Dianne doCarmo
Salem,OR
Summary
Dynamic and detail-oriented professional with a proven track record at Willamette University, excelling in accounts management and billing resolution. Adept in Microsoft Office Suite and known for strong analytical thinking and effective communication. Committed to achieving accuracy and fostering team collaboration to drive organizational success.
Overview
24
24
years of professional experience
Work History
Accounting Assistant
Oregon School Employees Associate
04.2024 - Current
- Reconcile bank and dues statements for over 80 chapters
- Invoice special accounts monthly
- Fact-checking accounting data
- Run reports on a monthly basis
- Very adept at utilizing computer ad Internet software
- Assist with Accounts Payable and Receivable
- Support Month-End Close Procedures
- Resolve reconciliation errors
Sr. Student Account Specialist/Grants Accountant
Willamette University
Salem, OR
05.2018 - Current
- Assisting students, parents, and others with student account related questions, including university policies and procedures
- Assisting with term billing and downloading, emailing & filing of monthly statements
- Auditing accounts for billing errors and making appropriate corrections
- Setting up and maintaining payment plans
- Sponsor billing for students
- Process returns of private loan funds to the lender
- Prepare letters to incoming students and their parents
- Coordinate diploma holds with Registrar's office
- Daily balancing of a cash drawer and the vault, maintaining daily transaction balance sheet
- Prepare daily bank deposit
- Processing and disbursing refunds to students and parents
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Performed administrative functions for assigned accounts, recorded address changes and purged records.
- Received payments and posted amounts to customer accounts.
Bookkeeper
Robert L Armstrong, P.C
07.2023 - 04.2024
- Conduct monthly reconciliations of client bank accounts (Checking, Savings, Credit Cards)
- Categorize and record missing information for bank transactions
- Coordinate and report financial results
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
- Reconciled vendor statements to assist in monthly closings.
- Entered deposits, credit card charges and sales entries to facilitate cash management.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Organized and maintained chart of accounts, and updated monthly entries and adjustments of ADP payroll entries and monthly accruals.
- Handled AP, ledger, reconciliation and statement requirements to maintain records accuracy, integrity and compliance.
- Resolved balance errors using accounting software.
Bookkeeper
Panda Manage
07.2019 - 03.2022
- Conduct monthly reconciliations of client bank accounts (Checking, Savings, Credit Cards)
- Categorize and record missing information for bank transactions
- Coordinate and report financial results
- Provide information to the external accountant who creates the company's financial statements
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Organized and maintained chart of accounts, and updated monthly entries and adjustments of ADP payroll entries and monthly accruals.
- Resolved balance errors using accounting software.
- Reviewed transactions, issued checks and updated ledgers and budgets.
Direct Support Professional
DSP Connections
01.2021 - 01.2022
- Supported autistic child with school work
- Coached autistic child who struggled with essential life skills
- Prepared meals and activities for those under my care
- Participated in community outings engaging clients in quality social gatherings
- Engaged in transportation and appointments with clients
- Advocated for my clients at IEP meetings with elementary schools
- Promoted independence with activities for my clients
- Submitted daily and monthly progress reports
Pricing Analyst
HD Supply
07.2015 - 05.2018
- Resource to sales and management gathering and compiling raw data to be utilized in comparison bids
- Gathers and compiles raw data; conducts research for industry trends and benchmarks; and normalizes data to be incorporated into a centralized data format
- Analyzing competitor data, creating reports, and preparing cost analyses
- Defines data definitions and documents data limitations
- Prepares spreadsheets for data analysis; prepare usage reports with charts and graphs, and ad hoc requests
- May make presentations
- Provides recommendations based on findings and analysis; provides input on policies and procedures
- Director of the offshore data support team with directions and supplying them with Excel spreadsheets for assigned projects
- Developing training manuals for Pricing Analyst responsibilities, thorough trainer, and supportive coach.
- Worked closely with sales teams to assess profit margins and adjust items and categories.
- Analyzed rates and summarized findings in regular reports to management.
- Handled bidding processes by coordinating materials, analyzing proposals and managing implementations for awarded contracts.
- Summarized raw data and analyses and made recommendations based on findings.
- Presented findings to management and executive leadership and fielded questions to help refine strategies.
- Created proposals for service and product strategies based on marketing data.
Sr. Bid Analyst
Staples
Poway, CA
05.2003 - 06.2015
- Meets or exceeds deadlines 100% of the time Identifies products to be offered, follows pricing guidelines
- Analyzes proposed pricing approach to ensure profitability and competitive results
- Develops necessary pricing models to allow for 'what if' hypothetical approaches to bidding moderately complex opportunities
- Reviews successful and unsuccessful bids to determine future pricing alternatives Creates 'CPE'
- Customer Profit Estimator working the logistics to make deal profitable
- Provide high quality bids for the Sales Team and management Manages Healthcare GPO bids and trains all employees on processing healthcare pricing structures
- Excellent time management skills, well organized, dependable, strong work ethics and morals
- Knowledgeable in Microsoft Office Suite 2007 & 2010 (Outlook, Excel, Word, PowerPoint).
- Maintained regular communications with clients to discuss and resolve issues.
- Analyzed pricing and sales for business products.
- Collected data and information from vendors, sub-contractors and teammates to determine exact costs for all aspects of each project.
- Prepared estimates used by management for planning, budgeting and scheduling work.
- Worked closely with sales teams to assess profit margins and adjust items and categories.
- Handled bidding processes by coordinating materials, analyzing proposals and managing implementations for awarded contracts.
Administrative Assistant
Staples
San Diego, CA
01.2001 - 05.2003
- Maintained detailed administrative and procedural processes
- Arranged travel for the District and Regional Sales Managers, set up equipment, meeting reminders, and catering for conferences
- Standardized department filing system
- Trained new Administrative Assistants (CA, AZ, and WA)
- Discreet and judicious with confidential materials
- Completed background checks, completed background checks and references, assisted employees with benefits.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
- Directed customer communication to appropriate department personnel.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Prepared and prioritized calendars and correspondence.
- Composed correspondence, reports and meeting notes.
Education
Master of Business Administration - Human Resources
Ashford University
Bachelor of Science - Business Administration
Western Governors University
Skills
- Microsoft Office Suite
- Skype for Business
- Adobe Acrobat and PDF
- Cloud storage solutions
- SharePoint and DocuSign
- Salesforce CRM
- Quicken and QuickBooks Online
- Typing speed: 60 wpm
- Colleague collaboration tool
- Billing resolution strategies
- Account investigations
- Reporting proficiency
- Due diligence practices
- Document management systems
- Account updates and maintenance
- Staff training and motivation
- Payment processing techniques
- Operational procedures management
- Customer service excellence
- Strong work ethic
- Leadership and supervision skills
- Computer proficiency
- Critical thinking abilities
- Organizational skills
- Reliability and trustworthiness
- Conflict resolution strategies
- Oregon notary public certification
- Bank reconciliation
- Accounts receivable
- Accounts payable
- Data entry
- Invoicing
- Cash management
- Attention to detail
- Time management
- Problem solving
- Effective communication
- Team collaboration
- Analytical thinking
- Payment processing
- Account evaluation
- Finance
- Proactive and Self-motivated
- Payment authorization
- Statement review
Accomplishments
- Budget Committee Volunteer, City of Salem, Analyze and recommend a budget to the city council, 2020 - Present
- Faculty/Staff Annual Fund Leadership Committee Member, Willamette University, Engage the Willamette community in the creation, enrichment, and stewardship of the campus, 2019 - 2021
- Court Appointed Special Advocate, Voices for Children, Inc., Advocating for children in the foster care system, 2015
- Event Coordinator, People In Motion, Assisting in fundraising, donations, and logistics, 2005 - 2006
- Event Coordinator, Shakti Rising, Assisting in fundraising, donations, and logistics, 2001 - 2006
Timeline
Accounting Assistant
Oregon School Employees Associate
04.2024 - Current
Bookkeeper
Robert L Armstrong, P.C
07.2023 - 04.2024
Direct Support Professional
DSP Connections
01.2021 - 01.2022
Bookkeeper
Panda Manage
07.2019 - 03.2022
Sr. Student Account Specialist/Grants Accountant
Willamette University
05.2018 - Current
Pricing Analyst
HD Supply
07.2015 - 05.2018
Sr. Bid Analyst
Staples
05.2003 - 06.2015
Administrative Assistant
Staples
01.2001 - 05.2003
Master of Business Administration - Human Resources
Ashford University
Bachelor of Science - Business Administration
Western Governors University
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