Donna Montgomery

Work History

Fidelity Life Assurance Company

06.2024 - 08.2024

Processed invoices EAS / Concur Software and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Reached out to vendors and customers to verify information and follow up on client issues.
Contributed to month-end closing process by ensuring all outstanding payables were accurately recorded and settled promptly.
Reduced invoice processing time with accurate data entry and timely vendor communication.
Processed Payments via ACH/Wires, Positive Pay Cashpro

EMI Porta

9 2023 - 05.2024

Communicated with vendors to resolve discrepancies impeding payments
Implemented an electronic document management system for better organization and retrieval of invoices and related documents
Assisted in the development of a comprehensive accounts payable policy to establish standardized procedures across the organization
Checked W-9 forms for completeness and accuracy
Managed a high volume of invoices, ensuring accurate coding and prompt approval from relevant departments
Maintained accurate vendor records by regularly updating contact information, banking details, and tax identification numbers as required
Reduced late payment fees by consistently meeting payment deadlines through efficient prioritization of invoices
Prepared vendor invoices and processed incoming payments
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.

Eos Energy

03.2022 - 08.2023

Ensured timely payments for all invoices, maintaining strong relationships with vendors and suppliers
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
Reduced invoice processing time with accurate data entry and timely vendor communication
Matched purchase orders with invoices and recorded necessary information
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers
Reviewed vendor invoices for appropriate documentation and validity prior to payment.

Specialty Print Communications

08.2021 - 11.2021

Organized and maintained filing system for accounts payable documentation, ensuring easy access to relevant information when needed
Participated in cross-functional projects, providing subject matter expertise on accounts payable processes and contributing to overall process improvements within the organization
Provided support during audits, reconciling financial statements and supplying necessary documentation for review
Prepared month-end accruals schedules for finance department review, ensuring proper recognition of expenses within reporting periods
Checked W-9 forms for completeness and accuracy
Managed a high volume of invoices, ensuring accurate coding and prompt approval from relevant departments.

Dynamic Healthcare

10.2020 - 07.2021

Handled day-to-day accounting processes to drive financial accuracy
Recorded deposits, reconciled monthly bank accounts and tracked expenses
Created detailed expense reports to facilitate reimbursement for business expenses incurred
Implemented new accounting processes to decrease spending and work flow downtime
Documented petty cash transactions in petty cash journal to summarize payments rendered, maintaining accurate records
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
Maintained good working relationships with vendors and resolved disputes.

Generations Healthcare Network

03.2019 - 09.2020

Enter Invoices into Netsuite, Month End Accruals, Processing Payment file for Payment Run, Vendor Correspondence, Reconcile Vendor Statement
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
Investigated daily variances and corrected errors to resolve discrepancies
Updated vendor information regularly, ensuring accurate contact details and banking information for prompt payments
Prepared vendor invoices and processed incoming payments.

Various

11.2008 - 02.2019

Ensured timely payments for all invoices, maintaining strong relationships with vendors and suppliers
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
Reduced invoice processing time with accurate data entry and timely vendor communication
Reached out to vendors and customers to verify information and follow up on client issues
Facilitated dispute resolution between company departments and vendors regarding payment issues or discrepancies in invoicing
Investigated daily variances and corrected errors to resolve discrepancies
Updated vendor information regularly, ensuring accurate contact details and banking information for prompt payments
Collaborated with procurement team to resolve discrepancies between purchase orders and invoices received
Assisted in automating repetitive tasks within the accounts payable function, resulting in increased productivity levels throughout the department
Trained junior staff members in accounts payable procedures, increasing overall department efficiency
Implemented a new system for organizing physical and electronic records, reducing document retrieval time significantly
Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.