Summary
Overview
Work History
Education
Skills
Certification
QBO PRO-ADVISOR
Timeline
Generic

BERONICA VALOIS

Germantown

Summary

Adept at driving profitability and enhancing workflow efficiency, my tenure at JEANNY J PORTILLO has honed my expertise in QuickBooks and customer service. Leveraging critical thinking and organizational skills, I've successfully managed complex projects, ensuring meticulous attention to detail and fostering team collaboration. My proactive approach and adaptability have been pivotal in achieving significant client satisfaction and operational excellence.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

T-A-X SERVICES LLC

JEANNY J PORTILLO
09.2023 - Current

* QBO Case Manager and Advisor

  • Profit and loss accounting for other companies.
  • Memory management.
  • Maximize sales and profits of other companies which are clients.
  • I enter leads, appointments, I do data entry
  • Customer service and advice
  • Development of forms such as 1099, w2, w9, installment agreement etc.
  • Developer of ITIN number or Tax number
  • Inventory control and management
  • I am in charge of ensuring that all tasks are completed in a specific time and that everyone works harmoniously in such a way that the work is done very well.
  • I manage office efficiency to optimize filing and document systems
  • I facilitate communication between departments to improve collaboration and project success
  • I provide exceptional customer service by quickly addressing queries to resolve issues in a professional manner.
  • I prepare professional correspondence, including memos, letters and emails, ensuring accuracy and punctuality.
  • I support HR initiatives by assisting with employee recruitment, onboarding, and evaluations.
  • I implement new office procedures to improve workflow efficiency and reduce administrative errors
  • I contribute to a positive work environment by providing support to my colleagues when needed on various tasks or projects.
  • I handle sensitive information with discretion, maintaining confidentiality when managing personal files or financial data, both from the company and from clients.
  • Responsible for requesting the comptroller certificate for the MVA
  • handling and sending taxes
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Responsible for requesting the controller certificate for the MVA
  • Handling and sending taxes
  • Development of forms such as 1099, w2, w9, installment agreement, etc
  • ITIN number or tax number developer


MARINOS MULTISERVICES LLC

JENIFHER MARINO
06.2020 - 09.2023

I am a Case Manager and QBO Proadvisor with more than 5 years of experience in the administrative and financial part.

  • Profit and loss accounting for other companies.
  • Memory management.
  • Maximize sales and profits of other companies which are clients.
  • I enter leads, appointments, I do data entry
  • Customer service and advice
  • Development of forms such as 1099, w2, w9, installment agreement etc.
  • Developer of ITIN number or Tax number
  • Inventory control and management
  • I am in charge of ensuring that all tasks are completed in a specific time and that everyone works harmoniously in such a way that the work is done very well.
  • I manage office efficiency to optimize filing and document systems
  • I facilitate communication between departments to improve collaboration and project success
  • I provide exceptional customer service by quickly addressing queries to resolve issues in a professional manner.
  • I prepare professional correspondence, including memos, letters and emails, ensuring accuracy and punctuality.
  • I support HR initiatives by assisting with employee recruitment, onboarding, and evaluations.
  • I implement new office procedures to improve workflow efficiency and reduce administrative errors
  • I contribute to a positive work environment by providing support to my colleagues when needed on various tasks or projects.
  • I handle sensitive information with discretion, maintaining confidentiality when managing personal files or financial data, both from the company and from clients.
  • Responsible for requesting the comptroller certificate for the mva
  • handling and sending taxes
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.


ALABASTRO ZAMORACO

BRENDA RIOS
11.2016 - 05.2018
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Sales consultant and administrator focused on delivering good results to the company and providing a good customer experience
  • Ability to provide good customer service
  • Competent in record keeping and inventory
  • Cashier and receptionist


Education

High School Diploma -

LICEO PEDAGOGICO SUR ORIENTAL
CALI-COLOMBIA
12-2017

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Attention to detail
  • Flexible and adaptable
  • Dependable and responsible
  • Multitasking
  • Multitasking Abilities
  • Excellent communication
  • Critical thinking
  • Computer skills
  • Organizational skills
  • Calm under pressure
  • Active listening
  • Organization and time management
  • Decision-making
  • Problem resolution
  • Verbal communication
  • Data analysis
    *Conflict resolution
    *Teamwork
    *Adaptability
    *Ability to prioritize tasks
    *Creativity
    *Collection of analysis and data

Certification

QBO PRO-ADVISOR



QBO PRO-ADVISOR

Certified QuickBooks Online Proadvisor, demonstrating expert knowledge in using QuickBooks Online to manage small and medium-sized business finances

Timeline

T-A-X SERVICES LLC

JEANNY J PORTILLO
09.2023 - Current

MARINOS MULTISERVICES LLC

JENIFHER MARINO
06.2020 - 09.2023

ALABASTRO ZAMORACO

BRENDA RIOS
11.2016 - 05.2018

High School Diploma -

LICEO PEDAGOGICO SUR ORIENTAL
BERONICA VALOIS