Daniel Jackson
Freeport,New York
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving. Finance Associate with over eight years developing and managing financial strategies for both large and small organizations. Proven expertise in current tax law and regulations. Implements financial best practices across departments to streamline budget requirements and increase profitability. Works closely with management to analyze and interpret complex accounting information to meet company performance goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Manager
Elmont Tax Pros
01.2022 - Current
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Enhanced tax compliance by leading the implementation of automated tax software systems.
- Advised clients on strategic tax planning, resulting in significant cost savings and minimized risks.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
Manager/Financial Services Representative
JRM Financial Group
07.2013 - Current
- Merchant cash advance sales/closer
- Merchant Processing sales/closer
- Credit Repair
- Tax Preparation
- Accountable for budgeting, cost control, general accounting, and profit and lost
- Developed marketing campaigns to increase to increase profit
- Created new business through community involvement and active public relations programs
- Drive sales, provide solutions, and develop relationships with customers through inbound/outbound calls
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Forged and nurtured impactful relationships with customers to cultivate loyalty, boosting customer satisfaction ratings 90%.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Account Manager
LL Business Manager
05.2022 - 01.2023
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Oversaw new business development and customer servicing.
- Maintained and processed invoices, deposits and money logs.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Managed caseload to satisfy multiple clients with diverse needs.
Case Manager/Analyst
Horne LLP
07.2020 - 03.2022
- Created well-written, effective care plans appropriately matching needs of clients following standards and guidelines of funders, contractors and governmental regulations.
- Served as case coordinator, assuming responsibility for complex, high-volume assignments and guiding endeavors to successful completion.
- Recorded case notes and performed follow-up documentation for eligibility.
- Reviewed contracts and agreements to identify potential risks and ideal mitigation strategies.
- Investigated allegations to check validity and recommend actions to minimize risk.
- Handled claims according to internal risk management policies, keeping liability minimized by leveraging expertise and available tools.
- Applying risk management principles and process to develop, implement, evaluate or recommend mitigation strategies to address program vulnerabilities.
- Managed caseload to satisfy multiple clients with diverse needs.
Education
MBA - Financial Technology And Risk Management
St Johns University
Queens, NY08.2025
Bachelor of Science - Criminal Justice
New York Institute of Technology
Old Westbury, NY2011
Skills
- Community outreach
- Client advocacy
- Conflict resolution
- Effective team leader
- Negotiations
- Staff management
- Risk Mitigation
- Claims Review
- Data Analysis
- Risk Management Processes
- Financial Technology
- Business Development
- Finance
Certification
- Life, Accident and Health Agent license
- License Real Estate Agent
- Certificate in Tax Preparation
Timeline
Account Manager
LL Business Manager
05.2022 - 01.2023
Manager
Elmont Tax Pros
01.2022 - Current
Case Manager/Analyst
Horne LLP
07.2020 - 03.2022
Manager/Financial Services Representative
JRM Financial Group
07.2013 - Current
MBA - Financial Technology And Risk Management
St Johns University
Bachelor of Science - Criminal Justice
New York Institute of Technology