Madison, Wisconsin, United States
Specialties: Customer Service, Bookkeeping
• Close Work Orders and Invoice • Assist with Month-End Accounting ▪ Monthly General Ledger Entries Based on Balance Sheet and Other Reports ➢ Reclassify Sales Tax ➢ Accrued Real Estate Tax ➢ Reclassify Labor ▪ Quarterly Inventory Report ▪ Generate / Sort Sales Tax Spreadsheet for Corporate Office ▪ Open New Accounting Period • Generate Sales Proposals from Site Surveys • Process and Invoice Sold Jobs • Maintain Schedules of Software Licensing Updates for Customers • Monitor Health and Functioning of Customer Equipment • Order Product for Sold Jobs / Track Ship Dates • Maintain Parts List (Add New, Inactivate Obsolete, Update Pricing, etc.) • Maintained & Created Preventive Maintenance Schedules and Agreements • Scheduled Appointments for Service Technicians • Monitored Inventories of Individual Remote Field Personnel and Two Local Warehouses • Created Invoices for Service Agreements • Reduced Cost of Inventory of Field Personnel by 40%
Guest Service Representative at DoubleTree Madison East / Hilton Garden Inn Madison West/Middleton. • Advise on Local Activities • Drive Shuttle
Long-term Temporary Worker
• Sell home mortgages for refinancing and purchasing a home
• Analyze Clients’ Current Financial Situation and Recommend Changes • Debt Management • Retirement Planning • Investments