ANASTACIA BARKA
Albuquerque
Summary
Experienced Finance Technician/Tax Specialist driven to improve business operations and maximize team performance. Offering 20 plus years in customer service. Focused on continuous team development and bottom-line profitability.
Devoted Finance Assistant adept at effectively completing complex tasks. Smart, talented and supportive attitude. Proven history of efficiency, accuracy and detail-oriented work.
Overview
6
6
years of professional experience
Work History
Finance Technician
City of Albuquerque
05.2024 - Current
- Process 200 plus vouchers correctly in a week
- Process tasks flagged as urgent, as soon as received
- Communicate daily with departments, colleagues and the public in a kind professional manner
- Ensure the safety of sensitive information
- Clear denied and recycled vouchers reports regularly
- Solve complex financial, budget and technical problems
- Perform reconciliation of accounts payable reports
- Apply and enforce department and City policies and procedures
- Establish and maintain effective working relationships with departments, vendors and customers
- Monitor actions for fraudulent activities
- Research checks returned
- Assist with training
- Resolve exceptions, and error vouchers
Tax Specialist
H&R Block Tax Svc
12.2021 - Current
- Performed calculations to determine estimated taxes due or refunds expected
- Identified potential deductions or credits that could reduce the amount of taxes owed by a client
- Conducted face to face or interviews through zoom
- Scheduled and confirmed appointments
- Provide future tax planning to clients
- Interacted with IRS personnel to resolve discrepancies between taxpayer records and IRS requirements
- Advised clients on strategies to minimize their future tax liabilities
- Processed forms and payments for customers
- Reviewed prior-year returns for accuracy and completeness
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns
- Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts
- Evaluated clients, matching them with best-suited tax professional for individual needs
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities
- Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions
Office Manager
Pico Propane & Fuels
02.2021 - 01.2024
- Organized files, developed spreadsheets, faxed reports and scanned documents to improve organizational workflow
- Answered phone calls and welcomed visitors to office
- Monitored calendars and scheduled appointments based on availability and established load limits
- Completed and mailed contracts, and or invoices
- Developed organizational filing systems for confidential customer records and reports
- Trained and managed staff members to perform work activities and use computer applications
- Troubleshot office equipment, computer hardware and software issues
- Answered telephones, directed calls, and took messages
- Opened, sorted and routed incoming mail and prepared outgoing mail
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies
- Checked office supply levels, anticipated needs and placed orders for appropriate stock levels
- Collected and entered payment data into system, maintaining complete confidentiality and accuracy
- Collected, counted and disbursed money to complete basic bookkeeping and banking transactions
- Performed data entry tasks into various computer systems accurately and efficiently
- Communicated with customers, employees and vendors to answer questions and address complaints
- Collected payments, issued receipts and updated accounts to reflect new balances
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Worked closely with management, drivers and technician in regards to daily deliveries and scheduled appointments
Production Manager
Walmart
08.2018 - 01.2020
- Resolved issues quickly to maintain productivity goals.
- Created streamlined production schedules and collaborated with production employees to communicate objectives and goals.
- Managed internal operational standards and productivity targets.
- Monitored team budgets to keep projects on task and avoid waste.
- Delivered direct feedback to senior management regarding project visibility and status.
- Determined suitable crew requirements, scheduled employees, and worked with human resources to meet changing production schedules.
- Partnered with leadership on recruiting, hiring and coaching production personnel.
- Trained in and implemented emergency response procedures to protect team members and property.
- Implemented quality control system to review products against technical specifications and corporate standards.
- Monitored inventory levels and restocking schedules to avoid production delays from unavailable materials.
- Created and oversaw production schedules and adjusted as needed to meet deadlines.
- Enforced health and safety protocols to promote safe working environment.
- Evaluated employee performance and provided feedback and training as needed.
Education
Some College (No Degree) - Management Information Systems
National American University
Rapid City, SDSkills
- Tax Return Preparation
- Invoice processing
- Data Gathering
- Individual Returns Preparation
- Documentation Filing
- Organization Skills
- Account Reconciliation
- Research/Due Diligence
- Client Communication
- Staff Development
- Verbal/Written Communication
- Accounts payable
- Auditing procedures
Timeline
Finance Technician
City of Albuquerque
05.2024 - Current
Tax Specialist
H&R Block Tax Svc
12.2021 - Current
Office Manager
Pico Propane & Fuels
02.2021 - 01.2024
Production Manager
Walmart
08.2018 - 01.2020
Some College (No Degree) - Management Information Systems
National American University
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