Danielle Panza
HUNTERSVILLE
Summary
Dynamic Junior Accountant at Brumley Robinson & Associates CPAs PLLC, skilled in tax preparation and client management. Successfully implemented new software, enhancing operational efficiency. Known for exceptional problem-solving abilities and effective communication, contributing to improved client retention and streamlined processes. Proven track record in data analysis and fostering team collaboration.
Overview
8
8
years of professional experience
Work History
Junior Accountant
Brumley Robinson & Associates CPAs PLLC
Huntersville
03.2022 - Current
- Assisted senior accountants with tax preparation, including data gathering, form organization, and preliminary input of tax data.
- Researched changes in laws to maintain adherence to financial regulations.
- Supported efficient accounting operations with high-quality administrative support.
- Contributed to the successful implementation of new client management software by designing processes, developing internal documentation and workflow tools, and training staff to ensure a smooth transition and improved team efficiency.
- Served as the primary point of contact for general client inquiries, providing prompt, professional responses via phone, email, and internal chat systems.
- Supported client retention efforts through new client onboarding, ensuring accurate data entry, documentation compliance, and a smooth transition into the firm's systems.
- Provided support for accounts payable and receivable functions, including invoice processing and payment posting.
- Organized and maintained electronic and physical filing systems for efficiency.
- Cross-trained employees, enabling completion of priority tasks during personnel absences.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
Front Desk Associate
Safe Harbor Marinas
Cornelius
07.2021 - 03.2022
- Collaborated with staff to ensure smooth daily marina operations and provided excellent customer service.
- Managed the distribution and sale of slips to new clients, ensuring smooth onboarding and efficient transaction processing.
- Maintained accurate records of vessel registration numbers, slip assignments, and insurance records.
- Managed inventory of supplies and communicated needs to suppliers.
- Coordinated scheduling for boat rentals and maintenance services.
- Activated fuel pumps and filled fuel tanks with gasoline or diesel fuel.
- Managed payment transactions for boat rental fees and fuel purchases.
- Prepared daily reports of fuel, oil, and accessory sales.
- Handled diverse needs for clients in-person, by phone or through email.
Assistant Manager
The Fungo
Cornelius
04.2019 - 04.2021
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Managed inventory levels and ordered supplies to maintain optimal stock availability.
- Supervised daily operations, including coordinating schedules, appointments, and rentals.
- Ensured that filing systems were current.
- Handled daily credit card and cash transactions accurately, keeping payment records, and investigating irregularities.
- Collaborated with management to create promotional strategies for seasonal events.
- Developed and implemented new procedures to enhance customer service experience.
- Managed customer service inquiries and complaints promptly.
- Ensured compliance with safety regulations and company policies.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Supervisor
Camp Bow Wow
Concord
02.2018 - 02.2019
- Supervised staff to ensure that all dog-handling protocols were followed and that the facility was properly maintained.
- Supervised daily activities and care routines for dogs in a busy daycare environment.
- Scheduled appointments for boarding dogs according to availability and requested dates.
- Trained staff on proper animal handling and safety protocols to ensure well-being.
- Scheduled playtime and feeding times to maintain structured routines for dogs.
- Coordinated cleaning and sanitation processes to maintain a safe facility.
- Monitored dog behavior and health to identify potential issues promptly.
- Managed inventory of supplies, ensuring adequate resources for daily operations.
- Provided customer service support by responding promptly to inquiries via phone or email.
- Enforced daycare policies and procedures to uphold operational standards.
- Monitored dogs for signs of illness or distress and reported concerns to management promptly.
- Fed and watered animals in care, following special diets and regular medication administration schedules.
- Assisted with grooming tasks such as bathing, brushing, and nail trimming.
Education
Associate of Arts - Business
Central Piedmont Community College
Charlotte, NCSkills
- Tax preparation
- Client management
- Software implementation
- Customer service
- Accounts receivable management
- Tax filing
- Microsoft Office
- Problem-solving abilities
- Data analysis
- CRM Tools
- Communication
- Leadership
Timeline
Junior Accountant
Brumley Robinson & Associates CPAs PLLC
03.2022 - Current
Front Desk Associate
Safe Harbor Marinas
07.2021 - 03.2022
Assistant Manager
The Fungo
04.2019 - 04.2021
Supervisor
Camp Bow Wow
02.2018 - 02.2019
Associate of Arts - Business
Central Piedmont Community College
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