Summary
Overview
Work History
Education
Skills
Websites
References
Languages
Timeline
Generic

Yowan Perez

Lawrence

Summary

Dynamic professional with a strong work ethic and effective communication skills, dedicated to enhancing business performance through adaptability and resourcefulness. Proven ability to excel in both individual and team settings, driving company objectives while delivering high service value. Passionate about continuous growth and efficiency, committed to supporting organizational goals.

Overview

6
6
years of professional experience

Work History

Tax Preparer

Santana Consulting Services
01.2025 - 04.2025
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

Business Analyst

CNSWARE
10.2024 - 02.2025
  • Worked closely with clients, technicians, and managerial staff to provide operational support and project updates.
  • Optimized workflows through EPICOR
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Utilized various software and tools to streamline processes and optimize performance.

Sales Associate

BJ's Wholesale Club
05.2022 - 08.2024
  • Created memorable customer experiences by offering personalized sales support
  • Resolved concerns using strong communication and conflict management skills combined with expert sales abilities
  • Handled customer complaints and inquiries in a courteous and efficient manner
  • Arranged and display merchandise to promote sales
  • Inventoried stock and requisitioned new inventory
  • Tracked customer data and created sales reports, using data to identify opportunities and improve sales
  • Provided accurate information about products, prices and availability both in person and over the phone

Sales Associate

Walmart
10.2019 - 05.2022
  • Promoted visual presentation standards by keeping store replenished
  • Provided excellent customer service
  • Managed multiple tasks simultaneously while meeting sale event deadlines
  • Uphold store maintenance standards
  • Trained and mentored new team members
  • Recommended, select, and help locate and obtained merchandise based on customer needs and desires

Education

Bachelor of Science (B.S.) - Business Management and Entrepreneurship

University of Massachusetts Lowell, Manning School of Business
Lowell, MA
05.2024

High School Diploma - US

Notre Dame Cristo Rey High School
Lawrence, MA
06.2020

Skills

  • Microsoft Windows
  • MS Office
  • Excel
  • Outlook
  • PowerPoint
  • Word
  • Problem-solving
  • Adaptability and flexibility
  • Self-motivated
  • Verbal and written communication
  • Cash handling
  • Attention to Detail
  • Analytical skills
  • Organizational skills
  • Documentation filing

References

References available upon request.

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Tax Preparer

Santana Consulting Services
01.2025 - 04.2025

Business Analyst

CNSWARE
10.2024 - 02.2025

Sales Associate

BJ's Wholesale Club
05.2022 - 08.2024

Sales Associate

Walmart
10.2019 - 05.2022

Bachelor of Science (B.S.) - Business Management and Entrepreneurship

University of Massachusetts Lowell, Manning School of Business

High School Diploma - US

Notre Dame Cristo Rey High School

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