NANISHKA BERNARD
Davenport,FL
Summary
Dependable Office Manager with good supply management, recordkeeping and schedule coordination skills dedicated to keeping professionals focused and prepared for daily requirements. Produce business correspondence, detailed reports and useful spreadsheets using diverse software programs and technical skills. Respectful, punctual and hardworking.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Tax Manager
Dynamic Pro Advisors
12.2023 - Current
- Managed day-to-day business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Consulted with customers to assess needs and propose optimal solutions.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Processed payments and documents such as invoices, journal vouchers, reimbursements, and statements.
- Offered clients recommendations to reduce tax liabilities.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Health Insurance Sales Agent
Gosen Insurance Group
03.2017 - Current
- Developed and implemented marketing strategies to drive health insurance sales.
- Reviewed historical sales trends and performed market research to define future demand and align orders with forecast.
- Educated clients about health insurance coverage options, benefits and costs.
- Utilized patient financial and insurance resources to maximize health care benefit to patient.
- Maintained current knowledge of healthcare practices and developments to provide evidence-based care.
Secretary to the General Manager
Rico's Handyman LLC
09.2018 - 04.2024
- Collaborated with contractors, and public agencies to complete projects within timeline limitations and budget constraints.
- Communicated with vendors to keep project fully operational.
- Generated invoices and to properly bill customer orders.
- Executed billing tasks and recorded information in company databases.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Followed-up on past due payments to facilitate prompt collection of payments.
- Maintained and processed invoices, deposits, and money logs.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Tax & Insurance Office Manager
Zion Tax and Insurance
12.2017 - 08.2023
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
- Controlled finances to lower costs and keep business operating within budget.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Completed payroll functions to facilitate accurate and prompt staff payments.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Evaluated employee performance and coached team members, increasing quality of work and employee motivation.
Education
Accounting And Finance
Inter American University of Puerto Rico Guayama
Guayama, PRHigh School Diploma -
Escuela Virtual De PR
Puerto RicoSkills
- Organizational abilities
- Strategic Thinking
- Bookkeeping
- Payroll
- Data Entry
- Sales
- Scheduling
- Staff Training
- Administrative Support
- Complaint Handling
- Payment Processing
- Customer Relations
- Document Preparation
- Tax Return Preparation
- Corporate tax preparation
- Tax reporting
- Vendor Negotiations
- Inventory Processing
Certification
- Licensed Health Insurance Broker
- FL Public Notary
Timeline
Business Tax Manager
Dynamic Pro Advisors
12.2023 - Current
Secretary to the General Manager
Rico's Handyman LLC
09.2018 - 04.2024
Tax & Insurance Office Manager
Zion Tax and Insurance
12.2017 - 08.2023
Health Insurance Sales Agent
Gosen Insurance Group
03.2017 - Current
Accounting And Finance
Inter American University of Puerto Rico Guayama
High School Diploma -
Escuela Virtual De PR
- Licensed Health Insurance Broker
- FL Public Notary
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