Summary
Overview
Work History
Education
Skills
Work Availability
Work Preference
Accomplishments
Software
Career Summary
Interests
Timeline
Hi, I’m

Dee Anna L. Davis

Columbus,OH
Dee Anna L. Davis

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

29
years of professional experience

Work History

Columbus Window Cleaning Co.
Columbus, OH

Billing Specialist
01.2024 - Current

Job overview

  • Working in a mid-sized privately owned window cleaning company to provide professional billing services
  • Resolved discrepancies between customers' remittances and invoices received.
  • Executed account updates and noted account information in company data systems.
  • Monitored accounts receivable activity to ensure timely payment of invoices.
  • Calculated billing charges, prepared and submitted claims to insurance companies.
  • Generated periodic reports summarizing account balances and collection activities.
  • Computed credit terms, discounts and shipment charges for goods or services to complete billing documents.
  • Investigated past due invoices and delinquent accounts to generate revenues and reduce number of unpaid and outstanding accounts.
  • Eliminated inaccuracies in accounts payable payments by verifying information prior to generating checks and electronic payment transfers.
  • Monitored past due accounts and pursued collections on outstanding invoices.
  • Ensured the integrity of financial data by verifying and recording account entries.

Creative Financial Staffing
Columbus, OH

Bookkeeper
01.2010 - 01.2023

Job overview

  • In-house bookkeeper for a non-profit company
  • Maintained financial books, tracked expenses, prepared and submitted invoices, oversaw distribution of housing vouchers
  • Assessed current processes and suggested improvements to adhere to industry requirements and client’s needs
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Performed account analysis as required by management.
  • Implemented program to create daily spreadsheets and streamline financial reporting.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Reconciled or entered report discrepancies found in financial records.
  • Handled sensitive financial information with confidentiality and integrity.
  • Managed inventory records, adjusting entries for discrepancies and reporting changes.

Doyle Human Capital Management
Gahanna, OH

Client Implementation Specialist
02.2020 - 02.2021

Job overview

  • Assisted account executives with strengthening client relationships through targeted solutions.
  • Increased sales by 23% by coaching team members on effective sales strategies to boost retention results.
  • Handled over 30 incoming calls daily while providing excellent customer service.
  • Assessed project scope to confirm details and understand customer expectations in advance.
  • Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
  • Offered assistance in implementing and developing training programs.
  • Generated reports to track performance and analyze trends.
  • Responded to customer inquiries and provided technical assistance over phone and in person.
  • Promptly responded to inquiries and requests from prospective customers.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Investigated and resolved accounting, service and delivery concerns.
  • Responded proactively and positively to rapid change.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Ohio Department of Taxation
Columbus, OH

Tax Commissioner's Agent 2
01.2003 - 01.2008

Job overview

  • Strong use of logic & reasoning to identify the alternative solutions, conclusions or approaches to problems;
  • Handled highly sensitive confidential information;
  • Expedited oral & written correspondence to advise taxpayers on their specific tax issue or concerns in an assertive and proactive demeanor
  • Served as a liaison between Commissioners and external stakeholders such as government agencies, businesses, non-profits.
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Produced thorough, accurate and timely reports of project activities.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Performed outreach activities such as attending conferences or workshops to stay informed about current trends in public policy.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Analyzed data from surveys or public hearings to inform decisions made by Commissioners.
  • Collaborated with other governmental entities on shared initiatives or programs.
  • Ensured compliance with applicable laws, regulations, policies and procedures governing the Commission's operations.

Sofa Express
Columbus, OH

Payroll Supervisor
01.1996 - 12.2002

Job overview

  • Supervised the payroll and Pensions service management for 2000+ employees
  • Prepared invoices for more than 200 clients
  • Assisted with bill payments, records organization and preparation, and other office duties to promote smooth financial and accounting operations
  • Trained incumbent employees on office policies and procedures and assigned office duties
  • Developed and implemented new policies and procedures related to payroll processes.
  • Computed balances, totals or commissions to support accounting team.
  • Developed work schedules according to budgets and workloads, covering priority tasks.
  • Analyzed wage and hour reports to ensure accuracy of overtime payments in accordance with FLSA guidelines.
  • Created payroll-related reports for pension plans, insurance, and other benefits.
  • Updated payroll records by entering changes in exemptions, insurance coverage, savings deductions, and job title and department and division transfers.
  • Analyzed financial activities of department to share budgetary input with managers.
  • Reconciled payroll accounts and resolved discrepancies in a timely manner.
  • Voided checks and issued stop payment orders to correct payroll discrepancies.
  • Prepared and submitted payroll reports for review by senior management.
  • Managed timekeeping system and resolved any timecard discrepancies.
  • Maintained employee records in accordance with applicable laws and regulations.
  • Worked closely with Human Resources team members on special projects as needed .
  • Ensured timely payment of all taxes related to payroll activities.
  • Onboarded new employees in time reporting and payroll systems.
  • Oversaw payroll processing to comply with tax laws and court-ordered wage assignments and garnishments.
  • Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
  • Implemented new payroll software, leading to a reduction in processing errors.
  • Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.

Education

Trumbull Business College
Warren, OH

Associate of Applied Science from Accounting
01.1991

University Overview

  • Distinguished president of college’s Sorority (2 quarters)
  • Relevant coursework: Exceptionally Advanced Financial Accounting and Reporting
  • GPA: 3.3

Skills

  • Microsoft NAV Dynamics
  • Cashflow planning & management
  • State & Federal Tax Codes
  • HRIS systems and software
  • Microsoft Excel
  • MS Word
  • Outlook
  • A/R & A/P
  • GAAP
  • QuickBooks Desktop
  • QuickBooks online
  • Exceptional communication
  • ERP systems
  • Sales & use tax laws
  • Analyze sensitive information
  • Industry-specific policies
  • Billing cycle management
  • Relationship building
  • Invoice generation
  • Collections management
  • Time management
  • Account reconciliation
  • Month-end closing procedures
  • Regulatory compliance
  • Billing systems and software
  • Coding proficiency
  • Decision-making
  • Research and due diligence
  • Billing dispute resolution
  • Multitasking and organization
  • Monthly billing management
  • Analytical thinking
  • Verbal and written communication
  • Audit procedures
  • Billing software proficiency
  • Billing best practices
  • Attention to detail
  • Dispute resolution
Availability
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Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Flexible work hoursHealthcare benefitsWork from home optionPaid sick leave401k matchPersonal development programsWork-life balanceCareer advancementCompany CulturePaid time offStock Options / Equity / Profit SharingTeam Building / Company Retreats4-day work week

Accomplishments

Accomplishments
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supervised team of 4-5 staff members.
  • Resolved product issue through consumer testing.

Software

WORKDAY

Kronos

ADP

Quickbooks

PeopleSoft

Oracle

Paycor

Paychex

Microsoft

Google Docs

Career Summary

Career Summary

Bookkeeper with an impressive 30+ years of experience in accounting and finance industry.

Skilled in analyzing, verifying, auditing and preparing reports to following best practice accounting procedures. Ensured timely & accurate payment of a company’s bills and invoices.

Worked alongside other professionals in the accounting or finance department and produce bookkeeping and financial transaction records for accountants and auditors to use at tax time.

Motivated, talented & seasoned industry professional with some unknown or hidden capabilities.

Interests

Music

Movies

Books

Timeline

Billing Specialist
Columbus Window Cleaning Co.
01.2024 - Current
Client Implementation Specialist
Doyle Human Capital Management
02.2020 - 02.2021
Bookkeeper
Creative Financial Staffing
01.2010 - 01.2023
Tax Commissioner's Agent 2
Ohio Department of Taxation
01.2003 - 01.2008
Payroll Supervisor
Sofa Express
01.1996 - 12.2002
Trumbull Business College
Associate of Applied Science from Accounting

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Dee Anna L. Davis