Professional Documents
Culture Documents
Class Notes MIS
Class Notes MIS
Class Notes MIS
PROFILE
● Highly motivated business professional with experience providing IRS filing support and
education to business owners and professionals
● Excels in organizational and communication skills with the ability to efficiently and effectively
learn complex processes and regulations
● Technically skilled in information systems and quantitative analysis; with strong ability to
communicate, integrate, and synthesize.
● Adaptable and versatile, adept at supporting cross-functional departments.
EDUCATION
Aug 2016 – Dec 2019 Bachelor of Science in Business Administration and Marketing
The College at Brockport
State University of New York
Sweden, NY 14420
Graduated Early with a Double major
EXPERIENCE
Jan 2020 – Current ESR Account Manager
Paychex Insurance Agency, Rochester, NY
● Handled the filing and preparation of businesses IRS medical forms while also educating and
guiding clients through the filing process and IRS requirements
● Responsible for the organization and successful completion of a book of 330+ clients
throughout the tax filing year
● Fostered relationships with business owners and professionals to provide a positive personal
customer experience through a complex and stressful process
● Handled incoming/outbound calls in addition to handling two separate email queues
● Achieved a 99% success rate for my clients year over year, exceeding expectations
● Worked independently without the need for constant supervision while providing additional
support to teammates and assisting new hires with education regarding the IRS filing process
SKILLS
● Problem Solver
● Proficient in all aspects of Microsoft office including Excel
● Client management
● Ability to work independently
● Experience with Salesforce