Aundrea Gonzalez Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

• Reconciliations• Assisted with Month End Close• Collections• Proficiency in using systems like Salesforce and Sage Intacct• Updated POs on orders• Manually adjusted contracts in Intacct to align with special customer needs (ex: change to payment terms/billing schedule)• Updated Salesforce Account/Contract Data and synced changes to Intacct• Handled and closed special Accounting/Finance Cases created in Salesforce by internal departments to assist with various business needs• Ad hoc projects• Verified Billing details on signed agreements and ensured data matched Salesforce and synced changes over to Intacct• Ensured contract data/products in Salesforce matched signed agreement and made necessary changes and synced contracts to Sage Intacct• Answered customer inquires about contract invoicing and stepped in for any issues that would arise with billing• Kept track of all opportunities marked Closed Won (Sold) within Salesforce by running daily reports and worked with Sales and Tech teams to fix any discrepancies found so we could sync to Intacct and bill customers correctly• Ran daily Salesforce reports to keep track of various contract data• Member of the DEI council and helped coordinate DEI events and distribute educational information company wideINFOSOFT WAS ACQUIRED BY MITRATECH in April 2023

Bayonne, New Jersey, United States

• Manage all storage billing- processing payments, collection calls, assessing account for late fees, add/remove all customers from billing as needed in Quickbooks, add yearly increases into the storage billing system for each customer, etc.• Use Quickbooks daily- post deposits, post daily transactions from bank account to Quickbooks, writechecks etc.• Monthly Reconciliation for storage billing and warehouse storage book• Post job advertising weekly for two companies• Speak to customers daily via phone and email regarding questions about an upcoming move, a quote or anything else they may need• Organize Auctions for past due customers who have abandoned their shipment• Review daily contracts for accuracy, post commission for all foreman and close jobs in our Granot system• Miscellaneous tasks given by owners/ management• Initiate credit card authorization forms, power of attorney forms or any documentation a customer might need for their scheduled move•Open mail and add any invoices needed to be paid to Quickbooks under the correct vendor

Secaucus

Secaucus