OLGA STEFANEAS
Geneva
Summary
Dynamic professional with extensive experience at H&R Block, excelling in multi-unit leadership and operational improvements. Proven track record in client acquisition and retention, leveraging strong interpersonal communication skills. Expertise in tax preparation and financial analysis, driving significant growth and enhancing team performance across multiple locations.
Overview
28
28
years of professional experience
2
2
Certifications
Work History
Multi-Unit Team Leader
H&R BLOCK
Elgin
01.2020 - Current
- Oversaw operations, staffing, and logistics across three to four company offices to enhance efficiency.
- Collaborated with District General Manager to implement process improvements and growth strategies.
- Cultivated a collaborative culture by recognizing outstanding performance within office teams.
- Led daily team meetings to disseminate crucial information to associates.
Political Candidate
Local Elections
Ditiki Mani
05.2023 - 12.2023
- Developed a comprehensive campaign strategy to effectively communicate key issues to constituents.
- Engaged with community leaders and organizations to foster support and collaboration on local initiatives.
- Organized and participated in town hall meetings to address public concerns and encourage civic participation.
- Monitored and evaluated campaign progress through data analysis and feedback from community members.
- Created informative materials to communicate policy positions and campaign goals to voters.
Office Manager III
H&R BLOCK
Elgin
01.2017 - 01.2019
- Oversaw operations at two H&R Block locations, driving client growth through partnerships and community engagement.
- Developed and executed comprehensive business plans to enhance office performance.
- Implemented continuous process improvements to ensure operational efficiency and effectiveness.
- Provided leadership for office associates, enabling achievement of all targeted business objectives.
Tax Associate
H&R BLOCK
Geneva
01.2016 - 12.2016
- Prepared seasonal tax returns for individual clients, enhancing return processes through tax logistics expertise.
- Delivered exceptional customer service by engaging clients, actively listening, and resolving conflicts.
- Executed diverse marketing strategies to promote brand and maintain a comprehensive Book of Business.
- Participated in continuous tax education programs for certification renewal and professional development.
Owner/President
STEFANEA IMPORTS INC.
Geneva
01.2007 - 12.2015
- Facilitated importation and sales of olive oil from Greece, establishing competitive market prices.
- Coordinated with retailers and vendors to secure business partnerships.
- Maintained professional website for product information and managed phone and online order processing.
- Executed direct marketing campaigns to increase revenue and enhance brand awareness.
Senior Client Service Associate
MORGAN STANLEY
Geneva
01.2003 - 12.2015
- Delivered exceptional customer service, fostering positive client relationships and enhancing satisfaction.
- Scheduled appointments with clients and prospects to optimize engagement opportunities.
- Opened new client accounts and processed required documentation efficiently.
- Coordinated company events, including retirement planning seminars and client assemblies.
- Assisted in developing annual budgets while monitoring financial activity through detailed expense reports.
- Secured compliance approvals necessary for process fulfillment, ensuring regulatory adherence.
- Created promotional materials to elevate product sales and enhance company visibility.
- Collaborated with financial advisors on marketing initiatives, contributing to an annual revenue growth rate of 15%.
Brokerage Associate
WACHOVIA SECURITIES
Chicago
01.1998 - 12.2003
- Opened new client accounts and provided accurate account information along with appropriate quotes.
- Reviewed monthly statements to ensure accuracy and maintained comprehensive knowledge of accounts.
- Processed orders according to broker ticket assignments, ensuring timely fulfillment of all mailings.
- Managed deliveries and payments while addressing telephone inquiries and fulfilling research report requests.
Education
B.A. - Political Science
DEPAUL UNIVERSITY
Chicago, ILSkills
- Tax preparation and financial analysis
- Sales and marketing strategies
- Client management and reservations
- Business administration
- Operational improvement
- Interpersonal communication
- Regulatory compliance
- IRS regulations expertise
- Client acquisition and retention
- Microsoft Office 365 proficiency
- Multi-unit leadership in tax services
- Team leadership and development
- Entrepreneurship and innovation
- Bookkeeping and invoicing
- QuickBooks proficiency
- Quality improvement strategies
- Feedback delivery techniques
- Team check-ins
- Lean manufacturing principles
- Coaching skills
- SMART goal setting
- Overtime management strategies
- Team assessment methodologies
Affiliations
NEO KYMA MESSINIAS, Board Member 2024-current
Certification
Tax Specialist Certification, H&R Block
Languages
Greek
Native/ Bilingual
Timeline
Political Candidate
Local Elections
05.2023 - 12.2023
Multi-Unit Team Leader
H&R BLOCK
01.2020 - Current
Office Manager III
H&R BLOCK
01.2017 - 01.2019
Tax Associate
H&R BLOCK
01.2016 - 12.2016
Owner/President
STEFANEA IMPORTS INC.
01.2007 - 12.2015
Senior Client Service Associate
MORGAN STANLEY
01.2003 - 12.2015
Brokerage Associate
WACHOVIA SECURITIES
01.1998 - 12.2003
B.A. - Political Science
DEPAUL UNIVERSITY