Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Donja Malcolm

Donja Malcolm

West Bountiful,UT

Summary

Results-driven professional providing executive support and leadership in business operations. Proven ability to manage multiple tasks with precision and attention to detail. Extensive experience in office management, accounting, invoicing, dispatching, and vendor negotiations. Acknowledged for outstanding customer service and effective team collaboration.

Overview

8
8
years of professional experience

Work History

Office Coordinator

City Light & Power, Inc.
Hill AFB Installation
05.2023 - Current
  • Company Overview: City Light & Power, Inc is a privatized utility company for 10+ military bases and is owner of the high-voltage electricity and in some cases take on the low-voltage electricity.
  • Front reception for all guests. Ensures that guests sign in and out.
  • Answering phones; scheduling appointments, answering questions.
  • Provided minutes for meetings and sending the minutes out to the meeting participants.
  • Act as dispatch for emergency and unscheduled electrical outages on HAFB while documenting and filing the outage.
  • Oversee the crews weekly safety trainings and ensuring a Weekly Safety Meeting Log is signed and sent to our Safety team.
  • Create and submit PRs to the purchasing team and obtain POs for ordering job material, inventory restock, tools, safety gear and all other purchases.
  • Have an understanding of the IBEW Local 57 policies and procedures.
  • Ensure the crew submits timecards every Friday so that the following Monday I can review and input timecards into accounting database before deadline on Wednesday.
  • When a job is complete, the crew supervisor provides an inventory log sheet with all major materials used for the job listed. I take the inventory log sheet and deduct the major material from our inventory ensuring all items and item numbers are correct.
  • Assist the Installation Manager and Project Manager in job closeouts by sitting in on the closeout meetings and answering any billing/cost questions they had using our accounting software. This includes, but not limited to: material costs, labor costs and hours, equipment usage, sub-contract work and costs.
  • Coordinate and track crew's squirt boom, digger and other vehicle maintenance and registration renewals.
  • Act as a liaison for Human Resources including onboarding, relaying information to the Crew and office admin team, obtaining signatures for new policies, and ensuring crew drug tests are done in a timely manner.
  • Track crew and admin team's base access badges while submitting renewal applications and coordinating the appointments for renewal.
  • Integrated a 'Day' per month for company morale; national donut day, employee appreciation day, etc.
  • Plan and execute company events. Including Thanksgiving lunch for the office and crew, Planning and executing the company Christmas party. Order and pick up weekly lunch for the admin office.
  • Restock and order company supplies. This includes regular office supplies such as pens and papers as well as kitchen stock supplies like coffee, creamer, water, etc.
  • City Light & Power, Inc is a privatized utility company for 10+ military bases and is owner of the high-voltage electricity and in some cases take on the low-voltage electricity.

Accounting Specialist

TJ Chapman Auto
03.2023 - 05.2023
  • Responsible for making and tracking of the company bank account deposits and credit card transactions. Ensuring all transactions are posted correctly to the proper general ledger account, review transactions for accuracy and obtain required back-up documentation for each transaction.
  • I act as a backup for A/P and A/R and have crossed trained with the clerk.
  • I perform general accounting responsibilities. Which include: Client invoicing - receive invoices, data entry each invoice into the software and assign debits and credits to and from the correct general ledger account.
  • Accounts payable - ensure that invoices are being paid in a timely manner.
  • When needed, contact clients requesting outstanding invoices or invoice discrepancies.
  • Responsible for the verification and setup of vendors, including name, address, and tax status.
  • Assist the Controller with month end closing, journal entries, and financial statement prep and other various related and unrelated tasks such as compile data and prepare and analyze a variety of reports using Excel, Google Sheets and the accounting cloud software.
  • Work hand in hand with vendors and suppliers to ensure good communications and relationships regarding invoice processing and payments.
  • Assist the company CEO and owner with administrative duties such as ordering office supplies, setting up meetings with possible vendors, ensuring that new employees information is updated for payroll and any other tasks as assigned.

Verification Specialist / Accounts Receivable

Foursight Capital
04.2019 - 02.2023
  • Company Overview: Foursight Capital focuses exclusively on helping finance auto customers directly through relationships with franchise and independent dealerships.
  • I began my journey at Foursight Capital as a loan processor/verification specialist. This role required the evaluation and authenticity of loan documents to ensure that auto-loan applications were complete so that processing was done in a timely manner.
  • Process submitted loan applications.
  • Data entry physical application and all supporting documents such as Retail Installment Contract, booksheet values, customer information, etc.
  • Follow-up with customers and dealerships via phone, email and text.
  • Calculate income using the applicants pay stub, W2 or approved documents.
  • Evaluate the accuracy and authenticity of loan documents received.
  • Ensure adherence to required regulations and work under the supervision of a manager.
  • Able to manage pipeline and ensure the time processing of each loan.
  • In November of 2020, I was promoted to join the receivables team as an account/dealer receivable clerk where I work closely with other accounting departments to provide administrative and bookkeeping support and streamline financial recordkeeping.
  • Complete collections, ensuring that new and outstanding receivable accounts are paid within a reasonable time frame.
  • Be a functional backup for other accounting functions as assigned and have ownership of standard accounting processes.
  • Enter received payments into a company tracking system. This included - payoff checks, ACH transactions, insurance and GAP claim payments, customer monthly payments.
  • Timely and accurately process vendor invoices, all incoming checks and ACH transactions.
  • Review all invoices for appropriate documentation and approval prior to payment.
  • Ensure all checks are properly coded using a 3-way match & batch process.
  • Accurately allocate and post payments in a timely manner.
  • Answering questions from vendors and clients.
  • Maintaining vendor files.
  • Reconciling vendor activations, including researching and correcting discrepancies.
  • Assist in month-end closing.
  • Maintaining files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices.
  • Compile data and prepare a variety of reports.
  • Work cross-functionally with other areas of the company and various levels of management.
  • Research and resolve discrepancies, questionable data.
  • Foursight Capital focuses exclusively on helping finance auto customers directly through relationships with franchise and independent dealerships.

Customer Service Social Media Support, Executive Admin

MoneyLion, Inc
08.2017 - 04.2019
  • Company Overview: MoneyLion's mission is to build better, smarter banking system products and positively rewire financial paths taken by people like you and me.
  • I began my time at MoneyLion in customer service to learn the in and outs of the company. I assisted customers with account specific questions and help them understand their loan, bank account and investment accounts.
  • In November of 2017, I took my knowledge of customer accounts and moved to the MoneyLion Social Media Support team where I was responsible for overseeing the companies Facebook, Instagram and Twitter business accounts.
  • Created and updated social media posting schedules.
  • Replied to comments from subscribers.
  • Liking and sharing tagged photos.
  • Coordinated with peers to determine how to market the MoneyLion brand and its products and services and increase brand awareness.
  • Encourage the community and subscribers to engage with the brand.
  • Moderate user-generated content.
  • Mid-January of 2019, I was asked to join the management team as the Executive Assistant.
  • For this role I was responsible for managing the schedules and communications of key company executives.
  • Worked directly with CEO and on-site managers to support all aspects of daily work routine.
  • Maintain Sandy, UT calendar, including scheduling meetings, appointments.
  • Coordinated travel arrangements - booked flights, arranged in-town stays with hotels or AirBNB.
  • Organized business luncheons.
  • Organize and prepare for meetings including gathering documents and attending to logistics meetings.
  • Draft, review and send communications on behalf of executive meetings.
  • Provide administrative support at the Sandy, UT location, including organizing company events.
  • Handles printing, faxing, mail, copying, filing and email/messages for company.
  • Routinely perform a wide variety of site support duties - ordering supplies, restocking supplies, organizing filing rooms and offices.
  • MoneyLion's mission is to build better, smarter banking system products and positively rewire financial paths taken by people like you and me.

Education

High School Diploma -

Phlebotomy Technician -

Skills

  • Program and project development
  • Change management
  • Continuous improvement
  • Partnership and relationship management
  • New product development
  • Team building and training
  • Process optimization
  • Self-motivation
  • Adaptability
  • MS Office and database proficiency
  • Product education
  • Research and analysis

Hobbies and Interests

  • Camping
  • Travel
  • Paddle-boarding

Timeline

Office Coordinator

City Light & Power, Inc.
05.2023 - Current

Accounting Specialist

TJ Chapman Auto
03.2023 - 05.2023

Verification Specialist / Accounts Receivable

Foursight Capital
04.2019 - 02.2023

Customer Service Social Media Support, Executive Admin

MoneyLion, Inc
08.2017 - 04.2019

High School Diploma -

Phlebotomy Technician -

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Donja Malcolm