I am a detail-driven Operations and Client Relations Specialist with over a decade of experience managing complex workflows, ensuring regulatory compliance, and delivering exceptional client service. My career spans key roles in tax administration and enterprise operations, where I have consistently turned high-volume, time-sensitive challenges into streamlined successes.
Most recently at 1800Accountant, I coordinated tax filing workflows for business and personal returns using Lacerte, maintaining a zero-missed-deadline record through proactive client communication and meticulous document review. Prior to this, I spent over four years at Manulife processing complex life insurance policy changes for high-value John Hancock accounts, consistently exceeding strict quality assurance and productivity benchmarks.
My foundation is built on corporate operational excellence, with a proven track record at major firms like Infosys and Convergys managing enterprise data, resolving technical workflows, and auditing compliance.
I thrive in environments that require sharp analytical skills, absolute data accuracy, and a client-first mindset.
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