Jenna Tomiko
Farmingdale,NY
Summary
Accomplished Billing Supervisor with a proven track record at DSJ Advisory Group, enhancing billing processes and compliance. Expert in Microsoft Office and CCH Axcess, demonstrating exceptional organizational skills and digital marketing acumen. Streamlined procedures for efficiency, significantly improving client satisfaction and operational workflow.
Overview
7
7
years of professional experience
Work History
Billing Supervisor
DSJ Advisory Group
2023.08 - Current
- Oversee tax billing and recurring monthly/quarterly billing processes
- Address client inquiries and ensure compliance with engagement letters
- Streamline billing procedures for new acquisitions
- Tracking all tax billing in process – update Firm Administrator as needed
- Meet with bill managers to resolve issues and discuss more complicated billing
- Reconcile WIP for recurring monthly, quarterly and weekly billing as needed
- Work with the Firm Administrator to establish a stream lined billing process for new acquisitions
Tax Administrator
DSJ Advisory Group
2022.01 - 2023.08
- Oversee all projects in the tax process
- Hold weekly meetings with the tax team to address issues and prioritize work
- Delegate call lists and other duties to Tax Admin Assistant
Administrative Assistant
DSJ Advisory Group
2020.08 - 2022.01
- Generate billing reports and draft invoices for tax returns and recurring billing
- Scan and quality check tax work papers and deliver completed tax returns
- AR calls to clients and bring issues to the Firm Administrator
Administrative Assistant, Environmental Studies
Adelphi University
2019.01 - 2020.08
- Manage department budget, purchase orders, and Graduate Assistantships
- Coordinate travel arrangements for faculty and search candidates
- Maintain social media presence (Instagram, Twitter)
Administrative Assistant, Communications Program
Molloy College
2017.08 - 2019.01
- Assist Chairperson with student advisement and course scheduling
- Maintain social media presence (Facebook, Instagram, Twitter)
- Handle confidential files and oversee department budget
Education
Bachelor of Arts - Bachelor of Arts in Art History And Criticism
Stony Brook University
Stony Brook, NY05.2014
Associate of Arts - Visual Arts
Suffolk County Community College
Brentwood, NY05.2012
Skills
- Microsoft Office (Word, PowerPoint, Excel, Access)
- WordPress, Google Apps (Docs, Forms, Sheets, Calendar)
- Digital marketing (Instagram, Facebook, Twitter)
- Experience with CCH Axcess, Workflow, and Practice billing software
- Familiarity with BANNER, Jenzabar, CLASS, SAAS, and KACE work order systems
Timeline
Billing Supervisor
DSJ Advisory Group
2023.08 - Current
Tax Administrator
DSJ Advisory Group
2022.01 - 2023.08
Administrative Assistant
DSJ Advisory Group
2020.08 - 2022.01
Administrative Assistant, Environmental Studies
Adelphi University
2019.01 - 2020.08
Administrative Assistant, Communications Program
Molloy College
2017.08 - 2019.01
Bachelor of Arts - Bachelor of Arts in Art History And Criticism
Stony Brook University
Associate of Arts - Visual Arts
Suffolk County Community College
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