Quickbooks
Ravin Tomlinson
Tax Preparer, Accountant & Bookkeeper
Waco,Texas
Summary
Highly motivated student pursuing a bachelor's degree in accounting, eager to contribute skills and knowledge to professional roles. Actively seeking opportunities to acquire new skills, gain practical experience, and earn relevant certifications through workshops and training programs. Combining academic background in finance and business administration with hands-on experience in sales and operations support, I have a track record of efficiently delivering on tasks and possessing a diverse range of knowledge. Proactive in developing abilities and staying up to date on industry topics to provide exceptional performance that exceeds expectations. Known for delivering outstanding customer service and effective communication in various business settings. Adaptable to different environments, capable of displaying a wide range of skills in any given situation, and approach tasks with utmost focus, sincerity, and thorough understanding.
Overview
7
7
years of professional experience
7
7
Certifications
Work History
Member Advocate
Teleperformance - United Healthcare
4 2024 - Current
- Documented verbal grievances and accurately escalated each report to correct departments.
- Maintained detailed records of all interactions, allowing for easy reference and improved follow-up on outstanding matters.
- Consistently met or exceeded performance metrics related to response times, issue resolution rates, and overall customer satisfaction scores.
- Demonstrated empathy and understanding when dealing with difficult or sensitive situations involving members.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Maintained up-to-date knowledge of industry trends and best practices, adapting processes as needed to deliver exceptional support services for all members.
- Conducted thorough research on member issues, ensuring accurate information was provided for optimal resolution.
Volunteer Tax Preparer
Campaign for Working Families
12.2023 - 07.2024
- Analyzed financial records to verify accuracy of tax returns.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained compliance by adhering to current tax laws and regulations.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Educated clients on tax planning strategies, helping them save money in future years.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Pharmacy Service Representative
Teleperformance - CVS Specialty
10.2023 - 03.2024
- Managed ordering of patient prescriptions and coordinated deliveries to designated addresses.
- Researched and enrolled patients in co-pay assistance programs, alleviating financial burdens and improving patient satisfaction.
- Followed through on all critical interdepartmental escalations to increase customer retention rate.
- Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments.
- Handled medication returns and exchanges, ensuring proper disposal or restocking according to established guidelines.
- Reduced wait times for customers by effectively managing multiple tasks simultaneously and prioritizing urgent requests.
- Managed phone lines professionally, triaging calls as necessary to ensure prompt attention from appropriate personnel.
- Improved inventory management through regular monitoring of stock levels and timely ordering of medications and supplies.
- Maintained patient confidentiality through diligent adherence to HIPAA regulations when accessing and updating medical records.
Automotive Technical Support Representative
Teleperformance - OnStar
11.2020 - 12.2020
- Wrote and reviewed tickets to request maintenance to various types of equipment.
- Analyzed data from resolved tickets to identify patterns or recurring issues requiring further investigation or preventative measures.
- Activated accounts for clients interested in new services.
- Utilized diagnostic tools effectively to identify root causes of technical problems accurately and consistently.
- Maintained up-to-date knowledge of industry trends, allowing for informed recommendations on technology solutions that met client needs best.
- Documented customer interactions in detail within case management system, ensuring comprehensive records were maintained for future reference.
- Diagnosed and troubleshot hardware, software and network issues.
- Delivered exceptional customer service by quickly addressing concerns and providing clear, concise explanations of technical solutions.
Skate Guard
Skate World
04.2019 - 05.2019
- Managed and oversaw games with 30-40 skaters, maintaining game flow and ensuring a positive experience for all participants.
- Promoted safety awareness among skaters through clear communication of rink rules and guidelines.
- Managed large crowds effectively during busy periods, utilizing strong communication and teamwork skills to maintain a safe environment for all guests.
- Answered product inquiries and sold skate merchandise.
- Facilitated special events, such as birthday parties or group outings, ensuring guests enjoyed a memorable experience at the rink.
- Demonstrated adaptability by working effectively in various roles within the facility as needed, from cash handling to first aid response.
- Improved skate rental efficiency by maintaining an organized inventory and assisting customers with proper sizing.
- Worked with coworkers to supervise rink, splitting tasks and sharing responsibilities for groups and competitions.
Bartender
Tune Up: The Manly Salon
08.2018 - 10.2018
- Adhered to precise recipes and drink measurements to minimize product waste.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Managed cash handling duties responsibly, ensuring accurate accounting at end of each shift.
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
- Reduced wait times for drinks by efficiently managing bar area and prioritizing orders.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
- Maximized stylist productivity by coordinating schedules, managing appointment cancellations, and ensuring optimal utilization of resources.
- Expedited check-in procedures by confirming appointments, verifying client information, and updating records as necessary.
Cell Phone Sales Representative
Metro By T-Mobile
09.2017 - 05.2018
- Managed client accounts effectively by updating them with new plan features or device upgrades, when necessary.
- Performed data transfers between devices for customers while preserving their important files without any loss of information.
- Increased store sales by effectively upselling accessories and add-on services to customers.
- Handled cash transactions accurately and efficiently, minimizing discrepancies in end-of-day reports.
- Boosted overall customer satisfaction by providing personalized recommendations and product demonstrations.
- Stayed up to date on latest mobile devices and plans, ensuring accurate information was provided to customers.
- Met or exceeded monthly sales quotas through consistent follow-up with potential clients and proactive selling strategies.
- Assisted customers in troubleshooting issues, enhancing their user experience and satisfaction.
Education
BBA - Accounting
University of Arizona Global Campus
Tucson, AZ 05.2024 - Current
Skills
Bookkeeping
Data inputting
Tax Preparation
Quickbooks
Microsoft Office
Time Management
Multitasking
Records Maintenance
Relationship Building
Verbal/written communication
Customer Service
Problem-Solving
Certification
Intuit Academy Tax Exam: Level 1
Software
ATX
TaxSlayer
Microsoft Office
Drake
SalesForce
Avaya
Genesys
Timeline
QuickBooks ProAdvisor
07-2024
BBA - Accounting
University of Arizona Global Campus
05.2024 - Current
ETIN
03-2024
EFIN
03-2024
Volunteer Tax Preparer
Campaign for Working Families
12.2023 - 07.2024
PTIN
12-2023
Pharmacy Service Representative
Teleperformance - CVS Specialty
10.2023 - 03.2024
QuickBooks Online Certification
09-2023
Certified Bookkeeping Professional
09-2022
Intuit Academy Tax Exam: Level 1
06-2022
Automotive Technical Support Representative
Teleperformance - OnStar
11.2020 - 12.2020
Skate Guard
Skate World
04.2019 - 05.2019
Bartender
Tune Up: The Manly Salon
08.2018 - 10.2018
Cell Phone Sales Representative
Metro By T-Mobile
09.2017 - 05.2018
Member Advocate
Teleperformance - United Healthcare
4 2024 - Current
Similar Profiles
Ashlynn MartinAshlynn Martin
Call Center Rep at TELEPERFORMANCE, UNITED HEALTHCARECall Center Rep at TELEPERFORMANCE, UNITED HEALTHCARE
Shacoria JacksonShacoria Jackson
Claims Customer Care Representative at TELEPERFORMANCE UNITED HEALTHCAREClaims Customer Care Representative at TELEPERFORMANCE UNITED HEALTHCARE
CLAUDETTE WASHINGTONCLAUDETTE WASHINGTON
Medicaid Customer Experience Specialist at Teleperformance- Sunshine HealthMedicaid Customer Experience Specialist at Teleperformance- Sunshine Health
Matthew LaheyMatthew Lahey
Member Services Graduate Assistant at Baylor UniversityMember Services Graduate Assistant at Baylor University
LAKYRA MOODYLAKYRA MOODY
Inventory Specialist at AmazonInventory Specialist at Amazon