Patrick Beck Email & Phone Number

Jefferson, Wi, Us

Watertown, Wisconsin, United States

• Lead a team of Accounts Receivable Specialist performing business to business collection covering the USA and Canada. • Weekly meeting with sales to help with collections and communicating about customer issues or special projects.• Work with sales and other internal departments on billing issues and customer concerns. • Month-end closing of Accounts Receivable, monthly general ledger, account balancing, and journal entries. • Respond to yearly audit request for Account Receivable. • Credit checks on new customers. Manage credit limits for existing customers.• Bill and Hold credit request analyst.• Implement in ERP system for the A/R functions. Update process and procedures for the A/R role, trained AR specialist on new system• Prepare and develop performance reviews for team members.• Provided regular feedback to team members about performance as needed.• Maintained effective working relationship with external and internal clients.• Respond to client’s questions and concerns in a timely manner.

Jefferson County, Wisconsin, United States

Ensure credibility of team and function by providing timely and accurate comparative financial performance reports, analysis of budgets and financial forecasts and profitability analysis, cash flow planning, and development and management both immediate and long-term financing strategy and ongoing management. Develop, implement and revise processes and procedures for accounting and the company Manage and oversee financial reporting, overall process and flow of responsibilities, safeguarding of confidential information, and the timely and accurate reporting and support of ongoing operations.Lead financial analysis; play primary leadership role in the coordination and advisement in the development of the strategic plan to include assembling senior management team input, establishment of key underlying priorities and underlying assumptions, as well as preparation of all financial and investment related schedules. Manage development and presentation of business planning process and trend analysis of business performance. Handle financial statements, budgeting, costing, and yearend work with tax accountant, payroll, payroll taxes, sales and use tax for 4 states.Lead and oversee a team comprise of accounting clerks tasked with accounts payable/receivable, payroll processing. Oversee information technology systems, liaison with outside contractors, set up workstation, help desk.Accomplishments:Cleaned up the books and solved sales and use tax issue on materials within the first year.Led the automation and implementation of a new system by liaising and leading a third-party IT company.Recognized for ability to produce costing reports to identify which jobs are most profitable, which helped provide direction and strategy for the future.Set company sales pricing to ensure profitability. Grew the company from $1 million to $14 million in sales.Implemented 3 management systems and 2 time and attendance software systems, resulting in increased efficiency.

Associate'S Degree, Accounting

Education record