Loretta Dodd Email & Phone Number

Greenfield, IN, US

United States

Act on behalf of the Executive Director in her absence. Full charge bookkeeping including daily accounting functions (deposits, A/P, A/R, journal entries, accounts reconciliation). Financial reporting and cash draw downs, Compliance with Federal regulations, contract requirements and General Accepted Accounting Principles (GAAP). Function as financial.

United States

Answers front desk telephone, directs calls, and greets clients with a smile. Provides general administrative support. Processes weekly account payable invoices in Sage. Corporate event coordinator. Knowledgeable with Certification of Liability Insurance. Developed specific goals and plans to prioritize, organize, and accomplish work. Knowledge using Fit.

Greenfield, Indiana, United States

Proficiency with WinTeam. Works directly with managers and full-time employees for benefits enrollment along with making 30-day qualifying event changes and preparing open enrollment packets. Providing accurate documentation to unemployment offices in forty-three states for former employees. Filing unemployment insurance appeals. Workers' compensation.

Greenfield, Indiana, United States

Set up new clients in AP for invoicing. Updated WinTeam with accurate GL codes for manager tracking. Processed monthly recurring invoices for clients. Sent invoicing based on client's specific requirements. Consolidated invoicing for better client experience. Tracked credit card limits by manager with bank and communicated with managers to keep them under.

Indianapolis, Indiana

Demonstrated proficiency in Filebound and NetSuite, documenting detailed patient demographics and insurance information from Filebound to NetSuite. Worked independently from home for 7 years. Upload invoices at the end of the day. Completes over a 120 invoices per day. I am a firm believer of Quality over Quantity. Identified highest Gleason score along.