Roxana Roney, AFC, MBA
Roxana Roney, AFC, MBA, is a dynamic and results-driven finance and tax professional with over 15 years of experience leading high-performing teams in the financial services industry. As a Senior Tier II Tax Advisor at H&R Block and former Finance & Tax Team Lead for Workplace Options’ Military OneSource program, she has built a reputation for strategic planning, process optimization, and stakeholder engagement. Fluent in both English and Spanish, Roxana excels in navigating complex regulatory environments while providing expert guidance and mentorship to diverse teams across multiple time zones.
Throughout her career, Roxana has been committed to empowering her teams and clients alike. She has designed and implemented coaching and development programs that significantly improved learning outcomes, increased productivity, and reduced employee turnover. Her leadership is rooted in collaboration, emotional intelligence, and a deep understanding that people are the ultimate measure of success. Roxana’s experience spans tax consultation, financial literacy, leadership development, project management, and customer service excellence, making her a trusted advisor and mentor in both professional and community settings.
Beyond her professional accomplishments, Roxana is dedicated to service and giving back. She has volunteered as a Tax Preparer for AARP for over a decade and supports initiatives focused on economic empowerment, financial literacy, education, and children’s well-being. Her career philosophy emphasizes perseverance, continuous learning, and using her expertise to create meaningful impact. Roxana embodies a commitment to integrity, empowerment, and service, leveraging her skills to guide individuals, families, and teams toward lasting success and financial well-being.
• Harvard Division of Continuing Education – Emotional Intelligence in Leadership
• Accredited Financial Counselor (AFC)
• Harvard Division of Continuing Education – Professional & Executive Development, Emotional Intelligence in Leadership
• Troy University - Master of Business Administration (MBA)
• Universidad de Lima - Bachelor's degree, Business Administration
• Nominated to Manager of the Year – Workplace Options, 2023
• Employee of the Year – Workplace Options, 2019
• Marquis Who’s Who Honored Listee
• Boy Scouts
• Tax Preparer – AARP
• Advocates for economic empowerment and financial literacy programs
What do you attribute your success to?
I attribute my success to perseverance, dedication, and my ability to cultivate strong relationships with both my teams and the communities I serve. I focus on empowering people, and I have seen firsthand that valuing individuals drives results.
What’s the best career advice you’ve ever received?
Embrace failure as a teacher and lean on your community. Growth comes from learning through challenges while staying connected to those who support you.
What advice would you give to young women entering your industry?
Prioritize continuous learning, seek mentorship, and always focus on building both your technical expertise and your interpersonal skills. Success is measured not only by results but by the positive impact you create for others.
What are the biggest challenges or opportunities in your field right now?
The complexity of regulatory changes and evolving financial systems presents a challenge, but also an opportunity to innovate processes, enhance financial literacy, and deliver meaningful guidance to clients and military families.
What values are most important to you in your work and personal life?
Integrity, collaboration, empowerment, and service. I prioritize building trust with my teams and clients while ensuring that my work positively impacts people’s lives and communities.
Locations
Roxana Roney
Chesapeake, VA 23322