ASHLEY DAVIS
Sioux Falls,South Dakota
Summary
Skilled Administrative Assistant bringing 5 years of experience working with multiple organizations. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
11
11
years of professional experience
Work History
Work Controller
National Management Resources
07.2023 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for 20 employees to comply with predetermined company guidelines.
- Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Master Scheduler
Prairie Rehabilitaion
03.2022 - 07.2023
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Managed cancellations or no-shows efficiently, proactively filling open slots with patients from waitlists or urgent care needs.
- Followed up with patients to reschedule missed appointments.
- Ensured compliance with HIPAA regulations while handling sensitive patient information during all aspects of appointment scheduling processes.
- Verified insurance coverage and eligibility for medical services prior to scheduling appointments to prevent billing issues.
- Confirmed appointments one day prior to minimize missed appointments and maximize clinic utilization.
- Maintained accurate patient records for proper tracking of patient history and treatment.
- Maintained accurate records of patient demographics, insurance information, and medical history in electronic health systems.
- Resolved conflicts in scheduling or resource allocation quickly and professionally, minimizing disruptions to daily operations.
- Collaborated with healthcare staff to verify alignment of appointment scheduling with clinic protocols.
- Collaborated with clinical staff to ensure appropriate allocation of time for various types of appointments and procedures.
- Managed multiple schedules and prioritized tasks to meet demands of fast-paced work environment.
- Set schedules for 25 staff by planning and designating shifts and hours.
CLERICAL FLOAT
Urology Specialists
04.2021 - 03.2022
- Answer telephones and direct calls to appropriate staff
- Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms
- Transmit correspondence or medical records by mail, e-mail, or fax
- Receive and route messages or documents, such as laboratory results, to appropriate staff
- Answer customers' questions, and provide information on procedures or policies
- Enhanced office efficiency by organizing and maintaining accurate filing systems.
- Managed high-volume phone calls, providing excellent customer service to clients and colleagues.
CASHIER
Get N Go
10.2020 - 03.2021
- Receive payment by cash, check, credit cards, vouchers, or automatic debits
- Issue receipts, refunds, credits, or change due to customers
- Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners
- Greet customers entering establishments
- Answer customers' questions, and provide information on procedures or policies
- Sell tickets and other items to customers
- Process merchandise returns and exchanges
- Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans.
RESEARCH ANALYST
Wells Fargo
09.2019 - 06.2020
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
- Prepared detailed reports summarizing research findings and recommendations for further action.
- Conducted in-depth qualitative and quantitative research to identify trends and generate insights.
- Collaborated with cross-functional teams to generate relevant insights from diverse datasets.
- Review collection reports to determine the status of collections and the amounts of outstanding balances
- Submit delinquent accounts to attorneys or outside agencies for collection
- Interpreted data and made recommendations from findings.
- Enhanced data accuracy for strategic decision-making by meticulously organizing and analyzing complex datasets.
- Facilitated cross-departmental collaboration to enhance data sharing and integration, improving accuracy of analyses.
COLLECTOR 3
Wells Fargo
12.2015 - 09.2019
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment
- Advise customers of necessary actions and strategies for debt repayment
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise
- Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts
- Locate and monitor overdue accounts, using computers and a variety of automated systems
- Answer customer questions regarding problems with their accounts
- Record information about financial status of customers and status of collection efforts
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers
- Receive payments and post amounts paid to customer accounts
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
MANAGER
Gentry Finance
01.2014 - 11.2015
- Stock shelves, and mark prices on shelves and items
- Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change
- Investigate activities of institutions to enforce laws and regulations and to ensure legality of transactions and operations or financial solvency
- Plan, supervise, and review work of assigned subordinates
- Recommend actions to ensure compliance with laws and regulations, or to protect solvency of institutions
- Prepare reports, exhibits and other supporting schedules that detail an institution's safety and soundness, compliance with laws and regulations, and recommended solutions to questionable financial conditions.
Education
Bachelor of Arts (B.A.) - English
Dakota State University
Madison, SD05.2013
Skills
- Payroll Processing
- Preparing financial statements
- Bookkeeping
- Organizational Skills
- Analytical Thinking
- Multitasking Abilities
- Time Management
- Excellent Communication
- Problem-solving abilities
- Self Motivation
- Professionalism
Timeline
Work Controller
National Management Resources
07.2023 - Current
Master Scheduler
Prairie Rehabilitaion
03.2022 - 07.2023
CLERICAL FLOAT
Urology Specialists
04.2021 - 03.2022
CASHIER
Get N Go
10.2020 - 03.2021
RESEARCH ANALYST
Wells Fargo
09.2019 - 06.2020
COLLECTOR 3
Wells Fargo
12.2015 - 09.2019
MANAGER
Gentry Finance
01.2014 - 11.2015
Bachelor of Arts (B.A.) - English
Dakota State University
References
References available upon request
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