Dana Sims

Account Specialist at Chesterfield County School District
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Primary and Secondary Education
    • 100 - 200 Employee
    • Account Specialist
      • Jul 2020 - Present

      Assisted in the preparation of budgets. Managed the records, receipts, and invoices for the entire Nutrition Services division. Performed the accounts payable and accounts receivable for the Nutrition program for 16 school locations within the district. Reconciled monthly and yearly bank transactions from each location. Provided customer services to participants of the Nutrition Program. Act as a key point of contact for other departments on financial and accounting matters. Developing an in-depth knowledge of organizational products and process. Resolve financial disputes raised by the customer service and sales teams. Support bi-monthly payroll for all personnel involved in the Nutrition Program at all 16 schools. Update financial spreadsheets with daily transactions. Prepare balance sheets. Create cost analysis reports (fixed and variable costs). Process tax payments. Process invoices and follow up with clients, suppliers and partners as needed. Provide administrative support during budget preparation. Participate in quarterly and annual audits. Maintain website development and provide marketing development for the Food Nutrition program. Accomplishments: Helped to ensure that a virtual meal program was successful during Covid Pandemic

    • Lead Secretary/Bookkeeper
      • Jun 2014 - Jul 2020

      Perform secretarial and clerical duties pertaining to the administrative functions of the school office. Order, receive and distribute all consumable supplies used in the school, and maintain all records pertaining to purchasing documentation. Register new students, request permanent records, and maintain permanent records in a monitored, locked secure area. Maintain school attendance accounting and discipline records for students and staff. Receipt, deposit, disburse and record all money received by the school. Keep an accurate ledger from which a monthly balance and an annual audit can be made. Verify the reconciliation of bank statements and prepare necessary journal adjustments. Maintain confidentiality of reports, records, and personal experiences of a private nature regarding students, school employees, and patrons. Main point of contact for employee relations including pay, benefits and various other concerns.Accomplishments: Headed the fundraising campaign for the entire school and collected $11,000 for the use of the school.Wrote and received several grants for the school to help with playground equipment, field trips and other needs.Received recognition as a top employee and contributor for the school.

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Customer Service Specialist
      • Jan 2012 - Apr 2014

      Communicate directly with patients/clients, referral sources, and insurance agencies to handle any questions or concerns and to assure completeness and accuracy of orders to assist in the claims submittal process. Responsible for Accounts Receivable billing for Medicare, Medicaid and other insurance companies. Evaluate paper flow and processing of claims to ensure proper reimbursement. Produced daily and monthly reports for branch and companywide reports. Accomplishments: Developed several forms for referral use to help with ease of use for referral sources and completeness of required information for account billing. Helped start a new branch in the Marion area and facilitated in the growth to form a profitable branch in less than one year.

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Transportation Logistics Manager
      • Feb 2006 - Apr 2010

      Provide customer service to all customers, both internal and external, including loss prevention, central receiving, yard drivers and haulers. Utilized routing software to ensure the most cost-effective route. Calculate and track level of service (LOS), and ensure trailers met requirements for weight, temperatures, case and cube. Create and key spreadsheets to track items used for most efficient utilization of trailers and report those numbers for Transportation Index. Maintain database information in TR6 program by purging data, backing up system and archiving information. Trailer plan using weight, temperature, cube, and store factors to map layout of pallets on trailer confirming cold chain compliance, weight limits and balance load. Accomplishments: Received several accommodations recognizing outstanding performance and skill set. Trained other employees on the company programs and requirements of the job. Member of Safety Committee

    • United States
    • Chemical Manufacturing
    • Business Support Executive
      • Sep 2003 - Feb 2006

      Provided support to Regional Marketing, Marketing Services and Market Research Development teams. Created Word documents, PowerPoint presentations, Organizational Charts, Excel spreadsheets and many other documents using several other applications and software programs. Maintained website for MRD team. Maintain and coordinate calendars and schedules for the Executives and other team members. Plan and coordinate travel arrangements including flight, car rental and other accommodations for sales reps and Vice President. Screen and return calls to both internal and external customers. Accomplishments: Organized Annual Marketing meeting in Florida for 350 attendees. Created and organized tracking tool for inventory samples and premiums.

Education

  • Capella University
    Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services
    2017 - 2019
  • Kaplan University
    Associate of Science - AS, Health Information/Medical Records Administration/Administrator
    2010 - 2012

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