Roxana Roney Mba, Afc

Finance And Tax Team Lead(bilingual) at Workplace Options

Roxana Roney is currently working as the Finance and Tax Team Lead (Bilingual) at Workplace Options since September 2021. Prior to this, they served as a Finance & Tax Team Coach (Bilingual) at Workplace Options (Military One Source) from July 2020 to September 2021. Roxana also worked as a Daily Living Consultant at Workplace Options for a brief period in 2016. Before joining Workplace Options, Roxana was employed as an Administrative Benefits Specialist at Xerox from July 2015 to December 2015. Roxana started their career as a Sales Associate at Hecht's Department Stores in 2000 and later worked as a Merchandiser at Macy's from 2005 to 2011. Roxana Roney began their professional journey as a Marketing Assistant at ARTELECSA from 1997 to 1999, where they played a key role in increasing company profits through the development and execution of marketing plans and nationwide promotional campaigns.

Roxana Roney has a diverse education history that spans various fields and institutions. In 1998, they obtained a Bachelor's degree in Business Administration from the Universidad de Lima. Moving forward, they pursued their educational journey and earned a Master of Business Administration (MBA) from Troy University between 2010 and 2012, specializing in Finance and general management.

In terms of professional development, Roxana Roney has completed several certifications. In 2015, they obtained VITA certifications in Basic, Intermediate, Advanced, Military, and International from the Internal Revenue Service. Additionally, in 2018, they achieved accreditation as an Accredited Financial Counselor (AFC) from AFCPE® (Association for Financial Counseling and Planning Education®).

To further enhance their skills and knowledge, Roxana Roney undertook Professional Development courses at the Harvard Division of Continuing Education. In 2022, they completed a course focusing on Managing Yourself and Leading Others. Roxana also engaged in a program at the Alliance Française de Paris in the same year to develop their proficiency in French.

Overall, Roxana Roney possesses a well-rounded educational background with a Bachelor's degree, an MBA, additional certifications in financial counseling and tax preparation, as well as ongoing efforts to advance their leadership and language skills through professional development opportunities.

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Timeline

  • Finance And Tax Team Lead(bilingual)

    September, 2021 - present

  • Daily Living Consultant

    April, 2016