Alisa Goldade
Great Falls,MT
Summary
Dedicated professional with strong customer service skills, experienced in conflict management and staff training. Committed to enhancing client satisfaction and operational efficiency.
Overview
28
28
years of professional experience
Work History
Office Manager
Jackson Hewitt
Great Falls, MT
03.2023 - Current
- Streamlined office operations by implementing efficient filing systems and process documentation.
- Oversaw staff training programs to enhance team performance and productivity.
- Enhanced customer satisfaction by addressing inquiries promptly and resolving issues professionally.
- Coordinated staff schedules, adjusting workloads to maximize productivity and meet deadlines.
- Oversaw inventory management, maintaining optimal levels of supplies while minimizing costs.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Conducted performance evaluations for employees, identifying areas for improvement and providing constructive feedback.
- Safeguarded sensitive company information by establishing comprehensive data security protocols that complied with industry best practices.
- Oversaw daily operations, identifying bottlenecks and implementing solutions to enhance workflow and productivity.
- Increased team productivity with introduction of flexible work schedules, accommodating personal needs while ensuring coverage.
- Enhanced data security measures, safeguarding sensitive information against potential breaches and ensuring compliance with privacy laws.
- Managed allocation and maintenance of office space and equipment, optimizing resources for maximum efficiency.
- Coordinated office events and staff training sessions, boosting morale and enhancing skill sets across team.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Monitored front areas so that questions could be promptly addressed.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Improved office operations by automating client correspondence, record tracking and data communications.
Tax Professional
Jackson Hewitt
Great Falls, MT
10.2022 - Current
- Prepared and filed federal and state tax returns for individual clients.
- Reviewed financial documents to ensure compliance with tax regulations and accuracy.
- Assisted clients in understanding tax liabilities and available deductions.
- Conducted thorough interviews to gather necessary information for accurate filings.
- Trained new staff on tax preparation processes and software usage.
- Implemented process improvements that enhanced efficiency during peak filing seasons.
- Collaborated with team members to resolve complex tax issues proactively.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Provided exceptional customer service by addressing client inquiries effectively.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Maintained up-to-date knowledge of evolving tax legislation, proactively informing clients about relevant changes impacting their financial situation.
- Streamlined tax filing processes for improved efficiency and accuracy.
- Managed high-volume caseloads, prioritizing tasks effectively to meet strict deadlines consistently.
- Resolved complex tax issues with thorough research and effective communication.
- Mentored junior staff members, sharing expertise in tax law and industry best practices to support professional growth.
- Established strong professional reputation through exceptional customer service and commitment to excellence in all aspects of work performance.
- Reduced audit risks by maintaining thorough documentation and ensuring compliance with IRS regulations.
- Assisted clients in identifying potential tax savings through extensive knowledge of deductions and credits.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Calculated estimated tax payments for clients.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Bookkeeper
Town Pump Incorporated
Great Falls, MT
05.2023 - 10.2023
- Managed accounts payable and receivable to ensure accurate financial records.
- Reconciled bank statements monthly to maintain up-to-date cash flow analysis.
- Developed and implemented efficient bookkeeping procedures to enhance accuracy and efficiency.
- Conducted audits of financial documents to identify discrepancies and implement corrections.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Reduced errors in financial statements with meticulous attention to detail during data entry.
- Facilitated better cash management, closely monitored cash flow statements.
- Matched purchase orders with invoices and recorded necessary information.
Customer Service Cashier
Walgreens
Great Falls, MT
11.2021 - 05.2022
- Processed customer transactions accurately and efficiently using point-of-sale systems.
- Managed cash register operations, ensuring balanced drawers at end of shifts.
- Provided exceptional customer service, resolving inquiries and issues promptly.
- Trained new staff on operational procedures and customer interaction protocols.
- Implemented streamlined checkout processes to reduce wait times for customers.
- Assisted in inventory management by restocking shelves and conducting audits.
- Developed strategies to enhance customer satisfaction through personalized service.
- Collaborated with team members to maintain a clean and organized store environment.
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Processed customer orders and accurately handled payment transactions.
- Met customer service goals and exceeded customer expectations.
- Enabled customers to feel welcomed, important, and appreciated by answering questions about products sold throughout store.
Private Caregiver
Victoire Johnson
Great Falls, MT
03.2016 - 10.2020
- Assisted clients with daily living activities, ensuring comfort and safety.
- Developed personalized care plans to address specific client needs.
- Monitored client health, reporting changes to family members and healthcare professionals.
- Administered medications according to prescribed schedules and guidelines.
- Provided emotional support, enhancing clients' mental well-being through companionship.
- Implemented mobility assistance techniques to promote independence in daily activities.
- Handled household management tasks like laundry, light housekeeping and grocery shopping leading to a well-maintained living space.
- Assisted with personal hygiene tasks such as bathing, grooming, and dressing for enhanced self esteem.
- Maintained detailed records of daily activities, observations, incidents, medication intake-allowing for effective communication among healthcare team members.
- Facilitated patient mobility by assisting with transfers, ambulation, and exercises as prescribed by therapists.
- Monitored progress and documented patient health status changes to keep care team updated.
- Documented vitals, behaviors, and medications in client medical records.
- Monitored client vital signs, administered medications, and tracked behaviors to keep healthcare supervisor well-informed.
- Assisted clients with daily living activities for improved quality of life.
- Managed patient medications, ensuring accurate dosages and timely administration.
- Planned healthy meals, purchased ingredients, and cooked meals to provide adequate nutrition for client wellbeing.
- Transported individuals to events and activities, medical appointments, and shopping trips.
- Assisted patients with self-administered medications.
Cashier
Dollar Store
Great Falls, MT
05.2015 - 03.2016
- Processed customer transactions accurately and efficiently using point-of-sale systems.
- Maintained store inventory levels through effective stock management and organization.
- Assisted in training new cashiers on operational procedures and customer service protocols.
- Resolved customer inquiries and complaints, enhancing overall shopping experience.
- Monitored cash drawer for accuracy, ensuring proper handling of funds throughout shifts.
- Conducted routine audits of merchandise and cash register to maintain compliance with company policies.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Elderly Caregiver
Silver Lining Home Care
Great Falls, MT
05.2015 - 03.2016
- Provided compassionate care to elderly clients, ensuring comfort and well-being.
- Administered medication and monitored health conditions, maintaining detailed records.
- Assisted with daily living activities, enhancing clients' independence and quality of life.
- Developed individualized care plans in collaboration with families and healthcare professionals.
- Coordinated transportation to medical appointments, ensuring timely access to healthcare services.
- Enhanced elderly residents'' quality of life by providing compassionate care and assistance with daily activities.
- Assisted disabled clients to support independence and well-being.
- Responded promptly to emergency situations, providing first aid treatment when necessary and alerting medical personnel if required.
- Maintained cleanliness and organization of living environments, promoting safety and comfort for clients.
- Offered companionship and kindness to elderly patients.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Assisted with personal hygiene tasks such as bathing, grooming, dressing, feeding, toileting giving attention to detail.
- Maintained clean, safe, and well-organized patient environment.
Personal Care Giver
Easter Seals Goodwill Industries
Butte, MT
09.1998 - 10.2008
- Provided compassionate support to individuals with disabilities, enhancing daily living skills and independence.
- Assisted clients with personal hygiene and grooming, ensuring comfort and dignity in care routines.
- Developed individualized care plans based on client needs, promoting tailored support and engagement.
- Monitored client health and well-being, promptly reporting changes to healthcare professionals for timely intervention.
- Provided assistance in daily living activities by dressing, grooming, bathing, and toileting patients.
- Ensured client safety by closely monitoring their health conditions and promptly addressing any concerns or emergencies.
- Assisted clients in maintaining independence through consistent support and encouragement.
- Developed positive relationships with clients by demonstrating empathy, patience, flexibility, which led to increased trust between caregiver and client.
- Provided emotional support for clients during difficult times, fostering trust and strong rapport.
- Collaborated with family members to ensure effective communication regarding the care plan and any necessary adjustments.
- Built strong relationships with clients to deliver emotional support and companionship.
- Transported clients to and from medical appointments with safety and efficiency.
- Cooked meals and assisted patients with eating tasks to support healthy nutrition.
- Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
- Guided patients to restroom to support bladder and bowel relief requirements.
Education
Phlebotomy - Medical
Great Falls College MSU
Great Falls, MT05-2015
Medical Terminology
Great Falls College MSU
Great Falls, MT05-2016
Skills
- Customer service
- Office management
- Organizational skills
- Office administration
- Scheduling and calendar management
- Document management
- Clerical support
- Relationship building
- Mail handling
- Conflict management
- Staff hiring
- Employee training
- Policy implementation
- Staff training
- Information protection
- Customer relations
- Staff management
- Documentation and control
- Compliance monitoring
- Office management software
- Teamwork and collaboration
Timeline
Bookkeeper
Town Pump Incorporated
05.2023 - 10.2023
Office Manager
Jackson Hewitt
03.2023 - Current
Tax Professional
Jackson Hewitt
10.2022 - Current
Customer Service Cashier
Walgreens
11.2021 - 05.2022
Private Caregiver
Victoire Johnson
03.2016 - 10.2020
Cashier
Dollar Store
05.2015 - 03.2016
Elderly Caregiver
Silver Lining Home Care
05.2015 - 03.2016
Personal Care Giver
Easter Seals Goodwill Industries
09.1998 - 10.2008
Medical Terminology
Great Falls College MSU
Phlebotomy - Medical
Great Falls College MSU