ALISA KOTJA
Rye,NY
Summary
Strong leader and problem-solver dedicated to streamlining operations to promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
4
4
years of professional experience
Work History
Tax Preparer
PRO SERVICES AGENCY
01.2020 - Current
- Prepare approximately 700 tax returns during tax season, tax planning calculations, and write-ups for organizations and entities.
- Analyze financial records to verify accuracy of tax returns.
- Developed spreadsheet models to accurately track tax information.
- Established QuickBooks accounting system to complete payroll and bookkeeping for several companies.
Insurance Agent
A & A RELIABLE INSURANCE AGENCY
04.2023 - Current
- Generate quotes and proposals for clients to match individual needs.
- Educate clients on insurance policies and procedures.
- Modify, update and process existing policies.
- Sell auto, home, tenant, general liability and other various insurance products to individuals using consultative selling techniques.
Restaurant General Manager
Averna Italian Steakhouse
04.2021 - Current
- Carefully interview, select train, and supervise staff.
- Effectively manage payroll and bookkeeping via Quickbooks.
- Ensure customer satisfaction and control day-to-day operations.
Graduate Assistant
Fordham University
05.2021 - 08.2021
- Completed a visualization study with Tableau on quality of life across the European Union countries.
- Used data engineering to extract data and statistics needed for the descriptive analytics study.
Education
Master of Science - Business Analytics
Fordham University
New York, NY12.2021
BBA - Accounting
Monroe College
New Rochelle, NY04.2020
Skills
- ATX Tax Software
- Quickbooks
- Microsoft Office products
- QQ Catalyst Insurance Software
Timeline
Insurance Agent
A & A RELIABLE INSURANCE AGENCY
04.2023 - Current
Graduate Assistant
Fordham University
05.2021 - 08.2021
Restaurant General Manager
Averna Italian Steakhouse
04.2021 - Current
Tax Preparer
PRO SERVICES AGENCY
01.2020 - Current
Master of Science - Business Analytics
Fordham University
BBA - Accounting
Monroe College