Dawn Davidson Email & Phone Number

Portland, Oregon, United States

Portland, Oregon, United States

Portland, Oregon Metropolitan Area

Assisted audit and tax departments with tax return preparation and employee benefit plan audits.

Portland, Oregon, United States

-Temporary Employee at Smarsh-Post monthly billing credits to customer accounts-Manage subscription changes and renewals, ensuring proper revenue recognition-Assist Customer Success in resolving issues with customer billing-Draft process documents to increase efficiency in employee training

Oregon, United States

-Temporary employee at Smarsh-Processed an average of 25 payments per day and 300 credit adjustments per month-Managed past due collections for 250+ accounts per month-Tracked trends in collection delays-Collaborated with Customer Success to create custom billing invoices-Performed account reconciliations to resolve billing disputes-Notified customers of.

Oregon, United States

Promoted to Past-due Claims Specialist December 2018Provided accounting, claims and administrative support for 10 dental offices:-Processed bi-weekly bank deposits-Set up e-deposits, resulting in faster processing times-Compiled financial and analytical data for accountants and owners-Developed processes for accounts payable system to achieve on-time.

Orem, Utah, United States

-Led an average of 4 individual/group trainings per day-Implemented daily trainings, resulting in increased customer participation-Increased customer retention and satisfaction by reaching out to dissatisfied customers to understand their needs, resolving issues and creating robust training manual-Liason to corporate clients: coordinated product.

Orem, Utah, United States

-Temporary employee at MainStreet Tax & Accounting-Provided support to 3 accountants and owner-Scheduled new client, audit and business consultation meetings-Assembled tax returns, verifying completion and notifying customer-Collected payment on past due accounts-Prepared LLC business formation contracts to submit for filing-Assisted billing with.

Provo, Utah, United States

Promoted to Assistant Accountant April 2012-Managed front desk in School of Music department: answering phones, creating organizational systems, editing documents, and distributing mail.-Accounting tasks included journal entries, reconciliations, deposits, payments/reimbursements, contract preparation and end-of month reporting.

San Antonio, Texas, United States

-Temporary employee at Energy Transfer Company-Managed company benefits program: enrolled new employees, updated benefits, submitted terminations-Prepared verification of employment, new hire and termination paperwork-Audited payroll to ensure accuracy-Reorganized filing room following acquisition, resulting in 300 new employee files

San Antonio, Texas, United States

-Temporary employee for several companies including Diamante Custom Homes, Energy Transfer Company (Human Resources) and Community First Health Plans-First point of contact for front office and phone calls-Office organization including filing and scanning documents for distribution-Entered insurance claims for processing

Orem, Utah, United States

-First point of contact for front office and phone calls, maintaining positive customer and vendor relationships-Reviewed an average of 100 sales orders daily, ensuring accuracy prior to billing-Worked with sales team to correct sales order errors-Printed and mailed monthly customer invoices and statements-Managed postage meter and office.

Bachelor Of Science - Bs, Accounting

Education record

Bachelor Of Science - Bs, Family Life: Family Studies

Associate Of Science - As, General Studies