Block Advisors Associate Team Leader - Accounting Student
Resume:
Lisa Hopkins
Block Advisors Associate Team Leader, MS Accounting student
**************@******.***
PHONE
SKILLS
• Accounting
• Audit
• Compliance
• Financial Reporting & Consolida-
tion
• Administrative Assistant
• Office Management
• HR Generalist and Administration
• HR Technology
• Business and Systems Analysis
• Administrative Functions
• Business Administration
• Office Administration
• Performance Management
• Retail Operations
• Self Starter
EDUCATION
M.S.
Accounting
Southern New Hampshire Uni-
versity
B.S.
Business Administration
Southern New Hampshire Uni-
versity
CERTIFICATIONS
Consultant
IBM Global Business Services
(2008)
WORK EXPERIENCE
Concierge, Receptionist
Express Employment Professionals
Falls Church, VA
June 2024 - Present
Residential Property Management: Concierge
6/2024 - present
• Welcome in patients, tenants, clients and pets
• Complete administrative processes: receive packages and maintain package room, amenity bookings, parking passes, and complete a daily report
• Use Yardi and MS Office to complete package audits
• Obtain identification to provide access to moving companies, clean- ing teams, and pet services
Large Auto Dealership: Receptionist
7/2024 - 11/2024
Block Advisors Associate Team Leader
Block Advisors
Vienna, VA
November 2025 - April 2026
• Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office associates and clients, ensuring quality and consistent execution that will allows promotion of Block Advisors
• Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as neces- sary
• Serve as a point of contact for onsite escalated client service con- cerns
• Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi Unit Team Leader and District General Manager as necessary
• Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience
• Lead daily activities to ensure that all tax office associates are scheduled, work is completed according to deadlines, with attention to quality standards, priorities and overall goals Lean Sigma Green Belt
Lockheed Martin Corporation (2001)
• Lead daily huddles and communicate essential information to office associates
Client Advisor - Seasonal
Tiffany & Co.
Tysons Corner, VA
October 2025 - December 2025
• Be an effective brand ambassador, assuring that clients are warmly welcomed, assist accordingly and have memorable experience com- mensurate with the Tiffany brand.
• Assist operations with operational policies and after sales servicing to ensure that operations run optimally.
• Assist with inventory and special projects as needed. Associate Team Leader
H&R Block
Falls Church, VA
November 2024 - April 2025
• Supported the Multi-Unit Team Leader, served as onsite point of contact for tax office associates and clients, ensured quality and the consistent execution of services
• Maintained accountability for all tax office associates to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Served as point of contact for onsite escalated client service con- cerns
• Led the office from the front desk, provided phone coverage, client scheduling, and engagement for client excellence
• Led daily activities to ensure that all tax office associates are sched- uled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals
• Led daily huddles and communicate essential information to office associates
• Led the Bailey’s Center office in the achievement of two awards during the tax season: Best Client Match and Second Look Associate, Cashier
Dick's Sporting Goods
Arlington, VA
October 2019 - October 2024
• Processed credit card, cash payments, and merchandise returns and completed online orders with clients
• Provided athletes the opportunity to obtain a Dick's Sporting Goods credit card, product replacement plans, or make DSG foundation contributions
• Stocked merchandise and followed designs for displays
• Participated in DSG's Women's Influential Network in support of inclusiveness and diversity
Associate Team Leader
H&R Block
Falls Church, VA
December 2023 - April 2024
• Supported the Multi-Unit Team Leader, served as onsite point of contact for tax office associates and clients, ensured quality and the consistent execution of services
• Maintained accountability for all tax office associates to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary
• Served as point of contact for onsite escalated client service con- cerns
• Led the office from the front desk, provided phone coverage, client scheduling, and engagement for client excellence
• Led daily activities to ensure that all tax office associates are sched- uled, and work is completed according to deadlines, with attention to quality standards, priorities and overall goals
• Led daily huddles and communicate essential information to office associates
Retail Merchandising Support Associate
Macy's
Arlington, VA
May 2023 - March 2024
• Supported the Women's shoe department in all aspects of inventory and maintained accurate counts using scan technology
• Performed sales floor audits, assigned, and relocated product within the department to distribution centers
Receptionist
H&R Block
Falls Church, VA
November 2022 - March 2023
• Greeted clients into the office
• Matched tax appointments with the best-suited tax professional for their needs
• Scheduled appointments via phone, video, or in person and maintain a full calendar of more than 25 appointments daily
• Processed credit card, check and cash payments
• Reconciled cash drawer and printed end of day reports daily
• Managed resources, ordered supplies and performed light cleaning of workspace
• Other duties as assigned
Temporary, Seasonal Support
Various
Arlington, VA
June 2013 - December 2022
VA Temporary Retail and Government Sales Support. Definitive Logic, Balducci's Food Lovers Market, Heidelberg Pastry Shoppe, and Star- bucks
Career Pause
January 2012 - May 2013
Senior Managing Consultant
IBM Global Business Services
Arlington, VA
October 2002 - January 2012
Location: Remote work only with client site visits
• Led operations strategy and technology client engagements in the Government Industry
• Presented technology solutions to clients for Client Representatives
• Utilized effective communication, facilitation, and problem-solving skills to identify/resolve client pain points
• Led technical portions of bids and proposals for smarter buildings and cities work
• Represented IBM in a smarter cities commercial released by IBM in 2011
• Served as a team lead on combined client and consultant teams for process definition, mapping, and metrics definition
• Identified project risks and assessed their impact, cost, scope, and strategies
• Prepared project management reports on service delivery to Human Resources and Information Technology with USAID and non-mission. business cases for NASA with SAP in Financial Management, Travel, and Human Resources
• Created and quantified department wide metrics to report to the Office of Management and Budget on the process of recruitment
• Provided liaison support to USAID Egypt for the Egyptian Tourism Workforce Development Program that trained 2500 hotel Supervisors and line level employees with an AH&LA training program across the nine governorates of Egypt
Expatriate Administrator, Consultant
Lockheed Martin Corporation
Bethesda, MD
July 1999 - November 2001
• Prepared International Human Resources expatriation benefit op- tions for a supported business unit and their expatriate population of employees
• Performed tax equalization analysis using a tax industry software Managed vendor relationships for supported expatriate employees
• Led the design of an automated forms system for international company assignments
• Used Kaizen methodology to lead process improvement activities for department and senior company personnel within HR Earned a Green Belt in Lean Sigma
Public Health and Community Rural Development Volunteer United States Peace Corps
Guinea, International
June 1992 - September 1994
• Obtained financing for a Women’s Gardening Cooperative project from the German Embassy.
• Completed a health reading room project in the Sinta Health Center.
• Stocked the Heath Center reading room through Peace Corps Part- nership resources.
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