Diane McDonald
Midlothian,VA
Summary
Experienced Manager and Administrative Specialist with a strong background in financial reports and GAAP procedures. Proficient in handling clerical duties and providing comprehensive support to top-level leaders and executives. Adept at ensuring smooth operations and maintaining confidentiality in high-pressure environments. Demonstrated ability to communicate and collaborate with cross-functional teams to achieve organizational goals.
Overview
21
21
years of professional experience
Work History
Finance/Administrative Coordinator
VIRGINIA CAPITAL TRAIL FDN
05.2023 - Current
- Organize and process daily accounting records, accounts payable and receivable
- Maintain the general ledger and chart of accounts, ensuring the overall accuracy of financial reports
- Handle sales and use tax reporting duties.
- Oversee and execute payroll operations
- Work with management at the project level to create expense reports, track progress, and monitor KPIs
- Maintain and update the donor and CRM database, ensuring customer information is current and generating relevant reports
- Organize and manage giving campaigns, including creating marketing emails, social media ads, and direct correspondence
Account Management Specialist
INTERNAL REVENUE SERVICE
12.2012 - 04.2023
- Conducted analysis of tax filings and correspondence, managing adjustments for the 1040/1120 series
- Handled identity theft closeouts and unpostables, maintaining compliance with regulations.
- Participated in the IRM improvement team to streamline internal processes.
- Developed strategic financial solutions targeting tax implications.
- Addressed different tax issues, including LTR and CP correspondence through written communication and calls.
- Processed rejections, math errors, credits, AUR, EXAM, and TPP, showcasing strong interpersonal and problem-solving skills
- Enhanced expertise in updated tax laws and compliance requirements through continuous learning.
Office Manager, HR Coordinator
CAROLINA OUTREACH, LLC
06.2005 - 12.2012
- Performed end-of-month AP and AR reconciliations utilizing QuickBooks and Casehandler.
- Supervised inventory and purchasing activities, establishing effective systems to enhance operations.
- Performed yearly evaluations of staff efficiency.
- Directed management of digital patient records and related insurance documentation.
- Interviewed, onboarded, and developed a team of five administrative office personnel, overseeing their daily activities
- Organized transportation specifics, food services, and participation details for different occasions.
Loan Administrative Assistant
CENTRAL CAROLINA BANK
05.2004 - 04.2005
- Performed research on business entities, credit history, and title documents to support loan approvals.
- Processed payments
- QC loan documentation for accuracy and completeness
- Updated loan records and maintained credit files
- Answered phones, directed callers, scheduled appointments, and provided general office information
Education
Accounting Certificate -
Cornell University
Ithaca, NYBookkeeping Certification -
Intuit Academy
Foreign Language Certification -
Atlantic Cape Community College
Mays Landing, NJHigh School Diploma -
ICS
Pleasantville, NJSkills
- Tax Research
- AR/AP & Reconciliations
- Financial Reports
- Google Suite
- Bloomerang
- Quickbooks
- ISolved
- Calendar Management
Timeline
Finance/Administrative Coordinator
VIRGINIA CAPITAL TRAIL FDN
05.2023 - Current
Account Management Specialist
INTERNAL REVENUE SERVICE
12.2012 - 04.2023
Office Manager, HR Coordinator
CAROLINA OUTREACH, LLC
06.2005 - 12.2012
Loan Administrative Assistant
CENTRAL CAROLINA BANK
05.2004 - 04.2005
Accounting Certificate -
Cornell University
Bookkeeping Certification -
Intuit Academy
Foreign Language Certification -
Atlantic Cape Community College
High School Diploma -
ICS
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