Colleen DaDante
Chesterland,Ohio
Summary
History of being an active partner to CEO's and C-Level Management, contributing both diversified and comprehensive assistance to the day-to-day business operations and long-term business development planning. Highly skilled professional with desire to provide functional experience in a team oriented environment. Possess the ability to multi-task alongside strong attention to detail, extensive knowledge of computer application. A strong work ethic combined with a commitment to excellence in all projects undertaken.
Results-driven Accounts Receivable Manager known for high productivity and efficiency in task completion. Skilled in ledger reconciliation, credit management, and financial reporting. Excel in communication, problem-solving, and time management, ensuring smooth financial operations and client satisfaction.
Overview
29
29
years of professional experience
Work History
Accounts Receivable Manager
Buckeye Relief
04.2024 - Current
- Managed accounts receivable processes for cannabis industry clients.
- Oversaw billing and invoicing operations to ensure timely payments.
- Led a team of specialists in resolving customer payment inquiries.
- Developed and implemented efficient cash collection strategies.
- Analyzed aged receivables to identify collection issues and trends.
- Collaborated with sales teams to streamline customer credit evaluations.
- Maintained accurate records in accounting software for reporting purposes.
- Trained new staff on policies and procedures for accounts receivable management.
- Assisted in month-end closing process, including account reconciliations, journal entries, and accruals.
- Negotiated payment plans with past due customers while ensuring full compliance with company policies.
- Investigated and resolved customer inquiries regarding billing issues or discrepancies.
- Generated monthly statements for clients outlining their current balances due.
- Maintained accurate records of all accounts receivable transactions.
- Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.
- Researched disputed invoice items for resolution of payment delays.
- Reconciled daily cash receipts and applied payments to the appropriate accounts.
- Followed up with customers via phone, email, or mail regarding outstanding invoices.
- Implemented new procedures within the Accounts Receivable department to improve efficiency.
- Completed daily accounts receivable ledger reconciliations.
- Facilitated payment of invoices due by sending bill reminders and contacting clients
- Monitored delinquent accounts and initiated collection efforts as needed.
- Generated financial statements and reports detailing accounts receivable status.
- Utilized daily audit information to update aging reports.
- Analyzed customer accounts to identify and resolve discrepancies.
- Streamlined operations to improve on-time collections and reduce invoice processing time.
- Performed weekly audits of AR data entry accuracy for errors or omissions.
- Prepared monthly aging reports for review by management.
- Received and input receivables payments in compliance with internal financial procedures.
- Developed and maintained relationships with customers to ensure timely payment of invoices.
- Summarized receivables by maintaining invoice accounts and coordinated monthly transfers to accounts receivable accounts.
- Drafted correspondence such as dunning letters or demand notices when necessary.
- Upheld strict quality and accuracy standards through daily process adjustments.
- Ensured compliance with federal, state, and local regulations related to accounts receivable processes.
- Verified validity of account discrepancies by obtaining and investigating information from sales, trade promotions, customer service departments and from customers.
- Developed and enforced policies regarding credit and collections to minimize risk.
- Streamlined accounts receivable processes through automation, enhancing efficiency.
- Facilitated internal and external audits related to accounts receivable.
- Coordinated with the accounting department to post payments and adjustments accurately.
- Managed entire accounts receivable process, ensuring timely invoicing and collection activities.
- Analyzed trends in customer payment patterns to identify potential issues early.
- Maintained updated customer records, including contact information and payment terms.
- Enhanced cash flow by reducing the average days sales outstanding (DSO).
- Implemented effective billing procedures, reducing errors and improving customer satisfaction.
- Conducted monthly reconciliation of the accounts receivable ledger to ensure accuracy.
- Participated in strategic planning to improve overall financial health of the organization.
- Coordinated with the sales and customer service departments to resolve billing disputes.
- Conducted periodic audits of customer accounts for accuracy and completeness.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Coordinated preparation of external audit materials and external financial reporting.
- Recommended new financial and accounting software packages. replacing various non-integrated offerings.
- Managed relationships with tax authorities, bankers and auditors.
Executive Assistant to the Chief Executive Officer
Buckeye Relief
Eastlake, Ohio
04.2023 - 04.2024
- Coordinated executive schedules and prioritized appointments for the CEO.
- Managed communication between the CEO and internal/external stakeholders.
- Handled confidential information with discretion and professionalism.
- Organized board meetings and prepared necessary materials for discussions.
- Assisted the CEO with administrative tasks such as scheduling, travel arrangements and expense reports.
- Ensured that confidential information was kept secure at all times according to corporate policies.
- Managed special projects as assigned by the CEO in a timely manner.
- Drafted official correspondence on behalf of the CEO in accordance with company policies.
- Organized meetings and conference calls for the CEO and ensured all necessary materials were prepared in advance.
- Maintained a calendar of appointments for the CEO, ensuring that all commitments were met on time.
- Created agendas for senior management meetings and took minutes during those meetings.
- Acted as an intermediary between the CEO and other departments or outside organizations when needed.
- Coordinated executive communications, including taking calls, responding to emails and interfacing with clients.
- Provided support to other executives within the organization as required.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Maintained office supplies inventory to ensure operational efficiency.
- Streamlined office processes to enhance workflow and team collaboration.
- Responded promptly to inquiries from internal staff members regarding any issues related to their roles or responsibilities.
- Reviewed contracts prior to signing on behalf of the company.
- Maintained an organized filing system for easy retrieval of documents when needed.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
- Coordinated meeting and work schedules for staff teams and executives.
- Conducted research and collected and analyzed data to prepare reports and documents.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Made travel arrangements to provide executives seamless and travel policy-approved business trips.
- Set up meeting and event logistics for senior management and updated calendars.
- Screened phone calls for executives to instantly identify priority clients and filter out spam calls.
- Leveraged word processing software to create proposals, letters and memos.
- Entered customer information and updates in database system to track leads, interactions, relationships and propel sales opportunities.
- Handled confidential information with discretion and integrity.
- Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
- Created and maintained computer- and paper-based filing and organization systems for records, reports and documents.
- Delivered optimal administrative, customer service and case management support.
- Coordinated multiple schedules using online calendaring system.
- Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
- Filtered important calls and spam calls to help executives prioritize specific clients and expedite daily operations.
- Relayed messages, retrieved reports and printed documents for co-workers to assist with office workflow.
- Provided accurate, up-to-date information to external parties through emails, phone calls and in-person interactions.
- Facilitated communications by forwarding emails, transferring calls and filing documents.
- Designed PowerPoint presentations for monthly divisional meetings with top-level executives.
- Prepared invoices and drafted memos for executives.
- Coordinated executive and senior management vacation, day-to-day meeting and travel schedules.
- Updated and implemented administrative and executive support policy changes and monitored effects.
Insurance Agent
American Income Life
Cleveland, Ohio
04.2021 - 08.2022
- Licensed Insurance Agent in (6) states focusing on Life, Accident & Health
Administrative Assistant
Bialosky Cleveland
Cleveland, Ohio
01.2019 - 10.2019
- Provide organizational responsibilities for managing incoming and outgoing mail/packages, upkeep of office equipment, inventory and ordering of supplies, document filing and archiving.
- The role also encompasses being an office concierge, which includes accommodating guests, meetings, phone calls, and inquiries.
- A resource to firm Principals and staff to provide support with research and other special assignments.
- Provide as-needed support to Human Resources, Marketing, and Accounting.
- Also involved in Construction Administration for multiple active projects to coordinate RFIś and submittals.
- Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.
- Bialosky Cleveland is a multi-disciplinary design firm consisting of architects, interior designers, engineers, strategists, graphic designers, and planners.
Office Manager
Nitor Partners, LLC
Beachwood, Ohio
06.2017 - 12.2018
- A/P and A/R of all consulting services; invoicing T&E and project milestones.
- Quickbooks maintenance; banking, billing, reimbursements, bill payment, and reconciliation.
- Manager of corporate American Express account.
- Manage contracts for Clients and Sub-Contractors.
- Set Monthly Team meetings, record and distribute meeting notes.
- Create and implement onboarding documentation.
- Training and maintenance of our technology systems for document storage, email, T&E reporting.
- Organize team building events using relationship building skills.
- Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff traveling to domestic and international locations.
- Nitor Partners provides comprehensive procurement services specializing in advisory, consulting and BPO solutions.
Office Manager / Executive Assistant / Director of Operations
James Breen Real Estate, LLC
Cleveland, Ohio
09.2014 - 05.2017
- Provide executive administrative support to Owner/President (business and personal); Required ability to proactively work to problem solve independently, reliably, discretely with confidential matters.
- Answer/screen phones, provide quality customer service to Tenants, planning and scheduling meetings and appointments, arrange travel (personal/business).
- Property management of commercial office building located downtown Cleveland, as well as suburban properties; including Building Maintenance and Security.
- Coordination of office operations, procedures and resources to facilitate organizational effectiveness.
- Maintain electronic/paper files, prepare reports and other confidential materials.
- Manage new and existing tenant build-out projects.
- Prepare new leases and amendments; existing lease escalations; monthly invoicing of tenants.
- Process payroll for entire staff.
- A/P & A/R for all property entities; Reduced financial discrepancies by accurately managing accounting documentation in QuickBooks while maintaining costs and billing processes.
- Process new hire paperwork for new/active employees, including medical insurance administrator.
- Hire, train, provide direction to other office staff.
Administrative Assistant
Construction Workforce Solutions (CWS)
Strongsville, Ohio
01.2009 - 07.2010
- Develop marketing material for client recruitment to promote a safe and productive workplace.
- Prepare submittal for gaining governing body approval for training programs.
- Coordination of in-house training programs for local contractors.
- Recruitment of new students for the construction industry, with an emphasis on diversity.
- Creating resume(s) for students to assist with future job placement.
Administrator - Corporate
Tradesmen International, Inc. / Construction Craft Academy
Macedonia, Ohio
02.2002 - 01.2008
- Support to President, Director of New Operations and staff.
- Format, edit and proofread proposals, spreadsheets, reports and general correspondence.
- Organize business affairs, scheduling and coordinating client meetings.
- Contributed to conception of in-house construction trade career training facility.
- Developmental focus group meetings on the topic of recruitment, admissions, and curriculum.
- Designed school catalog, forms, and student guidelines.
- Maintain student records, both hard copy and electronically.
- Controller of A/R and A/P of all Academy accounts.
- Answer and handle inquiries from clients and general public.
Assessment / Training Coordinator - Corporate
Tradesmen International, Inc. / Construction Craft Academy
Macedonia, Ohio
02.2002 - 01.2008
- Administer assessments to craft professionals to measure the practical knowledge of a set of skills;, for Construction Education and Research (NCCER).
- Interpret and communicate assessment results and training information to clients, contractors and individuals.
- Promote training recommendations.
- Distribute assessments to branch training units, monitor inventory levels and invoicing.
- Maintain all records of assessment and training, both hard copy and electronically.
- Maintain spreadsheet of monies received for services rendered; report monthly to Finance Department.
Administrative Assistant - Safety Department - Corporate
Tradesmen International, Inc. / Construction Craft Academy
Macedonia, Ohio
02.2002 - 01.2008
- Assist National Safety Director; Workers' Compensation claim management.
- Create and manipulate spreadsheets using analytical skill; evaluate daily check registers for financial funding.
- Prepare time-sensitive and/or confidential correspondence regarding employee cases.
- Circulate safety knowledge and education to our numerous national branch offices.
- Generate cards and certificates for attendees completing OSHA compliant training.
- Overall organization of the Safety Department.
Legal Secretary
Bashein & Bashein Co., L.P.A
Cleveland, Ohio
06.2001 - 01.2002
- Responsibilities include preparation of Complaints, Pleadings and Discovery under direction of three (3) attorneys who specialize in Workers' Compensation and Personal Injury.
- Drafted letters and prepared legal correspondence for attorneys and legal assistants.
- Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
Executive Assistant
Bacik, Karpinski Associates Inc
Cleveland, Ohio
01.1997 - 02.2000
- Prepare custom and standard contracts and proposals for Consulting Engineering work, under direction of a Principal.
- Update and distribute all project, construction and manpower lists, office manuals and project files.
- Create various project progress reports, specifications, letters and memorandums.
- Input of associated data pertaining to all new projects for invoicing intent.
- Data entry of all staff timesheets calculated hourly by designated project numbers.
- Sort and distribute mail, active project filing.
- Support in our professional society involvement.
- Planning of selected company events.
- General back-up for the entire administration staff.
Education
EMT - Medical Terminology, Anatomy & Physiology
Lakeland Community
Electives
Cleveland State University
High School Diploma -
Mayfield High School
Skills
- Senior leadership support
- Executive Assistant
- Office Manager
- Scheduling and calendar management
- Email management
- Microsoft Office
- Outlook
- Powerpoint
- Adobe
- Accounts payable
- Accounts receivable
- Quickbooks
- Banking operations
- Contracts
- Proposals
- Memos
- Letters
- Excel spreadsheets
- Payroll
- Billing
- Invoice preparation
- Expense reporting
- Travel administration
- Customer relations
- Event coordination
- Meeting planning
- Well-organized
- Detailed
- Team building
- Leadership
- Articulate
- Well-spoken
- Strong problem solver
- Accounts receivable management
- Cash collection strategies
- Billing and invoicing
- Aged receivables analysis
- Credit evaluation collaboration
- Financial reporting
- Customer relationship management
- Compliance adherence
- Process automation
- Team leadership
- Effective communication
- Problem solving
- Attention to detail
- Time management
- Conflict resolution
- Staff management
- Transaction processing
- Invoice statements
- Account updating
- Payment negotiations
- Auditing support
- Credit control
- Invoice processing
- Aging report creation
- Billing automation
- Account analysis
- Statement preparation
- Payment schedule determination
- Financial records and reporting
- AR reporting
- Report reviewing
- Debt collection
- Deposit verification
- Account reconciliation
- Cash management
- Collections experience
- Research skills
- Aging balance management
- Work assignment coordination
- Collections expertise
- Critical thinking
- Word processing
- Problem-solving
- Human resources
- Internal controls and reporting systems
- Sales support
- Ethical leadership
- Decision-making
- Certified corporate FP&A professional (FP&A)
- Professionalism
References
REFERENCES MADE AVAILABLE UPON REQUEST
Timeline
Accounts Receivable Manager
Buckeye Relief
04.2024 - Current
Executive Assistant to the Chief Executive Officer
Buckeye Relief
04.2023 - 04.2024
Insurance Agent
American Income Life
04.2021 - 08.2022
Administrative Assistant
Bialosky Cleveland
01.2019 - 10.2019
Office Manager
Nitor Partners, LLC
06.2017 - 12.2018
Office Manager / Executive Assistant / Director of Operations
James Breen Real Estate, LLC
09.2014 - 05.2017
Administrative Assistant
Construction Workforce Solutions (CWS)
01.2009 - 07.2010
Administrator - Corporate
Tradesmen International, Inc. / Construction Craft Academy
02.2002 - 01.2008
Assessment / Training Coordinator - Corporate
Tradesmen International, Inc. / Construction Craft Academy
02.2002 - 01.2008
Administrative Assistant - Safety Department - Corporate
Tradesmen International, Inc. / Construction Craft Academy
02.2002 - 01.2008
Legal Secretary
Bashein & Bashein Co., L.P.A
06.2001 - 01.2002
Executive Assistant
Bacik, Karpinski Associates Inc
01.1997 - 02.2000
EMT - Medical Terminology, Anatomy & Physiology
Lakeland Community
Electives
Cleveland State University
High School Diploma -
Mayfield High School