Carol Gilbert Email & Phone Number

Bend, Or, Us

Bend, Oregon, United States

Bend, Oregon, United States

• Direct daily flow of Accounts Payable and Accounts Receivable• Manage corporate and employee credit card accounts• Streamline invoice processing for timely payments to vendors, while proactively resolving any related issues• Implement new software to improve processes and enhance workflows• Process biweekly payroll and other payroll related transactions• Conduct thorough review of invoice documentation, charges, and approvals• Resolve vendor issues promptly and efficiently to maintain positive relationships• Coordinate and prepare 1099s at year-end for comprehensive tax compliance• Oversee the setup, functionality, and user troubleshooting for Concur, Transfermate, and PaymentsHub.• Utilize Avalara Tax Software to audit Shopify and Amazon transactions for accurate sales tax reporting• Manage customer payment activities, including depositing checks, receiving remittances, verifying and posting customer payments (USD and CAD), and applying payments to customer accounts• Investigate, resolve, and track billing discrepancies in a timely manner• Assist with month-end closing to ensure books are current and accurate • Actively engage and participate in cross training, development, and ongoing ERP system updates• Initiate collection activities on past due accounts and pending orders • Reconcile bank accounts, credit cards, and loans • Review inventory, shipping, and customs documentation to ensure correct quantity, price, and volume

Bend, Oregon, United States

• Order processing through Microsoft Office D365• Sales order creation verifying pricing, terms, and shipping methods• Process credit and rebills for mis-ships, or incorrect pricing• Create warehouse inbound receipts for return inventory• Analyze inventory levels and create available to sell reports for dealers• Work with representatives to process preseason and at once orders• Manage and process drop ship accounts and orders• Audit Return Merchandise Authorization inventory• Keep email and phone correspondence with dealers, aquaparks and paddle sports customers• Manage logistics for order fulfillment using third party shipping services• Use vendor routing guides to properly manage purchase order logistics• Process warranty claims via Zendesk• Use point of sale software, eBiz, to process credit card payments and issue refunds• Provide outstanding customer service to people who call, chat or email with any questions or concerns they have• Practice sustainability by encouraging customers to repair broken pieces instead of replacing.• Troubleshoot kayak, paddleboard, pump and aquapark equipment problems involving valves, storage, and seam repairs with customers over phone or chat• Counsel customers in finding the right kayak, paddleboard or aquapark pieces that will work the best for their needs

Redmond, Oregon, United States

• Accurately audit and reconcile monthly vendor and trade statements and reconcile old invoices and credits• Input check requests from the marketing team for sponsorships, donations, and events• Route invoices through Concur Invoice software to team members for coding and approval• Extract invoices and push through the accounts payable system• Support accountants with invoice questions, payment issues, and expense entries• Communicate with vendors and suppliers on questions regarding invoices, coding, and payments• Examine and resolve discrepancies with invoices, coding, and payments

San Francisco Bay Area

• Design and implement new customer reporting processes to save the company roughly five hours a week while also reducing the opportunity for error• Collaborate with contractors for gaps in reporting or for any needed clarification• Generate contractor payout spreadsheets and submit to Office Administrator for approval• Create Invoices in QuickBooks and emailed them to customers• Prepare, send, and store invoices• Collections on past due accounts• Process payments in QuickBooks for autopay customers

Salem, Oregon, United States

• Developed Excel worksheet to calculate weekly prevailing wage rates per individual employee• Reconcile vendor statements with received invoices• Develop strong relationships with vendor contacts• Collaborate with vendors to discuss invoice discrepancies and corrected any errors • Accurately input invoice details and credit card receipts into QuickBooks • Analyze bank statements to identify and collect missing receipts from foremen • Review the accuracy of employee-submitted onboarding documents such as I9s, W2s, and drug screening paperwork• Oversee apprenticeship hours and reported totals to the Northwest College of Construction• Generated an Excel worksheet to automate the monthly payments to CITT• Prepare payroll information for Office Manager

Turner, Oregon, United States

• Proficiently use Wine Direct to pull daily sales report and process club orders• Monitored inventory levels in storage areas to ensure proper quantities for upcoming club orders and changes to wine flights • Used Club Processor in Wine Direct to build wine selections for clubs and bill over 5K club members • Observed inventory and placed purchase orders for small parcel shipping and WineCo using Sage Software• Kept detailed records in customer accounts regarding each contact made, taste preferences, and preferred method of contact to develop the relationship with the customer

Education record

Education record