DAVALIAN JAMES
Alhambra,CA
Summary
Finance professional versed in analyzing and interpreting financial records and business practices to determine appropriate resolutions for both entity and consumers' interest. Customer-oriented and reliable with knowledge of advanced finance actions and concepts. Adept at communicating with multiple clients.
Finance associate developing and managing financial strategies and resolution for large and small organizations as well as individuals. Proven expertise in current tax law and regulations. Implements financial best practices across departments to streamline budget requirements and increase profitability. Works closely with management to analyze and interpret complex finance information to meet company performance goals.
Overview
9
9
years of professional experience
Work History
Revenue Officer
Internal Revenue Service
07.2023 - Current
- Monitored business and individual budget and revenue trends, compiling reports to inform decision-making.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Prepared contrast analysis of bank accounts to income and expense statements and took corrective actions on deviations.
- Updated internal control systems data to mitigate errors and support resolution.
- Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
- Considered alternative means of resolving tax debt issues if taxpayer could not pay
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Processed tax payments, set up payment plans and worked with delinquent taxpayers to resolve issues.
Customer Solution Concierge
BlueShield of California
10.2021 - 04.2023
- Contacted customers' health providers to immediately find resolutions for escalated issues.
- Coordinated solution of complex members cases which resulted in high customer satisfaction
- Coordinated with multiple internal departments to resolve escalated customer concerns and/or cases
- Identified potential quality of care and billing issues and referred to Quality Management Department
- Used Facets healthcare management application to assign members PCP, IPA, order id cards
- Navigator and coordinator of specific medical plan benefits information
- Resolved care, benefit, medical equipment, prescription access, and claims issues.
- Processed claims and contacted appropriate parties for timely payment receipt.
Special Finance Assistant
Sunroad Automotive
03.2018 - 05.2019
- Streamlined special finance month-end close process, reducing time spent on manual tasks and improving data accuracy
- Kept track of all payments and expenditures, including purchase orders, invoices, statements and influenced the processes that served as success for the Special Finance Director
- Enhanced special finance budget management by implementing expense tracking and cost reduction strategies
- Consulted invoice approval workflow
- Worked with internal Accounts Payable team on payment and invoicing inquires/discrepancies
- Assisted with Quarterly/Annual audit requests
- Worked with the Project Manager and Special Finance Manager to track and forecast financial performance on program to ensure conformance to budgetary limits
- Supported the Special Finance Manager in day-to-day business operations functions including project management
- Labor Category and Cost Rates
- Accounting labor/ODC posting and adjustments
- Client and Vendor invoice reconciliation to job cost data
- Assisted with program plan management
- Supported the Special Finance Director and team with the preparation of presentations, status reports, meeting minutes, program metrics, monthly and/or quarterly client deliverables, customer reports, and various project documentation as needed
- Assembled data for program trends and forecasting
- Assisted in Month-end Close process: cost accruals and revenue adjustment
- Prepared analyses of accounts and produced monthly reports
- Managed enterprise-level accounts in a consultative customer facing role
- Completed payments and control expenses by receiving payments, plus submitting for processing, verifying and reconciling invoices
- Conducted phone conversations with potential customers, demonstrating ability to think quickly and answer unexpected questions with ease, and checks for pre-approval and set up showroom appointments
- Maintained historical records of 4,000+ multiple customer vehicle database
- Continuously improved car buying process and displayed passion for customer success creating memorable customer experiences
- Proficient in listening to customers and displayed ability to influence and drive their decisions.
Program Assistant
SDG&E
10.2016 - 08.2017
- Proactively analyzed both quantitative and qualitative data to identify insights
- Inventory, management, data entry and processing of CARE program and Rebate incoming mail
- Identified communication channels to set roadmap to distribute information
- Worked alongside data team to secure useful coverage of program goals and daily operations
- Reviewed and strengthened program operations with continuous assessment of operational plans and strategies.
Education
Bachelor of Science - Systems Management
San Diego State University
05.2006
Skills
- Financial Budgeting
- Operations Software
- Building Customer Trust and Loyalty
- Meeting Organization
- Calendar and Scheduling Software
- Positive Reinforcement Strategies
- Financial Modeling
- Conflict Management Education
- Strategic Planning
- Instructional Strategies
- Financial Transactions
Timeline
Revenue Officer
Internal Revenue Service
07.2023 - Current
Customer Solution Concierge
BlueShield of California
10.2021 - 04.2023
Special Finance Assistant
Sunroad Automotive
03.2018 - 05.2019
Program Assistant
SDG&E
10.2016 - 08.2017
Bachelor of Science - Systems Management
San Diego State University
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