Patrick K. Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

- Performed quality assurance on around 100 software sales orders daily for accurate billing- Reviewed and corrected around 40-60 problematic software sales orders in Salesforce daily prior to customer invoicing- Analyzed and extracted customer software billing data from Salesforce to identify more than 800 customers affected by multiple billing error- Assisted accounting in investigating discrepancies between customer software bills and revenue recognized- Investigated any discrepancies in software bills in Netsuite and Salesforce and worked with billing support team to communicate solutions to customers- Worked with business systems team to resolve multiple software billing error in Salesforce- Collaborated with warehouse team to develop in-depth knowledge of hardware returns process and create documentation for it- Assisted internal teams in solving billing related cases

Boston, Ma, Us

Needham, Ma, Us

- Obtain approval for vendor bills and properly enter them into MineralTree AP software- Perform bill payments via credit card and record it in Netsuite- Keep a record of unapproved bills at month end close to be accrued- Create customer invoices and send it through appropriate channels- Communicate with various parties to troubleshoot discrepancies with customer invoices- Perform weekly collections on past-due invoices

- Prepared individual tax returns using ProSeries tax software- Reviewed clients' current and prior year tax returns for any notable items- Communicated with clients to resolve discrepancies and/or acquired beneficial tax information- Prepared Schedule A Itemized Deductions, Schedule B Interest and Ordinary Dividends, and Schedule D Capital Gains or Losses

- Ensured that the proper tax forms were submitted for review, resulting in the completion of 460 tax returns- Provided credit advising by recommending actions to improve or maintain the client’s credit score- Served as a liaison to the department by providing information from the Site Supervisor to the team- Promoted from Financial Guide to Lead Financial Guide

Bachelor’S Degree, Accounting

Business Administration And Management, General