Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
08.2023 - 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
01.2022 - 08.2023
  • 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
08.2020 - 01.2022
  • 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
01.2019 - 08.2020
  • 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
08.2017 - 01.2019
  • 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, NY
05.2014

Associate of Arts - Visual Arts

Suffolk County Community College
Brentwood, NY
05.2012

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
08.2023 - Current

Tax Administrator

DSJ Advisory Group
01.2022 - 08.2023

Administrative Assistant

DSJ Advisory Group
08.2020 - 01.2022

Administrative Assistant, Environmental Studies

Adelphi University
01.2019 - 08.2020

Administrative Assistant, Communications Program

Molloy College
08.2017 - 01.2019

Bachelor of Arts - Bachelor of Arts in Art History And Criticism

Stony Brook University

Associate of Arts - Visual Arts

Suffolk County Community College
Jenna Tomiko