Mackenzie Cardwell
Franklin,KY
Summary
Offers professional attitude paired with stellar mathematical skills. Consistently recognized for "service with a smile" mentality. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Tax Accountant
Kentucky Downs
Franklin, KY
03.2023 - Current
- Assist with preparation of tax returns and payments for sales/use tax, alcohol tax, property tax, parimutuel tax, gambling tax withholding, etc.
- Assists with year-end filing of W2G’s, 1042’s, and 1099’s.
- Complete license renewals, such as alcohol, restaurant, business, music license, etc.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Collected and arranged financial information and entered details into software financial management system.
- Support planning and research activities regarding direct and indirect tax scenarios; communicate findings efficiently to non tax-tax professionals.
- Support planning and research activities regarding direct and indirect tax scenarios; communicate findings efficiently to non tax professionals.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Researched changes in laws to maintain adherence to financial regulations.
- Researched and implemented best practices to improve audit results.
- Assessed accuracy, completeness, and integrity of corporate financial records.
- Cross-trained, enabling completion of priority tasks during personnel absences.
Financial Customer Service Representative
F&M Bank
Springfield, TN
06.2022 - 02.2023
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Monitored changes in financial markets and kept clients informed of latest developments.
- Developed and delivered financial presentations to drive client engagement.
- Produced financial statements and reports to comply with regulations.
- Built and established relationships with clientele to improve future business opportunities.
- Developed and maintained database of financial records for clients.
- Evaluated financial performance of clients and identified potential areas of improvement.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Sales Associate
Lowes Home Improvment
Franklin, KY
08.2020 - 05.2022
- Engaged with customers to build rapport and loyalty.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Accurately processed POS transactions, returning coin, currency, payment cards and receipts to customers.
Bank Teller
F&M Bank
Greenbrier, TN
10.2017 - 08.2020
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Counted and packaged currency and coins.
- Sold and cross-sold bank products to new and existing customers.
- Provided customer records, account statements and copies of checks.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Removed mutilated currency from circulation.
Cashier
Ross Dress For Less
Hendersonville, TN
05.2017 - 10.2017
- Answered questions about store policies and addressed customer concerns.
- Helped customers complete purchases, locate items and join reward programs.
- Processed customer refunds and exchanges according to established guidelines.
- Stocked, tagged and displayed merchandise as required.
- Addressed customer needs and made product recommendations to increase sales.
Sales Associate
PetSmart
Goodlettsville, TN
03.2017 - 07.2017
- Engaged with customers to build rapport and loyalty.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Accurately processed POS transactions, returning coin, currency, payment cards and receipts to customers.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Enhanced product presentation and promotional material displays, working alongside retail representatives.
Sales Associate
Dicks Sporing Goods
Goodlettsville, TN
03.2016 - 07.2016
- Engaged with customers to build rapport and loyalty.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Accurately processed POS transactions, returning coin, currency, payment cards and receipts to customers.
- Supervised changing rooms, rehanging unwanted merchandise and supporting loss prevention initiatives.
- Enhanced product presentation and promotional material displays, working alongside retail representatives.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Recommended accessories and complementary purchases to boost revenue.
- Answered customer questions about sizing, accessories and merchandise care.
Cashier
Holt's Hometown Foods
Greenbrier, TN
08.2013 - 03.2016
- Helped customers complete purchases, locate items and join reward programs.
- Delivered assistance and service by carrying packages and bags and securing customer purchases in vehicles.
- Checked for outdated and overripe grocery items and removed from inventory.
- Pleasantly greeted customers and provided prompt and courteous service.
- Removed trash, swept and mopped floors for professional appearance.
- Performed cash, card and check transactions to complete customer purchases.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
Education
High School Diploma -
Springfield High School
Springfield, TNAssociate of Science - Accounting
Volunteer State Community College
Gallatin, TNBachelor Of Science - Business Administration And Management
Western Kentucky University
Bowling Green, KYSkills
- Adapt to diverse groups
- Exceptional customer service
- Problem-solving skills
- Professional demeanor
- Multi-tasking strength
- Regulatory compliance
- Data analysis
- Team collaboration
- Attention to detail
Timeline
Tax Accountant
Kentucky Downs
03.2023 - Current
Financial Customer Service Representative
F&M Bank
06.2022 - 02.2023
Sales Associate
Lowes Home Improvment
08.2020 - 05.2022
Bank Teller
F&M Bank
10.2017 - 08.2020
Cashier
Ross Dress For Less
05.2017 - 10.2017
Sales Associate
PetSmart
03.2017 - 07.2017
Sales Associate
Dicks Sporing Goods
03.2016 - 07.2016
Cashier
Holt's Hometown Foods
08.2013 - 03.2016
High School Diploma -
Springfield High School
Associate of Science - Accounting
Volunteer State Community College
Bachelor Of Science - Business Administration And Management
Western Kentucky University