Open To Work
Donna Tuman
Woodstock
Summary
Meticulous Bookkeeping Administrative Assistant skilled in managing financial records and client relationships. Known for attention to detail and problem-solving abilities, contributing to efficient operations and accurate reporting. Reconciled bank statements and developed timely reports. Experience in Applied Epic, Quickbooks and Sage and Microsoft Products
Overview
26
26
years of professional experience
1
1
Certification
Work History
Bookkeeping Administrative Assistant
Avant Bike Shop/Orion Bike Company
Lake Geneva
07.2023 - Current
- Managed daily bookkeeping tasks, ensuring accurate financial records for operations.
- Supported inventory management by tracking stock levels and updating records to ensure accuracy.
- Maintained and updated accounting software to ensure data integrity and optimize system functionality.
- Executed administrative tasks for bookkeeping activities, including filing paperwork and updating databases for improved organization.
Intake Specialist/Basic tax preparer
VITA Tax Clinic (Seasonal)
Crystal Lake
01.2018 - Current
- Conducted initial client interviews to gather personal and financial information, ensuring comprehensive understanding of client needs.
- Assisted clients in accurately completing tax preparation documents, enhancing client confidence in filing process.
- Educated clients on tax credits, deductions, and filing requirements during consultations.
- Utilized tax preparation software to input client data and ensure accurate filings.
- Conducted intake interviews to obtain detailed client information, facilitating tailored service and compliance with legal requirements.
Account Specialist/Accounts Receivable
Austin Consulting Group
St Charles
03.2016 - 03.2026
- Assisting car dealerships with their claims and insurance renewal.
- Reporting of claims and follow-up on status.
- Ordered 5 year loss history and performed an analysis to prepare them for the insurance renewal.
- Prepared reports and monthly invoices.
- Posted deposits and daily AR transactions.
Administrative Claims Assistant
Flexible Staffing
Lake in the Hills
10.2014 - 03.2016
- Processed claims by reviewing documentation and verifying information accuracy.
- Maintained organized records of all claims and correspondence for easy access.
- Performed data entry into internal systems to process claims requests.
Customer Service Representative Mentor
Dovenmuehle Mortgage Inc.
Lake Zurich
08.2012 - 10.2014
- Mentored new customer service representatives on company policies and procedures, enhancing their understanding and effectiveness.
- Guided representatives in resolving complex customer inquiries, improving overall customer satisfaction.
- Fostered a positive team environment through encouragement and support initiatives.
- Resolved customer inquiries efficiently, contributing to a positive customer experience.
Senior Medical Representative
Liberty Mutual
Hoffman Estates
08.2000 - 05.2011
- Approved doctor visits and services, facilitating timely recovery of injured workers to preinjury status.
- Coordinated transition to loss time adjuster for injured workers, streamlining case management and compliance with guidelines.
- Investigated and determined compensability of medical-only WC claims, ensuring accurate claims processing.
- Prepared a rough draft wage statement for loss time benefits.
- Pulled files for adjusters and also to send to storage facility for secure storage.
Education
MBA - Accounting
Columbia College of Missouri
Columbia, MO05-2018
Bachelor of Science - Business Management
Columbia College
Columbia, MO05-2015
Associate of Applied Science - Business Management
McHenry County College
Crystal Lake, IL05-2011
Skills
- Accounts Receivable
- Billing resolutions
- Tax preparation
- Claims processing
- Accounting software
- Sage/Quickbooks/Applied Epic
- Data entry
- Account updating
- Document management
- Customer relationship management
- Attention to detail
- Problem solving
- Time management
- Effective communication
Certification
Licensed in Property and Casualty for IL/MI/FL and CA
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteOn-SiteHybridSalary Range
$6/yr - $65000/yrTimeline
Bookkeeping Administrative Assistant
Avant Bike Shop/Orion Bike Company
07.2023 - Current
Intake Specialist/Basic tax preparer
VITA Tax Clinic (Seasonal)
01.2018 - Current
Account Specialist/Accounts Receivable
Austin Consulting Group
03.2016 - 03.2026
Administrative Claims Assistant
Flexible Staffing
10.2014 - 03.2016
Customer Service Representative Mentor
Dovenmuehle Mortgage Inc.
08.2012 - 10.2014
Senior Medical Representative
Liberty Mutual
08.2000 - 05.2011
MBA - Accounting
Columbia College of Missouri
Bachelor of Science - Business Management
Columbia College
Associate of Applied Science - Business Management
McHenry County College