Julie DiAnnie
Arvada,CO
Summary
With an unwavering dedication spanning three decades, I bring a wealth of expertise in Office Management, Administration and Accounting to the table. Renowned for steadfast ethics, unparalleled reliability, and a proven track record of impactful leadership, I seamlessly merge advanced organizational and financial abilities to ensure the smooth operation of any office environment.
Overview
37
37
years of professional experience
Work History
Administrative Assistant, Receiving Specialist, AP
USLBM
Edwards, CO
07.2020 - Current
- Organize and maintain filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Answer phone calls and emails.
- Receive, inspect, and record incoming materials, ensuring accuracy and quality.
- Address and resolve any issues related to material quality, quantity or delivery.
- Work with salesmen to resolve discrepancies between shipped goods and ordered items.
- Establish and maintain positive relationships with suppliers and vendors.
- Process, scan daily desktop, lockbox and check payments though Wells Fargo online banking.
- Process credit card payments.
- Assist in preparing daily bank deposits of all incoming cash customer accounts.
- Work with AR to maintain accurate records of customers payments, credits, and other transactions. Assist customers with questions on account balances, disputes.
- Reconcile discrepancies between vendor invoices and internal accounts payable reports.
- Perform data entry to ensure accuracy of financial reporting.
- Work with AP on outstanding Invoices with the receipt reconciliation report.
- Knowledge of Microsoft Office, Excel skills.
Business Office Manager
VIVAGE Quality Health Partners
Denver, CO
02.2020 - 06.2020
- Balanced daily cash drawer and reconciled discrepancies.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Prepare financial and statistical reports.
- Prepare and mail monthly statements.
- Maintain electronic and hard copy billing records for all payer sources.
- Maintain Medicaid billing records for 5615's.
- Monitor and collect Accounts Receivables reporting delinquent accounts to the Nursing Home Administrator.
- Record payment received to resident's accounts.
- Maintain and reconcile census daily and monthly in software.
- Prepare and mail monthly statements timely.
- Reconcile bank statements monthly.
- Close AR software in accordance to Vivage time frame.
- Oversight of Business Office document archives.
- Submit claims for all payer types accurately and timely.
- Participate in daily/weekly/monthly triple check process for Medicare and Managed Care resident claims.
- Medicaid Applications - Monitor and track Medicaid Pending applications and re-determinations, assisting residents and families.
- Resident Trust Oversight.
Office Manager
J&C Foundations
Broomfield, CO
09.2005 - 01.2020
- Pleasantly welcomed visitors, answered phone calls and maintained front reception desk.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Preformed general Bookkeeping duties such as reconciling bank statement and creating journal entries.
- Accounts Receivable
- Generated and distributed accurate and timely customer invoices.
- Monitored and tracked customer payments.
- Handled collections and reconciled customer accounts resolving any discrepancies to maintain accurate financial records.
- Investigated and resolved unapplied payment and credit balances.
- Prepared monthly AR aging reports.
- Provided regular updates to management on outstanding receivables.
- Accounts Payable
- Processed vendor invoices accurately, verified appropriate approvals and coding for expense allocation.
- Prepared and executed weekly/monthly check runs.
- Monitored payment terms and take advantage of early payment discounts.
- Communicated with vendors regarding payment inquiries and discrepancies while maintaining good relationships.
- Reconciled vendor statement and resolve discrepancies.
- Payroll
- Oversaw and calculated employee work hours.
- Prepared weekly payroll for over 100 employees.
- Addressed and resolved employee inquiries related to payroll matters.
- Calculated and processed Child Support Withholding and other court mandated payroll deductions.
- Workers' Compensation Claim Reporting
- Filed workers' comp claims to Pinnacol Assurance accurately and within mandated timeframes.
- Conducted thorough investigations into workplace injuries and incidents.
- Communicated with the injured employees, providing support and guidance throughout claims process.
- Handled monthly safety meeting with all employees.
Realtor Associate
Mckendry Real Estate
Arvada, CO
10.2003 - 09.2005
- Advised clients on the current market conditions and trends, providing expert advice to help them make informed decisions.
- Developed marketing strategies for properties listed, including creating ads and brochures to ensure maximum exposure.
- Conducted open houses, both in-person and virtual, to showcase homes for sale.
- Negotiated contracts between buyers and sellers to ensure fair pricing based on market value.
- Attended weekly sales meetings with brokers to discuss industry trends and new developments.
Office Manager
Monarch Shower Doors & Glass
Denver, CO
06.1987 - 09.2002
- Answered phone calls, responded to emails, routed mail and fax documents.
- Managed office inventory and placed new supply orders.
- Maintained filing system for records, correspondence and other documents.
- Interviewed prospective employees.
- Created job postings.
- In charge of hiring employees for office staff.
- Developed strong relationships with customers by providing personalized assistance and support.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Performed data entry into accounting software with QuickBooks.
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
Education
Licensed Realtor Associate - Real Estate
American Real Estate College
Westminster, CO01-2003
High School Diploma -
Green Mountain High School
Lakewood, CO06-1982
Skills
- Administrative Support
- Payroll
- AP/AR
- Cash Application
- QuickBooks
- Microsoft Office, Excel skills
- 10 Key by touch
- Interpersonal Skills
- Conflict Resolution
- Problem-Solving
- Attention to Detail
- Time Management
- Collaboration
- Adaptability
- Strong Ethics
Timeline
Administrative Assistant, Receiving Specialist, AP
USLBM
07.2020 - Current
Business Office Manager
VIVAGE Quality Health Partners
02.2020 - 06.2020
Office Manager
J&C Foundations
09.2005 - 01.2020
Realtor Associate
Mckendry Real Estate
10.2003 - 09.2005
Office Manager
Monarch Shower Doors & Glass
06.1987 - 09.2002
Licensed Realtor Associate - Real Estate
American Real Estate College
High School Diploma -
Green Mountain High School