Ana Tavarez
Deer Park
Summary
Bilingual (English/Spanish) administrative and clerical assistant, with computer skills, experienced in managing files and records. Excellent customer services, including assessing customers’ needs, meeting quality for services, and evaluation of customer satisfaction. Authorized to work in the US for any employer
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager
Gundy Powder Coating
05.2023 - Current
- QuickBooks Experience
- Production Management: Planning, scheduling, and prioritizing jobs to meet customer delivery dates.
- Quality Control: Inspecting finished products for defects, coating thickness, and adhesion, ensuring compliance with standards.
- Technical Oversight: Managing equipment setup, operation, and maintenance (spray guns, ovens, conveyors).
- Team Leadership: Hiring, training, scheduling, and conduct performance evaluations for painters and technicians
- Invoicing & Billing: Generating, reviewing, and sending accurate invoices to clients promptly.
- Cash Application: Recording, posting, and matching incoming payments (checks, ACH, wire transfers) to customer accounts.
- Collections & Aging Management: Following up on overdue invoices, managing the aging report, and reducing delinquent account rates.
- Creating Quotes (Requesting & Receiving): Requesting price quotes from vendors, comparing them, and ensuring they meet company needs.
Accounts Payable and Receivables + Billing+ Reception
Island Wide Building Services
08.2021 - 05.2023
- QuickBooks Experience
- Invoicing & Billing: Generating, reviewing, and sending accurate invoices to clients promptly.
- Cash Application: Recording, posting, and matching incoming payments (checks, ACH, wire transfers) to customer accounts.
- Collections & Aging Management: Following up on overdue invoices, managing the aging report, and reducing delinquent account rates.
- In charge of answering incoming calls and directing them to the right department.
- In charge of recording ACHs payments, Checks and more.
- In charge of creating invoices for customers and monthly billing, paying out to vendors in a timely manner.
- Responsible for recording, computing, and classifying the revenue data to ensure a complete financial record.
- In charge of billing customers and vendors as well as in charge of utility bills for 6 companies under Island Wide building Services.
- (cleaning company)
Payroll Specialist + Office Assistant
American Maintenance
11.2020 - 08.2021
- Verification of Information: Confirm accuracy of employment history, educational background, professional licenses, and certifications.
- Conduct Criminal Background Searches: Review local, state, and federal criminal records and, in some cases, conduct in-person searches at courthouses.
- Reference Checks: Interview with former employers, colleagues, neighbors, and personal references to verify suitability.
- Payroll Processing: Process payroll (e.g., paychecks, deductions, tax withholdings) accurately and ensure compliance with federal and state regulations.
- Timekeeping & Records: Maintain and update employee databases, payroll records, and timesheets.
- HR Administration: Support recruiting, screen applicants, and manage onboarding for new employees.
- Benefits Administration: Act as a liaison between employees and benefit vendors (health, retirement).
- Employee Support: Act as the first point of contact for employee inquiries regarding payroll, company policies, and benefits.
- Compliance & Reporting: Ensure confidentiality of records and assist with audits or regulatory reporting.
- (cleaning company)
Store Manager in Sales
Rent A Center
- Sales Leadership: Develop strategies to meet or exceed monthly sales goals, increase revenue, and improve conversion rates.
- Team Development: Recruit, train, mentor, and evaluate sales associates. Coach on effective closing techniques and product knowledge for furniture and electronics.
- Customer Experience: Actively manage the floor to ensure exceptional service, resolving customer inquiries and complaints promptly.
- Merchandising and Inventory: Maintain visual standards for furniture showrooms and electronic displays. Manage inventory levels, including inventory tracking and loss prevention.
- Operations & Compliance: Ensure compliance with operational policies, manage staff scheduling, and perform administrative tasks like opening/closing the store.
- Market Analysis: Analyze sales data to identify trends and adjust inventory or promotional strategies accordingly.
Tax preparation/ Manager
Straight tax
- Review & Preparation: Review complex individual (1040) tax returns and schedules, including high-net-worth, partnership, and trust issues.
- Tax Planning & Research: Advise clients on tax-saving strategies, research complex issues, and ensure compliance with federal, state, and local regulations.
- Client Management: Manage client portfolios, handle correspondence with tax authorities, and respond to tax disputes.
- Team Leadership: Supervise tax preparers and associates, providing guidance and reviewing their work.
Tax Professional (Seasonal)
self-employed
01.2018 - Current
- Prepared and filed accurate tax returns for individuals.
- Conducted thorough research on complex tax issues to provide accurate advice and guidance to clients.
- Identified potential deductions, credits, and exemptions to minimize clients' tax liabilities.
- Communicated effectively with clients regarding their tax situations, explaining processes and answering questions.
Tax Preparer (Seasonal)
Straight Tax
12.2018 - 04.2019
- Lead for tax season. In charge of personal income tax services.
Call Center Representative
Medysis Management
07.2018 - 12.2018
- In charge of making appointments for private clinics for patients and providing customer service to patients.
- Experienced in EPIC software for patient’s access.
In Come Tax Office Position
D &R agencies
01.2018 - 04.2018
- In charge of filing taxes and providing customer service to our clients
Machine Operator
Hi Tech
01.2014 - 12.2017
- In charge of supervising products and output, to ensure completeness and accuracy.
- Maintain quality control through inspections, and discarded irregularities, which developed a keen sense of attention to detail.
- Certified in sterilized products area and components, thus further increasing brand guarantees.
- Operate office machines, such as photocopiers and scanners, fax machines, voice mail systems, and personal computers.
- Monitor the production line, watching for problems such as pileups, or jams.
- Attach identification labels to finished packaged items.
- Package the product in the form in which it will be sent out.
- Inspect and remove defective products and packaging material.
- Inventory and record keeping of finished and rejected packaged items.
- (pharmaceutical company)
Appointment Setter
AcceptPro
04.2017 - 06.2017
- In charge of providing small businesses information about credit card processing.
- (federated Payments)
Education
High School Diploma -
Walter G. O'Connell Copiague High School
Copiague, NY06-2014
Skills
- Bilingual (English/Spanish)
- Filing and records keeping
- Customer Service
- Translator (English/Spanish)
- Microsoft PowerPoint
- Word
- Excel
Certification
- Certified Tax Specialist- since 2018
- Allscripts Software
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Manager
Gundy Powder Coating
05.2023 - Current
Accounts Payable and Receivables + Billing+ Reception
Island Wide Building Services
08.2021 - 05.2023
Payroll Specialist + Office Assistant
American Maintenance
11.2020 - 08.2021
Tax Preparer (Seasonal)
Straight Tax
12.2018 - 04.2019
Call Center Representative
Medysis Management
07.2018 - 12.2018
Tax Professional (Seasonal)
self-employed
01.2018 - Current
In Come Tax Office Position
D &R agencies
01.2018 - 04.2018
Appointment Setter
AcceptPro
04.2017 - 06.2017
Machine Operator
Hi Tech
01.2014 - 12.2017
Store Manager in Sales
Rent A Center
Tax preparation/ Manager
Straight tax
High School Diploma -
Walter G. O'Connell Copiague High School