate

Assist a large client base and secure high levels of retention by successfully preparing, reviewing, and submitting tax returns including federal, state, and local. Maintain open lines of communication with clients and verify that all vital information is present for filing. Articulately explain the process and effectively address any concerns or questions.

Additional Key Contributions:

Exponentially increased Tax Plus Revenue to $5K+, a 29% growth from the previous year; secured 22 new clients.

Optimize returns by utilizing extensive insight to advise clients on the various write-offs and deductions.

Demonstrate a strong working knowledge of accounting principles and display unmatched customer service.

Nourish a deep understanding of tax procedures through continuous research and ongoing studies.

DUANE READE, Brooklyn, NY 2008 - 2014

Associate Store Manager

Oversaw internal operations for the store and drove productivity across functions for a smooth workflow. Coordinated complex scheduling and provided direction on day-to-day tasks. Sharp focus on excellent customer service and correct financial transactions, ensuring that a full audit is done following store hours.

Additional Key Contributions:

Assessed staff sales techniques and offered constructive feedback on ways to improve approach and closings.

Led inventory processes and systemized product count for a quicker turnaround, avoiding product depletion.

Advised on the direction of the business, lucrative sales events, and goal-setting to motivate team members.


Assistant Store Manager

Directed daily functions of cross-functional employees and delegated tasks based on immediate need. Key-holder for all registers, facility doors, and safes as a senior leader to ensure the safety of company products and assets. Spearheaded transactions including returned checks, accepted checks, refunds, voids, and discounts after assessing the situation.

Additional Key Contributions:

Instrumental in producing solutions that promote client satisfaction and strived to build rapport with loyal clients.

Enforced compliance across all departments regarding financial management procedures and adherence to laws.

Controlled the ordering process, inventory maintenance, and business development for continued success.


Bachelor of Science, Accounting (Member of Accounting Society), St. Francis College, earned in 2018

Associate of Science, Accounting, Kingsborough Community College

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