Rose Seraphin
Winter Garden,FL
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
34
34
years of professional experience
Work History
Financial Counselor
RAMS Financial Service
Winter Garden, FL
09.2020 - Current
- Helped 20 individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Taught basics of credit improvement, money management and asset building for low- to middle-income clients.
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Assessed client financial situation and explored background through one-on-one interview process.
- Taught 4 small group classes on personal financial management as part of community outreach.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Computer and Finance Teacher
Central Florida Christian Academy
Orlando, United States
08.2014 - Current
- Trained and developed students' skills in word-processing, presentation, spreadsheet and database programs.
- Emphasized web etiquette and practical applications of technology for professional use.
- Planned and implemented curriculum to teach up-to-date technology to 215 students of varying ages.
- Managed and maintained computer systems, equipment and mobile devices by troubleshooting hardware and software issues, cleaning out keyboards and wiping down computer surfaces.
- Attended professional development technology courses to increase knowledge base and learn new information.
- Facilitated computer lab of 24 students from one to one computer use and designed appropriate and specialized lesson plans.
- Motivate students to learn financial skills like budgeting, career planning, and healthy borrowing habits, taxes, checking and savings accounts, paying for college, types of credit, managing credit, investing, insurance, budgeting, and building wealth.
- Established relationships with students to ensure their safety and well-being.
- Delivered engaging curriculum through diverse methods of classroom instruction, computer lab activities and online learning systems.
- Taught Javascript and Python coding languages according to age group.
Tax Preparer
Self Employed
Winter Garden, FL
01.2010 - Current
- Prepared tax returns for hundreds of clients in various industries according to government regulations and requirements.
- Offered clients recommendations to reduce tax liabilities.
- Prepared US, multistate and international tax returns for business clients.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements
Director of Technology
Central Florida Christian Academy
Orlando, FL
08.2014 - 06.2020
- Analyzed department and job-related functionality requirements to align technology priorities with business needs.
- Supported creation of client and business partner relationships through careful collaboration and networking efforts.
- Cultivated highly-regarded technology services organization that sustained culture of respect, collective pride and individual and group professional development.
- Fostered positive working environment that encouraged innovation, collaboration and accountability and managed end-user needs with functional and security responsibilities.
- Managed over 200 devices and computers.
Teacher’s Assistant
Montessori Of Winter Garden Charter School
Winter Garden, FL
04.2012 - 06.2014
- Monitor and assist students with their work.
- Ensure student safety at all times.
- Support lead teacher with planning lessons and implementing lessons and activities.
- Performed tasks given by teacher and school's administration.
- Assist administrator in purchasing 50 devices and computers
Revenue Accounting Financial Assistant
Universal Orlando Resorts
Orlando, FL
12.2006 - 10.2011
- Managed over 1,000 customer's accounts daily
- Revamped organization processes by auditing client checks and cash receipts.
- Documented fiscal budget and established procedures for tracking expenses.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Applied mathematical abilities to calculate and check figures in accounting systems.
- Reconciled statements and accounts and resolved variances.
- Minimized financial discrepancies, resulting in increased efficiency and accuracy in financial transactions.
Education
Master of Science - Accounting And Business Management
University of Phoenix
Orlando, FL09.2010
Bachelor of Science - Computer Engineering Technology
DeVry University
Orlando, FL06.2005
Skills
- Proficient in Microsoft Office Suite
- Hardware and Software Installation
- Type 65 WPM
- PC expert
- Teamwork
- Customer Service
- Accounting principles
- Mentoring
- CPR & AED certified
- Safety Conscious
- Financial planning
- Financial Advising
- Professional relationship building
- Financial services
- Analytical Thinking
- Cash Management Strategies
Accomplishments
- Achieved Financial Coaching Certificates
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Affiliations
- Society of Women Engineers
- EdWeb
- Innovations in K12 Education
- Association of Christian School International (ASCI)
- Computer Science Today
Languages
English
Native or Bilingual
Haitian Creole
Native or Bilingual
Timeline
Financial Counselor
RAMS Financial Service
09.2020 - Current
Computer and Finance Teacher
Central Florida Christian Academy
08.2014 - Current
Director of Technology
Central Florida Christian Academy
08.2014 - 06.2020
Teacher’s Assistant
Montessori Of Winter Garden Charter School
04.2012 - 06.2014
Tax Preparer
Self Employed
01.2010 - Current
Revenue Accounting Financial Assistant
Universal Orlando Resorts
12.2006 - 10.2011
Master of Science - Accounting And Business Management
University of Phoenix
Bachelor of Science - Computer Engineering Technology
DeVry University