PHENEKIA SHONTA MORGAN
Prattville,AL
Summary
Well-qualified Human Resources/Customer Service professional with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
16
16
years of professional experience
Work History
Tax Professional
MORGAN MURPHY ACCOUNTING TAX
2015.01 - Current
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Provided information about available products and services to clients, resulting in 20% increased business opportunities.
- Maintained complete records of 75 plus client tax returns and supporting documentation in secured areas.
- Developed tax plans and projections to help clients meet objectives.
Advisor 1/Customer Service
Concentrix
2019.12 - 2020.04
- Delivered exceptional customer service to 90 plus customers by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Customer Service Representative Supervisor
SITEL
2017.07 - 2018.08
- Provided accurate information about client products and services to caller and educated callers on Employers Benefits
- Answered 75 plus constant flow of customer calls with minimal wait times.
- Enrolled/Educated New Hire, Active, and Retired Employees on Clients company Medical, Dental, Vision, 401k, Life Insurance benefits
- Tracked customer service cases and updated service software with customer information.
Substitute Teacher Supervisor
Autauga County Board of Education
2015.08 - 2017.05
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Upheld classroom routines of K-12 grades to support student environments and maintain consistent schedules.
- Operated computers or audio-visual aids to supplement presentations.
Office Manager/Payroll Clerk Supervisor
Key Health Services, Inc
2007.06 - 2009.08
- Managed office activities of 5 Office Staff, including task assignments, executive correspondence, calendars, and travel itineraries
- Recruited, interviewed and hired 50 plus employees and implemented mentoring program to promote positive feedback and engagement.
- Introduced new and efficient accounting, payroll, financial, and operational systems
- Entered financial information and payments to guarantee that employees and vendors were paid accurately and on time
- Prepared company payroll bi-weekly using QuickBooks payroll Software
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Education
MBA - Business Administration
Walden University
Minneapolis, MN03.2023
Bachelor of Science - Business Administration/Management
Columbia Southern University
Orange Beach, AL09.2018
Associate of Applied Science - Accounting/Office Administration
George Corley Wallace State Community College - Selma
Selma, AL12.2004
High School Diploma -
Selma High School
Selma, AL05.2001
Skills
- Tax Accounting
- Organizational Abilities
- Clerical Support
- QuickBooks Proficiency
- Office Administration
- Payroll Preparation
- Staff Recruitment and Hiring
- Microsoft Office
- Computer Literacy
- Administer Benefits Programs
- Customer Service
- Managing Multiple Tasks
- Administrative and Office Support
- Classroom Instruction
Timeline
Advisor 1/Customer Service
Concentrix
2019.12 - 2020.04
Customer Service Representative Supervisor
SITEL
2017.07 - 2018.08
Substitute Teacher Supervisor
Autauga County Board of Education
2015.08 - 2017.05
Tax Professional
MORGAN MURPHY ACCOUNTING TAX
2015.01 - Current
Office Manager/Payroll Clerk Supervisor
Key Health Services, Inc
2007.06 - 2009.08
MBA - Business Administration
Walden University
Bachelor of Science - Business Administration/Management
Columbia Southern University
Associate of Applied Science - Accounting/Office Administration
George Corley Wallace State Community College - Selma
High School Diploma -
Selma High School
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