Customer Support Financial Operations

Dana Parker

HR AND ACCOUNTING

****-******@*******.*** • 832-***-****

linkedin • Location

PROFILE

Seasoned and forward-focused professional harnessing 15+ years of extensive experience in leading business and financial operations efficiently. Adept at cultivating strong communication lines with clients as well as staff leading to increase in customer and employee retention rate. Dynamic problem solver partnered with excellent research skills to troubleshoot consumer and staff issues by developing effective solutions. Collaborative team leader with the ability to manage priorities and set deadlines to meet organization goals. Skilled at handling data, accounting, and payroll activities.

AREAS OF EXPERTISE

Relationship Building

Interpersonal Communication

Financial Operations

Customer Satisfaction

Business Management

Team Building and Leadership

Client Acquisition

Payroll and Accounting

Data Management

Query Resolution

EDUCATION

Human Resource Generalist

Rice University Glasscock School

ASSOCIATIONS

President, Women Contractor’s Association

President, International Association of Women

PROFESSIONAL EXPERIENCE

Customer Support/ Tax Expert, October 2021 to Present

Intuit Turbo Tax, Location

Offer customer support regarding tax related queries and issues by employing company defined practices, processes, and regulations effectively. Draft accurate and complete documents of data regarding tax returns for credentialed tax expert review, as well as record customer interactions for further usage. Apply tools and resources provided by government to find the best solution for clients.

Delivered superior client satisfaction by providing quality customer interactions and experiences, demonstrating excellent professionalism and empathy.

Leveraged research skills to troubleshoot customer problems.

Managing Partner, August 2004 to August 2021

Array, Location

Delivered day-to-day strategic planning for organization. Collaborated with both, clients, and employees to ensure smooth task completions. Conducted management of various financial and business operations including accounting tasks, budgets, finance statements, and IT successfully. Designed marketing processes to build company customer base.

Gained various new client accounts leading to development of a personal client portfolio.

Generated revenue from 1.4 million annually to 3.5 million annually while inspiring the sales team to become the leading region in the portfolio.

SOFTWARE AND APPLICATION SKILLS

ADP/Paychex/Timeslips Payroll Systems, Intuit Product Suite (Quickbooks, Mailchimp, TurboTax), Windows Suite (Word, Excel, Access), Sales Force, Monday.com, PTS Tracking Software, Canva

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