Erin Jensen
Quincy
Summary
Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
23
23
years of professional experience
Work History
Service Processing Coordinator
CliftonLarsonAllen, LLP
01.2021 - Current
- Review and organize client tax documents.
- Securely transfer files between firm and clients using LeapFile and DocuSign.
- Organize, review and prepare final documents for client signature on 1040, 1041, 1120, 1120S, 1065 and FBAR returns.
- Provide a solid and constant connection between the client and the firm.
- 1099 preparation
- Create annual client engagement letters and follow up for signatures.
- Ensure the highest level of client privacy while working remote and onsite.
Manager
CanAm Minerals
05.2003 - 01.2021
- Hold direct responsibility for day-to-day operations management.
- Consistently exceed personal sales targets.
- Manage recruitment, hiring, onboarding, safety training, and staffing for all operations personnel.
- Accountable for development and management of annual budget.
- Handle finance functions including payroll, billing, and expense reports.
- Forge relationships with current and prospective customers.
- Negotiate contract details and payment terms, prepare sales contracts.
- Consult with customers during and after the sales process to provide ongoing support.
- Develop and analyze operational reports and schedules to optimize efficiency.
- Coordinate logistics for in-house dispatch and global shipping.
- Collaborate with DOE and PCHD in matters related to permitting and regulatory compliance.
Skills
- Customer focus
- Business relationship building
- Administrative management
- Contract negotiation
- Process improvement
- Leadership
- Document organization
- Data security measures
- Electronic signature management
- Client relationship management
- Attention to detail
- Time management
- Analytical reasoning
- Technical proficiency
Timeline
Service Processing Coordinator
CliftonLarsonAllen, LLP
01.2021 - Current
Manager
CanAm Minerals
05.2003 - 01.2021