Joni Senteio
Jacksonville,FL
Summary
Successful accountant with 10-plus years of experience addressing customer requests and concerns. Expert at providing relevant information and options to successfully resolve issues. Upbeat and energetic, handling difficult situations through resourcefulness and adaptability. Knowledgeable and dedicated customer service professional with extensive experience in the accounting industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
13
13
years of professional experience
Work History
Customer Service Advocate
Florida Blue
10.2015 - 11.2019
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Cross-trained and provided backup support for organizational leadership.
- Sought ways to improve processes and services provided.
Executive Assistant
Bakkar Group
01.2015 - 09.2015
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly .
- Screened calls and emails and responded accordingly to support executive correspondence.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Conducted research and analyzed data to provide detailed reports on various business topics.
- Filed paperwork and organized computer-based information.
- Wrote reports, executive summaries and newsletters.
- Organized and coordinated conferences and monthly meetings
Executive Assistant
Bakkar Group
01.2014 - 08.2014
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Filed paperwork and organized computer-based information.
- Updated and maintained confidential databases and records.
- Volunteered to help with special projects of varying degrees of complexity.
- Wrote reports, executive summaries and newsletters.
Tax Accountant
Sakonnet Tax
01.2007 - 06.2014
- Audited client financial records to determine tax liability.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Leveraged [Software], spreadsheets and databases to provide supporting documentation for schedules and journal entries.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Remained educated in all current tax laws for both US and foreign countries.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Represented clients before federal, state and local taxing authorities.
- Trained new employees on accounting principles and company procedures.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
Education
Master of Science - Human Resources Management
University of Maryland - University College
Hyattsville, MD11.2015
Bachelor of Science - Accounting
University of Maryland - College Park
College Park, MD05.1994
Skills
- Business Development Understanding
- Process Optimization
- Data Entry
- Customer Relations
- Microsoft Word
- Account Management
- Clerical Support
- Microsoft Excel
- Personalized Customer Service
- Computer Proficiency
- Executive Management Support
- Service Standard Compliance
- Travel Planning
- Refund Processing
- Money Handling Abilities
- Shipping and Receiving Understanding
- Minute Taking
- Team Development
- Payment Collection
- Appointment Setting
- Managing Multiple Tasks
- Store Maintenance
- Delivery Scheduling
- Lead Generation
- Critical Thinking
- Microsoft PowerPoint
- Research
- Grammar
- Filing
- Coordination
- Spreadsheets
- Documentation
Accomplishments
- Project Management
- Budget Planning
- Planning
- Social Media
- Problem solving
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Additional Information
- This is the place for a brief summary of your key responsibilities and most stellar accomplishments.] Key Skills
Affiliations
SHRM
- Society of Human Resource Management
- American Accounting Association
Timeline
Customer Service Advocate
Florida Blue
10.2015 - 11.2019
Executive Assistant
Bakkar Group
01.2015 - 09.2015
Executive Assistant
Bakkar Group
01.2014 - 08.2014
Tax Accountant
Sakonnet Tax
01.2007 - 06.2014
Master of Science - Human Resources Management
University of Maryland - University College
Bachelor of Science - Accounting
University of Maryland - College Park
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