Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Open To Work

Dana Polo

Kansas City,MO

Work Preference

Desired Job Title

Staff AccountantBookkeeperMedical Benefits AssistantAccountant

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Kansas City, MO, USKansas City, MO
Open to relocation: No

Summary

Results-driven accounting professional with experience in financial reporting and general ledger management. Proficient in leveraging accounting software to optimize processes and maintain precise financial records. Demonstrated success in collaborating with cross-functional teams to meet deadlines and facilitate smooth month-end closing activities consistently. Committed to delivering high-quality financial insights that drive informed decision-making and enhance organizational performance.

Overview

8
8
years of professional experience

Work History

Staff Accountant

Salvation Army of Kansas City and Western Missouri Divisional HQ
Kansas City, MO
08.2024 - Current
  • Perform accounting duties for multiple locations
  • Record daily financial transactions and update ledger accounts
  • Balance bank statements, credit cards, and balance sheet accounts
  • Complete month-end and year-end closing procedures
  • Prepare financial statements and assist with audit reporting

Bookkeeper

Agora Enterprises
Kansas City, MO
07.2021 - 10.2023
  • Processed all accounts payayble and accounts receivable
  • Utilized QuickBooks and CRM to manage accounts
  • Supported client relationships
  • Performed account reconciliations and assisted in month-end closing activities

Medical Benefits Assistant

Avant Ministries
Kansas City, MO
06.2018 - 06.2021
  • Resolved claim discrepancies in a timely manner
  • Processed 900+ monthly claims, ensuring timely payment
  • Recognized redundancies in claims processing and worked with program developer to create import to save time and reduce error

Education

Bachelor of Science - Business Administration - Accounting

Western Governors University

Skills

  • Accounting software
  • GAAP
  • Bank reconciliation
  • Monthly journal entries
  • Account reconciliation
  • Financial statements
  • Strategic
  • Analytical
  • Detail-oriented
  • High producer

Timeline

Staff Accountant

Salvation Army of Kansas City and Western Missouri Divisional HQ
08.2024 - Current

Bookkeeper

Agora Enterprises
07.2021 - 10.2023

Medical Benefits Assistant

Avant Ministries
06.2018 - 06.2021

Bachelor of Science - Business Administration - Accounting

Western Governors University
Dana Polo