Hi, I’m
DANIELLE LADD
Long Beach,CA
Summary
Technically-savvy with outstanding relationship building, training and presentation skills. Highly organized and proactive with solid understanding of scheduling actions, adjusting routes and prioritizing issues. Trained in Quickbooks with superior knowledge of financial reporting and analysis.
Overview
13
years of professional experience
Work History
HALO
Director of Retail Finance
03.2022 - Current
Job overview
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Spearheaded expansion strategies to increase business market share, drive growth and bring in more than 240 new customers in 2 months.
- Increased profits 94% by delivering investment management and financial planning services to customers to aid long-term goals.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Implemented daily operating procedures to keep store clean, adequately stocked and well-organized.
- Trained team members in successful strategies to meet operational and sales targets.
HALO
Accounts Payable Manager
03.2022 - Current
Job overview
- Trained team members in successful strategies to meet operational and sales targets.
- Implemented daily operating procedures to keep store clean, adequately stocked and well-organized.
- Produced detailed financial reports to inform management and stakeholders.
- Partnered with finance team to complete month-end accruals and account reconciliations.
- Closely monitored accounts to post timely payments and resolve billing discrepancies.
Walnut LLC
Account Executive - Payables and Receivables
12.2020 - 02.2022
Job overview
- Used QuickBooks to accurately manage over 400 accounts worth over $40 million in yearly sales.
- Managed and updated financial accounts and permanent records for more than 400 current clients
- Counseled debtors on payment options and arranged installment agreements.
- Negotiated to collect balance in full.
- Reconciled daily AR ledger and verified proper posting.
- Processed incoming payments in accordance with established financial policies.
- Verified discrepancies and resolved clients' billing issues
Wonderbrett
Executive Assistant to Vice President of Sales
08.2019 - 02.2022
Job overview
- Planned, implemented and tracked sales and marketing strategies to promote brand products.
- Established QuickBooks accounting system to reflect accurate financial records.
- Verified accurate recordkeeping processes, effectively reducing financial inconsistencies.
- Accurately calculated deductions and processed payroll for 12 employees.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Kroger Specialty Pharmacy
Lead Pharmacist Technician
07.2018 - 07.2019
Job overview
- Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with pharmacists.
- Consulted with insurance company representatives to complete claims processing, resolve concerns and reconcile payments.
- Managed (10-15) pharmacy technicians on daily operations
Kushagram
Inventory Specialist
02.2018 - 01.2019
Job overview
- Performed inventory control, ordered supplies, counted warehouse products and unloaded deliveries to disperse between 22 ‘hubs’ and counting.
- Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
United Health Care-Optumrx
Pharmacy Benefits Manager
11.2016 - 07.2018
Job overview
- Assist patients with benefit and eligibility, billing and payments, authorizations for treatment and explanation of benefits (EOBs).
- Provide education and status on pre-authorizations on requests.
- Oversaw open enrollment processes during 4th quarter
Clinic Association
General Manager
10.2011 - 10.2016
Job overview
- Supervised sales force of 25 sales associates.
- Planned and directed staff training and performance evaluations.
- Reviewed operational records and reports to project sales and determine profitability.
Edwards Law & Associates
Office Manager
03.2010 - 12.2011
Job overview
- Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives.
- Coordinated special projects and managed schedules.
- Completed bi-weekly payroll for 25 employees
Education
Redondo Beach Beauty SchoolRedondo Beach
Esthetician from Esthetician
11.2019
OptumrxCosta Mesa, CA
Pharmacy Technician License- CA
11.2018
Villa Park High SchoolVilla Park, CA
High School Diploma
06.2011
Skills
- Accounts receivables
- Staff training
- Customer Relations
- QuickBooks knowledge
- METRC knowledge
- Dispatching field personnel
- Knowledge on applying copyright practices and procedures
- Sales
Timeline
Director of Retail Finance
HALO
03.2022 - Current
Accounts Payable Manager
HALO
03.2022 - Current
Account Executive - Payables and Receivables
Walnut LLC
12.2020 - 02.2022
Executive Assistant to Vice President of Sales
Wonderbrett
08.2019 - 02.2022
Lead Pharmacist Technician
Kroger Specialty Pharmacy
07.2018 - 07.2019
Inventory Specialist
Kushagram
02.2018 - 01.2019
Pharmacy Benefits Manager
United Health Care-Optumrx
11.2016 - 07.2018
General Manager
Clinic Association
10.2011 - 10.2016
Office Manager
Edwards Law & Associates
03.2010 - 12.2011
Redondo Beach Beauty School
Esthetician from Esthetician
Optumrx
Pharmacy Technician License- CA
Villa Park High School
High School Diploma
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