Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jenna McPherson-Kozloff

Grant,USA

Summary


Knowledgeable professional with solid background in eligibility determination and case management. Adept at managing complex cases and ensuring compliance with regulatory standards. Demonstrates effective communication and problem-solving skills in high-pressure environments.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Eligibility Specialist

State of Michigan Dept of Health and Human Services
02.2024 - 06.2024
  • Evaluated client eligibility for state assistance programs based on established guidelines.
  • Facilitated communication between clients and service providers to resolve inquiries and issues.

Admin Assist/Payroll Clerk/Paid Tax Preparer

Daniels Group CPA PLC
11.2018 - 02.2023
  • Data entry and bookkeeping
  • Processed payroll for diverse client base, ensuring accuracy and compliance with regulations.
  • Collaborated with accounting team to reconcile payroll accounts and prepare financial statements.
  • Managed employee records, updating information to reflect changes in status and benefits.
  • Tax preparation and filing for over 80 clients

Administrative Assistant

Daniels Tax Office
11.2018 - 09.2021
  • Streamlined office operations by implementing efficient filing and documentation systems.
  • Coordinated scheduling for client appointments, enhancing overall productivity and service delivery.
  • Managed correspondence and communication between clients and tax professionals, ensuring accurate information flow.
  • Assisted in preparation of tax documents, maintaining strict adherence to compliance standards.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.

Behavior Intervention Specialist

Summit Management
04.2017 - 11.2018
  • Developed and implemented individualized behavior intervention plans for diverse student populations.
  • Conducted assessments to identify behavioral challenges and recommend appropriate interventions.
  • Collaborated with educators and families to create supportive learning environments for students.
  • Monitored student progress and adjusted interventions based on data-driven insights.
  • Facilitated crisis intervention and conflict resolution to ensure student safety and well-being.
  • Provided crisis intervention services during critical incidents, ensuring the safety of all parties involved while maintaining a respectful approach.

Educational Assistant

Port Huron Area School District
09.2014 - 04.2017

Educational Assistant:

  • Supported students' individual needs through personalized instruction and behavioral management strategies through 1-1 support.
  • Assisted teachers in implementing lesson plans and adapting educational materials for diverse learners.

Education

Some College (No Degree) - Elementary Education

Saginaw Valley State University
Bay City, MI

Associate of General Education Degree - General Studies

St. Clair County Community College
Port Huron, MI
06.2002

Associate of Arts Degree - Liberal Arts

St. Clair County Community College
Port Huron, MI
06.2002

Skills

  • Detail-oriented data management
  • Strong verbal communication
  • Proficient in Microsoft Office
  • Effective phone communication
  • Interview facilitation
  • Experience in public assistance services
  • Effective verbal communication
  • Record-keeping proficiency
  • Policy interpretation
  • Client advocacy in social services
  • Accurate record keeping
  • Confidentiality Maintained

Certification

  • National Association of Tax Professionals | Global Taxation 2022 Certificate of Completion 2019 Intro to Tax Preparation NATP
  • Macomb ISD | Macomb, MI Adult And Continuing Education Administration Trauma Informed Schools Training - July 10, 2018
  • Monroe ISD | Monroe, MI Adult And Continuing Education Administration 02/2018 Restorative Justice Practices Coordinator Training, February 26-27, 2018
  • St. Clair County RESA | Marysville, MI Adult And Continuing Education Administration Completed continuing education in mental health education, KIP Modules 1 & 2 , April 23, 2018
  • St. Clair County RESA | Marysville, MI Adult And Continuing Education 10/2017 Crisis Prevention Intervention Training
  • Port Huron Area Schools | Port Huron, MI Adult And Continuing Education 09/2016 Training - Understanding Disabilities: Tolerance/Acceptance 2016

Timeline

Eligibility Specialist

State of Michigan Dept of Health and Human Services
02.2024 - 06.2024

Admin Assist/Payroll Clerk/Paid Tax Preparer

Daniels Group CPA PLC
11.2018 - 02.2023

Administrative Assistant

Daniels Tax Office
11.2018 - 09.2021

Behavior Intervention Specialist

Summit Management
04.2017 - 11.2018

Educational Assistant

Port Huron Area School District
09.2014 - 04.2017

Some College (No Degree) - Elementary Education

Saginaw Valley State University

Associate of General Education Degree - General Studies

St. Clair County Community College

Associate of Arts Degree - Liberal Arts

St. Clair County Community College