Dana Lytle
Clifton Heights,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
Work History
Accounts Receivable Coordinator
BMS CAT Of Pennsylvania- Formerly Mellon
04.2020 - Current
- Improves invoice accuracy by thoroughly reviewing billing data before issuing final statements
- Strengthens relationships with key clients by providing exceptional service in addressing inquiries regarding account balances or payment issues
- Reduces outstanding debts through consistent follow-up on overdue invoices and negotiating payment plans
- Expedites payment collection with timely submission of invoices and proactive communication with clients
- Completes credit adjustments when contract amounts change
- Processes incoming payments in accordance with established financial policies
- Posts customer payments by recording cash, checks, and credit card transactions
- Prepares bills receivable, invoices, and bank deposits
- Verifies discrepancies and resolved clients' billing issues
- Resolves valid or authorized deductions by entering adjusting entries
- Optimizes organizational systems for payment collections, AP/AR, deposits, and recordkeeping
- Closes jobs once payments are applied
- Code AR invoices from subcontractors/utility invoices
- Manages time efficiently in order to complete all tasks within deadlines
Accounting Assistant
Mellon Certified Restoration
12.2018 - 04.2020
- Reviewed files for third party collections
- Filed all legal documents; including, Small Claims Court and Mechanic Liens
- Followed up in direct communication with insurance companies to verify if customer was paid directly
- Made collection calls to customer
- Closed all completed jobs on a monthly basis
- Managed and responded to correspondence and inquiries from customers and vendors
- Worked directly with controller on month end processes and closing of AR records
- Processed payments and documents such as invoices, employee reimbursements, and statements
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management
- Improved cash flow management by closely monitoring accounts receivable, ensuring prompt collection of outstanding balances
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process
Administrative Assistant
Genius Computer Industries
10.2016 - 12.2018
- Telephone and mail duties
- Managed supplies, copiers, filing systems, etc.
- Banking, processing, and tracking deposits
- Maintained technician reimbursement expenses
- Worked with sales force to produce purchase orders
- Received products for resale
- Produced and mailed invoices
- Receivables: Processed incoming payments, track receivables owed and followed up with customers
- Managed items to be returned to vendors (obtained and tracked returned merchandise authorizations)
- Created and updated software configurations for customers
Financial Controller Assistant
HGSK, PC- Formerly WGSK, PC
08.2007 - 06.2015
- Utilized Mas 90 accounting program to manage accounts payable and account receivables
- Opened all clients cases and vendor profiles in Mas 90
- Balanced, paid, and posted all American Express and Bank of America charges
- Issued all utility, rent, and expense checks for 9 office locations
- Processed check requests daily for case costs; including, medical records, police reports, etc. for all 9 office locations
- Regularly answered front desk switchboard when coveraged was needed
- Assisted with office emergencies and office management dutied in absence of the office manager
Data Entry- Part Time During Evenings/wknds
Sheller, PC
11.2008 - 03.2010
- Entered Attorney time slips for case costs
- Posted all client costs in Needles software program
Office Manager's Assistant
WGSK, PC
06.2000 - 08.2007
- Filed legal documents at City Hall
- Covered front desk switchboard when needed
- Took all checks to bank to be deposited
- Pulled files at Social Security office and made copies for court hearings
- Took all hand deliveries to other law firms, etc.
- Collected all daily mail that needed to go out
- Separated/sorted daily mail delivery into appropriate mail bins
- Processed all checks for medical records request
- Assisted coworkers and staff members with special tasks on daily basis.
- Organized and prepared all first Friday of the month lunch meetings
- Requested W-9 forms for AP process
Office Clerk- Part Time
Mintzer, Zabicki, Powell & Mintzer Law Firm
09.1998 - 06.1999
- Organized and filed all correspondence and case documentation in client files
- Hand delivered legal documents, bank deposits, and other items
- Assisted with front desk switchboard
- Filed legal documents in Prothonotary Office in City Hall
Education
High School Diploma -
West Philadelphia Catholic High School
4501 Chestnut St., Philadelphia, PA 06.2021
Skills
- Accounts Receivable
- Invoice Processing
- Payment tracking
- Microsoft Office
Timeline
Accounts Receivable Coordinator
BMS CAT Of Pennsylvania- Formerly Mellon
04.2020 - Current
Accounting Assistant
Mellon Certified Restoration
12.2018 - 04.2020
Administrative Assistant
Genius Computer Industries
10.2016 - 12.2018
Data Entry- Part Time During Evenings/wknds
Sheller, PC
11.2008 - 03.2010
Financial Controller Assistant
HGSK, PC- Formerly WGSK, PC
08.2007 - 06.2015
Office Manager's Assistant
WGSK, PC
06.2000 - 08.2007
Office Clerk- Part Time
Mintzer, Zabicki, Powell & Mintzer Law Firm
09.1998 - 06.1999
High School Diploma -
West Philadelphia Catholic High School
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