Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Karen Tejeda

Bridgeport,CT

Summary

Highly organized and dependable Staff Accountant with background in bookkeeping and financial analysis. Successful history of streamlining accounting processes, identifying cost savings opportunities, and improving accuracy and efficiency. Skilled in using various accounting software programs and technologies. 10 Years of customer service experience. Ten years as a valued employee at Kohl's recognized for my ability to manage many responsibilities simultaneously. Experience providing accounting services as a VITA volunteer.

Overview

12
12
years of professional experience

Work History

Staff Accountant

Rolleri And Sheppard CPAS, LP
01.2024 - Current
    • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
    • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
    • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
    • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
    • Collaborated with external auditors to provide information for audit process.
    • Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
    • Prepared and filed tax returns to summarize transactions of calendar year and comply with laws and regulations.
    • Prepared working papers, reports and supporting documentation for audit findings.
    • Identified legal tax savings and recommended ways to improve profits.

Visual Merchandiser

Kohl's
09.2021 - 12.2023
  • Maintain all mannequin and in-store displays by keeping them within current company style trends, delivering on visual standards and optimizing sales
  • Create and design visually appealing displays throughout store
  • Manage, review and display graphic images and posters
  • Provide exceptional customer service when needed.
  • Worked with store managers to implement new displays, promotions and store layout changes.
  • Managed mannequin styling, ensuring alignment with current fashion trends and company branding guidelines.

Volunteer Tax Preparer

VITA
01.2023 - 04.2023
  • Provide intake services to University of Bridgeport foreign students preparing to file taxes
  • Prepare 1040 and 8843 forms
  • Verify student's eligibility and filing status based on various criteria including citizenship
  • Correctly advise and process tax forms for students ensuring proper process based on various countries laws and policies
  • Maintain privacy of student when handling confidential and sensitive information.

Volunteer Tax Preparer

VITA
01.2022 - 04.2022
  • Provide intake services to University of Bridgeport foreign students preparing to file taxes
  • Prepare 1040 and 8843 forms
  • Verify student's eligibility and filing status based on various criteria including citizenship
  • Correctly advise and process tax forms for students ensuring proper process based on various countries laws and policies
  • Maintain privacy of student when handling confidential and sensitive information.

Operations Manager

Kohl's
10.2020 - 09.2021
  • Supported and led operations to drive business: direct workflow, orient, and train associates
  • Planned, controlled, organized, and led staff
  • Managed cash office and balanced registers.

Operations Manager

Kohl's
12.2018 - 10.2020
  • Ensured merchandise was ready for the merchandising process and the sales floor was customer-ready
  • Maintained stockroom organization and other operational guidelines including inspecting and maintaining all equipment.

Customer Service Manager

Kohl's
06.2017 - 12.2018
  • Served as a leader on duty to ensure a positive and compelling customer experience
  • Observed associate performance and provided feedback in partnership with Assistant Manager/Store Manager
  • Delivered the highest level of customer service supporting Kohl's "Yes We Can" culture through effective problem-solving.

Area Sales Supervisor

Kohl's
05.2014 - 06.2017
  • According to company best practices, maintained the fitting rooms, sales floor, and work areas
  • Followed company best practices and standards
  • Effectively used company tools and technology to plan, communicate, and share information with team members.

Seasonal Sales Associate

Kohl's
11.2013 - 05.2014
    • Greeted all customers and associates, assisted in a friendly, courteous manner, and adhered to the "Yes We Can" policy, efficiently resolving customers' questions and requests
    • Learned and adapted to current technology to assist customer needs.

Clerical Assistant

Roosevelt School
06.2012 - 09.2012
  • Updated the school calendar and created business cards for staff
  • Professionally answered multi-line phone system
  • Translated various newsletters and documents
  • Filed, made copies, and organized paperwork.

Education

Bachelor's Degree in Accounting -

University of Bridgeport
Bridgeport, CT
12.2023

Associates Degree in Business Administration -

Housatonic Community College
Bridgeport, CT
05.2021

University of Bridgeport
Bridgeport, CT

01.2013

Skills

  • Adaptability
  • Bilingual in English and Spanish
  • Problem Solving
  • Reliable
  • Team Work
  • Strong Work Ethic
  • Time Management
  • Microsoft Word, Excel and PowerPoint
  • Handling Pressure
  • Self-directed and motivated
  • Monthly Journal Entries
  • Accounts Receivable
  • Bank Reconciliation
  • Monthly Account / Bank Reconciliation
  • Audit Support
  • Tax Preparation
  • Auditing

Languages

Spanish
Native or Bilingual

Timeline

Staff Accountant

Rolleri And Sheppard CPAS, LP
01.2024 - Current

Volunteer Tax Preparer

VITA
01.2023 - 04.2023

Volunteer Tax Preparer

VITA
01.2022 - 04.2022

Visual Merchandiser

Kohl's
09.2021 - 12.2023

Operations Manager

Kohl's
10.2020 - 09.2021

Operations Manager

Kohl's
12.2018 - 10.2020

Customer Service Manager

Kohl's
06.2017 - 12.2018

Area Sales Supervisor

Kohl's
05.2014 - 06.2017

Seasonal Sales Associate

Kohl's
11.2013 - 05.2014

Clerical Assistant

Roosevelt School
06.2012 - 09.2012

Bachelor's Degree in Accounting -

University of Bridgeport

Associates Degree in Business Administration -

Housatonic Community College

University of Bridgeport

Karen Tejeda