Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tonya McPherrin

Galesburg, IL,IL

Summary

Dynamic Service Planner known for high productivity and efficient task completion. Skilled in route optimization, inventory management, and customer relationship building. Excel at communication, problem-solving, and time management to enhance operational efficiency and client satisfaction. Skilled Service Planner with experience in coordinating and overseeing efficient service operations. Strengths include strategic planning, problem-solving, and exceptional organizational abilities. Past roles involved enhancing operational workflows, improving customer satisfaction, and supporting team performance through effective resource allocation and service scheduling strategies.

Overview

22
22
years of professional experience

Work History

Product Service Planner

United Facilities
Galesburg, IL
10.2018 - Current
  • Monitored freight costs to ensure compliance with company budget guidelines.
  • Analyzed customer orders to determine optimal shipping routes and methods.
  • Organized and managed the inventory of all incoming and outgoing shipments.
  • Provided support in developing new processes for improving operational efficiencies.
  • Implemented strategies to reduce transportation costs while maintaining high service levels.
  • Developed and maintained relationships with vendors to ensure timely delivery of materials.
  • Performed regular audits of inventory levels at warehouses to ensure accuracy.
  • Coordinated and monitored the transportation of goods between warehouses, customers, vendors, and other locations.
  • Resolved any discrepancies related to product quality or quantity issues upon delivery.
  • Assisted in troubleshooting any problems that may arise during the delivery process.
  • Managed daily activities of staff responsible for order fulfillment and distribution services.
  • Identified areas for improvement within the logistics department and recommended solutions.
  • Communicated regularly with customers regarding their orders status.
  • Maintained accurate records of all deliveries using automated systems or manual documents.
  • Utilized software programs to track shipments from origin to destination.
  • Created detailed reports on logistics operations, including cost analysis, shipment tracking, and performance metrics.
  • Planned and prioritized day-to-day shipments and billing in collaboration with warehouse and sales team.
  • Managed inbound and outbound delivery schedules for optimal flow of goods.
  • Organized and maintained order documentation.
  • Worked with team members to improve process integration and flow.
  • Fostered customer retention by cultivating long-term rapport based on prompt and courteous service.
  • Responded to inquiries from both external and internal customers, resulting in decrease in calls to help desk.
  • Conducted inventory checks and resolved discrepancies.
  • Drafted policies regarding storage, distribution, and transportation of products.
  • Processed claims for damaged goods or lost items in transit.
  • Coordinated with carriers for timely pickups and deliveries as well as resolving any discrepancies or issues that may arise during transport.
  • Provided customer service support by responding to inquiries regarding shipment statuses or other logistics related issues.
  • Prepared necessary reports on daily activities for management review.
  • Organized and maintained records of inventory levels, deliveries, and orders.
  • Maintained a safe working environment by adhering to all safety regulations.
  • Maintained communication with suppliers regarding order status and delivery schedules.
  • Managed inventory levels to ensure optimal stock at all times, reducing shortages and overages.

Tax Professional

H&r Block
Galesburg, IL
12.2003 - 04.2025
  • Provided education about various topics related to taxes such as retirement planning, estate planning, investments.
  • Resolved taxpayer inquiries received via phone calls or emails in a timely manner.
  • Performed calculations to determine taxable income, capital gains, losses.
  • Developed relationships with clients by providing excellent customer service throughout the entire process.
  • Researched changes in relevant laws or regulations as they pertain to taxes.
  • Reviewed client information to ensure accuracy of all documents submitted for filing.
  • Participated in professional development activities such as seminars or conferences related to taxation.
  • Maintained records of previous year's filings for comparison purposes during current year preparation efforts.
  • Collaborated with accountants and other professionals when needed regarding complicated tax matters.
  • Prepared quarterly estimated payments for businesses and individuals who are self-employed or have multiple sources of income.
  • Identified potential deductions and credits applicable to each client's return.
  • Provided tax advice to clients based on their individual financial situation.
  • Conducted research on complex tax issues to determine the best course of action for clients.
  • Reviewed prior years' returns for errors that may require amending or refiling.
  • Gathered necessary documentation from clients in order to accurately prepare returns.
  • Advised clients on how to minimize their overall tax liabilities through strategic planning.
  • Created spreadsheets detailing assets, expenses, deductions, and income used in preparing returns.
  • Analyzed financial statements and other records to determine appropriate tax treatments and strategies.
  • Researched tax regulations and bulletins to inform audit reports.
  • Prepared and filed federal, state, and local income taxes for individuals and businesses.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Produced US and state income, gift tax, and estate tax returns for individuals.
  • Performed detailed research and used findings to support audit reports.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Researched local tax liabilities to support senior tax professionals.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
  • Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
  • Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Developed and maintained professional relationships with clients to encourage repeat business and referrals.
  • Advised clients on tax planning strategies to minimize liabilities and maximize returns.
  • Educated clients on the implications of tax laws and their financial decisions.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Performed detailed record-keeping for all tax files and documentation for future reference.
  • Coordinated with external auditors to provide required tax documentation and support during audits.

Personal Assistant

DRS
Peoria, IL
01.2013 - 06.2018
  • Answered incoming calls and emails promptly while managing the executive's schedule accordingly.
  • Maintained confidential files related to personnel records or other sensitive information.
  • Scanned documents into electronic format for storage in a secure database system.
  • Performed calendar management and scheduling of appointments for the executive.
  • Organized travel arrangements, including flights, accommodations, and transportation.
  • Processed invoices related to business expenses incurred by the executive team.
  • Sorted mail received daily for distribution throughout the office.
  • Greeted visitors in a professional manner and provided assistance with inquiries.
  • Coordinated meetings between internal departments and external partners.
  • Arranged conference calls with remote employees or clients located outside of local area.
  • Maintained clerical correspondence via email and phone.
  • Screened telephone calls and inquiries and directed as appropriate.
  • Made travel arrangements for employee trips and conferences.
  • Managed household inventory and maintenance schedules.
  • Organized work projects around client's house.
  • Scheduled and confirmed appointments, preventing scheduling conflicts and optimizing time management.
  • Facilitated smooth internal and external communication, acting as the first point of contact for the executive.
  • Prepared and edited correspondence, reports, and presentations to support business operations.
  • Checked personal and professional activities to remind employer of priority tasks and deadlines.
  • Coordinated travel arrangements, including flights, accommodations, and itineraries.
  • Ran errands to help with daily tasks, enabling employer to focus on more pressing duties.
  • Acted as the liaison between the executive and clients, maintaining strong professional relationships.
  • Oversaw household management tasks, including coordinating with service providers and managing schedules.

Education

Bachelor of Science - Paralegal Studies

Midstate College
IL
02-2004

Associate of Applied Science - Accounting And Finance

Midstate College
IL
02-2004

Skills

  • Inventory management
  • Freight cost analysis
  • Shipping optimization
  • Process improvement
  • Vendor relationship management
  • Logistics coordination
  • Customer service
  • Tax preparation
  • Time management
  • Problem solving
  • Service level agreements
  • Work order management
  • Operational efficiency
  • Goal setting and achievement
  • Asset management
  • Policy implementation
  • Staff mentoring
  • Scheduling proficiency
  • Operational assessment
  • Word processing
  • Staff supervision
  • Budget management
  • Multitasking and prioritization

Timeline

Product Service Planner

United Facilities
10.2018 - Current

Personal Assistant

DRS
01.2013 - 06.2018

Tax Professional

H&r Block
12.2003 - 04.2025

Bachelor of Science - Paralegal Studies

Midstate College

Associate of Applied Science - Accounting And Finance

Midstate College

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