Joseph Learned Email & Phone Number

Mequon, Wisconsin, United States

Performing various AP functions across all current and former business units of Charter. * Weekly payment runs printing checks/processing ACH batches from Oracle * Analyze and process Non-PO, 2-way PO, 3-way receipt invoices in an efficient and timely manner following each division process. Some vendors can be extensively high volume. * Internal and external customer service* Review statements* Research and resolve various PO and invoice discrepancies assisting where needed to help come to a resolution*Work with Treasury to get EURO/GBP/YEN invoices paid as needed converting correctly to USD for Oracle payment application * BACS payments (former)* Weekly payment reports* Be adaptive for one-off needs where possible* Uninvoiced receipt cleanup. Work with Finance/Purchasing to keep GL clean and current* Test New software/reports and provide feedback as needed throughout the process to perfect it as much as possible through UAT to PROD where applicable.

Brookfield, Wi

• 3-way match receipts in Microsoft AX with AX invoice and vendor invoice. Ensure that high volume (250-300+ average daily) of invoice processing is accurate and timely. Keep open receipts as close to zero as possible. Post for payment. Utilize ImageNow as the source for viewing vendor invoices.• Research and resolve purchase order related issues with invoices, This includes third party and sister companies.• 3-way match receipts for sister companies and post pre-payments• Assist with month end coding of third party invoices for accruals• Communicate with vendors to resolve billing issues and answer payment questions• Interdepartmental communication to answer invoice related questions• Adhere to department procedures to accurately invoice specific vendors• Review received but not invoiced receipts. Reach out to vendor for statement to review and request invoices as needed.• Review and catch up on vendor statements• Request receipt requests and invoice approvals from buyers as needed

Pewaukee

• Use QuickBooks to add/edit vendors & write checks• Monthly bank/account reconciliation• Cash equivalents of metro-Milwaukee agencies• Keeping in frequent contact with project accountant in NE with any concerns/questions regarding daily financial functions• Check replenishment's about every 2 weeks* Develop vendor business relationships• Answer 1099 questions regarding EAG's sent out• Use company card on appropriate purchases• Maintain staff directory• Scan documents• Prepare/send out mail• Order office supplies• Assist supervisor with various tasks• Schedule Interpreters for case managers• File many different types of documents for audit purposes• Order government certificates via VitalChek• Order & pick up gift cards when needed for case worker's client incentives

Pewaukee

• Use QuickBooks to add/edit vendors & write checks• Monthly bank/account reconciliation • Cash equivalents of metro-Milwaukee agencies• Keeping in frequent contact with project accountant in NE with any concerns/questions regarding daily financial functions• Check replenishment's about every 2 weeks * Develop vendor business relationships • Answer 1099 questions regarding EAG's sent out• Use company card on appropriate purchases • Maintain staff directory • Scan documents • Prepare/send out mail • Order office supplies • Assist supervisor with various tasks • Schedule Interpreters for case managers • File many different types of documents for audit purposes • Order government certificates via VitalChek • Order & pick up gift cards when needed for case worker's client incentives

Menomonee Falls,Wi

• AP-Code invoices/packing slips to ensure accurate processing. Input invoices into Elliot• AR-Code checks with aged receivables. Verify the invoice number(s) & amount(s) on the check are the same as in the aged receivables report. Write appropriate account number on check stub.

Menomonee Falls, Wi

• Input data from production lines in Excel in a timely manner• Prepare the data for monthly reports for Quality Analyst • Communicate inefficiencies and discrepancies of defect sheet data to Quality Analyst• Update weekly changes of discrepancies • Research & solve Aged Payable invoice issues by pulling invoices/packing slips and requesting POD if needed• Communicate to appropriate personnel to solve invoice issues and send invoices/packing slips when requested• Send out Quality Notifications emails as needed from Supplier Quality Analyst• Write up scrap using SAP. Determine to either scrap or write up Quality Notification of the part(s)• Maintain packing slips • Scan defect sheets monthly, sort in appropriate network directory & discard• Assist Receiving Department as needed• Assist Accounts Payable Department as needed• Organize and sort parts• Other assignments as assigned

Germantown, Wi

• Provided amazing friendly customer service while multitasking other duties• Keep a cool head in stressful situations• Rotate seating guests using the given server sections• Quickly adapt to daily internal and external changing variables• Restocked various products• Assist servers/take orders

Germantown, Wi

• Provided amazing friendly customer service while multitasking other duties• Keep a cool head in stressful situations• Take& hand out orders• Maintained the daily goals of drive through times• Restocked general restaurant products as needed

Germantown, Wi

• Provided amazing friendly customer service while multitasking other duties• Keep a cool head in stressful situations• Take & hand out orders• Maintained the daily goals of drive through times• Restocked general restaurant products as needed

Mequon, Wi

• Provided amazing friendly customer service while multitasking other duties• Keep a cool head in stressful situations. I've had to run the restaurant with a manager multiple times throughout the daily rushes.• Take & hand out orders• Maintained the daily goals of drive through times• Restocked general restaurant products as needed

Accounting

High School