Talia Palmer
Gary,IN
Summary
Dynamic finance and sales professional with a proven track record at AcceptanceNow, adept in CRM proficiency and persuasive communication. Streamlined financial processes, enhancing data accuracy and efficiency. Excelled in customer relationship management, significantly improving client satisfaction and loyalty. Skilled in strategic planning and sales analysis, driving revenue growth and cost savings.
Overview
18
18
years of professional experience
Work History
Sale Consultant
Value City Funiture
07.2021 - Current
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
Tax Preparer
Self
01.2007 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Finance Manager
AcceptanceNow
07.2018 - 07.2021
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions
- Processed invoices and contacted appropriate parties for timely payment receipt.
Education
Real Estate -
Colibri Real Estate
Online 02.2023
Bachelor Of Business Administration And Management - Business Administration And Management
Western Governors University
Salt Lake City, UTAssociate Of Applied Science - Medical Administration
Ultimate Medical Academy
Clearwater, FL06.2018
Skills
- Time management
- Customer relationship management
- CRM proficiency
- Objection handling
- Product and service sales
- Persuasive communication
- Property management
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping
- True team player
- Preparing property agreements
Timeline
Sale Consultant
Value City Funiture
07.2021 - Current
Finance Manager
AcceptanceNow
07.2018 - 07.2021
Tax Preparer
Self
01.2007 - Current
Real Estate -
Colibri Real Estate
Bachelor Of Business Administration And Management - Business Administration And Management
Western Governors University
Associate Of Applied Science - Medical Administration
Ultimate Medical Academy