Brenda Price Email & Phone Number

Phoenix, Arizona, United States

• Researching and resolving billing discrepancies.• Manage payment disputes through our third party payment processor Stripe.• Processing refunds/credits through Salesforce.• Review cancellation requests and process portal cancellations through their Ease site and Salesforce.• Handling all external communications regarding billing questions and portal questions through Zendesk.• Work closely with the internal teams such as Success and Salesforce Administrator to review accounts and contract terms.• Create standard operating procedures.• Run monthly reporting to manually review and process the current charges (~180 accounts) (formerly invoicing through NetSuite and currently through Salesforce). Including processing invoices on a handful of our customers individual third party websites, such as Ariba and Oracle.• Assisting with creating the baseline for the Salesforce Dunning process.• Review outstanding collections every two weeks (accounts not handled by the dunning process) and work with the customer to bring their account current.• Review the Salesforce Billing Dashboard and resolve any issues that show outstanding (ie: tax issues, invoices in draft, cancellations, past due accounts). • A key Finance member assisting with the implementation of Salesforce Billing.

Phoenix, Arizona, United States

•Payment application and reconciliation in QuickBooks and NetSuite.•Researching and resolving billing discrepancies.•Manage payment disputes and processing refunds/credits.•Review cancellation requests and process portal cancellations.•Handling all internal and external communications regarding billing questions and portal questions.•Setting up billing for new portals and working Salesforce opportunities to process the new accounts.•Manually adding adjustments to and maintaining discounts year over year.•Sponsorship reconciliations for General Agents that pay for broker portals.•Reconciling ACA (Affordable Care Act) billings and manually processing the charges.•Run monthly reporting to manually process the current charges (200+ accounts). Including processing invoices on a handful of our customers individual third party websites, such as Ariba and SmartSheet.•Review Merger Requests when customer acquisitions take place and escalate through the approval process.•AP backup processing invoices through bill.com.•Implementing NetSuite and migrating billing from QuickBooks to NetSuite.

Greater Milwaukee Area

•Verifying daily invoicing was processed and mailed printed invoices.•Handles cash application across all three companies, responsible for balancing daily banking details. Deposited checks with the bank and applied customer payments in our system.•Processed credit card payments and sent out receipts. Manually adjusted receipts per customers’ requests.•Manage the Accounts Receivable email. Assist customers with requests, complaints, research and follow-up on details to resolve matters.•Open new customer accounts and analyze credit reports.•Back up for Accounts Payable, helping process invoices for payments, releasing checks and ACH payments to the customer.•Approving and sending customer credits.•Process end of month reconciliations, including checks/ACH/credit cards, bad debts, accounts receivable clearing accounts and sending monthly statements.•In charge of maintaining and decreasing business to business collections for all past due accounts.

Greater Milwaukee Area

•Handles cash deposits and withdrawals. Responsible for balancing drawer daily.•Verifying adherence to all operational, regulatory and security requirements, directives and procedures. Resolving any customer problems that occur.•Meet monthly metrics and offer additional bank services to new and existing customers.•Open, close, and service accounts. Analyze credit bureaus while adding value to each customer’s relationship.•Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction.•Identify and resolve problems independently or cooperatively with other employees and management to ensure a positive and consistent experience. •Generate and maintain profitable customer relationships while satisfying and exceeding customer financial needs and expectations.•Customer Experience Counsel board

Greater Milwaukee Area

•Met monthly sales goals while maintaining a positive customer experience.•Engaged customers to drive additional sales while meeting metrics, answering questions, opening credit cards, etc.•Opening and closing out cash registers. Making sure the drawer is accurate and cash is all accounted for.•Working with store stock and maintaining a consistent level of inventory to meet customer demand. •Experience with multiple POS systems. Credit card processing and sales and returns of items, managing back end inventory.

Manitowoc, Wi

•Control receiving of inventory and production shipments into company database. Handling priority transfers of items to other locations.•Communicate professionally and effectively through e-mail, phone, and in person successfully with all levels of the organization and suppliers receiving goods into the facility.•Managed receiving logistics around the facility, directing drivers to place items in appropriate location, and working with packages timely and accurately.•Worked extensively with Microsoft Word and Excel, creating spreadsheets and entering data. Ability to use e-mail, internet, etc.•Obtained all deadlines in the facility reaching appropriate due dates and ensuring items have been received in a timely manner.

Bachelor Of Arts - Ba, Financial Planning And Services

Associate'S Degree, Accounting