Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Lexy Sanchez

North Miami,FL

Summary

Dynamic Tax Associate with a proven track record at Glade Explorers, adept in financial administration and client management. Successfully optimized cash flow and maximized profits as a Company Owner. Strong communicator with a focus on customer service, driving sales growth and enhancing client satisfaction through effective strategies and empathetic engagement.

Overview

1
1
year of professional experience

Work History

Tax Associate

Glade Explorers
09.2024 - 03.2025
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Managed portfolio of assigned clients'' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.

Company Owner

Nathe The III LLC Tuck Company
12.2024 - Current
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Optimized cash flow management, allowing for timely investment and debt reduction.
  • Maximized profits by negotiating favorable contracts with suppliers, securing competitive pricing on materials and services.
  • Managed daily operations efficiently while maintaining high-quality standards in all aspects of the business.
  • Oversaw daily business operations and financial decisions to drive profitability and growth.
  • Analyzed market trends to advise on potential investment opportunities, aligning with long-term strategic goals.

Sales Manager

Sushi Bomb
03.2025 - 05.2025
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.
  • Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.

Cashier

Bravo
01.2024 - 06.2024
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Welcomed customers and helped determine their needs.

Education

GED -

South University
9801 Belvedere Rd
03-2025

Skills

  • Financial administration
  • Small business operations
  • Business development
  • Cash handling
  • Verbal and written communication
  • Staff management
  • Patience and empathy
  • Customer service

Accomplishments

  • I successfully solved different problems of my company that resulted in a growth of up to 20% in just 12 days which is a great advance for a company in the process of growth.
  • Thanks to my agility in sales, I was able to sell more than expected in my previous jobs, since I tried to implement new ideas to improve customer service and thus be able to have more growth.
  • I was able to store the personal information of my clients very safely, which gave them more confidence to entrust their finances with me when doing their taxes and making procedures on their companies.

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Sales Manager

Sushi Bomb
03.2025 - 05.2025

Company Owner

Nathe The III LLC Tuck Company
12.2024 - Current

Tax Associate

Glade Explorers
09.2024 - 03.2025

Cashier

Bravo
01.2024 - 06.2024

GED -

South University