Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Dana Montgomery

Decaturville,TN

Summary

Adept at enhancing operational efficiency and accuracy.

Professional with extensive experience in customer service & records management, ensuring accuracy and compliance with regulatory standards. Known for strong focus on team collaboration and achieving results. Reliable and adaptable to changing needs, with skills in data management and organizational tasks, as well as new software implementation.

Overview

17
17
years of professional experience
1
1
Certification

Work History

City Recorder

Town of Decaturville
04.2023 - Current
  • Streamlined workflow processes by working collaboratively with colleagues, resulting in increased efficiency and productivity.
  • Collaborated with various departments to maintain accurate inventory lists of archived materials, promoting efficient resource allocation within the organization.
  • Managed confidential information with utmost discretion, ensuring privacy and maintaining trust.
  • Played an instrumental role in preparing for external audits by ensuring completeness and accuracy of all necessary documentation upon request from auditors or regulatory agencies.
  • Responded to requests for information from public, other municipalities or state and federal legislative offices.
  • Enhanced accuracy in record-keeping by diligently reviewing and verifying all incoming documents before storage.
  • Conducted regular audits of stored records, ensuring compliance with established retention schedules and legal requirements.

Customer Service Representative

Lexington Electric System
04.2014 - 03.2023
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Participated in training programs to enhance product knowledge and customer service skills.
  • Cross-trained and backed up other customer service managers.
  • Educated customers about billing, payment processing and support policies and procedures.

Staff Accountant

Tennessee Health Management Inc.
07.2007 - 04.2014
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
  • Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
  • Collected and arranged financial information and entered details into the AS400 & GreenTree financial management system.
  • Maintained fixed asset records and depreciation schedules to establish accurate calculations.
  • Collaborated with external auditors to provide information for audit process.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Collected and reported monthly expense variances and explanations.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.

Education

Bachelor of Science - Business Administration

University of Tennessee, Martin, TN
05-2007

Skills

  • Meeting etiquette
  • Data entry expertise
  • Proofreading proficiency
  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail
  • Relationship building & Customer Service
  • Office administration & management
  • Professional ethics
  • Multitasking & Task prioritization
  • Public service
  • Document verification & review
  • Self motivation & Deadline management
  • Conflict resolution
  • Computer literacy & New Software Implementation

Certification

  • Certified Municipal Finance Officer
  • Word Press
  • CPR/AED Certification

Timeline

City Recorder

Town of Decaturville
04.2023 - Current

Customer Service Representative

Lexington Electric System
04.2014 - 03.2023

Staff Accountant

Tennessee Health Management Inc.
07.2007 - 04.2014

Bachelor of Science - Business Administration

University of Tennessee, Martin, TN

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Dana Montgomery