Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
BusinessAnalyst

Annajean Pulawerth

Raynham,MA

Summary

Meticulous administrative support specialist offering 10 plus years of comprehensive experience in dispatch and billing areas. Comfortable working independently or as part of supportive team. Extensive familiarity with Microsoft office. Core competencies include Microsoft excel and all areas of administrative support.

Overview

10
10
years of professional experience

Work History

Dispatch/Billing Specialist

East Coast Fire & Ventilation
West Wareham, MA
11.2022 - 03.2024
  • Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
  • Processed credit card transactions through Point-of-Sale terminals or online systems.
  • Performed data entry into accounting software programs such as QuickBooks.
  • Received and dispatched calls for emergency services.
  • Monitored radio frequencies to ensure proper communication between personnel in the field and dispatch office.
  • Assigned drivers to appropriate routes based on customer needs.
  • Provided timely updates to customers regarding their orders or requests.
  • Coordinated with other dispatchers to ensure efficient delivery schedules were met.
  • Resolved customer complaints related to service issues or delays.
  • Tracked vehicles using GPS technology and provided real-time status updates as needed.
  • Performed administrative duties such as filing paperwork, updating databases, and preparing documents for review by management staff.
  • Managed a large volume of phone calls while ensuring accuracy in data entry.
  • Utilized computer systems to locate addresses, calculate estimated arrival times, and provide directions when necessary.
  • Ensured compliance with safety regulations and company policies.
  • Participated in team meetings discussing changes in procedures or processes.
  • Scheduled loads according to priority and available equipment.

Dispatch/Billing Clerk

IAA
East Taunton, MA
12.2018 - 11.2022
  • Checked figures, postings, and documents for accuracy.
  • Researched and resolved discrepancies in payment processing.
  • Reviewed customer files to make sure all documentation was complete and accurate.
  • Prepared bills, invoices, and bank deposits as needed.
  • Entered information into accounting software systems including QuickBooks and Excel spreadsheets.
  • Calculated billing charges, prepared and submitted claims to insurance companies.
  • Reconciled daily cash receipts with total deposits on bank statement.
  • Processed credit card transactions through Point-of-Sale terminals or online systems.
  • Generated periodic reports summarizing account balances and collection activities.
  • Performed data entry into accounting software programs such as QuickBooks.
  • Provided support to other departments within the organization as needed.
  • Investigated and resolved issues to maintain billing accuracy.
  • Input payment history and other financial data to keep customer accounts up-to-date in system.
  • Managed account receivables to maintain payments within net terms.
  • Reviewed vendor documentation to comply with payment guidelines.
  • Updated records of driver locations, delays, and cancellations.
  • Assigned drivers to appropriate routes based on customer needs.
  • Maintained logs of all incoming calls and assigned tasks.
  • Resolved customer complaints related to service issues or delays.
  • Performed administrative duties such as filing paperwork, updating databases, and preparing documents for review by management staff.
  • Managed a large volume of phone calls while ensuring accuracy in data entry.
  • Utilized computer systems to locate addresses, calculate estimated arrival times, and provide directions when necessary.
  • Organized paperwork associated with deliveries including manifests, bills of lading, packing slips.
  • Participated in team meetings discussing changes in procedures or processes.
  • Scheduled loads according to priority and available equipment.
  • Utilized various software systems to facilitate movement, planning and scheduling.

Tax Advisor

H & R Block Tax Services
Plymouth, MA
04.2014 - 04.2022
  • Assisted in the preparation of complex tax returns for individuals, businesses, and trusts.
  • Reviewed financial statements to determine accuracy of reported income and expenses.
  • Analyzed client's financial information to ensure compliance with federal, state, and local regulations.
  • Developed strategies to minimize clients' overall tax liability through proper planning techniques.
  • Researched current legislation related to taxation changes or new laws that could affect clients' taxes.
  • Ensured timely filing of all required documents with the IRS and state agencies as needed.
  • Identified potential areas of non-compliance with existing tax laws by reviewing past returns and records.
  • Performed due diligence reviews on entities prior to mergers or acquisitions in order to assess any potential liabilities resulting from such activities.
  • Participated in continuing education programs related to taxation matters in order to stay abreast of changing laws.
  • Reviewed previous year's returns for errors or missed opportunities which may result in refunds or additional savings.
  • Maintained up-to-date knowledge of applicable state, local, federal regulations governing taxation procedures.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
  • Implemented tax reduction strategies to analyze and minimize tax liabilities.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Used tax form instructions and tables to complete tax forms.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.

Education

Associate of Applied Science - Computer Adminstrative

Quincy College
Quincy, MA
05-2007

Skills

  • Payment posting
  • Payment Processing
  • Invoice Processing
  • Invoicing proficiency
  • Customer Service
  • Administrative Support
  • Dispatch operations
  • Dispatch Coordination
  • Fleet Dispatch
  • Phone dispatch
  • Dispatch of drivers
  • Service Vehicle Dispatch
  • Computer-based dispatch systems
  • Dispatcher monitoring
  • Dispatching software
  • Proficient in Microsoft Office
  • Microsoft Excel
  • Microsoft Word
  • Data Entry

Accomplishments

  • published a 14 line sonnet in Indigo with Quincy College 2005
  • commencement speaker Quincy College 2007

References

References available upon request.

Timeline

Dispatch/Billing Specialist

East Coast Fire & Ventilation
11.2022 - 03.2024

Dispatch/Billing Clerk

IAA
12.2018 - 11.2022

Tax Advisor

H & R Block Tax Services
04.2014 - 04.2022

Associate of Applied Science - Computer Adminstrative

Quincy College

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Annajean Pulawerth