Dana Neave
Mooresville,NC
Summary
Administrative leader offering experience prioritizing and delegating administrative tasks to drive goal achievement. Proficient in schedule coordination, resource allocation, and inventory management. Dedicated to training and mentoring top talent while cultivating a productive work culture.
Overview
19
19
years of professional experience
Work History
Support Coordinator
Lewis Services - 100% Employee Owned
03.2025 - Current
- Review, verify, and reconcile weekly payroll data, making adjustments as necessary
- Set up and reconcile jobs from contracts to ensure alignment between field and office tracking
- Reconcile jobs on a weekly, monthly and quarterly basis
- Produce, review, adjust, and submit customer invoices
- Collect past due customer invoices in conjunction with operational leadership and report on collection activity status weekly
- Reconcile customer payments
- Produce, analyze, and distribute reports on crew productivity, job unbilled/unearned revenue, and other relevant areas
- Reconcile and analyze weekly and monthly revenue reports
- Distribute information to and from field personnel related to responsibilities
- Assist company personnel, customers, and others in resolving problems
- Compose correspondence within general guidelines or as directed
Controller
HBi Auto LLC
04.2023 - 12.2024
- Daily maintenance of all cash flow
- Daily maintenance of all floor plan accounts including submitting units for loan approval and assistance with all internal and external audits
- Receipting in all accounts receivable payments to appropriate client accounts
- Monitoring of customer accounts to ensure that payments are correctly received and applied in a timely fashion
- Making payments owed by the company to suppliers and other creditors including payment of all vendor invoices and bills, and recording the company's short and long-term debts
- Using Excel to maintain daily updates to forecast profit and loss
- Maintaining and monitoring accurate Sales Commission Logs via Excel for Up-To-Date reference
- Payroll Processing (Including But Not Limited To): Computation of Prorated Salary and Benefit Amounts, Computation of Commission Amounts, Submittal of in and out-of-state Child Support payments, submittal of garnished wages to appropriate State and Local agencies
- Processing of all Monthly, Quarterly and Annual Taxes to the State and Federal Government
- Stocking in of all Inventory Units
- Maintaining clean accounting schedules daily
- Accurate processing of all month-end documentation in a timely and efficient manner to produce finalized financial statements
- Monthly reconciliation and remittance of payment for all outside vendor contracts
- Meeting all necessary federal compliance requirements, including the filing and retaining of 8300 documents according to federal statutes
Controller
Right1 Auto by Keffer
09.2019 - 04.2023
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Managed payroll data entry and processing for 15 employees to comply with predetermined company guidelines.
- Prepared balance sheets, cash flow reports and income statements.
- Worked with executives to create annual budget and track actual expenses against projected expenses.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Accurately completed financial statement audits and thoroughly reviewed results.
Office Manager
J&M Automotive
08.2006 - 11.2018
- Processing of DMV Paperwork daily, including completing title assignments, verifying information, scanning and uploading all documentation to the CT DMV system
- Handling or 'Breaking Down' of all deals, including ensuring proper documentation is sent to financial lenders and both in and out of state motor vehicle departments in a timely manner
- Using QuickBooks to complete basic bookkeeping including entering credits and deposits from company bank account and writing checks to vendors
- Verifying and/or correcting inventory information, including adding vehicles into the DMS and advertising systems
- Using Microsoft Word and Excel in order to create letters, company memos, state and federally required forms and spreadsheets
- Completing all month-end tasks including remittance of vendor contracts
- Obtaining necessary information in order to complete in and out of state transactions
- Meeting all necessary federal compliance requirements, including the filing and retaining of 8300 documents according to federal statutes
- Working directly with lenders or customers to complete direct purchases of vehicles, including processing any necessary lease or payoff documentation
- Answering phone calls and general customer service
Skills
- Financial accounting
- Cost accounting
- Office management
- Compliance management
- Internal and External data management and maintenance
- Strong customer and client relationship building
- Team development
- Business development (8 years)
- Inventory management
- Forecasting
- Organizational skills
- Excel data analysis including pivot tables and VLOOKUP
- Professional Presentations
- Internal and External Audits
- Cross-functional communication
- Time management
- Vendor Management
- CRM software
- Cash flow management
- Analytical thinking
- Accounting ledger management
- Documentation and recordkeeping
- Report analysis
- Budget monitoring
- Correspondence management
- Expense tracking
- Vendor management
- Customer database systems
Languages
English
Timeline
Support Coordinator
Lewis Services - 100% Employee Owned
03.2025 - Current
Controller
HBi Auto LLC
04.2023 - 12.2024
Controller
Right1 Auto by Keffer
09.2019 - 04.2023
Office Manager
J&M Automotive
08.2006 - 11.2018