Carlee Ardis Email & Phone Number

San Clemente

Develop reporting and automation of key performance metrics to help drive revenue and optimize sales efficiency and effectiveness.Work closely with demand and supply planning, logistics and finance teams to optimize on-time delivery and order to cash cycle.Support our sales forecasting and planning by creating robust models with data-driven insights.Help build, maintain, and improve the quality of our data foundation.

San Clemente, California, United States

Update Sales teams and customers on status of revenue attainment and inventory positions.Analyze changes in customer demand week to week and align supply line to support customer.Deliver accurate and on-time analyses, reports and ad-hoc requests for sales leadership and other company executives.Work closely with sales management to inspect sales process quality and prioritize opportunities for improvement; assist sales management in understanding process bottlenecks and inconsistencies; facilitate continuous process improvement.

Aliso Viejo, Ca

• Prepare and record complex accounting journal entries by compiling and analyzing financial data received from billing department.• Perform account analysis and investigate unusual items by using the tools and computer applications available (Microsoft Excel, Salesforce, Wanaka and Google Docs).• Review variance analysis over the P&L statement for Professional Services and Hardware revenue including research of root causes for trend changes.• Review and track Professional Services statements of work, record revenue and ensure recognition is in compliance with company standards and US GAAP.• Effectively communicate with the Professional Services team to verify reported revenue figures and validate completion of work (time entries, installation logs, and customer approval).• Prioritize time to ensure deadlines for month-end close and financial reporting requirements are met.

Aliso Viejo, Ca

• Reconcile company's cash accounts (e.g. Master Operating, Lockbox, MCA Accounts, Credit Card Clearing, ACH Clearing, etc.)• Maintain registers for Fixed Assets, Leased HW, and Intangible Assets; properly calculate monthly depreciation along with all additions and disposals• Work directly with the Operations Team on physical and inventory warehouse transfers; tying out physical amounts to our book amounts for all warehouses and item types• Reconcile and record monthly amortization journal entries for multiple prepaid expense accounts (e.g. licenses, tradeshows, etc)• Perform monthly journal entries to reclassify P&L expenses into their proper classifications for SEC Reporting (R&D, S&M, G&A)• Prepare monthly P&L and Financial Package• Reconciling numerous Balance Sheet accounts

Aliso Viejo, California

• Oversees client accounts, accounts receivable write-offs and credit requests.• Analyze billing data from CRM and enter into Dynamics GP.• Generates monthly invoices. • Enters cash receipts, coding and posting of receipts.• Prepares and processes daily bank deposit.• Manages client collections on a weekly basis.• Reviews and process all invoices for payment; posts invoices into GP Dynamics.• Audits and process employee expense reports.• Manages vendor contacts and inquiries.• Maintains personal contact with site managers and vendors on payables receivable matters.• Processes yearend 1099s.

Newport Beach, California

Newport Beach, California

• Review and verify invoices and check requests for appropriate documentation and approval prior to payment.• Input and code invoices to the appropriate GL; match invoices to checks, obtain proper approval signatures, and distribute checks accordingly.• Maintain vendor files and resolve bill discrepancies.• Prepare and process electronic transfers and payments including wires and ACH obligations.• Create and review all customer over payment refunds and warranty cancellation refunds.• Assist in the implementation of a paperless invoice processing system (Invoice Manager).• Responsible for downloading customer payment source files and posting payments by recording cash, checks and credit card transactions.• Investigate and resolve negligent accounts and rejected payments; resolve customer queries. • Assist in automating customer payment posting to accounts in SAGE 500.

Newport Beach, Ca

• Ensure submitted contracts and loan applications are complete and accurate.• Complete residence, insurance, and personal reference verifications.• Communicate with dealers and area managers in regards to loan application statuses.• Provide administrative support to the internal and external sales team.• Manage incoming calls; directing customers to the appropriate department and taking down leads for interested dealers.• Process dealer application agreements, ensuring forms are accurate and filled out in their entirety.

Uc Irvine Campus

• Safely transported students and faculty members to and from the UC Irvine Campus.• Inspected and operated high occupancy buses.